Client Book CRM Overview

Here’s the scoop on Client Book CRM! We've gathered over 105 insights from folks who use it, and know it inside out—from peer reviews to customer testimonials and expert opinions. We included citations from these sources so you can read the full content at the original source if you wish.

Client Book CRM, belong to a category of solutions that help CRM. Each of them excels in different abilities. Therefore, determining the best platform for your business will depend on your specific needs and requirements.

Do you need to check if Client Book CRM is right for your needs? Our Cuspera AI engine can evaluate how Client Book CRM fits your specific business needs, industry, and context. Get your personalized assessment report today.

Client Book CRM supports business activities such as:

  • Contact List Management
  • Sales Commission Management
  • Follower Management
  • Products & Pricelist Management
  • Proposal & Quote Management

Client Book CRM can help you with many business goals, such as Increase Sales & Revenue, Acquire Customers, Enhance Customer Relationships, and Enter New Markets Internationally Or Locally. It can help manage these activities if you use Chat Phone Calls Social Media etc. for these needs.

Client Book CRM Mechanical or Industrial Engineering Vertical is its biggest customer base.

Reviews

"...Client Book CRM can be recommended because it helped us a lot in collecting and analyzing data, which are then very useful for our work team, and at this time we have improved many in the following aspects: management of showrooms, inventory management , lease management, service department management, contact management, list management, territory management, product catalog, marketing automation, customer service, quotes / proposals, CRM call register, social network integration, administration of tasks, lead score, quotes / proposals...." Peer review by Xavier T, Manager

Client Book CRM Reviews

11 buyers and buying teams have used Cuspera to assess how well Client Book CRM solved their CRM needs. Cuspera uses 105 insights from these buyers along with peer reviews, customer case studies, testimonials, expert blogs and vendor provided installation data to help you assess the fit for your specific CRM needs.

Business Priorities

Increase Sales & Revenue and Acquire Customers are the most popular business priorities peers achieved using Client Book CRM.

Other priorities:

  • Enhance Customer Relationships
  • Enter New Markets Internationally Or Locally
See all business priorities See less business priorities

Use Cases

Peers recommend Contact List Management , Sales Commission Management , Follower Management , as the business use cases that they have been most satisfied while using Client Book CRM.

Read Peer Reviews and Expert Experience for Business Use Cases

BUSINESS USE CASES RATINGS CUSTOMER AND EXPERT EXPERIENCES
Contact List Management with Chat, Phone Calls, Social Media, Offline, Point Of Sale and Mobile

4.75/5 ★

Read Reviews (9)

"...You can also add other important benefits: customer purchase history, multiple store management, repair tracking, commission management, consignment, marketing management, price management, internal chat integration, supply management and mobile access...."
contacts history

4.55/5 ★

Read Reviews (5)

"...You can also add other important benefits: customer purchase history, multiple store management, repair tracking, commission management, consignment, marketing management, price management, internal chat integration, supply management and mobile access...."
Sales Commission Management with Chat, Offline, Point Of Sale and Mobile

4.55/5 ★

Read Reviews (5)

"...You can also add other important benefits: customer purchase history, multiple store management, repair tracking, commission management, consignment, marketing management, price management, internal chat integration, supply management and mobile access...."
Follower Management with Phone Calls and Social Media

4.34/5 ★

Read Reviews (3)

"...Client Book CRM can be recommended because it helped us a lot in collecting and analyzing data, which are then very useful for our work team, and at this time we have improved many in the following aspects: management of showrooms, inventory management , lease management, service department management, contact management, list management, territory management, product catalog, marketing automation, customer service, quotes / proposals, CRM call register, social network integration, administration of tasks, lead score, quotes / proposals...."
PEER EXPERIENCES
Contact List Management with Chat, Phone Calls, Social Media, Offline, Point Of Sale and Mobile

4.75/5 ★

Read Reviews (9)

"...You can also add other important benefits: customer purchase history, multiple store management, repair tracking, commission management, consignment, marketing management, price management, internal chat integration, supply management and mobile access...." Peer review by Xavier T, Manager
contacts history

4.75/5 ★

Read Reviews (5)

Sales Commission Management with Chat, Offline, Point Of Sale and Mobile

4.55/5 ★

Read Reviews (5)

"...You can also add other important benefits: customer purchase history, multiple store management, repair tracking, commission management, consignment, marketing management, price management, internal chat integration, supply management and mobile access...." Peer review by Xavier T, Manager
Follower Management with Phone Calls and Social Media

4.34/5 ★

Read Reviews (3)

"...Client Book CRM can be recommended because it helped us a lot in collecting and analyzing data, which are then very useful for our work team, and at this time we have improved many in the following aspects: management of showrooms, inventory management , lease management, service department management, contact management, list management, territory management, product catalog, marketing automation, customer service, quotes / proposals, CRM call register, social network integration, administration of tasks, lead score, quotes / proposals...." Peer review by Xavier T, Manager

6+ more Business Use Cases

Our AI advisor, Wyz, harnessed 105 insights from peers and experts to help you assess how these Client Book CRM use cases fit your CRM needs.

Popular Business Setting

for Client Book CRM

Top Industries

  • Mechanical or Industrial Engineering

Popular in

  • Mid Market
lightning

Peers used Client Book CRM to Increase sales & revenue and Acquire customers

IT and Other Capabilities

for Client Book CRM

  • Low
  • Medium
  • High
CAPABILITIES (DATA) RATINGS AND REVIEWS
Data Import

4.77/5 ★

Read Reviews (18)
Data Export

3.68/5 ★

Read Reviews (2)
CAPABILITIES (DATA) RATINGS AND REVIEWS
Data Import

4.77/5 ★

Read Reviews (18)
Data Export

3.68/5 ★

Read Reviews (2)
CAPABILITIES (SUPPORT) RATINGS AND REVIEWS
24/7 Support

4.78/5 ★

Read Reviews (17)
Email Support

3.42/5 ★

Read Reviews (1)
Chat Support

3.42/5 ★

Read Reviews (1)
Phone Support

3.42/5 ★

Read Reviews (1)
CAPABILITIES (SUPPORT) RATINGS AND REVIEWS
24/7 Support

4.78/5 ★

Read Reviews (17)
Email Support

3.42/5 ★

Read Reviews (1)
Chat Support

3.42/5 ★

Read Reviews (1)
Phone Support

3.42/5 ★

Read Reviews (1)
CAPABILITIES (OTHER) RATINGS AND REVIEWS
Custom Reports

4.24/5 ★

Read Reviews (10)
Analytics

1.58/5 ★

Read Reviews (1)
CAPABILITIES (OTHER) RATINGS AND REVIEWS
Custom Reports

4.24/5 ★

Read Reviews (10)
Analytics

1.58/5 ★

Read Reviews (1)

Software Failure Risk Guidance

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for Client Book CRM

Top Failure Risks for Client Book CRM

Vendor Profile Details

Company Name

Diamond Profile LLC

HQ Location

519 Apalachee Dr. Maineville, Ohio 45039 United States of America

Employees

NA

Social

Financials

NA