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Finance

Scale revenue without scaling payroll.

Measure and improve conversion rates.

Capture incremental sales from existing customers.

Scale revenue without scaling payroll.

Traditional clienteling drives increased sales and higher profits, but is a manual and time-consuming process for your sales team. With Clientbook, clienteling is simple and automated, taking what your team already does and scaling it without the need to hire additional sales associates.

Measure and improve conversion rates.

Gain visibility into the number of clients your sales associates are interacting with and how many turn into an actual sale. Automate the best practices to increase conversion rates across your team.

Capture incremental sales from existing customers.

Enable your sales team to communicate with top customers and drive additional sales by providing them with special sales information, thank you notes, and notifications which appeal to their particular preferences.

See how Clientbook can be used to improve finance.