A powerful tool that makes sense to sales people.
Collect all your customer information, from birthdays to wish lists to finger sizes and more. Take a picture of the customer or of the items they want.
Organize the information and quickly access it so that next time your customer comes back, you will have all their information at your finger tips.
Use your customer information to assist with the sales process and increase close ratios. Leverage information such as birthdays, anniversaries, and wish lists to increase sales.
Stay on top of follow ups and never miss a step with your customers.
We believe any sales person should be able to use CRM software, not just the tech savvy users.
This is why we work hard to ensure that our CRM is user-friendly and can be used by any sales person.
Keep your employees accountable, track their work, and manage their access to information.
Get awesome reports on your business and staff such as annual and monthly reports, heat maps, charts and graphs, PDFs, and more.
Our retail software is perfect for small businesses and multi-store chains alike.
Clienteling shouldn't be a hassle or a headache. Our jewelry software gives your employees the tools to make clienteling simple and straight forward.
We believe you should be able to clientele from where ever you want, how you want but still work productively and have the security and reliability you need.
We don't just offer awesome retail CRM software, we'll even train you and your staff on how to clientele productively.
Want to integrate your current systems with Client Book CRM? We've make it easy through a simple, straight forward REST API.
Whether you're in the office or on the go, you can still be closing sales and get reports on staff productivity.
Our customers are #1. We make it a priority to offer support to our customers as quick and friendly as possible.
Launch email marketing campaigns to all your clients, leads, or based on specific interests directly from the CRM.
Your security and privacy is of utmost importance to us. We only settle for the best, banking level security.