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About

Join hundreds of retailers that have improved sales conversion rates and increased average dollar sales thanks to Clientbook. A mobile-first solution that personalizes experience between customers and retailers. Studies show that customers spend 3.5-4x more annually and are 33% more likely to become a repeat customer if they have a personalized relationship with their sales associate. Clientbook was built from the ground up to empower sales associates to create those personalized relationships. Imagine someone walking into your store and being able to see exactly who they are, what products they want, and how to get in contact with them once they leave. With Clientbook, sales associates get a 360 degree view of their customers and can reach out when the time is right to close the sale. Save products the customer is interested in and share via text or email with the click of a button.

About

HaystackCRM is a CRM that works for you where you are and where you are going. Customer relationship management built with small business in mind, designed for the highly mobile professional. HaystackCRM is the easiest to use CRM available, flexible to keep you connected to your customers and leads anywhere, anytime. We developed a CRM to use on your web browser or as an app. We thought of your business needs with a mobile CRM for small businesses so you can maximize your time in a mobile-first world. A native mobile app to use as a business tool. Fully manage your small business and operate all features of your CRM on any device. HaystackCRM gives you access to your customers and contacts as a mobile CRM so you stay connected. Contact management is linked with your sales pipeline so you build connections with your CRM. Not only can you track the status of your sale, but you can also generate a quote. Add a product catalog of items or services.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Client management for retail stores

Audience

A customer relationship management solution built for small businesses

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

$29 per month
Free Version
Free Trial

Reviews/Ratings

Overall 1.0 / 5
ease 1.0 / 5
features 1.0 / 5
design 1.0 / 5
support 1.0 / 5

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Pros & Cons from Real Users

Pros

  • None. We are a retail store who started using this software because they were first to the industry.

Cons

  • There were constant problems with their technology but originally they at least tried to work around the issues. Fast forward lots of mistakes with text technology glitches on their side that constantly made our store look bad, we finally left this poorly run company. The head of their technology promised that they would send us our database of customers but instead they sent us another company's list of contacts. When told of their error they refused to send our customer database.

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Clientbook
Founded: 2018
United States
www.clientbook.com

Company Information

HaystackCRM
Founded: 2016
United States
www.haystackcrm.com

Alternatives

Alternatives

Haystack

Haystack

deepset
ALFA

ALFA

Nirveda Cognition

Categories

Categories

CRM

CRM Features

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

CRM Features

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Integrations

Box
Dropbox
Google Drive
Mailchimp
Microsoft OneDrive
Music Shop 360

Integrations

Box
Dropbox
Google Drive
Mailchimp
Microsoft OneDrive
Music Shop 360
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