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User-Friendly Interface: Many reviewers have found the user interface of Client Book CRM to be easy to operate and navigate, making it …
Overview
What is Client Book CRM?
Client Book CRM is a customer relationship management (CRM) platform built specifically for retailers.
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What is Client Book CRM?
Client Book CRM is a customer relationship management (CRM) platform built specifically for retailers.
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What is Client Book CRM?
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TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!
- Pros
- Cons
- Recommendations
User-Friendly Interface: Many reviewers have found the user interface of Client Book CRM to be easy to operate and navigate, making it accessible for everyone. The software's intuitive design has been praised by multiple users for being user-friendly.
Comprehensive Customer History: Several users appreciated how Client Book CRM helped them build a comprehensive customer history, which allowed them to manage connections effectively and increase sales. With this feature, businesses can easily track their customers' preferences, purchase history, and engagement with the brand.
Efficient Data Management: The ease of gathering customer data in a fast-paced and efficient manner was one of the top features of Client Book CRM mentioned by many reviewers. Users were able to collect and analyze data effortlessly, obtain valuable insights about their business operation, execute great sales, review customer data quickly leading to increased future sales while managing teams efficiently.
Lack of User-Friendliness: Some users have found it difficult to use Client Book CRM, especially when using Apple products. They believe that the software lacks user-friendliness and needs improvement in this area.
Confusing for Unfamiliar Users: According to some reviewers, the CRM software can be confusing for those who are unfamiliar with CRM processes. This may require additional training or support to overcome.
Expensive Software: Some users feel that the software is expensive and not worth the price they paid. This may make it difficult for small businesses on a tight budget to justify purchasing the product.
Users have provided several recommendations for the software. The most common ones include managing data for small retailers, using it for medium-sized jewelry shops or chains of stores, and recommending it for various retail store types such as jeweler stores and chain-based small and medium retail stores. Users also appreciate its features in collecting and analyzing data, managing showrooms, inventory, leases, services, contacts, lists, territories, product catalogs, marketing automation, customer service, quotes/proposals, call registers, social network integration, task management, lead scoring, and retail operations. However, it's worth noting that some users find the software to be expensive.