Signature Plan Features
The Signature Plan is our standard plan and includes the flagship Clientbook features your team needs to build stronger customer relationships, stay organized, and drive more repeat business.
With Signature, your team gets access to the core tools that make Clientbook a powerful clienteling platform for modern retailers.
Centralized Mobile Clienteling App
Clientbook gives your team one centralized place to manage customer relationships from anywhere. Available on both iOS and Android devices, the mobile app makes it easy for associates to view customer profiles, send messages, complete reminders, add notes, and stay connected with clients whether they are on the sales floor or away from the store.
This helps your team move beyond scattered notes, personal phones, and disconnected systems by giving everyone a single, organized place to clientel.
Automations
Clientbook helps your team stay proactive by automatically surfacing the right follow-up at the right time. Instead of relying on memory or manual tracking, automations help make sure important customer moments never slip through the cracks.
Sales Triggers
Sales Triggers help your team follow up with customers after meaningful purchases and keep them coming back into the store.
For example, after a customer purchases an engagement ring, Clientbook can trigger a reminder three to four months later for the associate to invite that customer back in to shop for a matching wedding band. This creates timely, relevant follow-up that feels personal and helps drive additional revenue.
Sales Triggers are a powerful way to turn one-time purchases into long-term relationships.
Life Events
Life Events help your team celebrate the moments that matter most to your customers, such as birthdays and anniversaries.
You can automate staff reminders or customer-facing messages so your team knows exactly when to reach out. These thoughtful touchpoints help customers feel remembered and valued, while also creating natural opportunities to invite them back into the store to celebrate with a beautiful piece of jewelry.
Customer Data Collection
Clientbook makes it easy to capture important customer information in a way that feels simple, professional, and natural.
With Kiosk, your team can collect key customer details in-store without feeling overly pushy or interrupting the shopping experience. Customers can quickly provide their information, helping your team build stronger profiles and improve future follow-up.
Clientbook also offers a contactless capture form, allowing customers to fill out their information by clicking a link or scanning a QR code. This gives your store a flexible, modern way to collect customer data during events, appointments, or everyday store visits.
Webchat
Webchat helps turn website visitors into real customer conversations.
Instead of letting interested shoppers browse your site and leave without connecting, Webchat gives them an easy way to start a conversation with your team. Whether they have a product question, want to check availability, or need help before visiting the store, Webchat makes it simple for your team to engage them quickly and personally.
This helps bridge the gap between online browsing and in-store relationship building.
Reviews
Clientbook helps your team generate more customer reviews by making the process simple and easy to manage.
After great customer experiences, your team can send review requests directly through Clientbook, helping happy customers share their experience online. This makes it easier to build your store’s reputation, increase trust with new shoppers, and showcase the service your team is already providing.
Reviews are one of the best ways to turn great in-store experiences into long-term credibility.
Payments
Clientbook makes it easy to collect payment from customers through secure text-to-pay links.
Your team can send customers a secure payment link directly through Clientbook, giving them a convenient way to complete a transaction without needing to be physically in the store. This is especially helpful for deposits, special orders, repairs, event purchases, or any situation where the customer is ready to move forward remotely.
It creates a smooth, professional payment experience for both your team and your customers.
500 Mass Messages Per Month
The Signature Plan includes 500 Mass Messages per month, giving your store a simple way to communicate with groups of customers at scale.
Mass Messaging is perfect for sharing upcoming events, promotions, product announcements, holiday reminders, or other important store updates. It helps your team reach more customers while still keeping communication organized inside Clientbook.
With Mass Messaging, your team can drive awareness, create excitement, and bring more customers back into the store.