# Clientbook Reviews **Vendor:** Clientbook **Category:** [Customer Data Platforms (CDP)](https://www.g2.com/categories/customer-data-platform-cdp) **Average Rating:** 4.5/5.0 **Total Reviews:** 44 ## About Clientbook Clientbook is the digital sales assistant for jewelers and other luxury retailers to make more money. We make your team clienteling rockstars by organizing customer data, automating follow-ups, and leveraging AI to create personalized and timely communications to bring customers back into your store. Nearly a thousand jewelers around the country are achieving more repeat business, building deeper customer relationships, and generating more income by using Clientbook. They love having a virtual sales assistant working nonstop helping sales associates to level up and create more opportunities for a sale. ## Clientbook Pros & Cons **What users like:** - Users value the **ease of use** of Clientbook, enhancing communication and simplifying business interactions effortlessly. (18 reviews) - Users commend the **excellent customer support** from Clientbook, highlighting helpful staff and effective communication throughout. (11 reviews) - Users highlight the **helpful support** from Clientbook, making communication and marketing smooth and effective. (11 reviews) - Users value the **effective customer engagement** Clientbook facilitates, enhancing communication and support for better business outcomes. (9 reviews) - Users value the **easy communication** with clients through Clientbook, enhancing sales efficiency and customer engagement. (7 reviews) - User-Friendly (5 reviews) - Business Enhancement (4 reviews) - Daily Use (4 reviews) - Time Efficiency (4 reviews) - Time-saving (4 reviews) **What users dislike:** - Users experience **glitches with the CB mobile app** , affecting their ability to save reminders and work properly. (5 reviews) - Users experience **software glitches** with the app, causing issues with saving reminders and interruptions in functionality. (4 reviews) - Users experience **frequent glitches** in Clientbook, though support teams are helpful in addressing these issues. (3 reviews) - Users are frustrated with **data management issues** , such as inability to delete client activities and limited language support. (2 reviews) - Users report **mobile limitations** with Clientbook, citing glitches that hinder saving work and editing client activities. (2 reviews) - Poor Categorization (2 reviews) - Slow Performance (2 reviews) - SMS Limitations (2 reviews) - System Limitations (2 reviews) - Users experience **technical issues** with Clientbook, including glitches, inefficiency, and inconsistent database integration. (2 reviews) ## Clientbook Reviews ### 1. Fast, Easy Customer Communication with Reliable Edge Integration **Rating:** 4.5/5.0 stars **Reviewed by:** Kaitlyn A. | sales associate, Small-Business (50 or fewer emp.) **Reviewed Date:** April 28, 2026 **What do you like best about Clientbook?** Clientbook is great for communicating with customers, while also helping me keep up with sales triggers and future client opportunities. It’s easy to navigate, and support is usually very quick to create a ticket and provide an answer to most questions. The integration is straightforward, and we have it integrated with Edge. The performance is good—it hardly goes down, and it’s consistently fast and easy to edit and add customers. it does have Ai Templates that you could use for repairs or even sales or events. **What do you dislike about Clientbook?** Sometimes the Edge integration will duplicate clients, or it will create duplicate text threads for the same customer **What problems is Clientbook solving and how is that benefiting you?** Being able to make sales through texting over the phone by being able to send media like videos and pictures to show the customer the jewelry as well as sending reminder cleaning and inspection text as well as event reminder text and sales text ### 2. I'm Making More Money with Clientbook **Rating:** 5.0/5.0 stars **Reviewed by:** jenna h. | Team Lead, Small-Business (50 or fewer emp.) **Reviewed Date:** November 01, 2024 **What do you like best about Clientbook?** I simply thought this would be a service to assist me in accepting deposits on repairs or custom work. However, it's now become an essential part of my sales work flow; I use Clientbook practically every day. Oftentimes customers will hear my sales pitch and want to step away to shop around and think things through. Historically, this has meant that once they leave my shop, it's just as easy for them to google things or start their research with another retailer than it is for them to come back into my shop to put down a deposit and get things rolling. For a few months now, I've been following up my sales pitches with an email including the detiails of their estimate and a simple Clientbook link to pay the deposit. No less than 90% of people just review my email and make the payment same day. This is huge improvement over the 50/50 luck I had when people were leaving the store and I was asking them to come back for a deposit. Clientbook makes it super easy to accept payments from people who are interested in your service while they're still a hot lead, which, as we all know, is essential to capturing those sales. I haven't experienced any issues with the links and it's really straight foward for myself and customers to use. Highly recommend! **What do you dislike about Clientbook?** I wish the links didn't get trapped in people's spam filters **What problems is Clientbook solving and how is that benefiting you?** Clientbook solved the problem of not being able to close on a hot lead shortly after I meet with them. It makes accepting deposits super easy for myself and the customer, resulting in more sales volume. ### 3. Fantastic Program for Reaching Out To My Clients **Rating:** 5.0/5.0 stars **Reviewed by:** Alex F. | Sales Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** November 14, 2024 **What do you like best about Clientbook?** Keeping all of my leads organized in one central location. The reminders it gives me to follow up with certain customers based on the time of year, whether its time for wedding bands, a cleaning, or just to say hello. CLIENTBOOK has helped me grow my personal sales tremendously. The customer support team is always there to help with any questions or ides I might have. The edge integration is very seemless. Myself and my staff have CLIENTBOOK logged into all the computers and iPads all day. **What do you dislike about Clientbook?** The inbox is disorganized at times. However, it is improving. **What problems is Clientbook solving and how is that benefiting you?