Company News
March 25, 2024

Clientbook launches revolutionary AI-Powered Smart Assistant to transform retail sales

Clientbook, the top CRM software dedicated to simplifying client management for retailers, unveiled its latest innovation today: the AI-powered Smart Assistant. This groundbreaking feature, now available to Clientbook users nationwide after a successful beta, represents a significant leap forward in personalizing and optimizing the sales process through advanced artificial intelligence.

With the Smart Assistant, Clientbook introduces a suite of powerful features aimed at revolutionizing the retail industry:

  • Daily data analysis of store data to identify sales opportunities, highlighting clients most likely to make a purchase.
  • Personalized messaging suggestions created by AI, drawing on client purchase history, product preferences, and interaction history for truly customized engagement.
  • Tiered product offerings designed to allow retailers of all sizes and budgets to access Clientbook’s AI-powered tools, with options ranging from basic automation to comprehensive data analysis and AI-crafted messages.

The launch of the Smart Assistant marks a new era in retail technology, providing sales associates with unparalleled insights and tools to enhance client relationships and boost sales performance. This feature underscores Clientbook's innovative approach to retail challenges, offering a smarter, more efficient pathway to success in the competitive retail landscape.

"We're excited to offer the Smart Assistant to the retail industry," said Todd Ericksen, VP of Product at Clientbook. "This feature is more than just a tool; it's a transformation in how retailers interact with their clients. By harnessing the power of AI, we're enabling sales associates to engage with customers in a more personalized, effective manner than ever before."

Jacqueline Diaz, a Smart Assistant beta-user at Five Star Jewelers, shared her firsthand experience: “We’ve been using the Smart Assistant for 3 weeks now and we already love it. The fact that it monitors our clients’ purchasing history and tells us when they’re likely to come in again is huge. Because there’s no way a sales associate would know that on their own. We’ve already seen more sales because our sales associates are more prepared and more knowledgeable.”

Another beta-user, Sylia Yi with CD Peacock, had this to say about her experience with the Smart Assistant: “Clientbook’s AI was able to go back and find clients that our team hadn’t spoken to in years and allowed them to rekindle that relationship. I’m so excited about this tool—because I’m excited about anything that allows our sales associates to make more, sell more, and build a bigger book of business! And that’s exactly what Clientbook’s Smart Assistant provides for us.”

Retailers eager to modernize their sales approach and deepen client engagement are invited to discover the Smart Assistant by booking a demo with Clientbook at clientbook.com/lp/smart-assistant

About Clientbook

Clientbook is a forward-thinking software company based out of Lehi, Utah specializing in client management solutions for the retail industry. By integrating cutting-edge AI technology into its comprehensive platform, Clientbook equips retailers with the tools they need to optimize clienteling, improve sales performance, and build lasting customer relationships.

Contact:

Hayley Sonntag 

hayleys@clientbook.com 

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