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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

Workbooks joins up your entire business, helping everyone work better, work together, and work in the right way with a single cloud-based CRM solution. Marketing can generate more high-quality leads, sales can close more deals, finance can invoice quickly and easily, and support can deliver exceptional service. With secure anytime, anywhere access across all devices and seamless integration with your current systems, Workbooks gives your teams a single 360-degree view of your customers that helps them focus on the right things and get the real-time insights they need to make decisions. Workbooks helps you put customers at the heart of your business and build lasting, profitable relationships that grow long-term revenue in a sustainable way. That’s why, on average, our customers stay with us for 10 years and more than 1000 businesses around the world already trust Workbooks to help them grow better, grow together, and grow in the right way.

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

Join up your business with a single cloud-based CRM solution and lower the cost of your CRM project with co-funded implementation.

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

$39.00 per user 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:

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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

Workbooks
Founded: 2007
United Kingdom
www.workbooks.com

Alternatives

Alternatives

BIGContacts

BIGContacts

ProProfs
HubSpot CRM

HubSpot CRM

HubSpot
GatorMail

GatorMail

Workbooks

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

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

Email Marketing Features

A/B Testing
Artificial Intelligence
Auto-Responders
CAN SPAM Compliance
Customer Surveys
Drip Campaigns
Dynamic Content
Event Triggered Email
Image Library
Landing Pages/Web Forms
Mailing List Management
Mobile Optimized Emails
Reporting/Analytics
Subscriber Management
Template Management
WYSIWYG Email Editor

Marketing Automation Features

A/B Testing
Analytics / ROI Tracking
Artificial Intelligence
Content / Blogging Platform
Customizable CTAs
Drip Campaigns
Dynamic Content
Landing Pages / Web Forms
Lead Scoring
Sales Intelligence
Search Marketing
Segmentation
Social Marketing
Website Visitor Tracking

Sales Tracking Features

Activity Dashboard
Alerts / Notifications
Appointment Scheduling
Call Logging
Comments / Notes
Custom Reports
Document Management
Email Templates
Interaction Tracking
Lead Management
Lead Scoring
Pipeline Management
Reporting / Analytics
Task Management

Social Media Management Features

Automated Publishing
Brand Tracking
Content Management
Customer Engagement
Multi-Account Management
Multi-User Collaboration
Post Scheduling
Reporting/Analytics
Social Media Monitoring

Integrations

Basecamp
Campaign Monitor
Dubb
GatorMail
GoTo Meeting
Google Docs
HubSpot CRM
Jira
Kixie PowerCall & SMS
Leadview.io
MIE Trak Pro
Mailchimp
Microsoft Azure
Microsoft Dynamics 365 Business Central
Microsoft Exchange
QuickBooks Online
SAP ERP
StarfishETL
Zapier
dotdigital Engagement Cloud

Integrations

Basecamp
Campaign Monitor
Dubb
GatorMail
GoTo Meeting
Google Docs
HubSpot CRM
Jira
Kixie PowerCall & SMS
Leadview.io
MIE Trak Pro
Mailchimp
Microsoft Azure
Microsoft Dynamics 365 Business Central
Microsoft Exchange
QuickBooks Online
SAP ERP
StarfishETL
Zapier
dotdigital Engagement Cloud
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