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Clientbook

The digital sales assistant for jewelers and other luxury retailers to make more money.

AiDOOS Verified SAAS Marketing
☆☆☆☆☆ 0 reviews · None
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Tailored to you
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Category
Marketing
Deployment
Cloud (SaaS)
AiDOOS Deploy
72 hours

About Clientbook

Clientbook is a customer data platform (CDP) specifically designed for luxury goods and jewelry retailers. It organizes customer data, automates follow-ups, and enables team clienteling, allowing sales associates to become more effective digital sellers. The platform centralizes customer information, tracks interactions, and provides insights to personalize the shopping experience. By automating routine tasks and follow-ups, Clientbook helps retailers build stronger customer relationships and increase repeat sales. With features like clienteling, smart tasks, and analytics, it empowers sales teams to pinpoint and engage high-value customers. Clientbook integrates with existing POS systems and e-commerce platforms to provide a unified view of customer activity. The platform is tailored to the unique needs of the luxury retail sector, focusing on high-touch, personalized service. AiDOOS can further enhance Clientbook's deployment by providing managed support, custom integrations, and AI-driven automation to streamline adoption and maximize ROI for retailers.

Challenges It Solves

  • Disorganized customer data across multiple channels
  • Lack of personalized follow-up and engagement
  • Low repeat purchase rates from existing customers
  • Inefficient clienteling and sales team coordination

Use Cases

Personalized Customer Engagement

Use clienteling and automated follow-ups to re-engage high-value customers with tailored offers.

Clienteling for Jewelry Sales

Sales associates use customer profiles to remember preferences and past purchases, enhancing in-store experience.

Increase Repeat Sales

Smart tasks and analytics identify opportunities for cross-sell and repeat purchases.

Pricing

Custom pricing — built for your team

Clientbook pricing is tailored to your organisation's size, integrations, and requirements. AiDOOS generates your proposal instantly — scoped & ready in seconds.

Starter Business Enterprise
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Key Features

Clienteling

Empower sales associates with complete customer profiles and engagement tools.

Automated Follow-ups

Automatically schedule and send personalized communications to customers.

Smart Tasks

AI-driven recommendations for actions to take with high-value customers.

Customer Analytics

Track customer behavior, preferences, and lifetime value.

Integrations

Connect with POS, e-commerce, and other retail systems.

What Reviewers Say

What works well

  • Designed specifically for luxury retail and jewelry verticals.
  • Automates repetitive tasks and follow-ups, saving time for sales teams.

Common concerns

  • Limited integrations with non-retail systems.
  • Pricing not publicly disclosed, may be higher than general CDPs.

Reviews

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No reviews yet for Clientbook

AiDOOS-verified review data is collected after deployment. Deploy this product and be among the first to share your experience.

Reviewer Demographics

Top Industries

Enterprise Readiness

SOC 2 Type II
PCI DSS Level 1

Identity & Access

SSO✗ Not supported
RBAC None
Audit Logs

Data Security

At restAES-256
In transitTLS 1.2+
Key mgmtVendor-managed

SLA & Availability

Uptime SLA99.9%
RPO
RTO
Pen test

Compliance & Portability

Data residencyUS
Data export
Right to erasure

Integrations

Salesforce

Sync customer data and interactions between Clientbook and Salesforce.

Native 2-3 hours ⇄ Bi-directional

Shopify

Integrate online store data with Clientbook for unified clienteling.

Native < 1 hour ⇄ Bi-directional

Mailchimp

Sync contacts and automate email campaigns based on Clientbook data.

Native < 1 hour

Square

Connect Square payments to track purchase history in Clientbook.

Native < 1 hour ⇄ Bi-directional

QuickBooks

Sync customer and transaction data between Clientbook and QuickBooks.

Third_Party 2-3 hours

Governance & Compliance

EU AI Act

Classification: None

Data Processing Agreement

None DPA available

Sub-processors

Not disclosed

Right to Erasure

✗ Not supported

Change Notifications

None

NIST AI RMF

Not assessed

AiDOOS Managed Deployment

Deploy Clientbook in 72 hours

AiDOOS handles setup, CRM integration, SSO config, and user provisioning. Your team goes live — not your IT department.

12
Deployments
94%
Adoption rate
4.8/5
Post-deploy sat.
1-2 weeks
Time to value

Prerequisites

  • Active Clientbook subscription
  • Admin access to CRM platform
  • API credentials for integrations

Configuration Options

  • Custom field mapping
  • User role permissions
  • Notification preferences

How Clientbook Compares

Product AI & Analytics Ease of Use Enterprise Features Pricing Integrations Mobile Experience Quick Setup Customer Support Rating Price/mo
Clientbook This product
Good Excellent Fair Good Good Excellent Excellent Good $Custom/user
Salesforce
Excellent Good Excellent Fair Excellent Good Fair Good ★ None $25/user
HubSpot
Good Excellent Good Good Excellent Good Excellent Good ★ None $45/user
Zoho CRM
Fair Good Good Excellent Good Good Excellent Good ★ None $14/user
Virtual Delivery Center · A new delivery category

A Virtual Delivery Center for Clientbook

Pre-vetted experts and AI agents in the loop, assembled as a delivery pod. Pay in Delivery Units — universal pricing across roles, seniority, and tech stacks. No hiring, no contracting, no procurement cycle.

  • Plans from $2,000 — Starter Pack, 10 Delivery Units, 90 days
  • Refundable on unused Delivery Units, anytime — no questions asked
  • Re-delivery guarantee on acceptance miss
  • Pre-flight delivery sizing — you see the plan before you commit

How a Virtual Delivery Center delivers Clientbook

Outcome-based delivery via AiDOOS’s VDC model.  Why VDC vs traditional consulting? →

Outcome-Based

Pay for results, not hours

Milestone-Driven

Clear deliverables at each phase

Expert Network

Access to certified specialists

Implementation Timeline

1
Discover
Requirements & assessment
2
Integrate
Setup & data migration
3
Validate
Testing & security audit
4
Rollout
Deployment & training
5
Optimize
Performance tuning
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Frequently Asked Questions

What industries does Clientbook serve?
Clientbook is designed for jewelers and luxury retailers to manage client relationships and drive sales.
Does Clientbook integrate with e-commerce platforms?
Yes, Clientbook integrates natively with Shopify and other platforms to sync online and offline customer data.
Can Clientbook be deployed via AiDOOS?
Yes, Clientbook can be deployed through AiDOOS with full integration support, typically within 72 hours.
Is Clientbook PCI compliant?
Yes, Clientbook is PCI DSS Level 1 compliant for secure payment data handling.
Does Clientbook offer mobile access?
Yes, Clientbook provides a mobile app for sales associates to access client data and follow-ups on the go.

Quick Stats

Rating
12
Deployments
72 hours
Live in
99.9%
Uptime SLA
Deployment Complexity
Easy (2/5)
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Vendor

Clientbook
Lehi, UT
Verified Vendor

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