Client Book CRM

Client Book CRM is a clienteling and customer relationship management tool designed for jewellers and specialty retailers who depend on personal, long-term relationships with their customers. In high-value retail, sales associates traditionally kept paper client books recording preferences, purchases, anniversaries and wish lists, but these records are easily lost, cannot be shared across a store and leave the business vulnerable when staff move on. Generic CRM systems, meanwhile, are often designed for B2B sales pipelines and do not suit the rhythm of retail clienteling. Client Book CRM addresses this by digitising the client book, giving sales teams a structured way to capture customer data and act on it. Its approach centres on prompting timely, personal outreach, so that associates contact customers on meaningful occasions and follow up after purchases, thereby increasing repeat business and average transaction values.

Key features include customer profiles recording contact details, purchase history, preferences, sizes, important dates and wish lists, together with automated reminders for birthdays, anniversaries and follow-up tasks. Sales associates can log interactions, send emails and text messages, and track their activity and results, while managers can view dashboards on outreach, sales performance and customer engagement across staff and locations. Integration with jewellery point-of-sale and inventory systems allows purchase data to flow into customer records automatically, reducing manual entry, and marketing tools support targeted campaigns to specific customer segments. The system is delivered as a cloud-based application accessible from computers, tablets and smartphones, allowing associates to consult client information on the sales floor or remotely. Client Book CRM is aimed at independent jewellers, jewellery chains, watch retailers and other specialty stores where personalised service drives sales. Pricing starts from around USD 15 with a free trial available; there is no permanently free version.