ClientSmart
Ranked in Mystery Shopping Software ·No free plan on record· paid from $1.50/mo
About
ClientSmart is a web platform for mystery shopping companies to schedule shoppers, capture evaluations, and deliver branded client reports. Reusable survey templates retain question structure, scoring rules, and conditional logic across projects. Teams can import shopper rosters, location lists, and project data from CSV, Excel, and other common formats using flexible column mapping. The shopboard can be filtered by location, date, pay range, and distance to find assignments. ClientSmart generates branded PDF reports and provides interactive charts and built-in analytics. It can send branded HTML emails to shoppers, schedulers, and clients, with rich formatting and merge fields. Automated pay calculations include audit trails, and tiered cloud storage holds photos, receipts, and supporting documents with automatic upload expiration policies. The maker describes month-to-month billing with no setup fees or long-term commitments. A base fee of 400.00 USD per month is credited toward shop charges, which range from 5.00 USD per month per shop for 0–200 shops to 1.50 USD per month per shop above 25,000 shops.
Who it is for
ClientSmart is designed for mystery shopping companies managing shopper networks, evaluation schedules, and client reporting. It may suit teams moving existing rosters and project data into a platform with branded reports and automated pay calculations.
What is good
- Reusable templates preserve scoring and conditional logic
- Imports CSV, Excel, and other common formats
- Branded PDFs, interactive charts, and built-in analytics
- Automated pay calculations include audit trails
- Initial setup and data-import assistance are offered
What to know first
- No free plan is listed
- Base fee is 400.00 USD per month
- Shop charges vary with completed shop volume
Verdict
ClientSmart brings scheduling, evaluation capture, payments, storage, and branded reporting together for mystery shopping firms. Its monthly base fee and per-shop charges make completed-shop volume relevant to the billing arrangement.
Compared on mystery shopping software
- Shopper portal
- Yesclientsmart.com
- Assignment scheduling
- Yesclientsmart.com
- Report form builder
- Yesclientsmart.com
- Evidence collection
- multipleclientsmart.com
- Shopper payments
- Yesclientsmart.com
- Results analytics
- Yesclientsmart.com
Facts
- Purpose
- ClientSmart lets mystery shopping companies schedule shoppers, capture evaluations, and deliver branded reports from one platform.clientsmart.com · 4 Oct 2026
- Intended users
- The platform is built for mystery shopping companies managing shopper networks, evaluation scheduling, and client reporting.clientsmart.com · 4 Oct 2026
- Templates
- Reusable survey templates preserve question structure, scoring rules, and conditional logic across projects.clientsmart.com · 4 Oct 2026
- Reporting
- ClientSmart generates branded PDF reports and provides interactive charts and built-in analytics.clientsmart.com · 4 Oct 2026
- Communication
- The platform sends branded HTML emails to shoppers, schedulers, and clients, with rich formatting and merge fields.clientsmart.com · 4 Oct 2026
- Imports
- Users can import shopper rosters, location lists, and project data from CSV, Excel, and other common formats using flexible column mapping.clientsmart.com · 4 Oct 2026
- Scheduling
- The shopboard can be filtered by location, date, pay range, and distance to find assignments.clientsmart.com · 4 Oct 2026
- Payments
- Automated pay calculations include audit trails showing how each payment was computed.clientsmart.com · 4 Oct 2026
- Storage
- ClientSmart offers tiered cloud storage for photos, receipts, and supporting documents, with automatic upload expiration policies.clientsmart.com · 4 Oct 2026
- Security
- The maker says ClientSmart uses TLS encrypted connections, secure cloud hosting, and role-based access controls.clientsmart.com · 4 Oct 2026
- Privacy
- The privacy policy says the site analytics service does not use tracking cookies, store IP addresses, track users across other websites, or share analytics data with third parties.clientsmart.com · 4 Oct 2026
- Support and onboarding
- The maker says it handles initial setup, helps import existing data, and walks teams through the platform, with most companies up and running within a few days.clientsmart.com · 4 Oct 2026
- Billing terms
- The maker describes month-to-month billing with no setup fees and no long-term commitments.clientsmart.com · 4 Oct 2026
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Where it ranks on Inferse
Sources
- clientsmart.com· checked 4 Oct 2026
- clientsmart.com/features· checked 4 Oct 2026
- clientsmart.com/privacy· checked 4 Oct 2026