List of Clientbook Customers
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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, Thomas Markle Jewelers, a United States based Retail organisation with 25 employees and revenues of $3.0 million, Adorn, a United States based Retail organisation with 40 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 |
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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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Thomas Markle Jewelers | Retail | 25 | $3M | United States | Clientbook | Clientbook | CRM | 2023 | n/a |
In 2023, Thomas Markle Jewelers deployed Clientbook as its CRM and embedded Clientbook on its public website. The small retail jeweler with 25 employees implemented the Clientbook CRM to centralize customer records and capture website leads for in-store appointments and inquiries.
Configuration emphasized contact and client profile management, appointment scheduling, sales pipeline tracking, and customer communications such as reminders and visit notes, reflecting standard CRM functional workflows. The implementation leveraged Clientbook capabilities for client histories, scheduling, and sales activity tracking to support daily retail operations and frontline staff coordination.
Operational coverage centers on customer-facing functions across the store and website, impacting sales and customer service workflows. Governance was organized for a small team with centralized administrative control over user accounts, basic data hygiene and access permissions, and phased adoption through hands-on training for sales and service staff.
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Wilson Diamonds | Retail | 25 | $12M | United States | Clientbook | Clientbook | CRM | 2018 | n/a |
In 2018, Wilson Diamonds implemented Clientbook as a CRM clienteling solution to centralize customer profiles at its Utah retail store. The Clientbook CRM deployment focused on in store associate workflows to capture contact information and maintain profile records for repeat customers.
Configuration emphasized customer profile centralization, point of sale capture of contact details, and multimedia messaging capabilities so sales associates could send product images to clients. Clientbook was configured to support associate led outreach workflows and persistent customer records used during jewelry consultations and follow ups.
The retail CRM implementation quickly boosted phone number capture rates to approximately 90 percent and achieved a 98 percent message read rate with a 71 percent response rate according to the vendor case study. Operational responsibility rested with store sales associates and retail management, aligning Clientbook CRM with clienteling and sales functions rather than enterprise back office systems.
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