Client Book CRM logo

Client Book CRM Claim

  Write a Review Visit Website  

Client Book CRM Overview

Client Book CRM is a powerful customer relationship management software designed to enhance the way businesses manage client interactions. This platform provides a centralized hub for tracking customer interactions, managing leads, and monitoring sales pipelines effectively. With user-friendly features, businesses can automate follow-ups, set reminders, and segment clients for targeted communication, ensuring a personalized approach to relationship management. The software’s robust analytics tools enable users to gain valuable insights into customer behavior, helping refine marketing strategies and improve customer satisfaction. By streamlining communication and fostering stronger relationships, Client Book CRM empowers organizations to enhance customer retention and loyalty. Suitable for businesses of all sizes, this software is essential for sales teams looking to improve efficiency, drive growth, and achieve greater success in today’s competitive market.

Read More

Client Book CRM Screenshot & Video

Contact Details

  • Vendor Name Diamond Profile
  • Founded 2012
  • Location United States

Support

  • Chat Chat

Training

  • Live Online Live Online
  • Webinar Webinar
  • Documentation Documentation

Licensing & Deployment

  • Proprietary Proprietary
  • Cloud Hosted Cloud Hosted
  • Web-Based Web-Based

Typical Customers

  • Self-Employed Self-Employed
  • Small-Business Small-Business
  • Midsize-Business Midsize-Business

Languages Supported

English

Industries

Computer Software, Financial Services, Human Resources, Management Consulting, Medical Practice

You May Also Like

Nutshell

Nutshell

 Write a Review

$13 Per month

Close

Close

 Write a Review

$35 Per month

Insightly

Insightly

 Write a Review

$29 Per user

Brevo

Brevo

 Write a Review

$562 Per month

Client Book CRM Features

  • Arrow Icon Billing & Invoicing
  • Arrow Icon Pricing Management
  • Arrow Icon Loyalty Program
  • Arrow Icon Credit Card Processing
  • Arrow Icon Sales Orders
  • Arrow Icon Multi-Store
  • Arrow Icon Purchase Order Management
  • Arrow Icon Repair Tracking
  • Arrow Icon Supplier Management
  • Arrow Icon Commission Management
  • Arrow Icon Customer History
  • Arrow Icon Reporting & Statistics
  • Arrow Icon Gift Card Management
  • Arrow Icon Electronic Payments
  • Arrow Icon CRM
  • Arrow Icon Cataloging/Categorization
  • Arrow Icon Marketing Automation
  • Arrow Icon Inventory Tracking
  • Arrow Icon Data Import/Export
  • Arrow Icon Referral Tracking
  • Arrow Icon Mobile Access
  • Arrow Icon Lead Qualification
  • Arrow Icon Contact Database
  • Arrow Icon Sales Pipeline Management
  • Arrow Icon Territory Management
  • Arrow Icon Quotes/Estimates
  • Arrow Icon Customizable Fields
  • Arrow Icon Calendar/Reminder System
  • Arrow Icon Marketing Automation
  • Arrow Icon Task Management
  • Arrow Icon Interaction Tracking
  • Arrow Icon Social Media Integration
  • Arrow Icon Pipeline Management
  • Arrow Icon Lead Capture
  • Arrow Icon Forecasting
  • Arrow Icon Contact Management
  • Arrow Icon Email Management
  • Arrow Icon Lead Generation
  • Arrow Icon Workflow Management
  • Arrow Icon Activity Dashboard
  • Arrow Icon Internal Chat Integration
  • Arrow Icon Segmentation
  • Arrow Icon Alerts/Notifications
  • Arrow Icon Document Storage
  • Arrow Icon Lead Management
  • Arrow Icon Reporting/Analytics
  • Arrow Icon Data Import/Export

Client Book CRM Pricing

Pricing Type

  • Pricing Type Per User

Preferred Currency

  • USD ($) USD ($)

Free Trial

  • Free Trial Available

Free Version

  • NA

Payment Frequency

  • Monthly Subscription Monthly Subscription

Plans & Packages

Basic

$15 Per User

Top Client Book CRM Alternatives

View all Client Book CRM Alternatives

EngageBay CRM

Epos Now Verified Profile

Freshdesk Verified Profile

HubSpot CRM Verified Profile

Client Book CRM FAQs

Client Book CRM is a powerful customer relationship management software designed to enhance the way businesses manage client interactions. This platform provides a centralized hub for tracking customer interactions, managing leads, and monitoring sales pipelines effectively. With user-friendly features, businesses can automate follow-ups, set reminders, and segment clients for targeted communication, ensuring a personalized approach to relationship management. The software’s robust analytics tools enable users to gain valuable insights into customer behavior, helping refine marketing strategies and improve customer satisfaction. By streamlining communication and fostering stronger relationships, Client Book CRM empowers organizations to enhance customer retention and loyalty. Suitable for businesses of all sizes, this software is essential for sales teams looking to improve efficiency, drive growth, and achieve greater success in today’s competitive market.

  • No, Client Book CRM does not offer a free version.

  • Yes, Client Book CRM offers a free trial.

  • No, Credit Card details are not required for the Client Book CRM trial.

  • Client Book CRM offers the following pricing plans & packages:

    Basic

    $15 Per User

  • Client Book CRM supports the following payment frequencies:

    • Monthly Subscription

  • No, Client Book CRM does not offer an API.

  • Client Book CRM offers support with the following options:
    • Chat

  • Client Book CRM offers training with the following options:
    • Live Online , Webinar , Documentation

  • Client Book CRM supports the following languages:
    • English

  • Following are the typical users of the Client Book CRM:
    • Self-Employed , Small-Business , Midsize-Business

  • Client Book CRM supports the following deployment:
    • Cloud Hosted

  • Client Book CRM supports the following devices and operating systems:
    • Web-Based