Clientbook CRM Get started
An evening event in a jewelry showroom. The view moves down to the floor below, where a team works at walnut desks.

We do the outreachyou don’t get to.

We text your clients, book the appointment and hand them to your team. They just sell.

Talk to our team See how it works
  1. Hi Dana, 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

What our team does for your team.

Hand us your clients and sales data and we’ll handle events, campaigns, and clienteling conversations.

Guests talk and look at pieces around glass cases during a candlelit private evening in a small jewelry store.

Events

Trunk shows, bridal events and private shopping nights, filled with booked appointments. Pay as you go.

See events
An associate ties a navy ribbon on a small cream gift box while a client waits across the counter.

Promotions

A sale or offer for a set window. We text your clients and get them in while it’s on. Pay as you go.

See promotions
A couple in their sixties look at a pendant together at a display case.

Marketing Plans

We reach out all year for special dates, holidays, new clients and old ones. Annual subscription.

See year-round

The problem with software

“I can’t get my team to do it.” Now you don’t have to.

  1. Texas · 2025

    “I don’t have the resources to make sure the team is using this. They don’t have time.”

  2. Texas · 2025

    “...the business cannot afford to make technology expenditures that the owners and respective teams are not going to utilize.”

  3. Florida · 2025

    “There is no one here to use the software.”

  4. Pennsylvania · 2025

    “Unfortunately my personnel is not into taking time to do it.”

  5. 2025

    “We haven’t used the system to its potential.”

  6. New Jersey · 2025

    “They just don’t use it enough.”

  7. Illinois · 2025

    “We just aren’t using it the way we should.”

  8. Oregon · 2026

    “We couldn’t get it up and running in our company. They didn’t use it.”

  9. Tennessee · 2026

    “We never used it like we could have.”

  10. Alabama · 2025

    “I couldn’t get them to download the app.”

  11. Maryland · 2026

    “I can’t get these employees using it and staying on task.”

  12. 2026

    “The team doesn’t use the platform.”

  13. Missouri · 2026

    “We haven’t had a chance to use it, so it’s not doing us any good.”

  14. 2026

    “We haven’t used it in a year! I can’t get them to do it.”

Want a full CRM for your sales team?

Handoff is a service we run for you. Clientbook CRM gives every associate a daily list of who to reach, and shows you who followed through.

Clientbook CRM

How Handoff works.

  1. Hand it off to us

    Hand us your clients and sales data, your event and promotion dates, and who on your team gets the handoffs.

    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. We text

    We have personalized conversations with each client. We follow up, answer their questions, and nudge them to come make a visit.

    1. Hi Marcus, the matching band came in. Want to see it Saturday?
    2. Yes. Is 11 open?
    3. 11 it is. Tom will have it ready.
    4. On the calendar · Sat 11:00 AM

  3. We hand off

    When a client is ready, we hand them off to your team with everything they need.

    See how it works
    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

Real stores. Real results.

Over 100 hours saved and $850K revenue in just 3 events.

  • Schmitt JewelersThree Stories Trunk Show · Dec 2025

    $198K in attributed sales

    25x event-day conversion vs email and mail

    “One of the biggest benefits was that it didn’t require any time from my team.”

    Tom Schmitt, Owner

  • Herzog JewelersBourbon & Buying · Dec 2025

    $118K in attributed sales

    71% of event-day buyers were new holiday shoppers

    “We had over 40 appointments and a good number of attendees who didn’t RSVP. It was a huge help.”

    Taylor Lindsay, Marketing Coordinator

  • H.L. GrossTacori Wedding Band Weekend · Mar 2026

    $543K in attributed sales

    $175 per $1 in revenue

    “Our sales floor stayed focused on customers, and the sales followed. Easy decision to run it again.”

    Brad Gross, President
See the stories

A handoff is a client, ready to buy.

Like a turnover from another salesperson.

When a client is ready, we hand them off to your team. Getting one is exciting. It works like a turnover from another salesperson. You get a summary of our conversation, what they want, when to expect them and a link to the full conversation. Handoffs go to the people you designate in your store, and they pass each one to the right person.

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

  1. 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?
  2. Funny you ask, I’ve been thinking about anniversary bands.
  3. We just got a new selection in. Would you like to come see them? We’re open Saturday 10 to 5.
  4. Saturday around 2 works.
Illustrative UI
OutreachSettings
Outreach onTurn it off and all sending stops. Replies still come in.

Topics

BirthdaysIncluded
AnniversariesIncluded
HolidaysMother’s Day, Christmas, Valentine’s Day · Not included
How we soundHi 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?

We’re careful with clients.

  • You can influence how we talk to your clients.

  • And you can stop messaging any time.

  • We always stay on top of communication, following up, and answering every question.

  • We text from a separate number, so an opt-out never touches your store line.

See all questions

Stop giving them software. Start giving them clients.

Your team doesn’t need one more thing to log into. They need clients walking through the door. That’s what we send them.

Talk to our team