Clientbook Retail vs Client Note Tracker

Clientbook is a clienteling and crm solution built for retail store sales associates. By using Clientbook instead of a physical book of clientele, client tracking and communication is simple and transparent. Keep track of all customers' follow-ups, message history, special dates, preferences, product likes and notes all in one place. Replace the sales associate's physical client book. The app supports multiple sales associates and store locations. With a Clientbook subscription, store management gains access to a reporting dashboard that shows the sales team's effectiveness and efficiency. Some of the key benefits include: • Centralized client management for the entire sales team. Pick up right where the previous sales associate left off. • Unified SMS text messaging and email system. Sales associates never have to text a customer from their personal phone using their personal number. • Transfer clients from one associate to another. 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. • Message multiple clients at once. Send the message to a filtered group of your clientele once and have each receive it individually. Get alerted when a customer responds. • 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. Clientbook's features are based on clienteling best practices from some of the top retailers in the industry.

Use Client Note Tracker to remember client interactions and quickly look up client details. The app is easy to learn and intuitive to use. How it works: Clients are added to a searchable list similar to a contacts app. When adding a new client, you can enter information such as email, phone number, and any custom fields you’d like to keep track of across clients. Once a client is created, notes can be added for each client through typing or dictation. Photos relevant to your business? Add images to remember visuals on any note. All of your client information is backed up to the cloud so you can access your data on multiple devices using the same login. View and update notes from your phone, tablet, or the web at clientnotetracker.com. Features: - Simple, ad-free, intuitive interface - Autosave notes and images - Add custom details for each client - Access account on many devices - Export notes to pdf - Create reusable note templates Who is the app for: Client Note Tracker is flexible and can apply to many different people who want to save information and notes about their clients. Professionals in the beauty industry can use the app to save notes and photos about formulas, techniques, or materials used. These may be hairdressers, beauticians, aestheticians, make-up artists, nail technicians, cosmetologists, tattoo artists, or barbers. Pet groomers, dog trainers, and dog walkers can save details about the pets and associated owners. Small business owners selling products can save a list of clients they sell to and a note recording each item in the sale. Real estate agents or wedding planners can using the notes to track client interests and progress over time. Personal trainers can record the weights and exercises used by their clients each workout. Pro plan: Try Client Note Tracker completely for free with all features except for a limit on the number of notes. Subscribe to unlock the full version with no note limit. Terms and conditions: https://www.clientnotetracker.com/terms-and-conditions Privacy policy: https://www.clientnotetracker.com/privacy-policy — We highly value a positive user experience, privacy, and transparency. Rest assured, there will be no ads in the app and we will never sell your personal data to third parties. Questions or feedback? Feel free to reach us at team@clientnotetracker.com! If you’re enjoying Client Note Tracker we’d be thrilled if you leave us a review. Start your journey towards organizing all your client notes and details, download Client Note Tracker today!