Clientbook Reviews & Product Details

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! Review collected by and hosted on G2.com.

I wish the links didn't get trapped in people's spam filters Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

The inbox is disorganized at times. However, it is improving. Review collected by and hosted on G2.com.

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! Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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! Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

There isn't much we dislike, we used to have trouble integrating lists but as it turns out, it was user error. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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! Review collected by and hosted on G2.com.

There are no downsides. The program is easy to use and friendly staff. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Struggles with the CB mobile app being glitchy and at times unable to save reminders/work you had just put in. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

I don't like that when I run out of clients for the day the AI generator won't find other clients. Review collected by and hosted on G2.com.