The No. 1 CRM Built for retail, NOW WITH AI

The Smart Assistant: Your new tool for AI-powered insights

IDENTIFY HIGH-VALUE OPPORTUNITIES

Discover who's most ready to buy next.

By combining AI with your store data, our Smart Assistant will identify which of your clients are most likely to buy next so your sales team can reach out.
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CURATED LIFE EVENTS MESSAGES

Send personalized messages with just one touch.

Get suggestions on hand-crafted messages to send to clients for upcoming birthdays, anniversaries, and other life events. Send it as is, or edit it to your liking.
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reengage at-risk clients

Don't let repeat customers slip away.

Our Smart Assistant notices when one of your regulars isn’t buying when they usually do. It’ll help you decide how to reengage them and get them back in your store.
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KEEP YOUR CLIENTS WARM

Easily maintain important client relationships.

If your sales team hasn’t been in contact with one your clients, our Smart Assistant will generate follow-up messages to keep them warm until their next visit.
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Just a few of our integrations

We integrate with dozens of point of sale systems to amplify data without disrupting your process. Here are just a few...

Experience the Smart Assistant difference

Schedule a demo to get a free walkthrough of Clientbook’s software integrations and a personalized quote.