Clientbook Features
Lead Facilitation (4)
Customer-facing Chatbot
As reported in 13 Clientbook reviews. Offers a chatbot to initiate and carryout inital conversations with prospects and leads.
Lead Qualification
Automatically calculates which leads are the most likely to become a customer. This feature was mentioned in 13 Clientbook reviews.
Lead Follow-up
Based on 12 Clientbook reviews. Automatically contacts all leads.
Meeting Scheduling
Based on 13 Clientbook reviews. Utilizes natural language processing to set up meetings.
Organization (3)
Opportunity and Pipeline Management
As reported in 12 Clientbook reviews. Manage sales opportunities through their lifecycle from lead to order. Track stages, values, and probabilities of close. Manage sales pipelines by individual sales rep, team, region, and company-wide.
Data Entry
Based on 13 Clientbook reviews. Automates the entry of collected data.
Integrations / APIs
Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc. with other software applications. 13 reviewers of Clientbook have provided feedback on this feature.
Performance Analysis (2)
Coaching
Provides real-time coaching to sales representatives. 12 reviewers of Clientbook have provided feedback on this feature.
Peformance Tracking
Based on 13 Clientbook reviews. Tracks and analyzes sales representative performance.
Sales Analysis (2)
ROI Forecasting
Based on 13 Clientbook reviews. Measure return on investment and leverage data to predict profitability of future projects.
Sales Forecasting
Enables projection of sales revenue, based on historical sales data, analysis of market surveys and trends, and salespersons' estimates. This feature was mentioned in 13 Clientbook reviews.
Text Messaging (8)
Bulk SMS
Enables users to send mass text message campaigns This feature was mentioned in 22 Clientbook reviews.
Two-Way Text Messaging
As reported in 21 Clientbook reviews. Facilitates two-way text messaging to encourage consumer engagement and loyalty
Text Scheduler
As reported in 22 Clientbook reviews. Provides the ability to schedule single or bulk text messages to recipients on a specific date and time
Automatic Replies
Based on 21 Clientbook reviews. Provides automatic text message replies to recipients
Automatic URL Shortening
Provides automatic URL shortening to use less characters via text This feature was mentioned in 22 Clientbook reviews.
MMS Marketing
Sends out multimedia via text messages, such as coupons, pictures, and audio 22 reviewers of Clientbook have provided feedback on this feature.
Personalization
Offers features for personalizing text messages based on customer information or past behavior This feature was mentioned in 20 Clientbook reviews.
Transactional SMS
Allows users to establish automated workflows and triggers to deliver transactional text messages 21 reviewers of Clientbook have provided feedback on this feature.
Data Sourcing (4)
Data Enrichment
As reported in 22 Clientbook reviews. Uses external data sources to improve customer profiles.
Expandability
As reported in 22 Clientbook reviews. Can be updated to accept new sources and types of data.
Content Marketing
Can act as a content marketing platform. This feature was mentioned in 22 Clientbook reviews.
Multiple Devices
Based on 22 Clientbook reviews. Can engage with customers across any device with a consistent message.
Intelligence (3)
Marketing Metrics
Provides analysis of marketing program ROI and efficiency. 22 reviewers of Clientbook have provided feedback on this feature.
Predictive Modeling
Predicts outcomes based on statistical models; can give insight to "what-if" scenarios. 22 reviewers of Clientbook have provided feedback on this feature.
Recommendation Engine
As reported in 22 Clientbook reviews. Uses artificial intelligence to provide suggestions based on desired outcomes.
SMS Platform (6)
Reporting
Based on 21 Clientbook reviews. Provides pre-built or customizable performance reports
Automation
Based on 21 Clientbook reviews. Automates tasks and features for added convenience
White Label
Offers a white labeling service for agencies or resellers to customize platform branding 21 reviewers of Clientbook have provided feedback on this feature.
Text-to-Landline
Based on 21 Clientbook reviews. Text enables landline phones so users can receive text messages sent to an existing business number
Short Codes
Based on 21 Clientbook reviews. Provides businesses with 5- to 6-digit short codes for running text marketing campaigns
API Integration
As reported in 20 Clientbook reviews. Facilitates the integration of text messaging into existing business applications through an SMS gateway API
Data Management (5)
Consolidation
Consolidates data from multiple sources This feature was mentioned in 10 Clientbook reviews.
Data types
As reported in 10 Clientbook reviews. Gather multiple types of data from various sources
Correction
Allow users to update the data to ensure its accuracy and validity This feature was mentioned in 10 Clientbook reviews.
Cleansing
Detect innacurate, incomplete, or duplicate data 10 reviewers of Clientbook have provided feedback on this feature.
Validation
Based on 10 Clientbook reviews. Ensure that the data complies with internal quality standards
Analytics (4)
KPIs
Monitor store key performance indicators (KPIs) in real-time This feature was mentioned in 10 Clientbook reviews.
Forecasting
Generate forecasts using historical data and market trends This feature was mentioned in 10 Clientbook reviews.
Reports and Dashboards
As reported in 10 Clientbook reviews. Creates reports and dashboards to analyze retail KPIs and metrics
Predictive analytics
As reported in 10 Clientbook reviews. Uses artificial intelligence (AI) to build forecasting models based on existing data sets
Mobile (2)
Mobile dashboard
As reported in 10 Clientbook reviews. Offer mobile dashboards to view retail KPI in real-time
Mobile application
Support or include dedicated app for iOS and/or Android 10 reviewers of Clientbook have provided feedback on this feature.
Integration (3)
Marketplace
Based on 10 Clientbook reviews. Allows integration with marketplace such as Amazon, eBay, Walmart, etc
Retail POS
Easily integrate with POS software to monitor sales and customer data This feature was mentioned in 10 Clientbook reviews.
Other software
Allows integration with marketplace such as Amazon, eBay, Walmart, etc This feature was mentioned in 10 Clientbook reviews.
Platform Additional Functionality (2)
Cloud
Provides a cloud based version of the platform This feature was mentioned in 10 Clientbook reviews.
On-Premise
Provides an on-premise version of the platform This feature was mentioned in 10 Clientbook reviews.
Generative AI (3)
AI Text Generation
Allows users to generate text based on a text prompt.
AI Text Summarization
Condenses long documents or text into a brief summary.
AI Text Generation
Allows users to generate text based on a text prompt.
Agentic AI - SMS Marketing (6)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Multi-step Planning
Ability to break down and plan multi-step processes
Cross-system Integration
Works across multiple software systems or databases
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives
Agentic AI - AI Sales Assistant (7)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Multi-step Planning
Ability to break down and plan multi-step processes
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives
Agentic AI - Retail Analytics (7)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Multi-step Planning
Ability to break down and plan multi-step processes
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives
You’re seeing this ad based on the product’s relevance to this page. Sponsored content does not receive preferential treatment in any of G2’s ratings.


