Clientbook

Clientbook is a digital sales assistant built specifically for luxury retailers. It helps store owners and their teams manage client relationships, send personalized messages, track sales performance, and automate follow-ups. The platform combines CRM features with AI-powered recommendations to help retailers drive both new sales and repeat business.

The tool includes several core features: AI recommendations that suggest daily client actions and product picks, a messaging system for one-on-one or mass outreach via text and web chat, analytics to monitor team performance, and automations that trigger follow-up messages based on client behavior. It also lets associates create custom wish lists for individual clients, making personalized selling easier. The AI component is designed to give suggestions that the team can choose to act on, keeping the human in control.

Clientbook is best suited for luxury retail stores — especially jewelry shops, boutiques, and similar businesses where personal relationships with clients drive sales. Store owners use it to keep their teams organized and proactive, while sales associates rely on it to remember client preferences and stay on top of outreach. The platform claims to boost client engagement and attributed sales, based on case studies from retailers like CD Peacock and Wilson Diamonds.