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ClientSmart
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 preserve question structures, 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 column mapping. The shopboard filters assignments by location, date, pay range, and distance. Automated pay calculations include audit trails showing how each amount was computed. ClientSmart produces branded PDF reports, interactive charts, and built-in analytics, and sends branded HTML emails with rich formatting and merge fields. Tiered cloud storage holds photos, receipts, and supporting documents with automatic upload expiration. The maker describes TLS-encrypted connections, secure cloud hosting, and role-based access controls. Initial setup, data-import help, and walkthroughs are offered. Billing is month-to-month with no setup fees or long-term commitments. A $400 monthly base fee is credited toward per-shop charges.
For and against
For
- Reusable templates retain scoring and conditional logic
- Assignment filters include location, date, pay, and distance
- Branded PDFs, charts, analytics, and HTML emails
- Automated payment calculations include audit trails
- Month-to-month billing without setup fees
Against
- No free plan is listed
- $400 monthly base fee applies
- Per-shop charges vary by completed-shop volume
The verdict
ClientSmart brings scheduling, evaluation collection, payment calculations, storage, and reporting into one web platform. Its pricing combines a $400 monthly base fee with volume-based per-shop charges.
Who it suits
ClientSmart is designed for mystery shopping companies managing shopper networks, assignments, evaluations, payments, and client reporting. It fits teams that need imports, reusable surveys, and branded output.
Plans and prices
Per-shop fees (over 25,000 shops)
Over 25,000 shops completed · $1.50 per shop
Read 4 Oct 2026 · clientsmart.com
Per-shop fees (15,001–25,000 shops)
15,001–25,000 shops completed · $2.00 per shop
Read 4 Oct 2026 · clientsmart.com
Per-shop fees (10,001–15,000 shops)
10,001–15,000 shops completed · $2.50 per shop
Read 4 Oct 2026 · clientsmart.com
Per-shop fees (5,001–10,000 shops)
5,001–10,000 shops completed · $3.00 per shop
Read 4 Oct 2026 · clientsmart.com
Per-shop fees (1,001–5,000 shops)
1,001–5,000 shops completed · $3.50 per shop
Read 4 Oct 2026 · clientsmart.com
Per-shop fees (501–1,000 shops)
501–1,000 shops completed · $4.00 per shop
Read 4 Oct 2026 · clientsmart.com
Per-shop fees (201–500 shops)
201–500 shops completed · $4.50 per shop
Read 4 Oct 2026 · clientsmart.com
Per-shop fees (0–200 shops)
0–200 shops completed · $5.00 per shop
Read 4 Oct 2026 · clientsmart.com
Base fee
$400/month base fee
Read 4 Oct 2026 · clientsmart.com
On the record
- Billing terms
- The maker describes month-to-month billing with no setup fees and no long-term commitments.clientsmart.com · read 4 Oct 2026
- Communication
- The platform sends branded HTML emails to shoppers, schedulers, and clients, with rich formatting and merge fields.clientsmart.com · read 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 · read 4 Oct 2026
- Intended users
- The platform is built for mystery shopping companies managing shopper networks, evaluation scheduling, and client reporting.clientsmart.com · read 4 Oct 2026
- Payments
- Automated pay calculations include audit trails showing how each payment was computed.clientsmart.com · read 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 · read 4 Oct 2026
- Purpose
- ClientSmart lets mystery shopping companies schedule shoppers, capture evaluations, and deliver branded reports from one platform.clientsmart.com · read 4 Oct 2026
- Reporting
- ClientSmart generates branded PDF reports and provides interactive charts and built-in analytics.clientsmart.com · read 4 Oct 2026
- Scheduling
- The shopboard can be filtered by location, date, pay range, and distance to find assignments.clientsmart.com · read 4 Oct 2026
- Security
- The maker says ClientSmart uses TLS encrypted connections, secure cloud hosting, and role-based access controls.clientsmart.com · read 4 Oct 2026
- Storage
- ClientSmart offers tiered cloud storage for photos, receipts, and supporting documents, with automatic upload expiration policies.clientsmart.com · read 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 · read 4 Oct 2026
- Templates
- Reusable survey templates preserve question structure, scoring rules, and conditional logic across projects.clientsmart.com · read 4 Oct 2026
