Uncover the ways Clientbook, Inc. (the company) bills you and cancel your Clientbook Retail subscription.
A few things to note and do before cancelling:
Clientbook offers a monthly subscription plan for its users. The pricing for the subscription plan is based on the number of sales associates and store locations. The pricing tiers are as follows:
• Basic Plan: $99/month for up to 5 sales associates and 1 store location
• Professional Plan: $199/month for up to 10 sales associates and 2 store locations
• Enterprise Plan: Custom pricing for more than 10 sales associates and multiple store locations
All plans include unlimited client records, messaging, and reporting. The subscription can be canceled at any time.
1. • A suite of management tools to give the store management team visibility into overdue follow-ups, engagement rates, customer management, sales team training, and messages sent and received.
2. With a Clientbook subscription, store management gains access to a reporting dashboard that shows the sales team's effectiveness and efficiency.
3. Clientbook is a clienteling and crm solution built for retail store sales associates.
4. In those unfortunate circumstances where an associate leaves your company, transfer the clients they were working with, including their message history, to the another associate.
5. • Centralized client management for the entire sales team.
6. Sales associates never have to text a customer from their personal phone using their personal number.
7. Replace the sales associate's physical client book.
8. The app supports multiple sales associates and store locations.
9. By using Clientbook instead of a physical book of clientele, client tracking and communication is simple and transparent.
10. Keep track of all customers' follow-ups, message history, special dates, preferences, product likes and notes all in one place.
11. Pick up right where the previous sales associate left off.
12. Clientbook's features are based on clienteling best practices from some of the top retailers in the industry.
13. Send the message to a filtered group of your clientele once and have each receive it individually.
14. • Transfer clients from one associate to another.