** They are streamlining all of our text marketing efforts and giving us a better way to reach out to clients from a centralized platform. All of the info we need about reaching out to a client is in their profile, including their purchase history and wishlist. **Official Response from Gabrielle Smith:** > Hi, Alex! Thanks so much for review. We're actually working on releasing an updated inbox experience that will make things more organized—we can't wait for you to see it. So glad to hear that you've been enjoying the reminders and have seen an impact on your sales! ### 4. Amazing Communication Tool **Rating:** 5.0/5.0 stars **Reviewed by:** Josie G. | Sales Associate, Small-Business (50 or fewer emp.) **Reviewed Date:** March 03, 2025 **What do you like best about Clientbook?** What I like most about Clientbook is the simplicity of the app. Whether you are tech savvy or a newcomer to technology it is a fantastic way to enhance your business! **What do you dislike about Clientbook?** If I could adjust one thing about Clientbook it would be showing me my most reliable and communicative customer/client. That way I can see who is most responsive or who is not. **What problems is Clientbook solving and how is that benefiting you?** Clientbook benefits me as a sales associate as I am able to connect with each individual on a professional level with generated messages through the app. **Official Response from Gabrielle Smith:** > Hi, Josie! Thanks so much for your review. We love to hear how sales associates are enjoying Clientbook! ### 5. Where has Clientbook been all my life? **Rating:** 5.0/5.0 stars **Reviewed by:** Codi B. | Store manager, Mid-Market (51-1000 emp.) **Reviewed Date:** October 22, 2024 **What do you like best about Clientbook?** Clientbook is so user friendly for everyone! From those who are super tech savy to those who are not. I love that it's super customizable to your company and your individual guest bases. For my team specifically, it's really taken a lot of time making calls away and given us more time to focus on the people in front of us. Our guest base loves being able to get a text and respond at their convenience vs playing never ending phone tag. On top of that, we all know cold calling is the WORST and now you can cold TEXT. We get better engagement in cold texts than we ever did calls! **What do you dislike about Clientbook?** There are a few glitches we are working through, however customer service and the Clientbook teams are wonderful to work with and easy to problem solve. **What problems is Clientbook solving and how is that benefiting you?** The countless people we have to reach out to on any given day for follow ups. We have set up automated messaging so that it's a quick easy way to follow up with those after sale whenever they need something cleaned, birthdays, anniversaries, and really anything it's a quick text versus a phone call and hoping that they answer. **Official Response from Gabrielle Smith:** > Hi, Codi! Wow, what a great review! We are thrilled to hear that you're having such a great experience with Clientbook through texting, automation, and more. Please don't hesitate to reach out whenever you need us! ### 6. Customer Service is Unmatched! **Rating:** 4.5/5.0 stars **Reviewed by:** Bri B. | Account Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** March 03, 2025 **What do you like best about Clientbook?** Whenever we need help or a quick demo, we get a REAL person from Clientbook to help us through. Wether it be tagging clients or making sure we're using the platform to it's fullest potential, we always get a solution to our questions. **What do you dislike about Clientbook?** There isn't much we dislike, we used to have trouble integrating lists but as it turns out, it was user error. **What problems is Clientbook solving and how is that benefiting you?** Reaching people at their fingertips when tring to promote in-store events and keeping in-touch with clients cleanings, anniversary’s, and birthdays. **Official Response from Gabrielle Smith:** > Thanks so much for your review, Bri! We're so glad you've had such a great experience with our support team. They're always there when you need them! We hope you continue to reach out whenever you need us! ### 7. Experience Using Clientbook for Sales & Marketing Purposes **Rating:** 5.0/5.0 stars **Reviewed by:** Katherine U. | Sales, Small-Business (50 or fewer emp.) **Reviewed Date:** October 22, 2024 **What do you like best about Clientbook?** Clientbook is extremely convienent. I have the ability to access customer inquiries at all times from my cellphone. This is great for customers who aren't in the area or are unavailable to come in for an appointment. Clientbook gives interactions a very "texting" feel - which helps clienting feel more intimate and personable. **What do you dislike about Clientbook?** The only thing to dislike about clientbook is that is it not possible to send videos. Sometimes certain stock displays beter via video and it would be helpful to have this as an option. **What problems is Clientbook solving and how is that benefiting you?** I have not experienced issues. The app is compatible with my phone. **Official Response from Gabrielle Smith:** > Hi, Katherine! Thanks so much for taking the team to leave us a review. We love to hear that you're enjoying the mobile app with Clientbook and sending messages. Fun fact: Clientbook actually does allow you to send videos in addition to photos! Your Customer Success Manager or anyone on our support team can help you get those going and they'd love to help! ### 8. Great Product **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Luxury Goods & Jewelry | Small-Business (50 or fewer emp.) **Reviewed Date:** March 04, 2025 **What do you like best about Clientbook?** Clientbook allows us to communicate and market with ease. Most of our customers prefer to get a text not a phone call, so this allows us to communicate with them more effectively. The staff at Clientbook are always so helpful and answer any of our questions we have. Great product! **What do you dislike about Clientbook?** There are no downsides. The program is easy to use and friendly staff. **What problems is Clientbook solving and how is that benefiting you?** I am able to market to our customer base in a mass text. It automatically makes sure that the customer is opted in. So I feel very safe using it. It also is just a quick and easy way to communicate with our customers. Our customers prefer to text over phone call about 90% of the time. **Official Response from Gabrielle Smith:** > Wow, what a wonderful review! Thanks so much for sharing your thoughts. We are thrilled to hear how well Clientbook is working for you and your business! ### 9. Amazing support by the CB staff! