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ClientBook CRM Key Features
1. Integrated Analytics Dashboard - Offers real-time insights into client interactions and sales performance.
2. Custom Client Profiles - Maintains detailed profiles with wishlists, transaction history, and tags for personalized service.
3. AI-Powered Smart Assistant - Provides daily client engagement suggestions based on purchase history and preferences.
4. Automated Client Outreach - Sends personalized messages and reminders for birthdays, anniversaries, and follow-ups.
ClientBook CRM Pros
1. Automated reminders
2. Easy payment collection
3. Organized client tracking
ClientBook CRM Cons
1. Inbox can get messy
2. Emails may go to spam
3. Lacks client priority tools
ClientBook CRM Pricing
• Professional Plan: $15/month – Includes core CRM features, basic reporting, and email marketing
• Business Plan: $99/month – Adds standard reporting, enhanced email marketing, and support for up to 3 users
• Corporate Plan: $269/month – Offers advanced reporting, multiple store support, and up to 20 users per store
• On-Site Plan: $349/month – Includes all Corporate features plus design customization and custom reporting
* Check website for price changes.
Ideal For
Small teams, and Large teams
Most commonly used for
Enhancing client engagement and automating retail sales processes.
Top ClientBook CRM Alternatives
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ClientBook CRM
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Pros
1. Automated reminders
2. Easy payment collection
3. Organized client tracking
Cons
1. Inbox can get messy
2. Emails may go to spam
3. Lacks client priority tools
Most commonly used for
Enhancing client engagement and automating retail sales processes.
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Disclosure - some of the presented data is AI generated, and may be outdated. Please check important information such as pricing.
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