Clientbook vs. Lexer Comparison


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SOC 2 Type II, GDPR, 99.9% standard SLA, up to 99.999% on Enterprise. 145 Ratings Visit Website Portal Wholesale CRM Portal Wholesale is a wholesale sales platform built specifically for fashion and B2B wholesale teams, combining a wholesale CRM, order management system, meeting scheduler, and retail buyer marketplace into one unified platform. Designed around the real workflows of wholesale sales reps and showroom teams, Portal Wholesale helps brands manage accounts, pipelines, orders, seasonal linesheets, outreach, and buyer relationships without relying on spreadsheets or disconnected tools. The platform allows sales teams to work directly from Gmail using a built-in CRM extension that automatically syncs emails, tracks conversations, shares linesheets, and logs activity into the CRM in real time. Portal Wholesale also includes scheduling tools optimized for fashion markets and trade shows, allowing teams to coordinate appointments, showroom visits, and buyer meetings with built-in booking rules and availability management. Visit Website SMS Storetraffic Smart, efficient, and anonymous People Counters & Analytics for the real world. Our solution allows for simple deployment, capture, and analysis of the number of people that enter a physical location. Optionally we also capture and report occupancy in real-time. We help Retailers, Libraries, Casinos, Universities, Places of worship, Office buildings, and other industries to analyze and take action on their people traffic trend. For Retailers, we offer a specialized package to measure Performance on Traffic, including Conversion Rate and Service Levels. Combining POS data and staff data is easy with our direct integrations. Our Retail Equation simulator allows users to run simulations to plan sales improvement. It is also extremely beneficial as a learning tool to understand the relationship between traffic, staffing, conversion rate, and good quality service. 130 Ratings Visit Website Visual Visitor AI Sales Rep with Person-Level Website Identification Identify and Influence Your Engaged Website Visitors into Sales-Ready Leads – Before You Commit a Single Working Hour. Lower Funnel, Higher Value Leads Using our advanced WebID +Person identification technology, we uncover and identify the most engaged visitors to your site. - 40 points of data about each prospect, including first name, last name, email address, and more. - Engaged, But Anonymous: These prospects are conducting online research but haven’t met with your sales team yet. - These visitors are deep in your sales funnel, spending time on your key ‘buying pages’ but remaining unknown to you. - Our AI Sales Rep identifies and gently engages with these visitors, influencing them to express interest. This is 100% automated. 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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 Lexer is the Customer Data & Experience Platform of choice for leading brands like Quiksilver, Igloo, Nine West, Rip Curl, Supergoop!, and more. As the only CDP built for retail, we help the world’s most iconic brands drive incremental sales from improved customer engagement. With one of the simplest onboarding processes in the industry, Lexer cleanses and combines data into an enriched single view of the customer with no heavy-lifting required from our customers. We unify data from any system and enrich it with AI-powered predictive analytics, third-party data, and targeted surveys. With CDP-powered insights fueling every use case, Lexer acts as the all-in-one hub for every customer-facing team—including marketing, ecommerce, retail and service. With a level of care and commitment unique in the SaaS industry, our Success team helps customers develop the technical know-how, process efficiencies, and transformational mindset they need to maximize Lexer’s value.
Platforms Supported Windows Not Supported Mac Not Supported Linux Not Supported Cloud Not Supported On-Premises Not Supported iPhone Supported iPad Supported Android Not Supported Chromebook Not Supported	Platforms Supported Windows Not Supported Mac Not Supported Linux Not Supported Cloud Supported On-Premises Not Supported iPhone Not Supported iPad Not Supported Android Not Supported Chromebook Not Supported
Audience Client management for retail stores	Audience Brands and retailers that want to use data to deliver personalized customer experiences
Support Phone Support Supported 24/7 Live Support Not Supported Online Supported	Support Phone Support Supported 24/7 Live Support Not Supported Online Supported
API Offers API Not Supported	API Offers API Not Supported
Screenshots and Videos View more images or videos	Screenshots and Videos View more images or videos
Pricing No information available. Free Version Not Supported Free Trial Not Supported	Pricing No information available. Free Version Not Supported Free Trial Not Supported
Reviews/Ratings Overall 1.0 / 5 ease 1.0 / 5 features 1.0 / 5 design 1.0 / 5 support 1.0 / 5 Read all reviews	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 Supported Webinars Not Supported Live Online Supported In Person Not Supported	Training Documentation Supported Webinars Not Supported Live Online Supported In Person Not Supported
Company Information Clientbook Founded: 2018 United States www.clientbook.com	Company Information Lexer Founded: 2008 Australia lexer.io
Alternatives Podium	Alternatives CudaText
Concierge by Mad Mobile Mad Mobile	InsightSUITE First Insight
Salesfloor	Velocidi
Red Ant	Tulip
Mercaux View All	Omneo View All
Categories Clienteling Supported CRM Supported	Categories Audience Intelligence Supported Clienteling Supported Customer Data Platforms (CDP) Supported Identity Resolution Supported Marketing Analytics Supported Personalization Supported Predictive Analytics Supported Retail Analytics Supported Retail Intelligence Supported
Show More Features CRM Features Calendar/Reminder System Supported Call Logging Not Supported Document Storage Not Supported Email Marketing Supported Internal Chat Integration Supported Lead Scoring Supported Marketing Automation Integration Not Supported Mobile Access Supported Quotes / Proposals Not Supported Segmentation Supported Social Media Integration Supported Task Management Not Supported Territory Management Not Supported	Show More Features Customer Data Platforms (CDP) Features Behavioral Analytics Supported Campaign Management Supported Customer Profiles Supported Customer Segmentation Supported Data Integration Supported Data Matching Supported GDPR Compliance Supported Personalization Supported Predictive Modeling Supported Marketing Analytics Features A/B Testing Supported Campaign Management Supported Channel Attribution Supported Customer Journey Mapping Not Supported Dashboard Supported Performance Metrics Supported Predictive Analytics Supported ROI Tracking Supported Social Media Metrics Supported Website Analytics Supported
Integrations BigCommerce Not Supported Bitly Not Supported Cordial Not Supported Criteo Not Supported Domo Not Supported Emarsys Not Supported Facebook Not Supported HubSpot CRM Not Supported HubSpot Customer Platform Not Supported InMoment Not Supported Listrak Not Supported LiveRamp Not Supported Magento Not Supported Music Shop 360 Supported Shopify Not Supported VidCorp Not Supported X (Twitter) Not Supported commercetools Not Supported dotdigital Engagement Cloud Not Supported me&u Not Supported Show More Integrations View All 1 Integration	Integrations BigCommerce Supported Bitly Supported Cordial Supported Criteo Supported Domo Supported Emarsys Supported Facebook Supported HubSpot CRM Supported HubSpot Customer Platform Supported InMoment Supported Listrak Supported LiveRamp Supported Magento Supported Music Shop 360 Not Supported Shopify Supported VidCorp Supported X (Twitter) Supported commercetools Supported dotdigital Engagement Cloud Supported me&u Supported Show More Integrations View All 36 Integrations
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