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Clientbook

Clientbook

Last Updated

Overview

Clientbook helps retail teams build stronger customer relationships with features like AI recommendations and automated messaging. Some users mention limited app customization. However, its mobile access and centralized client data make it a practical tool for streamlining client outreach and boosting long-term customer loyalty.

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Overall Rating

Based on 10 users reviews

4.9

Rating Distribution

Positive

100%

Neutral

0%

Negative

0%

Starting Price
Custom

Clientbook Specifications

Contact Management

Customer Communication Tracking

Customer Segmentation

Mobile CRM

View All Specifications

What Is Clientbook?

Clientbook is a cloud-based CRM platform and mobile app built for retail sales teams, especially in luxury and specialty retail. It centralizes customer data to help associates track client history, preferences, and past purchases in one place. The platform includes AI-powered client suggestions, messaging tools, custom wish lists, and automated follow-ups to support consistent and personalized outreach. Overall, Clientbook helps retail teams improve sales performance, increase customer retention, and deliver a high-touch shopping experience both in-store and online.

Clientbook Pricing

The Clientbook pricing is available across three plans:

  • Signature: $295/month
  • Elite: $295/month
  • Premium: $295/month
Request a personalized Clientbook cost plan for your business today!

Disclaimer: The pricing has been sourced from third-party websites and is subject to change.

Clientbook Integrations

The software supports integration with multiple systems and platforms, such as:

Book a Clientbook demo to learn more about its integration capabilities.

Who Is Clientbook For?

This software is ideal for a wide range of industries, including:

  • Jewelry
  • Furniture
  • Fashion
  • Music

Is Clientbook Right For You?

Are you looking for a smarter way to drive repeat business and streamline team workflows? Clientbook might be just the software you need. It excels at personalized outreach, solving issues like missed follow‑ups and scattered customer data. With top features like AI-powered client insights and automated messaging, Clientbook helps staff spend less time on manual tasks and more time building relationships.

Still not sure if Clientbook is right for you? Connect with our customer support team at (661) 384‑7070 for personalized guidance.

Clientbook Features

This feature uses store data and AI to identify clients most likely to buy again, helping sales teams focus their outreach more effectively. It also suggests personalized messages for birthdays, anniversaries, and other life events. In addition, AI Insights can detect when regular customers stop purchasing and prompt timely follow-ups to reengage them.

See How It Works

Clientbook software automates messages like birthday wishes, review requests, and follow-up reminders. It takes care of the little things, so your team doesn’t have to remember every task. This helps you stay connected with customers while saving time and effort.

See How It Works

The platform provides clear, easy-to-use performance reports that show how well your team is engaging with clients. These insights highlight strengths, flag areas for improvement, and help optimize client outreach. With actionable data, you can make smarter decisions and drive stronger sales results.

See How It Works

This feature allows retail teams to send personalized texts and web chats to customers even after they leave the store. It supports one-on-one and bulk messaging for promotions, review requests, and special occasions like birthdays. Users can choose from preloaded templates or create custom messages for faster outreach.

See How It Works

Clientbook lets sales associates save products to a customer’s profile based on their preferences and interests. This makes it easy to personalize recommendations and keep track of items the customer may want in the future. Associates can also share photos, videos, and links directly from the wish list via text, making follow-ups more engaging and targeted.

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Pros And Cons of Clientbook

Pros

  • Easy to use and navigate interface

  • Strong POS and messaging system integration

  • Helpful automated reminders and follow-up tools

Cons

  • Could offer better client categorization options

  • Lacks built-in Google and Facebook reviews

Clientbook Reviews

Total 10 reviews

4.9

All reviews are from verified customers

Rating Distribution

5

Stars

90%

4

Stars

10%

3

Stars

0%

2

Stars

0%

1

Stars

0%

Share your experience

AF

Alex F.

Small Business, 11-50 employees

5.0
November 2024

“Great software for client communication

Pros

The way it keeps all my leads organized in one spot is fantastic. I really appreciate the reminders to follow up with customers based on timing whether they need wedding bands, a cleaning or just a friendly check-in. This tool has helped me grow my personal sales tremendously. The customer support team is always available when I have questions or ideas. The edge integration works smoothly and both my staff and I stay logged in across all our computers and iPads throughout the day.

Cons

The inbox gets verymessy sometimes, though I've noticed it's getting better.

Rating Distribution

Ease of use

10

Value for money

10

Customer Support

9

Functionality

10

AF

Alex F.

Sales, 11-50 employees

5.0
November 2024

“Great Tool for Client Communication

Pros

The way it keeps all my leads organized in one spot is fantastic. I really appreciate the reminders to follow up with customers based on timing whether they need wedding bands, a cleaning or just a friendly check-in. This tool has helped me grow my personal sales tremendously. The customer support team is always available when I have questions or ideas. The edge integration works easily and both my staff and I stay logged in across all our computers and iPads throughout the day.

Cons

The inbox gets pretty messy sometimes though I've noticed it's getting better.

Rating Distribution

Ease of use

10

Value for money

10

Customer Support

10

Functionality

8

JH

jenna h.

Small Business, 11-50 employees

4.0
November 2024

“Boosting Revenue with This Tool

Pros

I originally thought this would just help me collect deposits for repairs and custom jobs but it's turned into a key part of my daily sales process. I use it nearly every day now. You know how customers hear your pitch and say they want to "think about it"? Once they leave, they're just as likely to start looking elsewhere as they are to come back. That used to be my biggest challenge. But for the past few months, I've been sending followup emails with estimate details and a simple payment link. At least 90% of people review the email and pay the deposit the same day. That's a huge improvement from the 50/50 odds I had when asking them to return to the store. The real value is capturing payments while the leads are still hot which we all know is crucial for closing sales. The links work perfectly and the entire process is straightforward for both me and my customers. I'd definitely recommend this tool.

Cons

Sometimes my messages end up in spam folders which is frustrating.

Rating Distribution

Ease of use

9

Value for money

9

Customer Support

8

Functionality

9

View All 10 Reviews

Frequently Asked Questions

Clientbook supports the English language.

Yes, Clientbook provides an API.

Yes, Clientbook offers a mobile app for both iOS and Android devices.

Clientbook offers support via email, online chat, and an extensive knowledge base. Higher-tier plans include prioritized support options.

The Clientbook features are suitable for sales associates and managers in high-touch retail environments. This includes industries like jewelry, apparel, furniture, and luxury goods.

Clientbook offers three plans: Signature, Elite, and Premium, each priced at $295/month. Request a personalized Clientbook price quote according to your needs.

Clientbook integrates with several POS and e-commerce platforms, including Shopify, Lightspeed, Rain, The Edge, and Quickbooks.