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Retail | Small-Business (50 or fewer emp.) **Reviewed Date:** February 18, 2025 **What do you like best about Clientbook?** Megan, Customer Support Manager and the support team from CB have been amazing! As a new sales manager, Megan has built time in her week to guide and teach me how CB can elevate me and my understandings in my role and how to implement those teachings to the sales staff to leverage their business through CB. **What do you dislike about Clientbook?** Struggles with the CB mobile app being glitchy and at times unable to save reminders/work you had just put in. **What problems is Clientbook solving and how is that benefiting you?** More streamlined, targeted communication from sales associates. **Official Response from Gabrielle Smith:** > Thanks so much for your review! We couldn't agree more—Megan is the best of the best. We're so glad you got to work with her and our amazing support crew. Wishing you the best of luck in your new role as Sales Manager. You're already doing great with getting Clientbook in your process with your team! ### 10. Clientbook is a Great Tool for Client Organization and Communication **Rating:** 5.0/5.0 stars **Reviewed by:** Alvin B. | Business Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** October 02, 2024 **What do you like best about Clientbook?** By using Clientbook, you'll find it easier to build stronger relationships with your clients. The reminder features help ensure you never miss a key follow-up or milestone. Our onboarding specialist Megan was extremelly helpful and professional. **What do you dislike about Clientbook?** More one on one training would be helpful. We found some of our older associates have a learning curve when it comes to using this type of software. **What problems is Clientbook solving and how is that benefiting you?** In many businesses, maintaining consistent communication with clients—whether it’s for reminders, promotions, or follow-ups—can be hit or miss without the right system in place. Clientbook provides built-in communication tools that allow us to contact clients directly via email or text, helping us stay connected without juggling multiple apps. **Official Response from Gabrielle Smith:** > Hi Alvin! Thanks so much for your review - we're thrilled to hear you had a smooth onboarding experience with Megan. We would be more than happy to set up some more one-on-one training. Your Customer Success Manager is a great resource for that. We look forward to continuing to work with you! ### 11. Effective and Efficient **Rating:** 4.5/5.0 stars **Reviewed by:** Kamaile S. | Sale Associates, Small-Business (50 or fewer emp.) **Reviewed Date:** October 25, 2024 **What do you like best about Clientbook?** The past month I started using Clientbook and it's been easy to navigate and pull up clients. The new AI feature helps me contact more clients throughout the day and personalize specific needs of each person. I have seen more people come into the store when we use client book to text them. **What do you dislike about Clientbook?** I don't like that when I run out of clients for the day the AI generator won't find other clients. **What problems is Clientbook solving and how is that benefiting you?** I love that they have the team come in store to help us navigate the changes in Clientbook. **Official Response from Gabrielle Smith:** > Hi, Kamaile! That's amazing that you're getting such great use out of our new AI Insights feature! We love to hear that you've been able to get more people in your store with it too. We look forward to continuing to serve you! ### 12. Easy Peasy **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Retail | Small-Business (50 or fewer emp.) **Reviewed Date:** March 04, 2025 **What do you like best about Clientbook?** I like that it takes me no time at all to respond to clients. It also remembers clients B-days in case I forget. **What do you dislike about Clientbook?** I wish it combined duplicated clients info **What problems is Clientbook solving and how is that benefiting you?** We have had the AI assistant reach out to clients right after a purchase. A few times it's an engagement ring client who is trying to keep the sale quite until they propose. **Official Response from Gabrielle Smith:** > Hi there! Thanks so much for sharing your thoughts. So happy to see that Clientbook is making it easy for you to reach out to your clients in a timely manner. That's what we're all about! ### 13. Fantastic way to follow up and communicate with customers! **Rating:** 5.0/5.0 stars **Reviewed by:** Mindy R. | General Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** October 18, 2024 **What do you like best about Clientbook?** I appreciate how easy it is to use! Once you have everything set up, it is super user friendly. The set up process was easy too, thanks to Megan, my on boarding specialist! She was fantastic and communication was great! **What do you dislike about Clientbook?** So far, I haven't had any negative experiences to share. **What problems is Clientbook solving and how is that benefiting you?** Clientbook is an easy way to remember to follow up with customer's and make sure we aren't missing sales opportunities. It also gives us a way to text message customer's without sharing our personal cell phone numbers. **Official Response from Gabrielle Smith:** > Hi, Mindy! Thanks a million for your glowing review! We couldn't be happier to hear that you've been following up with customers and texting with customers with Clientbook. We can't wait to see what you do with it next! ### 14. Working in retail for 6 years **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Retail | Enterprise (> 1000 emp.) **Reviewed Date:** March 14, 2025 **What do you like best about Clientbook?** Provides valuable insights about customer behavior, which helps retailers make informed decisions on marketing and inventory. ClientBook allows retailers to build strong customer relationships through personalized communication and tracking purchase history. **What do you dislike about Clientbook?** Not being able to effectively filter and target the right client group for a new launch, **What problems is Clientbook solving and how is that benefiting you?** Can provide insights into customer purchasing behaviors, including tracking what they've purchased previously and how frequently they shop or don’t shop. It helps when you doing CRM can make it more personal. **Official Response from Gabrielle Smith:** > Thanks so much for your review! So glad to hear that you're using Clientbook to build those strong customer relationships and send more personalized communication. ### 15. Keeps us organized in a busy sales environment. **Rating:** 4.0/5.0 stars **Reviewed by:** Miranda F. | Sales Associate, Small-Business (50 or fewer emp.) **Reviewed Date:** October 22, 2024 **What do you like best about Clientbook?