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Clientbook Retail

by Clientbook, Inc. more by this developer →

#41,363 of 719,896 by ratings on Apple · #1,226 of 45,378 in Business

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Category: Business

Description

Clientbook is a clienteling and crm solution built for retail store sales associates. By using Clientbook instead of a physical book of clientele, client tracking and communication is simple and transparent.

Keep track of all customers' follow-ups, message history, special dates, preferences, product likes and notes all in one place. Replace the sales associate's physical client book. The app supports multiple sales associates and store locations.

With a Clientbook subscription, store management gains access to a reporting dashboard that shows the sales team's effectiveness and efficiency.

Some of the key benefits include:

• Centralized client management for the entire sales team. Pick up right where the previous sales associate left off.
• Unified SMS text messaging and email system. Sales associates never have to text a customer from their personal phone using their personal number.
• Transfer clients from one associate to another. In those unfortunate circumstances where an associate leaves your company, transfer the clients they were working with, including their message history, to the another associate.
• Message multiple clients at once. Send the message to a filtered group of your clientele once and have each receive it individually. Get alerted when a customer responds.
• A suite of management tools to give the store management team visibility into overdue follow-ups, engagement rates, customer management, sales team training, and messages sent and received.

Clientbook's features are based on clienteling best practices from some of the top retailers in the industry.

Alternatives to Clientbook Retail

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Trax Retail by Trax Solutions Retail Ltd	2,084	4.3	compare
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Lightspeed Retail POS (S) by ShopKeep.com	431	3.2	compare
CDK Modern Retail CRM by Data Software Services LLC	304	2.2	compare
Datio Point Of Sale Retail by Datio Support	194	4.6	compare
Lightspeed Retail POS (R) by Lightspeed Commerce Inc.	176	2.1	compare
Ace Retailer Mobile Assistant by Ace Hardware Corporation	168	2.9	compare
Clobotics Retail by Clobotics corporation	58	1.6	compare
Retail Calculators by Calculated Industries, Inc.	47	4.9	compare

Growth

Change in ratings, scaled to each window from the real gap between crawls. A window needs a full period of history before it reports anything.

History

Tracking since 09/05/2026. History accumulates as changes are observed — check back soon.