Sell More. Work Less.
Build relationships.

Increase sales with the #1 sales tool for High-End Retailers.

What is Client Book CRM?

Client Book CRM is a software service that helps you manage your retail operation and utilize the untapped potential of customer data to build relationships and increase sales.

Build powerful relationships and increase sales

Collect vital customer information and give your team powerful selling tools that will help them build relationships with customers and increase sales. Give yourself the tools and reporting you need to manage your team efficiently and gain invaluable insights into your operation.

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Organize and secure your vital customer information

Our retail CRM organizes and secures vital customer information. Protect yourself and have a reliable way of accessing customer information. No longer must you search through a large paper client book, a stack of papers, or an unintuitive POS system.

Client Book CRM is the result of over 15 years of jewelry and retail experience, designed specifically for retail and sales people. This is one of the many reasons why jewelers rate Client Book CRM the top jewelry CRM.

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Free trial. No contract. Cancel when you want.

All plans include a 30-day free trial

$ 15 /month
Professional Plan
1 User
(Best for an individual professional)
Core CRM
Standard Reporting
Standard Email Marketing
Full Email Integration
CRM App for Tablet
Email and Ticket Support
$ 269 /month/store
Enterprise Plan
Everything included in Business plus:
20 Users per store
Enterprise Reporting
Enterprise Email Marketing
Multi-Store Support
Enterprise Tools and Panel
In-Depth CRM/Clientele Training ($1500 value)

Includes all the tools a retail CRM should have

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Trusted by many retailers around the world:

"Client Book CRM plays a vital role in my profession. Selling Jewelry is a passion of mine. I love to build relationships with my customers and see them for all their big events. This jewelry software enables me to keep up with my customers and those important events. I am able to keep my customer information organized and use it productively."
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Shawn Rummel, Retail Sales Manager
Hearts On Fire Diamond Brand Ambassador, Meyers Jewelers
"We had a great following with our customers we had held for years, but were challenged with reaching a new customer base. We found that the jewelry CRM system could help Shannon’s obtain new clients and retain them all through this relationship software. Now, we are able to keep track of leads and maintain those crucial customer touch points. We have been so impressed with Client Book and Brandon’s willingness to make adjustments to the system to make it even more user friendly for our sales staff. We were even able to import all of our client data from our old point of sale system, which came as a huge time saver! Shannon’s would recommend this CRM system to any company looking to grow their business, create stronger relationships with their clients, and better maintain and track their leads. Thank you Brandon and team for helping Shannon Fine Jewelry increase sales and build lifetime relationships with our customers!"
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Christen Cawley, Marketing Director
Shannon Fine Jewelry
“I have been looking at many different Client Relation Management (online) platform, Client Book CRM is the best solution for Jewellers in North America to keep track of their clients’ database. All the tools are very well designed, powerful and it is also mobile and iPad compatible. It also has a very user friendly interface and easy to navigate. Their technical support teams are excellent; for every support request, they responded and fixed the issue in a timely manner. I especially want to say Thank You to Brandon for being supportive on our requests. We are very happy about our decision for using Client Book CRM to keep track of our client database.”
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Jason Dai, IT
Barry's Jewellers

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1 (800) 325-6836

Our Customers

Here are a few of our customers who have supercharged their business using our CRM software: