Sends it, or reminds the associate.
- Active deals
- Recent purchases
- Repair notifications and other transactional messages and reminders
- All inbound texts
- Day-to-day communication
Give guests yourbest every time.
Make great service happen consistently with Clientbook CRM. We keep your team on track, and do outreach they won’t get to.
Illustrative UIWedding band follow-up
We send it Thank-you text
We remind your associate Sizing check-in
One list. Every guest who needs you today.
Who to reach, and why. Associates act on it. Managers see it done.
- Associates
- The guest, the reason, the history. Text or call.
- Managers
- Every associate’s list, and what got done.
Illustrative UI
Today
Dana R.Text
Marcus K.Call
Lena S.Text
Design every moment.
Map every touchpoint in your voice, from first inquiry through the year after.
-
Personalized outreach
-
Scheduled tasks and sales triggers
-
Sales opportunities
Illustrative UI
Engagement Ring
Dana R.Open
Marcus K.Moving
Grace W.Open
Deliver every time.
Each touchpoint sends itself or lands on the right associate’s Today page.
Illustrative UI
Dana R.
November 12In 12 days
Halo engagement ring, ovalText
Pearl studs · March
Texts after 5 PM · works with Lena
- Today page
- Inbox and the client profile
- Selling tools
Illustrative UI. Names are fictional.
Develop every associate.
Leaders see whether it happened, and coach to it.
Clientbook Academy
Included and free.
Illustrative UI
Team today
LenaOn track
TomOn track
Unread waitingAlert
- Associate performance and attributed sales
- Response-time accountability
One guest journey.
One example. Each touchpoint is sent by us or reminds an associate.
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Sale syncs from the POS
- Sent by Clientbook
Thank-you the next day
-
Partner becomes a client
- Reminder to associate
Sizing check-in
- Sent by Clientbook
Google review request
-
Wedding band opportunity
- Sent by Clientbook
Cleaning at six months
- Reminder to associate
Proposal anniversary
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Leaders see delivery
Rolex for authorized dealers
The most demanding proof of giving your best, every time. Clientbook helps authorized dealers run a stringent process flawlessly.
- All inquiries in one place, across every model.
- Know their story: why each guest wants the watch.
- Follow-up standards tracked, like a message sent within 24 hours on each inquiry.
- Rolex purchase history, with a flag when a guest bought one less than a year ago.
Illustrative UI · Sample data
Rolex inquiries
James P.Sent within 24 hrs
Elena V.Sent within 24 hrs
Robert M.Under a year
All your systems talking.
An integrated ecosystem. No double entry. No jumping around. A sale in your POS starts the next touchpoint.
- Crystal
- Jewel360
- Logicmate
- Shopify POS
- Lightspeed
- KWI
- RAIN/ASC
- The Edge
And many more through BIG.
TODO · POS logos
Partner logos from each partner’s approved files. Continuity across stores and POS changes; sales sync twice a day.
Nothing is lost when people leave.
The same client record can work across stores, including stores on different POS systems, and it stays with you through a POS change.
- Online appointment booking
- Website web chat
- In-store and online kiosk
Every store should run Handoff. Some stores should also have CRM.
Handoff is sold standalone. It does not require CRM. When both are on, here is who does what.
Holds the conversation and hands you a booked guest.
- Event and promotion outreach, more thorough and more effective than doing it in CRM
- Relationship texts, like life events and keeping in regular contact
- With Marketing Plans, a plan for each guest, tuned to your data
Birthdays and anniversaries
You choose who sends them. CRM can do it. Handoff does it better, so the same guest is never texted twice.
4x boost in client engagement, CD Peacock
“After just three weeks, we’ve already earned more sales because our sales associates are more prepared and more knowledgeable.”
“Having Clientbook is like having an extra team member who’s an expert on my industry.”