ClientSmart
ClientSmart is a web platform for mystery shopping companies to schedule shoppers, capture evaluations and deliver branded reports.
What ClientSmart is
ClientSmart is a web platform for mystery shopping companies to schedule shoppers, capture evaluations and deliver branded reports. Reusable survey templates preserve 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, and automated pay calculations include audit trails showing how payments were computed. For reporting, ClientSmart produces branded PDFs 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. Tiered cloud storage holds photos, receipts and supporting documents, with automatic upload expiration policies. The maker says the service uses TLS encrypted connections, secure cloud hosting and role-based access controls. Billing is month-to-month with no setup fees or long-term commitments. A $400 a month base fee is credited toward shop charges, which vary by completed shop volume.
Good
- Reusable templates retain scoring rules and conditional logic.
- Shopboard filters assignments by location, date, pay and distance.
- Automated pay calculations include audit trails.
- Reports include branded PDFs and interactive charts.
Watch out
- No free plan is listed.
- The $400 a month base fee applies.
- Per-shop fees vary with completed shop volume.
Who it suits
ClientSmart is aimed at mystery shopping companies that coordinate shopper networks, schedule evaluations and prepare client reporting. It may also suit teams that need imports, shopper payment calculations and evidence storage in one platform.
Verdict
ClientSmart brings shopper scheduling, evaluation capture, payment calculations and branded reporting together for mystery shopping operations. Its month-to-month billing avoids long-term commitments, but the base fee and per-shop charges are important to account for.
Plans and prices
From ClientSmart's own pricing page, checked 4 Oct 2026.
| Plan | Price | What it gives you |
|---|---|---|
| Per-shop fees (over 25,000 shops) | $1.50 a month | Over 25,000 shops completed · $1.50 per shop · Monthly based on total shops completed; base fee is credited toward shop charges. |
| Per-shop fees (15,001–25,000 shops) | $2 a month | 15,001–25,000 shops completed · $2.00 per shop · Monthly based on total shops completed; base fee is credited toward shop charges. |
| Per-shop fees (10,001–15,000 shops) | $2.50 a month | 10,001–15,000 shops completed · $2.50 per shop · Monthly based on total shops completed; base fee is credited toward shop charges. |
| Per-shop fees (5,001–10,000 shops) | $3 a month | 5,001–10,000 shops completed · $3.00 per shop · Monthly based on total shops completed; base fee is credited toward shop charges. |
| Per-shop fees (1,001–5,000 shops) | $3.50 a month | 1,001–5,000 shops completed · $3.50 per shop · Monthly based on total shops completed; base fee is credited toward shop charges. |
| Per-shop fees (501–1,000 shops) | $4 a month | 501–1,000 shops completed · $4.00 per shop · Monthly based on total shops completed; base fee is credited toward shop charges. |
| Per-shop fees (201–500 shops) | $4.50 a month | 201–500 shops completed · $4.50 per shop · Monthly based on total shops completed; base fee is credited toward shop charges. |
| Per-shop fees (0–200 shops) | $5 a month | 0–200 shops completed · $5.00 per shop · Monthly based on total shops completed; base fee is credited toward shop charges. |
| Base fee | $400 a month | $400/month base fee · Monthly maintenance and hosting fee, credited as pre-payment for shop fees. |
The facts
Each one read from ClientSmart's own pages, with the date it was checked.
Money
- Billing terms
- The maker describes month-to-month billing with no setup fees and no long-term commitments.checked 4 Oct 2026
What it does
- Communication
- The platform sends branded HTML emails to shoppers, schedulers, and clients, with rich formatting and merge fields.checked 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.checked 4 Oct 2026
- Intended users
- The platform is built for mystery shopping companies managing shopper networks, evaluation scheduling, and client reporting.checked 4 Oct 2026
- Payments
- Automated pay calculations include audit trails showing how each payment was computed.checked 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.checked 4 Oct 2026
- Purpose
- ClientSmart lets mystery shopping companies schedule shoppers, capture evaluations, and deliver branded reports from one platform.checked 4 Oct 2026
- Reporting
- ClientSmart generates branded PDF reports and provides interactive charts and built-in analytics.checked 4 Oct 2026
- Scheduling
- The shopboard can be filtered by location, date, pay range, and distance to find assignments.checked 4 Oct 2026
- Security
- The maker says ClientSmart uses TLS encrypted connections, secure cloud hosting, and role-based access controls.checked 4 Oct 2026
- Storage
- ClientSmart offers tiered cloud storage for photos, receipts, and supporting documents, with automatic upload expiration policies.checked 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.checked 4 Oct 2026
- Templates
- Reusable survey templates preserve question structure, scoring rules, and conditional logic across projects.checked 4 Oct 2026
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