** Well organized. Very easy to use on your phone and computer. Our entire team uses it everyday, and I like that we can assist each other with responding to messages. **What do you dislike about Clientbook?** It does glitch frequently. I wish there were more options to customize the layout. **What problems is Clientbook solving and how is that benefiting you?** We work in a busy sales environment that requires long term relationships. Clientbook keeps our team organized with the flexibility to help each other as well. **Official Response from Gabrielle Smith:** > Hi, Miranda! Thanks so much for your review! We love to hear that you're using Clientbook every day to keep your team organized. We've also passed along your customization suggestion on to our development team - what a great idea! ### 16. It’s been a very seamless process, a very well thought out piece of software! **Rating:** 4.0/5.0 stars **Reviewed by:** Erica R. | Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** October 15, 2024 **What do you like best about Clientbook?** I really like the mass messaging and reminders features. **What do you dislike about Clientbook?** I wish that the "Tags" feature when mass messaging was a This OR That not a This and That when selecting. Unfortunately sometimes I want to use multiple separate tags when targeting my audience instead of a audience that meets both tag categories. **What problems is Clientbook solving and how is that benefiting you?** It's helping me keep up much better with special orders and reaching out to my clients via text messaging **Official Response from Gabrielle Smith:** > Hi, Erica! Thanks so much for leaving a review. So glad to hear that you're having a better time keeping up with special orders and texting your clients with Clientbook. You also left some great feedback on our Tags feature and we've passed it along to our development team. Thanks again! ### 17. Great Experience, Easy to Use. **Rating:** 5.0/5.0 stars **Reviewed by:** Ted K. | Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** December 09, 2023 **What do you like best about Clientbook?** The app and dashbord are easy to use and very insightful. The insigts for ste staff is useful **What do you dislike about Clientbook?** I really do not have any downfall or issue with CB. It works and is easy to navigate. I have no drawbacks to say! **What problems is Clientbook solving and how is that benefiting you?** It helped the staff to clientele and be more productive. Makes it easy to cehck on the notes that the staff leaves with the clients! **Official Response from Gabrielle Smith:** > Thanks so much for your review, Ted! We love to hear that you're finding Clientbook easy to use, and even better that it's making your staff more productive! We look forward to continuing to work with you. ### 18. Customer facing interactive tool **Rating:** 4.5/5.0 stars **Reviewed by:** Leslie C. | Secretary, Sales Associate, Small-Business (50 or fewer emp.) **Reviewed Date:** November 11, 2024 **What do you like best about Clientbook?** The most helpful aspect of Clientbook is being able to have all of our customer data in one place without having to manually add it **What do you dislike about Clientbook?** One opportunity is to pull in comments from social media into Clientbook **What problems is Clientbook solving and how is that benefiting you?** It helps to streamline the communication process, it also automates messaging to promote further interactions, recognizing birthdays, anniversaries, etc. **Official Response from Gabrielle Smith:** > Hi, Leslie! Thanks so much for your review - we love to hear that Clientbook is helping you keep all of your data organized and streamline the communication process! ### 19. For the most part it is a great asset **Rating:** 5.0/5.0 stars **Reviewed by:** Jazmin V. | Small-Business (50 or fewer emp.) **Reviewed Date:** April 23, 2024 **What do you like best about Clientbook?** The most helpful thing about clientbook retail is being able to assist your clients on the go. It will remind you to follow up, life events, and gives you amazing tools to sell through text. I love the ability to send a product without having to take a personal picture. The premade templates are also a huge help. **What do you dislike about Clientbook?** I have just recently been having issues with clientbook. We have 2 locations and each time I send a message it says that my customer has contacted the other store even if they aren't allocated to it. I also think AI could use some work because it will give you repeat customers. **What problems is Clientbook solving and how is that benefiting you?** It helps me reach out to customers who are too busy to pick up the phone while assisting them with their purchase. The use of clientbook is a huge help in showing product in the store without having to take a picture myself as well. I know I already mentioned this but I was so excited when I was showed this! **Official Response from Gabrielle Smith:** > Hey, Jazmin! What a great five-star review—thank you so much for your kind words! We love to see that you're as pumped as we are about sharing your products with your clients through text. What a great way to sell to your customers who are always out and about! We're also glad to hear that you've started using our newest AI features. We're working to make those better everyday with feedback from users like you, so thanks for the input. We can't wait to see what you do with Clientbook next! ### 20. Great software, easy to use! **Rating:** 5.0/5.0 stars **Reviewed by:** Shelby T. | Sales Associate, Small-Business (50 or fewer emp.) **Reviewed Date:** December 28, 2023 **What do you like best about Clientbook?** Easy to communicate with clients and easy to implement/use. **What do you dislike about Clientbook?** Can be hard to locate a chain of messages from time to time, but otherwise, easy to use on all fronts! **What problems is Clientbook solving and how is that benefiting you?** customer communication without handing out personal information and tagging features that allow you to seperate clients and find them based on their needs and past purchases **Official Response from Gabrielle Smith:** > Hi, Shelby! We couldn't be happier to hear that Clientbook is solving so many problems for you with customer communication and segmentation. We love having you as a customer! ### 21. Simple and Nifty **Rating:** 5.0/5.0 stars **Reviewed by:** Samira v. | Sales Associate, Mid-Market (51-1000 emp.) **Reviewed Date:** November 01, 2024 **What do you like best about Clientbook?