Clientbook CRM Get started
A store owner in a charcoal sweater sets a tray of rings in an oak case as morning sun crosses the empty store.

Hand off your outreach to us.

You give us the list.We do the rest.

We text your clients and send the ones ready to come in straight to your store.

Get started
Illustrative UI
Your kickoff3 of 4 done
Client listclient-list.csv · 4,200 clientsDone
Event datesPrivate evening · Thu 14thDone
Who gets handoffsLena, TomDone
4Approve sample messages3 samples ready for youYour turn

  1. Step 1

    Hand it off to us.

    What you do
    Send us whatever you have. Your client list, sales and past conversations. Your event or promotion dates. Who in your store should get the handoffs.
    Why it matters
    No prep work for your team. No lists to clean up, no scripts to write.
    Illustrative UI
    Client data2 files
    Drop your files here. We’ll sort out the format.
    client-list.csv4,200 clients · names and phones matchedReady
    sales-history.xlsxPurchases matched to clientsReady
    Sample message, for your approvalHi Dana, it’s Lena from the store. We’re hosting a private evening on the 14th. Save you a spot?

  2. Step 2

    We make a plan for each guest.

    What we do
    We make a plan for each guest. We prioritize the people most likely to come back and buy.
    Why it matters
    Your best chances get reached first, and nobody slips through.
    Illustrative UI
    Dana R.Private evening · Thu 14th
    1. Invite sentMon 4th
    2. Followed upThu 7th
    3. Booked for twoThu 7th · 6:00 PM on the 14th
    4. ReminderThe day before

  3. Step 3

    We text and follow up.

    What we do
    We have personalized conversations with each client. We follow up at least once, answer every question and nudge them to come make a visit. We’re never pushy, and we don’t text during quiet hours.
    Why it matters
    Guests are never left hanging, and they’re never overwhelmed.
    1. Hi Dana, it’s Lena from the store. We’re hosting a private evening on the 14th. Save you a spot?
    2. Yes! Put us down for two.
    3. On the calendar · Thu 14th, 6:00 PM

  4. Step 4

    We hand them off.

    What you get
    A handoff, like a turnover from another salesperson. A summary of our conversation, what they want, when to expect them and a link to the full conversation.
    Why it matters
    Your team walks in ready to sell.
    What a handoff is
    Illustrative UI
    Handoffs2 open
    Coming inGrace WhitakerSaturday Sep 14, 11:00 with Lena. Colored stones.Sep 4Mark handled
    Needs answerMargaret EllisonAsked the price of the 2ct cushion in the window. We told her Tom would text this afternoon.Sep 8Mark handled

Every handoff, in one place.

See who’s coming in, when to expect them and the full conversation behind each one.

Illustrative UI
Open handoffs4 open
Coming inGrace WhitakerSaturday Sep 14, 11:00 with Lena. Colored stones.Sep 4Mark handled
Coming inTom BradleyTrunk show slot, Fri Oct 17, 2:00 with Marco.Sep 2Mark handled
Needs answerHelen and Mark OseiAsked which signet options are available for Mark’s birthday. Marco needs to answer.Sep 10Mark handled
Needs answerDaniel RuizAsked where his bracelet repair stands. Dropped off Aug 30.Sep 7Mark handled

You stay in control.

You can influence how we talk to your clients. And you can stop messaging any time.

Illustrative UI
How we soundSettings
Sample for Aldridge Fine JewelryHi Margaret, it’s Bailey at Aldridge Fine Jewelry. A few new pieces arrived that made us think of you. Would you like us to set them aside for a quiet look this week?
FormalCasual
ReservedWarm
BriefDetailed
Outreach onTurn it off and all sending stops. Replies still come in.

Events

In-store, on set days, with booked appointments.

See events

Promotions

A window of time, with or without appointments.

See promotions

Marketing Plans

Year-round, on an annual subscription.

See year-round

  • What your team does.

    Watch for handoffs and be ready to sell. No lists. No scripts. No reminders.

  • Your store line stays protected.

    We text from a separate line and respect every opt-out. An opt-out never affects your store number.

How soon you can start.

  1. Events and promotions

    Plan on 3 weeks before your first event or promotion. We need that lead time to have quality conversations.

  2. After that

    Once we have your client data and business information, you don’t need as much lead time.

  3. Marketing Plans

    Once we have your list and the plans are made, texting can start right away.

25x event-day conversion vs email and mail, Schmitt Jewelers
See the stories

We do the outreach you don’t get to.

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