The No. 1 CRM Built for Retail

Turn every interaction into an opportunity.


Meaningful interactions.

Organize your client list with client profiles, transaction histories, wish lists, and more.
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Reach them beyond the storefront.

Send personalized messages to clients one-on-one or in mass with text and web chat tools.
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Repeat business, not tasks.

Set up automated reminders, messages, review requests and more for easy follow-ups.
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Visibility equals performance.

Track your floor team's progress, set goals, and monitor your pipeline with ease.
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Let numbers be your guide.

Get all the data you need to make informed decisions from the palm of your hand.
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We integrate with dozens of point of sale systems to amplify data without disrupting your process. Here are just a few...

Take your clienteling to the next level.

Schedule a demo to get a free walkthrough of Clientbook’s software and a personalized quote.