Freedom251 › Mystery Shopping Software
ClientSmart
What ClientSmart is
ClientSmart is web software for mystery shopping companies that schedule shoppers, capture evaluations, and deliver branded client reports. Reusable survey templates preserve 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. A shopboard filters assignments by location, date, pay range, and distance. Automated pay calculations include audit trails showing how amounts were computed. ClientSmart produces branded PDF reports, interactive charts, and built-in analytics, and sends formatted 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, role-based access, setup help, data-import assistance, and team walkthroughs. Billing is month to month with no setup fee or long-term commitment.
Who it suits
ClientSmart is designed for mystery shopping companies managing shopper networks, assignment scheduling, evaluations, payments, and client reporting. It suits teams that want onboarding and data-import help alongside operational tools.
What it does well
- Reusable templates retain scoring and conditional logic
- Filters assignments by location, date, pay, and distance
- Automated payment calculations include audit trails
- Creates branded PDFs, charts, and analytics
- Month-to-month billing has no setup fee
What to know first
- No free plan
- Requires a 400.00 USD monthly base fee
- Per-shop charges vary by completed-shop volume
- Web platform only
Limits
There is no free plan. The $400 a month base fee is credited toward shop charges, which vary by completed-shop volume: $5 per shop for 0–200 shops, decreasing to $1.50 per shop above 25,000 shops.
Plans
| Plan | Billed and limits | Price |
|---|---|---|
| Per-shop fees (over 25,000 shops) | Monthly based on total shops completed; base fee is credited toward shop charges. · Over 25,000 shops completed · $1.50 per shop | $1.50 a month |
| Per-shop fees (15,001–25,000 shops) | Monthly based on total shops completed; base fee is credited toward shop charges. · 15,001–25,000 shops completed · $2.00 per shop | $2 a month |
| Per-shop fees (10,001–15,000 shops) | Monthly based on total shops completed; base fee is credited toward shop charges. · 10,001–15,000 shops completed · $2.50 per shop | $2.50 a month |
| Per-shop fees (5,001–10,000 shops) | Monthly based on total shops completed; base fee is credited toward shop charges. · 5,001–10,000 shops completed · $3.00 per shop | $3 a month |
| Per-shop fees (1,001–5,000 shops) | Monthly based on total shops completed; base fee is credited toward shop charges. · 1,001–5,000 shops completed · $3.50 per shop | $3.50 a month |
| Per-shop fees (501–1,000 shops) | Monthly based on total shops completed; base fee is credited toward shop charges. · 501–1,000 shops completed · $4.00 per shop | $4 a month |
| Base fee | Monthly maintenance and hosting fee, credited as pre-payment for shop fees. · $400/month base fee | $400 a month |
| Per-shop fees (201–500 shops) | Monthly based on total shops completed; base fee is credited toward shop charges. · 201–500 shops completed · $4.50 per shop | $4.50 a month |
The first 8 of 9 plans, as clientsmart.com lists them, read 4 Oct 2026. The maker's own page has the final word. Every plan
Getting started
- Open the ClientSmart website.
- Arrange initial setup and assistance importing existing data.
- Use the web platform to manage shoppers, assignments, and evaluations.
- Build projects with reusable survey templates and schedule assignments.
- Review billing based on the monthly base fee and completed-shop charges.
Verdict
ClientSmart covers scheduling, survey collection, payment calculation, storage, communication, and branded reporting for mystery shopping operations. Its month-to-month terms and onboarding support may help teams migrating existing data, while usage adds per-shop charges.
Questions
How much does ClientSmart cost?
The base fee is $400 a month, credited as pre-payment for shop fees. Per-shop rates range from $5 per shop for 0–200 completed shops to $1.50 per shop above 25,000.
Does ClientSmart have a free plan?
No. ClientSmart is a paid service.
What platform does ClientSmart support?
ClientSmart is available on the web.
Can teams import existing shopper and project data?
Yes. Users can import shopper rosters, location lists, and project data from CSV, Excel, and other common formats using flexible column mapping.
What does ClientSmart provide for reporting?
It generates branded PDF reports and provides interactive charts and built-in analytics.
Does ClientSmart help with setup?
The maker says it handles initial setup, helps import existing data, and walks teams through the platform.
Facts from ClientSmart's own pages
- Billing terms
- The maker describes month-to-month billing with no setup fees and no long-term commitments. · 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
- Intended users
- The platform is built for mystery shopping companies managing shopper networks, evaluation scheduling, and client reporting. · clientsmart.com, 4 Oct 2026
- Payments
- Automated pay calculations include audit trails showing how each payment was computed. · 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
- Purpose
- ClientSmart lets mystery shopping companies schedule shoppers, capture evaluations, and deliver branded reports from one platform. · clientsmart.com, 4 Oct 2026
- Reporting
- ClientSmart generates branded PDF reports and provides interactive charts and built-in analytics. · 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
- Security
- The maker says ClientSmart uses TLS encrypted connections, secure cloud hosting, and role-based access controls. · 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
- 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
- Templates
- Reusable survey templates preserve question structure, scoring rules, and conditional logic across projects. · clientsmart.com, 4 Oct 2026
Where ClientSmart stands on Freedom251
- Mystery Shopping Software#10 of 21