Automation

Repeat business, not tasks.

Never miss an opportunity to engage with your customers -and spend less time doing it. Automate follow-up reminders for your sales team, celebrate your customers' important life events, and implement relationship-based targeting to personalize the user experience. The best part is, Clientbook will do it all for you.

See How it Works

Reminders

Set it and forget it.

Automate reminders so your sales associates never miss a follow-up opportunity.

Relationship-based Targeting

Be your clients' life-saver.

Send automated reminders based on client relationships-like a list of gift recommendations a week before your client's 10-year wedding anniversary. They'll thank you later.

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Life Events

Celebrate their milestones.

Give your promotional text campaigns a personal touch, with customizable client reminders, birthday offers and more

Reviews

Collect instant feedback.

Reviews can have a huge impact on the client decision making process. Set up automated forms to request client reviews after calls, store visits, and customer service interactions.

Download the Retailer's Guide to AI

Learn more about how AI is changing the retail industry

and how you can get ready for the demand. Download the free guide below!

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Make more money with Clientbook

Take a demo to get a walkthrough of our software, see examples of what Clientbook has done for luxury retailers, and get a personalized quote for your store

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