Case Study: Colonial Jewelers achieves streamlined client management and 100x ROI with Clientbook

Colonial Jewelers - Customer Case Study

Colonial Jewelers, a jewelry retailer in Frederick, MD, was frustrated with their previous CRM and needed better management visibility and easier client access. They selected Clientbook for its modern, clean, app-based interface and the manager’s portal that promised simpler oversight and faster retrieval of customer information.

Clientbook delivered an easy-to-use CRM with a robust manager portal and in-app messaging, making data entry, follow-up, and tracking sales associates’ progress straightforward. As a result, Colonial Jewelers reports faster client retrieval, stronger follow-up workflows, and an estimated ROI of 100x or more, and Clientbook continues to enhance the product (e.g., a client opportunity module) based on their feedback.

Colonial Jewelers

Sarah Robey

Owner