I appreciate how easy it is to use! Once you have everything set up, it is super user friendly. The set up process was easy too, thanks to Megan, my on boarding specialist! She was fantastic and communication was great! Review collected by and hosted on G2.com.
So far, I haven't had any negative experiences to share. Review collected by and hosted on G2.com.
36 out of 37 Total Reviews for Clientbook
Overall Review Sentiment for Clientbook
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I simply thought this would be a service to assist me in accepting deposits on repairs or custom work. However, it's now become an essential part of my sales work flow; I use Clientbook practically every day.
Oftentimes customers will hear my sales pitch and want to step away to shop around and think things through. Historically, this has meant that once they leave my shop, it's just as easy for them to google things or start their research with another retailer than it is for them to come back into my shop to put down a deposit and get things rolling.
For a few months now, I've been following up my sales pitches with an email including the detiails of their estimate and a simple Clientbook link to pay the deposit. No less than 90% of people just review my email and make the payment same day. This is huge improvement over the 50/50 luck I had when people were leaving the store and I was asking them to come back for a deposit.
Clientbook makes it super easy to accept payments from people who are interested in your service while they're still a hot lead, which, as we all know, is essential to capturing those sales.
I haven't experienced any issues with the links and it's really straight foward for myself and customers to use. Highly recommend! Review collected by and hosted on G2.com.
I wish the links didn't get trapped in people's spam filters Review collected by and hosted on G2.com.
Keeping all of my leads organized in one central location. The reminders it gives me to follow up with certain customers based on the time of year, whether its time for wedding bands, a cleaning, or just to say hello. CLIENTBOOK has helped me grow my personal sales tremendously. The customer support team is always there to help with any questions or ides I might have. The edge integration is very seemless. Myself and my staff have CLIENTBOOK logged into all the computers and iPads all day. Review collected by and hosted on G2.com.
The inbox is disorganized at times. However, it is improving. Review collected by and hosted on G2.com.
Clientbook is so user friendly for everyone! From those who are super tech savy to those who are not. I love that it's super customizable to your company and your individual guest bases. For my team specifically, it's really taken a lot of time making calls away and given us more time to focus on the people in front of us. Our guest base loves being able to get a text and respond at their convenience vs playing never ending phone tag. On top of that, we all know cold calling is the WORST and now you can cold TEXT. We get better engagement in cold texts than we ever did calls! Review collected by and hosted on G2.com.
There are a few glitches we are working through, however customer service and the Clientbook teams are wonderful to work with and easy to problem solve. Review collected by and hosted on G2.com.
Megan, Customer Support Manager and the support team from CB have been amazing! As a new sales manager, Megan has built time in her week to guide and teach me how CB can elevate me and my understandings in my role and how to implement those teachings to the sales staff to leverage their business through CB. Review collected by and hosted on G2.com.
Struggles with the CB mobile app being glitchy and at times unable to save reminders/work you had just put in. Review collected by and hosted on G2.com.
By using Clientbook, you'll find it easier to build stronger relationships with your clients. The reminder features help ensure you never miss a key follow-up or milestone. Our onboarding specialist Megan was extremelly helpful and professional. Review collected by and hosted on G2.com.
More one on one training would be helpful. We found some of our older associates have a learning curve when it comes to using this type of software. Review collected by and hosted on G2.com.
The past month I started using Clientbook and it's been easy to navigate and pull up clients. The new AI feature helps me contact more clients throughout the day and personalize specific needs of each person. I have seen more people come into the store when we use client book to text them. Review collected by and hosted on G2.com.
I don't like that when I run out of clients for the day the AI generator won't find other clients. Review collected by and hosted on G2.com.
Well organized. Very easy to use on your phone and computer. Our entire team uses it everyday, and I like that we can assist each other with responding to messages. Review collected by and hosted on G2.com.
It does glitch frequently. I wish there were more options to customize the layout. Review collected by and hosted on G2.com.
I really like the mass messaging and reminders features. Review collected by and hosted on G2.com.
I wish that the "Tags" feature when mass messaging was a This OR That not a This and That when selecting. Unfortunately sometimes I want to use multiple separate tags when targeting my audience instead of a audience that meets both tag categories. Review collected by and hosted on G2.com.
The app and dashbord are easy to use and very insightful. The insigts for ste staff is useful Review collected by and hosted on G2.com.
I really do not have any downfall or issue with CB. It works and is easy to navigate. I have no drawbacks to say! Review collected by and hosted on G2.com.
The most helpful aspect of Clientbook is being able to have all of our customer data in one place without having to manually add it Review collected by and hosted on G2.com.
One opportunity is to pull in comments from social media into Clientbook Review collected by and hosted on G2.com.
