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.

The problem with software

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

  1. “My team doesn’t have time. And I don’t have time to make sure they do it.”

    Texas · 2025

  2. “My people just won’t take the time to do it.”

    Pennsylvania · 2025

  3. “I can’t get my employees to stay on task.”

    Maryland · 2026

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.

    Just give us your list.

    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 each one, personally.

    Every text is written for that guest from their purchase history, birthdays and anniversaries.

    Dana ReyesText from Aldridge Fine JewelryIllustrative
    1. Tue 10:42 AM
    2. Hi Dana, it’s Lena at Aldridge Fine Jewelry. Your anniversary with Chris is on the 12th, and the oval halo you tried on in March is back in. Want me to set it aside for you?
    3. Delivered
    4. You remembered! Yes, please.
    5. Done. It’s waiting for you.

  3. We handle all the back and forth.

    We follow up, answer every question and get them on the calendar.

    Margaret EllisonText from Aldridge Fine JewelryIllustrative
    1. Wed 6:15 PM
    2. Is the cushion ring from the window still there?
    3. It is. Want to see it again this week?
    4. Yes. Can my husband come too?
    5. Of course. Saturday at 2 for both of you?
    6. Perfect. See you then.
    7. On the calendar · Sat 2:00 PM

  4. Your team just greets them.

    We text your team who’s coming in, when, and what they want.

    See how it works
    ClientbookHandoff text to TomIllustrative
    1. Wed 6:21 PM
    2. Handoff: Margaret Ellison is coming in Saturday at 2 with her husband to see the cushion ring from the window. Contact info: (801) 555-0142. See details at clbk.io/h/x7Kp2
    3. Coming in · Sat 2:00 PM

Real stores. Real results.

43,103 hours Clientbook has saved stores since Sept 1Through Nov 9, 2026

  • “It didn’t require any time from my team.

    You stepping in to handle all the outreach and replies made this an easy decision.”

    Tom Schmitt, Owner, Schmitt Jewelers

    $198K in attributed sales

  • “We’re all hands on deck this time of year. We couldn’t have stayed on top of those replies ourselves.”

    Taylor Lindsay, Marketing Coordinator, Herzog Jewelers

    $118K in attributed sales

  • “Our sales floor stayed focused on customers, and the sales followed.

    Easy decision to run it again.”

    Brad Gross, President, H.L. Gross

    $543K in attributed sales

See the stories

A handoff is a guest, ready to buy.

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 choose, 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.

Every handoff, in one place.

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

Illustrative UI · Sample data
HomeAldridge Fine Jewelry
Outreach5,150
Engagements1,367
Handoffs316
Time savedAbout 111 hours

Open handoffs

Coming inMargaret EllisonSaturday at 2 with her husband. The cushion ring from the window.TodayMark handled
Coming inGrace WhitakerSaturday at 11 with Lena. Sapphire pendant.YesterdayMark handled
Needs answerMarcus KingAsked what the matching band costs. Tom needs to answer.MonMark handled
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.

We’re careful with your guests.

  • You can influence how we talk to your guests.

  • And you can stop messaging any time.

  • We handle all the back and forth, and answer every question.

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

See all questions

Will it sound like us?

Yes. We speak in your style, and our team handles every reply.

  • Remembers the details

    Grace WhitakerText from Aldridge Fine JewelryIllustrative
    1. Thu 11:05 AM
    2. Hi Grace, it’s Lena at Aldridge Fine Jewelry. The sapphire studs you loved last spring now have a matching pendant. Want a first look Saturday?
    3. Oh, I’d love that. Saturday morning?
    4. Saturday at 11 with Lena. See you then.
    5. On the calendar · Sat 11:00 AM

  • Knows what your team should answer

    Marcus KingText from Aldridge Fine JewelryIllustrative
    1. Mon 4:30 PM
    2. Hi Marcus, the band to match Ana’s ring came in. Want to see it?
    3. Maybe. What does it cost?
    4. Good question for Tom. He’ll text you the details this afternoon.
    5. Handed to Tom · Needs answer

  • Never pushy

    Priya NairText from Aldridge Fine JewelryIllustrative
    1. Fri 9:12 AM
    2. Hi Priya, your anniversary is coming up on the 24th. Want us to set a few pieces aside?
    3. Not this year. We just bought a house!
    4. Congratulations! We’ll be here when you’re ready. Happy anniversary to you both.

Illustrative conversations. Names are fictional.

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

What the call covers.

  • We’ll look at your client list and your next event or promotion.
  • We’ll show you what Handoff or Clientbook CRM would do with it.
  • You’ll leave with a plan.