Make your store more money with our sales assistant software

Schedule a demo to learn how thousands of jewelers like you are boosting sales with AI powered recommendations

What can I expect?

An in-depth walkthrough of our software and AI-powered features.
Real world examples of what Clientbook has done for other jewelers.
A personalized quote for your store, so you know exactly what you’ll pay.

See what Jewelers are saying

“Having Clientbook is like having an extra team member who’s an expert on my industry. It’s such a comfort to have someone I know and trust looking out for me and my business.”
Tiffany Crawford
Garris Jewelers
“Implementing Clientbook at your business is how you move yourself into the 21st century more fully. You can move your business out of pen and paper and into automation.”
Will Doland
Doland Jewelers
“Everyone needs Clientbook. It’s a product that will help your salespeople sell. It’s quick and easy to connect with the customer and turn them into a customer for life.
Jacqueline Diaz
Five Star Jewelers

We’re integrated with the top POS systems in jewelry

Integrate your POS system with Clientbook to amplify data without disrupting your process. Here are just a few...

All the features you’d expect from a top sales assistant software—with the added benefit of AI

Each of Clientbook features were built with jewelers in mind. By using them, your sales associates will close more deals, waste less time, and earn repeat business.
Say goodbye to manual note taking and complicated spreadsheets and hello to an easier way to organize your client base. From custom client profiles to user-friendly client tags, you'll be able to sort through your entire client base with just a swipe of a finger.
What you get:
  • Unique client profiles for each of your clients
  • Custom wishlists to save your clients’ favorites
  • Tags to organize your entire client base with ease
  • Transaction histories to track past purchases
The conversation doesn't stop when a customer leaves the store. Send them a text message about a holiday promotion, wish them happy birthday, or ask for a 5-star review. These are just some of the ways you can take your clienteling to the next level with Clientbook.
What you get:
  • Mass messaging to talk to your entire client base at once
  • Message templates to save time on common texts
  • Customizable client reminders for personalization
  • Web chat to keep in touch with your website visitors
Never miss an opportunity to engage with your customers—and spend less time doing it. Automate follow-up reminders, celebrate your customers' important life events, and implement relationship-based targeting to personalize the user experience.
What you get:
  • Automated reminders to follow-up with a client
  • Relationship-based targeting to send reminders to spouses
  • Life event reminders so you never miss a birthday
  • Automated forms to request client reviews
Streamline floor team management and oversee company progress with ease and confidence. From customized goals to motivational leaderboards, your sales associates will be organized and functioning at full capacity.
What you get:
  • Control which sales associates can see client information
  • Set and track goals with individual sales associates and teams
  • Monitor sales associates' performance with the leaderboard
  • Track sales opportunities to see who your team is working with
Get the numbers you need to make the decisions your business is ready for. Data on your clients, products, and business are right where you need them, whenever you need them.
What you get:
  • Advanced reporting on sales, messaging, reviews, and more
  • Point-of-sale integrations with the top POS systems in jewelry
  • Data on your business, clients, and products all in one place
With Clientbook's AI Insights, you can have a personal assistant at your side, analyzing your store's data daily to pinpoint exactly who's ready to buy and what message will get them through the door.
What you get:
  • Client recommendations to alert you when a client’s ready to buy
  • Suggested AI-generated messages you can send with just a tap
  • Alerts when your regular clients aren’t buying as often