The booked guest, with everything you need.
What they want, the appointment time and the conversation so far. You walk in ready.
Who it’s for
We send you clients. You sell.
Handoff reaches out and follows up, then hands them to you. CRM keeps the day-to-day process on your team.
Illustrative UI
ClientbookHandoff · Coming in
Sarah Mitchell is coming in SaturdayWe reached out ahead of her 10th anniversary with Mark. She’s been thinking about anniversary bands and plans to come in to the Fullerton store this Saturday, Oct 18, around 2pm. She didn’t mention a budget or style.Mark handledView full conversation
Client
- Name
- Sarah Mitchell
- Spouse
- Mark Mitchell
- Anniversary
- Oct 24 (10th)
- Last purchase
- Diamond stud earrings, Dec 2024
Conversation
- Hi Sarah, it’s Aldridge Fine Jewelry. Your 10th anniversary with Mark is coming up on Oct 24. Have you two thought about marking it with something special?
- Funny you ask, I’ve been thinking about anniversary bands.
- We just got a new selection in. Would you like to come see them? We’re open Saturday 10 to 5.
- Saturday around 2 works.
Your day, with each.
Know what to do every day.
The Today page: appointments, reminders, sales opportunities and a daily client-contact goal. Touchpoints Clientbook sends for you, and reminders for the ones that should come from you.
Who to reach out toThe sale is yours.
Booked guests go to the person you choose.
We do the outreach you don’t get to.
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