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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

Impexium’s enterprise functionality combined with the benefits of a true SaaS model delivers a mobile-first, responsive, analytics-driven association management solution (AMS) to associations, professional societies and non-profits of all sizes. Set-up and support an unlimited number of members, membership types (including individuals, organizations and chapters) and statuses. Manage customers including individuals and organizations, prospects, contacts and relationships between multiple individuals and/or organizations. Track historical demographic, financial and engagement activity and report on trends over specific time periods. Streamline online enrollment, renewals, product sales and event registrations with a unified shopping cart. Set-up unlimited user roles and assign different roles with role-based security to internal and external individuals.

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

Companies searching for an Association Management solution

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

No information available.
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

Impexium
impexium.com

Alternatives

Alternatives

iMIS

iMIS

Advanced Solutions International
Neon CRM

Neon CRM

Neon One
StarChapter

StarChapter

Star Chapter

Categories

Categories

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

Association Management Features

Chapter Management
Committee Management
Dues Management
Election Management
Email Marketing
Event Management
Financial Management
Fundraising Management
Jobs Board
Member Communities
Member Directory
Member Portal
Membership Management
Website Management

Donation Management Features

Campaign Management
Donation Tracking
Donor Database
Event Management
Gift Management
Grant Management
In-Kind Donations
Matching Donations
Mobile Donations
Online Donations
Pledge Management
Receipts / Statements
Recurring Donations
Volunteer Management

Membership Management Features

Application Management
Automatic Renewals
Committee Management
Dues Management
Email Marketing
Event Management
Member Directory
Member Portal
Member Types
Membership Database
Nonprofit Membership
Payment Processing
Website Management

Nonprofit Features

Accounting
Committee Management
Donor Management
Dues Management
Event Management
Fundraising Management
Member Database
Membership Management
Social Media Management
Volunteer Management

Integrations

Digitell
MapleLMS
Music Shop 360
Oasis LMS
Slayte
Tradewing
eShow
fielddrive

Integrations

Digitell
MapleLMS
Music Shop 360
Oasis LMS
Slayte
Tradewing
eShow
fielddrive
Claim Clientbook and update features and information
Claim Clientbook and update features and information
Claim Impexium and update features and information
Claim Impexium and update features and information