List of Clientbook Customers
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United States
Since 2010, our global team of researchers has been studying Clientbook customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased Clientbook for CRM from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using Clientbook for CRM include: Paris Jewellers, a Canada based Retail organisation with 200 employees and revenues of $18.0 million, Wilson Diamonds, a United States based Retail organisation with 25 employees and revenues of $12.0 million, Five Star Jewelers United States, a United States based Retail organisation with 50 employees and revenues of $11.0 million, Adorn, a United States based Retail organisation with 40 employees and revenues of $3.0 million, Thomas Markle Jewelers, a United States based Retail organisation with 25 employees and revenues of $3.0 million and many others.
Contact us if you need a completed and verified list of companies using Clientbook, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
The Clientbook customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight | Insight Source |
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Adorn | Retail | 40 | $3M | United States | Clientbook | Clientbook | CRM | 2020 | n/a | In 2020, Adorn implemented Clientbook as its retail CRM to standardize associate follow-up and to make clienteling an accountable, repeatable process. The Portland, OR specialty retailer used Clientbook to formalize client engagement workflows across store associates and to centralize client records and activity tracking within a single CRM platform. Clientbook was configured to support retail clienteling workflows, including structured client profiles, follow-up task orchestration, and activity logging to drive consistent associate outreach. The implementation emphasized automated follow-up reminders and accountability features so associates could track touchpoints, schedule appointments, and record purchase preferences, aligning system configuration with store-level selling processes. Governance centered on process standardization and measurable associate accountability, with rollout focused on store associate adoption and daily clienteling routines. Adorn reported a 13% sales increase in the first week after rollout and higher associate clienteling activity, outcomes recorded in the Clientbook customer story that link the Clientbook CRM deployment to improved sales and engagement performance. | |
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Five Star Jewelers United States | Retail | 50 | $11M | United States | Clientbook | Clientbook | CRM | 2024 | n/a | In 2024, Five Star Jewelers implemented Clientbook as its CRM to support store level clienteling across multiple Miami area locations. The deployment prioritized AI assisted clienteling and targeted outreach to enable associate led follow up and more consistent engagement workflows. Clientbook’s AI Insights and Smart Assistant were configured as primary modules, supplemented by standard CRM capabilities such as client profiles, contact management, engagement sequencing, appointment scheduling, and follow up task orchestration. Configuration emphasized associate workflows and automated outreach recommendations to drive personalized in‑store and post visit engagement. The rollout covered multiple retail stores in the Miami area and placed store associates and sales staff as primary users of the Clientbook CRM for daily clienteling operations. Governance changes focused on formalizing follow up processes and embedding AI driven recommendations into associate routines, and the retailer reported a reported ~5x increase in client engagement and dozens of attributed sales shortly after adoption of the AI features. | |
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Paris Jewellers | Retail | 200 | $18M | Canada | Clientbook | Clientbook | CRM | 2024 | n/a | In 2024 Paris Jewellers implemented Clientbook CRM, deploying Clientbook on their public website to capture customer contacts and appointment requests directly from online visitors. The implementation centralized web-driven lead capture into a single customer record store, making Clientbook the primary CRM for customer-facing retail operations in Canada. The deployment focused on core CRM capabilities, including contact management, web form lead capture, appointment scheduling, and consolidated customer profiles to support store associates, sales and customer service workflows. Configuration emphasized role-based access and store-level lookup so in-store teams could reference website-captured interactions, while standard CRM workflows were used to route leads and manage follow up across retail and online channels. | |
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Retail | 25 | $3M | United States | Clientbook | Clientbook | CRM | 2023 | n/a |
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Retail | 25 | $12M | United States | Clientbook | Clientbook | CRM | 2018 | n/a |
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Buyer Intent: Companies Evaluating Clientbook
- Office Beacon, a United States based Professional Services organization with 10 Employees
Discover Software Buyers actively Evaluating Enterprise Applications
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