** I love that it allows me to take work elsewhere and complete sales without having to be in the store. **What do you dislike about Clientbook?** I wish I gotemail notification when payments are processed. **What problems is Clientbook solving and how is that benefiting you?** Completing sales without having to have the customer come in the store **Official Response from Gabrielle Smith:** > Thanks so much for your review, Samira! We love to hear that Clientbook is helping you close deals and get things done outside of the store. ### 22. Love Clientbook! **Rating:** 5.0/5.0 stars **Reviewed by:** Shelby H. | Sales associate, Small-Business (50 or fewer emp.) **Reviewed Date:** October 26, 2024 **What do you like best about Clientbook?** Being able to communicate with my customers anytime and anywhere **What do you dislike about Clientbook?** Sometimes it loads a little slow and I have to refresh the app. **What problems is Clientbook solving and how is that benefiting you?** Communication with clients and creating their profiles. Being able to keep track of all communication and client preferences. **Official Response from Gabrielle Smith:** > Hey, Shelby! Thanks so much for your kind review. We love to hear that Clientbook has made communicating with your clients easier—that's what we're all about! ### 23. User Friendly Clienteling Platform **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Luxury Goods & Jewelry | Small-Business (50 or fewer emp.) **Reviewed Date:** October 15, 2024 **What do you like best about Clientbook?** Incredibly easy to use platform, perfectly build for jewelry retailers, great app version...keeps it simple! **What do you dislike about Clientbook?** Unfortunately if you by mistake add a client activity, it seems that you cannot erase it. The platform only comes in one language. **What problems is Clientbook solving and how is that benefiting you?** It is a bit early to tell as we just started using it but the automatic reminders you can set to follow up with clients for certain things, certain life events and that you can add photos of the items, will come in extremely helpful. **Official Response from Gabrielle Smith:** > Hi there! Thanks so much for your review. We're thrilled to hear that you've found Clientbook easy to use and are enjoying the automatic reminders. We've gotten feedback on adding a Spanish language version from customers before and think it's a great idea. Thanks again for sharing! ### 24. Clientbook Customer Service and Interface **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Luxury Goods & Jewelry | Small-Business (50 or fewer emp.) **Reviewed Date:** March 04, 2025 **What do you like best about Clientbook?** Clientbook is great for organizing leads and keeping in touch with our customers regularly. **What do you dislike about Clientbook?** Client assignments can be cumbersome when multiple associates are helping a client. **What problems is Clientbook solving and how is that benefiting you?** Clientbook is helping us stay engaged with our customers. **Official Response from Gabrielle Smith:** > Thanks so much for your review! We're thrilled to hear that Clientbook is making clienteling easier for you and your business. We've actually working to make some improvements to address the issue with client assignments that you mentioned as well. Please reach out whenever you need us! ### 25. It Makes Business Sense!! **Rating:** 5.0/5.0 stars **Reviewed by:** Nare M. | Business Operations Analyst, Small-Business (50 or fewer emp.) **Reviewed Date:** September 04, 2024 **What do you like best about Clientbook?** A very simple to use client management tool for retail teams and managers. -On the front end, ease of use -Intergration to our business model -Flexability to customize features to our specific needs -Simplified for backend management and coaching opportunities -Fantastic customer suppport **What do you dislike about Clientbook?** I have yet to come across anything to dislike about this tool. **What problems is Clientbook solving and how is that benefiting you?** Client follow up and follow through. when utilized fully and frequently we have seen direct increase in conversion rates and increase in positive customer experience. **Official Response from Gabrielle Smith:** > Hi, Nare! Thanks so much for your wonderful review. We're thrilled to hear that you've had such a fantastic experience with our customer support and integrations. We look forward to continuing to help your store with client follow-ups and more! ### 26. I love the convenience that Clientbook provides! **Rating:** 5.0/5.0 stars **Reviewed by:** ashley h. | Sales Associate , Small-Business (50 or fewer emp.) **Reviewed Date:** April 24, 2024 **What do you like best about Clientbook?** It allows you to reach out to client's without having to always call them on the phone when they are at work, or may be busy during the day. You can send cad images, photos of product, and get quick answers from your clients! **What do you dislike about Clientbook?** Sometimes I miss messages on my laptop, but using your cell phone is less likely to miss messages from clients. **What problems is Clientbook solving and how is that benefiting you?** It makes it easy to reach so many client's in one message (mass messaging). It's also a quick and less invasive way to communicate with multiple client's at a time. **Official Response from Gabrielle Smith:** > Thank you for that five-star review, Ashley! We love hearing that you're making the most of our mass messaging tools and texting your clients. Isn't that a great alternative to calling? We can't wait to see what you do next with Clientbook! ### 27. Helpful for business **Rating:** 4.0/5.0 stars **Reviewed by:** Christie T. | Mid-Market (51-1000 emp.) **Reviewed Date:** May 13, 2024 **What do you like best about Clientbook?** Being able to track timing of messages, keep in touch and send photos. **What do you dislike about Clientbook?** the send and close feature closes clients when using an I Phone app. There is not a feature to juyst send. Also the connection between our POS register and Clientbook creates an additional enbtry even when all the information matches. They should merge together if phone and address and name are the same. **What problems is Clientbook solving and how is that benefiting you?