Trax

THE MOBILE CLIENTELING PLATFORM AND APP BUILT SPECIFICALLY FOR RETAIL

Clientbook is a platform and mobile app that facilitates easy clienteling by retail jewelry sales associates. By using Clientbook, retailers gain visibility and control over the customer experience, resulting in more store visits, better sales conversion rates, and higher average dollar sales.

Clientbook also drives relationship building by keeping track of the details in a client’s life so that the sales associate can focus on the relationship and give the guidance clients want.

 

Clientbook Website

How is Clientbook integrated with The Edge?

unidirectional and bidirectional data synchronization

The Clientbook integration uses ECon (Edge Connector) to keep data synchronized between Edge and Clientbook, facilitating the transfer of information in both directions. 

Data that can be synchronized with Clientbook:

  • Customers (bidirectional)
  • Purchase History (unidirectional, Edge uploads to Clientbook)
  • Wish Lists (bidirectional)
  • Notes (bidirectional)
  • Inventory (unidirectional, Edge uploads to Clientbook)
  • Email/SMS Messages (unidirectional, Clientbook downloads to Edge)

    For more detailed information on Edge + Clientbook data synchronization please click here.
ClientbookPhoneSample
ClientbookPhoneSample2

Notifications

In addition to synchronizing data, the Edge/Clientbook integration also gives you the option to use Clientbook as your SMS provider.  This means all texts message notifications sent directly from the Edge would utilize the Clientbook backend to send.

PLEASE NOTE:  Notifications are not sent to Clientbook’s app and will not appear on their platform.  This strictly relates to how the text messages are being sent on the backend.

Why is it worth it?

Clientbook is a platform and mobile app that facilitates easy clienteling by retail jewelry sales associates.

By using Clientbook, retailers gain visibility and control over the customer experience, resulting in more store visits, better sales conversion rates, and higher average dollar sales.

Clientbook also drives relationship building by keeping track of the details in a client’s life so that the sales associate can focus on the relationship and give the guidance clients want.

What's the cost?

Contact Clientbook to schedule a demo.

Due to high demand, this is a controlled rollout that Clientbook will carefully manage.  

To schedule your integration, please contact your Clientbook Customer Success Manager or book an appointment here

 

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Want more information?

Follow the links below for more information about integrating with Clientbook.

Clientbook