Clientbook Overview
Client Book CRM is a proven retail software enhancing customer relationships and sales for jewelers and retailers. It offers features like advanced reporting, email marketing, and CRM training.
Here’s the scoop on Clientbook! We've gathered over 105 insights from folks who use it, and know it inside out—from peer reviews to customer testimonials and expert opinions. We included citations from these sources so you can read the full content at the original source if you wish.
Clientbook, belong to a category of solutions that help CRM. Each of them excels in different abilities. Therefore, determining the best platform for your business will depend on your specific needs and requirements.
Do you need to check if Clientbook is right for your needs? Our Cuspera AI engine can evaluate how Clientbook fits your specific business needs, industry, and context. Get your personalized assessment report today.
Clientbook supports business activities such as:
- Contact List Management
- Sales Commission Management
- Follower Management
- Products & Pricelist Management
- Proposal & Quote Management
Clientbook can help you with many business goals, such as Increase Sales & Revenue, Acquire Customers, Enhance Customer Relationships, and Enter New Markets Internationally Or Locally. It can help manage these activities if you use Chat Phone Calls Social Media etc. for these needs.
Clientbook Mechanical or Industrial Engineering Vertical is its biggest customer base.
Reviews
"...You can also add other important benefits: customer purchase history, multiple store management, repair tracking, commission management, consignment, marketing management, price management, internal chat integration, supply management and mobile access...." Peer review by Xavier T, Manager
Clientbook Reviews
11 buyers and buying teams have used Cuspera to assess how well Clientbook solved their CRM needs. Cuspera uses 105 insights from these buyers along with peer reviews, customer case studies, testimonials, expert blogs and vendor provided installation data to help you assess the fit for your specific CRM needs.
Business Priorities
Increase Sales & Revenue and Acquire Customers are the most popular business priorities peers achieved using Clientbook.
Use Cases
Peers recommend Contact List Management , Sales Commission Management , Follower Management , as the business use cases that they have been most satisfied while using Clientbook.
Read Peer Reviews and Expert Experience for Business Use Cases
| BUSINESS USE CASES | RATINGS | CUSTOMER AND EXPERT EXPERIENCES |
|---|---|---|
| Contact List Management with Chat, Phone Calls, Social Media, Offline, Point Of Sale and Mobile |
4.75/5 ★ |
"...You can also add other important benefits: customer purchase history, multiple store management, repair tracking, commission management, consignment, marketing management, price management, internal chat integration, supply management and mobile access...." Peer review by Xavier T, Manager |
| contacts history |
4.55/5 ★ |
"...You can also add other important benefits: customer purchase history, multiple store management, repair tracking, commission management, consignment, marketing management, price management, internal chat integration, supply management and mobile access...." Peer review by Xavier T, Manager |
| Sales Commission Management with Chat, Offline, Point Of Sale and Mobile |
4.55/5 ★ |
"...You can also add other important benefits: customer purchase history, multiple store management, repair tracking, commission management, consignment, marketing management, price management, internal chat integration, supply management and mobile access...." Peer review by Xavier T, Manager |
| Follower Management with Phone Calls and Social Media |
4.34/5 ★ |
"...Client Book CRM can be recommended because it helped us a lot in collecting and analyzing data, which are then very useful for our work team, and at this time we have improved many in the following aspects: management of showrooms, inventory management , lease management, service department management, contact management, list management, territory management, product catalog, marketing automation, customer service, quotes / proposals, CRM call register, social network integration, administration of tasks, lead score, quotes / proposals...." Peer review by Xavier T, Manager |
| PEER EXPERIENCES | |
|---|---|
| Contact List Management with Chat, Phone Calls, Social Media, Offline, Point Of Sale and Mobile |
4.75/5 ★ |
"...You can also add other important benefits: customer purchase history, multiple store management, repair tracking, commission management, consignment, marketing management, price management, internal chat integration, supply management and mobile access...." Peer review by Xavier T, Manager |
|
| contacts history |
4.75/5 ★ |
| Sales Commission Management with Chat, Offline, Point Of Sale and Mobile |
4.55/5 ★ |
"...You can also add other important benefits: customer purchase history, multiple store management, repair tracking, commission management, consignment, marketing management, price management, internal chat integration, supply management and mobile access...." Peer review by Xavier T, Manager |
|
| Follower Management with Phone Calls and Social Media |
4.34/5 ★ |
"...Client Book CRM can be recommended because it helped us a lot in collecting and analyzing data, which are then very useful for our work team, and at this time we have improved many in the following aspects: management of showrooms, inventory management , lease management, service department management, contact management, list management, territory management, product catalog, marketing automation, customer service, quotes / proposals, CRM call register, social network integration, administration of tasks, lead score, quotes / proposals...." Peer review by Xavier T, Manager |
|
6+ more Business Use Cases
Our AI advisor, Wyz, harnessed 105 insights from peers and experts to help you assess how these Clientbook use cases fit your CRM needs.
Popular Business Setting
for Clientbook
Top Industries
- Mechanical or Industrial Engineering
Popular in
- Mid Market
Peers used Clientbook to Increase sales & revenue and Acquire customers
IT and Other Capabilities
for Clientbook
- Low
- Medium
- High
| CAPABILITIES (DATA) | RATINGS AND REVIEWS |
|---|---|
| Data Import | Read Reviews (18) |
| Data Export | Read Reviews (2) |
| CAPABILITIES (DATA) | RATINGS AND REVIEWS |
|---|---|
| Data Import | Read Reviews (18) |
| Data Export | Read Reviews (2) |
| CAPABILITIES (SUPPORT) | RATINGS AND REVIEWS |
|---|---|
| 24/7 Support | Read Reviews (17) |
| Email Support | Read Reviews (1) |
| Chat Support | Read Reviews (1) |
| Phone Support | Read Reviews (1) |
| CAPABILITIES (SUPPORT) | RATINGS AND REVIEWS |
|---|---|
| 24/7 Support | Read Reviews (17) |
| Email Support | Read Reviews (1) |
| Chat Support | Read Reviews (1) |
| Phone Support | Read Reviews (1) |
| CAPABILITIES (OTHER) | RATINGS AND REVIEWS |
|---|---|
| Custom Reports | Read Reviews (10) |
| Analytics | Read Reviews (1) |
| CAPABILITIES (OTHER) | RATINGS AND REVIEWS |
|---|---|
| Custom Reports | Read Reviews (10) |
| Analytics | Read Reviews (1) |
Software Failure Risk Guidance
?for Clientbook
Top Failure Risks for Clientbook
Vendor Profile Details
Company Name
Clientbook, Inc.
Company Website
https://www.clientbook.com/HQ Location
519 Apalachee Dr. Maineville, Ohio, 45039
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