** Real time conversations with clients and a record of notes. **Official Response from Gabrielle Smith:** > Thanks so much for your review! We're thrilled to hear that Clientbook has helped you track your messages and keep in touch with your clients. We're also excited to hear that you've already had a chance to test out our newest "send and close" feature—we're continuing to refine it from feedback from users like you, so we appreciate the feedback! ### 28. client book review **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Luxury Goods & Jewelry | Small-Business (50 or fewer emp.) **Reviewed Date:** May 17, 2024 **What do you like best about Clientbook?** Client book is a helpful tool to communicate with clients. The templates allow us to send messages quickly and reach more people. I really enjoy how clientbook syncs with edge and allows all the messages to show on the customers profile. **What do you dislike about Clientbook?** One thing I dislike about clientbook is not having my assigned clients show up in my inbox and only in the stores inbox. I dislike that not all phone numbers from Edge are transferred to client book. **What problems is Clientbook solving and how is that benefiting you?** Client book solves problems with communicating with customers through a safe and secure platform. It benefits our company by allowing us to reach our clients faster and more efficiently. **Official Response from Gabrielle Smith:** > Hi there! Thank you for your review. It makes us so happy to hear that you've been enjoying Clientbook's message templates! Isn't that such a great way to reach out to clients when you need a quick and easy solution? In regards to your POS integration, we're always working closely with the Edge to ensure our integration works as smoothly as possible on both ends—please don't hesitate to reach out to our Customer Support team any time you have a question or concern regarding your integration. We'd be more than happy to step in and work with the Edge so you don't have to! ### 29. Straight forward & easily navigated **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Luxury Goods & Jewelry | Small-Business (50 or fewer emp.) **Reviewed Date:** May 14, 2024 **What do you like best about Clientbook?** Easy maneuvaribility and the ability to log very pertanent information. Also, being able to set up events which will automatically trigger the next event. Customer support has been very responsive so far. **What do you dislike about Clientbook?** Right now it's auto-assigning clients to sales associates according to the data being pulled from our POS system. This is creating some headaches right now. **What problems is Clientbook solving and how is that benefiting you?** It allows us to stay on top of our clients and having more control over the traffic in our stores. Knowing which people to reach out to and having that AI-suggested outreach is working out very nicely. **Official Response from Gabrielle Smith:** > Thanks so much for your review! We're pumped to hear that you've been using our new AI-powered Smart Assistant to get suggestions on which clients to reach out to! That's a feature we've been excited to share with our customers for awhile now because we know how much value it can add. Our Customer Support team is always here to help you work out any problems you might be experiencing with your POS, so thanks for working with us to get those issues resolved. We look forward to continuing to help you and your business! ### 30. Awesome Platform **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Luxury Goods & Jewelry | Small-Business (50 or fewer emp.) **Reviewed Date:** October 29, 2024 **What do you like best about Clientbook?** Very easy to use and allows us to give excellent customer service. **What do you dislike about Clientbook?** Glitches quite a bit but it is always quickly resolved. **What problems is Clientbook solving and how is that benefiting you?** Helping with customer outreach and allowing us to stay on top of reminders on a day to day basis. **Official Response from Gabrielle Smith:** > Hi there! Thanks so much for taking the time to leave a review! We love to hear that Clientbook has been helping you with your customer outreach. ### 31. Great tool for communicating with customers. **Rating:** 5.0/5.0 stars **Reviewed by:** Kailee T. | Small-Business (50 or fewer emp.) **Reviewed Date:** April 23, 2024 **What do you like best about Clientbook?** No lost emails. Clientbook connects directly to customers making sure nothing gets missed. **What do you dislike about Clientbook?** Customer database integration doesn't work as conveniently or consistently as we would like. **What problems is Clientbook solving and how is that benefiting you?** Emails get missed or go to junk mail or trash. Clientbook gives us peace of mind knowing that the information customers require makes its way directly to them. **Official Response from Gabrielle Smith:** > Hey, Kailee! What a great five-star review! We're touched to hear that Clientbook gives you peace of mind in knowing your customer information is safe and secure. That's always what we want to hear. ### 32. Clientbook is the easy CRM for retail jewelers.....especially those on the Edge **Rating:** 5.0/5.0 stars **Reviewed by:** Bob W. | Small-Business (50 or fewer emp.) **Reviewed Date:** April 23, 2024 **What do you like best about Clientbook?** All software has its good and bad. Clientbook leans way more toward the easy to use, easy to manage and good for jewelry stores looking to clientelle better. **What do you dislike about Clientbook?** There is no perfect software and good info in creates good info out. We do not always capture birthdays and anniversaries and this makes clientelling diffcult and not really the fault of Clientbook. **What problems is Clientbook solving and how is that benefiting you?** Clientbook is making it easier for our sales team to connect daily with their most important customers. We also have birthdays and anniversaries automated. **Official Response from Gabrielle Smith:** > What an awesome five-star review, Bob! We're excited to hear that Clientbook makes it easy for you and your team to connect with your customers, especially with our Edge integration. We look forward to continuing to help your jewelry business drive foot traffic and earn repeat business! ### 33. Great product that helps you to stay on top of the many sales interactions we are faced daily. **Rating:** 4.0/5.0 stars **Reviewed by:** Douglas T. | Director of Operations, Small-Business (50 or fewer emp.) **Reviewed Date:** May 16, 2024 **What do you like best about Clientbook?** From the automation to the reminders Clientbook really has it all to help grow sales **What do you dislike about Clientbook?** Run into glitches more often that we would like to. **What problems is Clientbook solving and how is that benefiting you?