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SPECIFICTION
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ClientSmart

clientsmart.com

From $1.50/mo Web
Visit clientsmart.com
Spec score 7.7 #9 of 21 in Mystery Shopping Software

What it is

ClientSmart is a web platform for mystery shopping companies that schedule shoppers, collect evaluations, and deliver branded client reports. Reusable survey templates retain question structures, scoring rules, and conditional logic across projects. Teams can import shopper rosters, locations, and project data from CSV, Excel, and other common formats using column mapping. Its shopboard filters assignments by location, date, pay range, and distance. Automated pay calculations include audit trails showing how each amount was computed. ClientSmart creates branded PDF reports, interactive charts, and built-in analytics, and sends branded HTML emails with merge fields to shoppers, schedulers, and clients. Tiered cloud storage holds photos, receipts, and supporting documents with automatic expiration policies. The maker describes TLS-encrypted connections, secure cloud hosting, and role-based access controls. Billing is month to month, with no setup fee or long-term commitment. A 400.00 USD monthly base fee is credited toward per-shop charges, which range from 5.00 USD to $1.50 based on completed-shop volume.

Spec sheet

Purpose
ClientSmart lets mystery shopping companies schedule shoppers, capture evaluations, and deliver branded reports from one platform.Read 4 Oct 2026 · clientsmart.com
Intended users
The platform is built for mystery shopping companies managing shopper networks, evaluation scheduling, and client reporting.Read 4 Oct 2026 · clientsmart.com
Security
The maker says ClientSmart uses TLS encrypted connections, secure cloud hosting, and role-based access controls.Read 4 Oct 2026 · clientsmart.com
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.Read 4 Oct 2026 · clientsmart.com
Billing terms
The maker describes month-to-month billing with no setup fees and no long-term commitments.Read 4 Oct 2026 · clientsmart.com
Communication
The platform sends branded HTML emails to shoppers, schedulers, and clients, with rich formatting and merge fields.Read 4 Oct 2026 · clientsmart.com
Imports
Users can import shopper rosters, location lists, and project data from CSV, Excel, and other common formats using flexible column mapping.Read 4 Oct 2026 · clientsmart.com
Payments
Automated pay calculations include audit trails showing how each payment was computed.Read 4 Oct 2026 · clientsmart.com
Reporting
ClientSmart generates branded PDF reports and provides interactive charts and built-in analytics.Read 4 Oct 2026 · clientsmart.com
Scheduling
The shopboard can be filtered by location, date, pay range, and distance to find assignments.Read 4 Oct 2026 · clientsmart.com
Storage
ClientSmart offers tiered cloud storage for photos, receipts, and supporting documents, with automatic upload expiration policies.Read 4 Oct 2026 · clientsmart.com
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.Read 4 Oct 2026 · clientsmart.com
Templates
Reusable survey templates preserve question structure, scoring rules, and conditional logic across projects.Read 4 Oct 2026 · clientsmart.com

Plans and prices

Per-shop fees (over 25,000 shops) $1.50 a month Monthly based on total shops completed; base fee is credited toward shop charges. Over 25,000 shops completed · $1.50 per shop Read 4 Oct 2026 · clientsmart.com
Per-shop fees (15,001–25,000 shops) $2 a month Monthly based on total shops completed; base fee is credited toward shop charges. 15,001–25,000 shops completed · $2.00 per shop Read 4 Oct 2026 · clientsmart.com
Per-shop fees (10,001–15,000 shops) $2.50 a month Monthly based on total shops completed; base fee is credited toward shop charges. 10,001–15,000 shops completed · $2.50 per shop Read 4 Oct 2026 · clientsmart.com
Per-shop fees (5,001–10,000 shops) $3 a month Monthly based on total shops completed; base fee is credited toward shop charges. 5,001–10,000 shops completed · $3.00 per shop Read 4 Oct 2026 · clientsmart.com
Per-shop fees (1,001–5,000 shops) $3.50 a month Monthly based on total shops completed; base fee is credited toward shop charges. 1,001–5,000 shops completed · $3.50 per shop Read 4 Oct 2026 · clientsmart.com
Per-shop fees (501–1,000 shops) $4 a month Monthly based on total shops completed; base fee is credited toward shop charges. 501–1,000 shops completed · $4.00 per shop Read 4 Oct 2026 · clientsmart.com
Per-shop fees (201–500 shops) $4.50 a month Monthly based on total shops completed; base fee is credited toward shop charges. 201–500 shops completed · $4.50 per shop Read 4 Oct 2026 · clientsmart.com
Per-shop fees (0–200 shops) $5 a month Monthly based on total shops completed; base fee is credited toward shop charges. 0–200 shops completed · $5.00 per shop Read 4 Oct 2026 · clientsmart.com
Base fee $400 a month Monthly maintenance and hosting fee, credited as pre-payment for shop fees. $400/month base fee Read 4 Oct 2026 · clientsmart.com

Every ClientSmart plan and price →

Strong points and limits

Strong points

  • Reusable templates preserve scoring and conditional logic
  • Flexible imports from CSV and Excel
  • Filters assignments by location, date, pay, and distance
  • Branded PDFs, emails, charts, and analytics
  • Automated payment calculations include audit trails

Limits

  • No free plan
  • 400.00 USD monthly base fee applies
  • Per-shop charges vary by completed-shop volume
  • Cloud storage has automatic upload expiration policies

Who it suits

ClientSmart is designed for mystery shopping companies managing shopper networks, assignment scheduling, evaluations, payments, and client reporting. It suits teams that need branded communications and reports alongside imported project data.

Verdict

ClientSmart brings scheduling, survey management, evidence storage, shopper payments, and branded reporting into one web platform. Its month-to-month billing has no setup fee or long-term commitment, with a base fee credited toward shop charges.

Where Specifiction places it

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