Summary/ Overview
Employees sometimes do not follow rules or be productive. Keeping up with employees, staying on the sales floor, and meeting your store goals can be difficult. Sales opportunities and sales goals can be hard to keep up with. What if there was a solution to these problems, there is Client Book CRM. Client book CRM has features like advanced reporting and tools to give your management a top-down view of your company. Statistics that let you know where to put your money and what people want to buy next. This platform will permit you to keep employees accountable. Control when, where, and how your employees access information. You can easily communicate with your employees.
Now you can give your salespeople the tools to quickly add, update and find customer information with the help of Client Book CRM. Also, you can track wishlists, purchases, sales opportunities, repairs, follow-ups, and special orders. See their progress and meet sales goals. Client book CRM takes the extra mile with event and event appointment tracking, email system, vendor management, messaging system, and employee task tracking. Client Book CRM will help you to improve your business and help you sell more and manage less.
Main Introduction
By realizing their full potential, businesses may succeed by using Client Book. Utilize Clientbook to gain previously unattainable knowledge. The client book was created with the needs of a sales associate in mind. Engage with your consumers whenever and wherever you choose. Increase sales through enhanced outreach and automation. With Clientbook, consumers can effortlessly share or request information from your sales staff while maintaining control over the goods they are interested in. When you're not around, clients may occasionally demand a reaction from your business. When you are unable to help your clients, your manager can do so immediately. With our clients, we have a track record of success. Find out from individuals why they keep picking the Client book. Any firm will be exactly where it intends to be when it has a strong clientele. It fills in the sales jigsaw component we were lacking. This is a priceless gem.
Company Services/ facilities
Make every salesperson a great performer
Following the procedures used by the best salespeople in the retail industry, Clientbook was developed. With the help of this software, each of your staff may use the same clienteling strategies to boost sales without needing to raise wages.
Keep your clients even if a salesperson leaves
Unfortunately, there are instances when your business and its employees will no longer operate together. With Clientbook, your client's data doesn't leave the building with your ex-colleagues. Your clients may be quickly transferred to new employees for a smooth transition.
Calculate and raise conversion rates
Learn how many customers your sales representatives connect to and how many of those result in real sales. Automate the recommended procedures to improve team conversion rates.
Obtain additional revenue from current clients
By sending them personalized sales information, thank-you letters, and notifications that suit their individual preferences, you can help your sales staff connect with top clients and generate more revenue.
Integrations
The Edge, Logicmate Inc., Lightspeed, Arms, BIG, Shopify POS, Punchmark, Jewel 360, Rain, and many more retail point-of-sale systems and web platforms are just a few of the platforms that Clientbook's market-leading clienteling software interfaces with.
One main site for client interactions
Customer and associate contact no longer takes place in your chat app thanks to the Client book. You can manage all of your client communications and keep them distinct from your conversations because the conversation history is in one thread.
When and when you want, share items
With Clientbook, consumers can effortlessly share or request information from your sales staff while maintaining control over the goods they are interested in. Forget texting customers with product images. The client book allows for a professional but intimate connection.
Synchronous encounters
When you're not around, clients may occasionally demand a reaction from your business. When you are unavailable to assist your consumers, your manager can do so immediately.
When necessary, assist in closing a sale.
Your team may occasionally require a little assistance from your experience. Anytime your staff needs your assistance completing a deal, jump into the discussion to assist the clients in your business.
Pros and cons
Here are some pros of Client Book CRM :
- Client Book CRM is a very user-friendly software that is easy to operate and makes it easier for everyone.
- It is available on mobile devices as well as for all CRM-related work.
- It makes it easy for you to keep track of data and sales.
- It's a great platform for small businesses to increase sales and manage connections.
- It is useful to track and store guest data and to help you work on building sales off of clients' history.
- It's a top CRM, and customer service software service. It will help to make you learn about utilizing this software.
Here are some cons of Client Book CRM :
- This platform is targeted at small retail businesses and markets, they should expand to other areas too.
- They don't have free access or a limited period of free trials, and customers fail to understand and use this product properly.
- There are a few bugs in their CRM features. They should fix them.
- It lacks the opportunity to interact with the customers.
- The client book does not allow a one-on-one connection with the client.
- It is not at all user-friendly, especially with an IOS product.
Conclusion
Client Book CRM will fit your needs, hoping to provide you with the very best CRM for your business. Client Book CRM gives you a home page with an event calendar and other useful tabs. In each of these tabs, you can easily access all the information that you have entered in Client Book CRM that needs your current attention for history sales, follow-ups, notes, repairs, etc. This CRM system comes with an intricate lead system when the lead status icon changes, and with each contact, it will help strengthen your sales leads. It moves all your information into your client section, helping you maintain and grow that relationship. In the tool section, you can manage notes, manage tasks, and allow the customers to input their information without having access to the rest of the CRM through secure input. You can also send an email campaign. With Client Book CRM, you can email all client leads or email your customers by specific interest with a click of a button saving time and money.