** Automation with connecting with client more often. **Official Response from Gabrielle Smith:** > Hi, Douglas! Thanks for sharing your experience with Clientbook. We love to hear that you're implementing automation at your store and you've noticed an increase in your sales thanks to Clientbook! That's huge. We look forward to continue serving you and helping your business grow. ### 34. User friendly, easy to learn, efficient and compatible **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Retail | Small-Business (50 or fewer emp.) **Reviewed Date:** May 13, 2024 **What do you like best about Clientbook?** I love the ability to keep up with my clients daily giving them the option to respond at their convenience. On the backend, having knowledgeable customer service representatives makes troubleshooting or clarification so much easier to learn than other programs. **What do you dislike about Clientbook?** We have had issues syncing our Edge system (mainly products) with Clientbook **What problems is Clientbook solving and how is that benefiting you?** Clientbook allows our company to contact the clients and give them the opportunity to respond at their convenience. **Official Response from Gabrielle Smith:** > Thanks for your review! That's amazing that you're able to communicate with your clients on a daily basis! We also love hearing that you've had such a great experience with our knowledgable Customer Support team! They're always there to help you work with the Edge to get those kinks worked out with your POS so you don't have to handle it on your own. ### 35. I am still learning it. We all get texts when clientbook communicates and it is a lot. **Rating:** 3.0/5.0 stars **Reviewed by:** diana h. | Designer and Sales, Small-Business (50 or fewer emp.) **Reviewed Date:** May 28, 2024 **What do you like best about Clientbook?** Keeps track of important timelines for me and adomates reminders. **What do you dislike about Clientbook?** I have nott yet learned how to use it and am not sure it is the easiest to use. **What problems is Clientbook solving and how is that benefiting you?** scheduling and reminding me of dates. **Official Response from Gabrielle Smith:** > Hi, Diana! Thanks for your review. So glad to hear that Clientbook is helping you keep track of important dates with our automated reminders! We can't wait for you to get to know Clientbook even more as you continue to learn the software. Keep in mind that we host monthly training webinars to help you learn more tips and tricks to make the most of Clientbook. Just ask your Customer Support Manager and we'll get you an invite. We'll see you there! ### 36. Simple to use with endless possibilities **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Luxury Goods & Jewelry | Small-Business (50 or fewer emp.) **Reviewed Date:** April 23, 2024 **What do you like best about Clientbook?** Clientbook makes keeping track of customers easy. It is simple to find the information needed and to follow up. There are countless features to make each client feel they are receaving personal care. **What do you dislike about Clientbook?** The only down side is that your customers can now reach you anytime. But that's actually an upside! **What problems is Clientbook solving and how is that benefiting you?** Clientbook solves the issue of not being able to reach customers by phone call. This makes it simple for customers to respond on their own time. We can keep customer communication organized and easy to access. **Official Response from Gabrielle Smith:** > Hi there! Thanks so much for that awesome five-star review! We always love hearing that Clientbook allows you to offer personalized communication to each of your clients in an easy way. That's what we're all about! ### 37. Worked well for sending out review links for business. **Rating:** 4.0/5.0 stars **Reviewed by:** Jane S. | Small-Business (50 or fewer emp.) **Reviewed Date:** April 23, 2024 **What do you like best about Clientbook?** Connecting quickly with clients and enabling a conversation regarding products. **What do you dislike about Clientbook?** Does not sync enough to update client information from The Edge. **What problems is Clientbook solving and how is that benefiting you?** Working on the updating of client information on a more regular aspect. **Official Response from Gabrielle Smith:** > Hi, Jane! Thanks for your review. We're so happy to hear that Clientbook makes it possible for you to connect with your client quickly and keep your client information up to date. That's huge in the world of retail. If you ever have any questions about your Edge integration, our support team would be more than happy to work with the Edge on your behalf so you don't have to. Just shoot us an email at support@clientbook.com and we'll sort out any integration issues you may be having. ### 38. Very reliable form of contact. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Retail | Small-Business (50 or fewer emp.) **Reviewed Date:** May 16, 2024 **What do you like best about Clientbook?** Clientbook has helped me stay in contact with my guests, I like how it has so many options to use to stay in contact with your customers. **What do you dislike about Clientbook?** Sometimes notifications are glitchy. Doesn't always appear in my inbox. **What problems is Clientbook solving and how is that benefiting you?** It keeps me organized with follow ups, making sure I don't forget about reaching out to customers. **Official Response from Gabrielle Smith:** > Wow! Thank you so much for that glowing review! We couldn't be happier to learn that Clientbook is making it possible for you to stay organized and on top of your client communication. That's what we're all about! ### 39. Efficiency could be better and improved. **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Luxury Goods & Jewelry | Small-Business (50 or fewer emp.) **Reviewed Date:** April 23, 2024 **What do you like best about Clientbook?** Messaging clients automatically benefits. **What do you dislike about Clientbook?** It could have features improved as well as its efficiency it likes to crash sometimes. **What problems is Clientbook solving and how is that benefiting you?** 6 month inspections for automatic replies. **Official Response from Gabrielle Smith:** > Thanks for your feedback! It's awesome to hear that you're using Clientbook's automation and messaging features. We're working every day to make sure Clientbook is as efficient as possible so you can make the most out of all of Clientbook's features. Please don't hesitate to reach out to our support team at support@clientbook.com if you have any specific questions or concerns and we'd be more than happy to help! ### 40. Good until it wasnt **Rating:** 1.0/5.0 stars **Reviewed by:** Taylor L. | Experience Director, Small-Business (50 or fewer emp.) **Reviewed Date:** December 19, 2023 **What do you like best about Clientbook?