Client Management

Meaningful interactions.

Say goodbye to manual note taking and complicated spreadsheets and hello to an easier way to organize your client base. From custom client profiles to user-friendly client tags, you'll be able to sort through your entire client base with just a swipe of a finger. That way, you can focus on what matters most-fostering meaningful relationships with your clients.

See How it Works

Unique Client Profiles

Make every client feel like a VIP.

Create unique client profiles-complete with birthdays, anniversaries, product preferences, and more-so every client feels like they're your only one.

Wishlists

Their wish is your command.

Add a custom wish list to your client's profile so you can save the products you think they'd like best. Plus, send photos, videos, and links right from a wish list to their phone.

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Transaction History

Get to know their personal style.

Keep a complete history of what products your clients purchased in the past. That way, you can send personalized product recommendations for items you know they'll love.

Organize your entire client base in seconds.

Assign tags to each of clients to easily filter and organize your client base. Tags can be based on birth date, product interests, gender, or anything else you can dream up.

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

Book a Demo