Client Book CRM

Client Book CRM is the perfect high-end clienteling tool, trusted by high-end retailers around the world. The job it does: keeping every contact, deal and follow-up in one place so nothing slips.

The natural audience is sales teams and founders who are tired of spreadsheets. Related areas on their profile: CRM and Retail. As a very small product team themselves (1 to 10 people), they tend to serve customers of a similar scale best. Small vendors mean quick answers and real influence on the roadmap, but check who covers support when someone is out.

Client Book CRM is based in Maineville, Ohio. You can read more at clientbookcrm.com.

Our checklist for this category: pipeline stages, email sync, mobile app, and what reporting costs extra. Ask for a trial on your own data, not a canned demo.

Nobody has reviewed Client Book CRM on Revaw yet. If you use it, your rating goes first, and it takes about twenty seconds.