** The interface was very specific and useful for our jewelry store. A good amount of features and easy integration **What do you dislike about Clientbook?** Sometimes the usage was almost too rigid, customer support was also lackluster. Had an incident where the program completely stopped working for over a week and we were not informed despite the company being aware of the issue. When we reached out, customer support was less than helpful. **What problems is Clientbook solving and how is that benefiting you?** Great for really specific jewelry clienteling. Linked with our POS exceptionally well. Good customer segmentation. **Official Response from Gabrielle Smith:** > Hey there, Taylor. We're glad to hear that you had a positive experience with our features for jewelers, including our POS integrations. We've made a lot of improvements to our customer support process and the product itself since you last left this review. We hope that you've noticed it too. If you ever have any specific questions or concerns, please don't hesitate to reach out to support@clientbook.com and we'd be more than happy to assist you! ### 41. Easy to communicate with customers! **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Luxury Goods & Jewelry | Small-Business (50 or fewer emp.) **Reviewed Date:** April 23, 2024 **What do you like best about Clientbook?** I enjoy how easy it is to contacts clients through their integrated program. I can send photos and prices in just a few moments. **What do you dislike about Clientbook?** I wish they would allow videos to be sent! **What problems is Clientbook solving and how is that benefiting you?** Being able to communicate with customers and the whole sales team is able to access these messages. **Official Response from Gabrielle Smith:** > Thanks for your review. We love that you're using Clientbook to send photos to clients! Clientbook actually does allow you to send videos in addition to photos. Your Customer Success Manager or anyone on our support team can help you get those going and they'd love to help! ### 42. Best way for connecting with customers **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Luxury Goods & Jewelry | Small-Business (50 or fewer emp.) **Reviewed Date:** April 26, 2024 **What do you like best about Clientbook?** It is the most helpful way to connect with customers and fast **What do you dislike about Clientbook?** Sometimes it takes a while to see customers' replies **What problems is Clientbook solving and how is that benefiting you?** I am able to get more responses faster from customers **Official Response from Gabrielle Smith:** > Hi there! Thanks so much for that five-star review! We're thrilled to hear that Clientbook has been helpful to you in connecting with your customers and getting quick responses. We look forward to continuing to help your business grow! ### 43. Getting Better **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Luxury Goods & Jewelry | Small-Business (50 or fewer emp.) **Reviewed Date:** July 12, 2023 **What do you like best about Clientbook?** Mass texting about different services or events **What do you dislike about Clientbook?** sending out mass texting without our knowledge **What problems is Clientbook solving and how is that benefiting you?** They are working on allowing us to see review responses from Google or other social media platforms in their app. if we are sending requests from Clientbook we would like to have the ability to respond from Clientbook ### 44. Great CRM for follow up and contact **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Retail | Small-Business (50 or fewer emp.) **Reviewed Date:** June 22, 2021 **What do you like best about Clientbook?** I like the ability to text and email from the app **What do you dislike about Clientbook?** I believe there are some areas that could be streamlined and easier to use. **Recommendations to others considering Clientbook:** It is easy to use and the different filters and alerts available is great. **What problems is Clientbook solving and how is that benefiting you?** Have the ability to see what co-workers have saved and said in messages if they are not available for the client. ## Clientbook Discussions - [What is Clientbook Retail used for?](https://www.g2.com/discussions/what-is-clientbook-retail-used-for) - [View Clientbook pricing details and edition comparison](https://www.g2.com/products/clientbook/reviews?section=pricing&secure%5Bexpires_at%5D=2026-05-13+09%3A34%3A38+-0500&secure%5Bsession_id%5D=452eb5e7-a318-4aba-b764-3304574ab6f3&secure%5Btoken%5D=97a6ed8f16d948d1aff34c03272d35c1eac0a6455e957225f0c144d30a9a8de0&format=llm_user) ## Clientbook Integrations - [Edge](https://www.g2.com/products/eyerate-reviews-edge/reviews) ## Clientbook Features **Lead Facilitation** - Customer-facing Chatbot - Lead Qualification - Lead Follow-up - Meeting Scheduling **Text Messaging** - Bulk SMS - Two-Way Text Messaging - Text Scheduler - Automatic Replies - Automatic URL Shortening - MMS Marketing - Personalization - Transactional SMS **Data Sourcing** - Data Enrichment - Expandability - Content Marketing - Multiple Devices **Data Management** - Consolidation - Data types - Correction - Cleansing - Validation **Organization** - Opportunity and Pipeline Management - Data Entry - Integrations / APIs **Intelligence** - Marketing Metrics - Predictive Modeling - Recommendation Engine **Analytics** - KPIs - Forecasting - Reports and Dashboards - Predictive analytics **Performance Analysis** - Coaching - Peformance Tracking **Mobile** - Mobile dashboard - Mobile application **Sales Analysis** - ROI Forecasting - Sales Forecasting **SMS Platform** - Reporting - Automation - White Label - Text-to-Landline - Short Codes - API Integration **Platform Additional Functionality** - Cloud - On-Premise **Integration ** - Marketplace - Retail POS - Other software **Generative AI** - AI Text Generation - AI Text Summarization **Agentic AI - SMS Marketing** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Natural Language Interaction - Proactive Assistance - Decision Making **Generative AI** - AI Text Generation **Agentic AI - AI Sales Assistant** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making **Agentic AI - Retail Analytics** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making ## Top Clientbook Alternatives - [Podium](https://www.g2.com/products/podium/reviews) - 4.6/5.0 (2,012 reviews) - [Birdeye](https://www.g2.com/products/birdeye/reviews) - 4.7/5.0 (3,927 reviews) - [Klaviyo](https://www.g2.com/products/klaviyo/reviews) - 4.6/5.0 (1,300 reviews)