Clientbook Features

As reported in 13 Clientbook reviews. Offers a chatbot to initiate and carryout inital conversations with prospects and leads.

Automatically calculates which leads are the most likely to become a customer. This feature was mentioned in 13 Clientbook reviews.

Based on 12 Clientbook reviews. Automatically contacts all leads.

Based on 13 Clientbook reviews. Utilizes natural language processing to set up meetings.

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.

Based on 13 Clientbook reviews. Automates the entry of collected data.

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.

Provides real-time coaching to sales representatives. 12 reviewers of Clientbook have provided feedback on this feature.

Based on 13 Clientbook reviews. Tracks and analyzes sales representative performance.

Based on 13 Clientbook reviews. Measure return on investment and leverage data to predict profitability of future projects.

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.

Enables users to send mass text message campaigns This feature was mentioned in 22 Clientbook reviews.

As reported in 21 Clientbook reviews. Facilitates two-way text messaging to encourage consumer engagement and loyalty

As reported in 22 Clientbook reviews. Provides the ability to schedule single or bulk text messages to recipients on a specific date and time

Based on 21 Clientbook reviews. Provides automatic text message replies to recipients

Provides automatic URL shortening to use less characters via text This feature was mentioned in 22 Clientbook reviews.

Sends out multimedia via text messages, such as coupons, pictures, and audio 22 reviewers of Clientbook have provided feedback on this feature.

Offers features for personalizing text messages based on customer information or past behavior This feature was mentioned in 20 Clientbook reviews.

Allows users to establish automated workflows and triggers to deliver transactional text messages 21 reviewers of Clientbook have provided feedback on this feature.

As reported in 22 Clientbook reviews. Uses external data sources to improve customer profiles.

As reported in 22 Clientbook reviews. Can be updated to accept new sources and types of data.

Can act as a content marketing platform. This feature was mentioned in 22 Clientbook reviews.

Based on 22 Clientbook reviews. Can engage with customers across any device with a consistent message.

Provides analysis of marketing program ROI and efficiency. 22 reviewers of Clientbook have provided feedback on this feature.

Predicts outcomes based on statistical models; can give insight to "what-if" scenarios. 22 reviewers of Clientbook have provided feedback on this feature.

As reported in 22 Clientbook reviews. Uses artificial intelligence to provide suggestions based on desired outcomes.

Based on 21 Clientbook reviews. Provides pre-built or customizable performance reports

Based on 21 Clientbook reviews. Automates tasks and features for added convenience

Offers a white labeling service for agencies or resellers to customize platform branding 21 reviewers of Clientbook have provided feedback on this feature.

Based on 21 Clientbook reviews. Text enables landline phones so users can receive text messages sent to an existing business number

Based on 21 Clientbook reviews. Provides businesses with 5- to 6-digit short codes for running text marketing campaigns

As reported in 20 Clientbook reviews. Facilitates the integration of text messaging into existing business applications through an SMS gateway API

Consolidates data from multiple sources This feature was mentioned in 10 Clientbook reviews.

As reported in 10 Clientbook reviews. Gather multiple types of data from various sources

Allow users to update the data to ensure its accuracy and validity This feature was mentioned in 10 Clientbook reviews.

Detect innacurate, incomplete, or duplicate data 10 reviewers of Clientbook have provided feedback on this feature.

Based on 10 Clientbook reviews. Ensure that the data complies with internal quality standards

Monitor store key performance indicators (KPIs) in real-time This feature was mentioned in 10 Clientbook reviews.

Generate forecasts using historical data and market trends This feature was mentioned in 10 Clientbook reviews.

As reported in 10 Clientbook reviews. Creates reports and dashboards to analyze retail KPIs and metrics

As reported in 10 Clientbook reviews. Uses artificial intelligence (AI) to build forecasting models based on existing data sets

As reported in 10 Clientbook reviews. Offer mobile dashboards to view retail KPI in real-time

Support or include dedicated app for iOS and/or Android 10 reviewers of Clientbook have provided feedback on this feature.

Based on 10 Clientbook reviews. Allows integration with marketplace such as Amazon, eBay, Walmart, etc

Easily integrate with POS software to monitor sales and customer data This feature was mentioned in 10 Clientbook reviews.

Allows integration with marketplace such as Amazon, eBay, Walmart, etc This feature was mentioned in 10 Clientbook reviews.

Provides a cloud based version of the platform This feature was mentioned in 10 Clientbook reviews.

Provides an on-premise version of the platform This feature was mentioned in 10 Clientbook reviews.

Allows users to generate text based on a text prompt.

Condenses long documents or text into a brief summary.

Allows users to generate text based on a text prompt.

Capability to perform complex tasks without constant human input

Ability to break down and plan multi-step processes

Works across multiple software systems or databases

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

Capability to perform complex tasks without constant human input

Ability to break down and plan multi-step processes

Works across multiple software systems or databases

Improves performance based on feedback and experience

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

Capability to perform complex tasks without constant human input

Ability to break down and plan multi-step processes

Works across multiple software systems or databases

Improves performance based on feedback and experience

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives