--- title: Clientbook Reviews meta_title: 'Clientbook Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 44 reviews by the users' company size, role or industry to find out how Clientbook works for a business like yours. aggregate_rating: rating_value: 4.5 review_count: 44 scale: '5' date_modified: '2026-07-17' parent_category: name: Marketing url: https://www.g2.com/categories/marketing --- # 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 **easy communication** with clients through Clientbook, enhancing sales follow-up and increasing deposit payments. (7 reviews) - Users value the **customer engagement capabilities** of Clientbook, enhancing relationships through personalized communication and insights. (5 reviews) - Users appreciate the **helpful customer support** from Clientbook, enhancing their experience and addressing queries effectively. (5 reviews) - Users find Clientbook **extremely convenient** for managing customer inquiries and capturing sales efficiently every day. (4 reviews) - Users find **Clientbook easy to use** , enabling quick client responses and efficient communication while staying organized. (4 reviews) - Users value the **helpful customer support** from Clientbook, ensuring smooth communication and effective marketing strategies. (4 reviews) - Business Enhancement (2 reviews) - CRM Integration (2 reviews) - Data Centralization (2 reviews) - Easy Integration (2 reviews) **What users dislike:** - Users experience several **frequent glitches** , but appreciate the prompt resolution and supportive customer service. (3 reviews) - Users express frustration with **data management issues** , particularly difficulties in client addition and language limitations. (2 reviews) - Users experience **poor categorization** in Clientbook, leading to disorganization and missed communications in their inbox. (2 reviews) - Users express frustration with **SMS limitations** , particularly with messages ending up in spam and restrictive tagging options. (2 reviews) - Users find the **system limitations** of Clientbook frustrating, with issues like client availability and edit restrictions. (2 reviews) - Users experience **technical issues** with Clientbook, including glitches, inefficiency, and inconsistent database integration. (2 reviews) - AI Limitations (1 reviews) - Users experience **glitches in the mobile app** that hinder saving reminders and work, despite prompt resolutions from support. (1 reviews) - Data Management (1 reviews) - Deletion Difficulties (1 reviews) ## Clientbook Reviews ### 1. 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! ### 2. 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! ### 3. 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 ## 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?filters%5Bnps_score%5D%5B%5D=3§ion=pricing&secure%5Bexpires_at%5D=2026-07-27+01%3A24%3A54+-0500&secure%5Bsession_id%5D=742281a9-d1bd-46b4-a9c2-e768e12a3265&secure%5Btoken%5D=a76acd3c2b5a237911a5d6d6d98774cd96e5f4eab814c63fa555da0a39916a06&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 **Agentic AI - Personalization** - Autonomous Task Execution - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making **Organization** - Opportunity and Pipeline Management - Data Entry - Integrations / APIs **Intelligence** - Marketing Metrics - Predictive Modeling - Recommendation Engine **Analytics** - KPIs - Forecasting - Reports and Dashboards - Predictive analytics **AI Personalization - Personalization** - Predictive Recommendations - Audience Segmentation - Adaptive Content **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 **AI Automation - SMS Marketing** - AI SMS **Agentic AI - Retail Analytics** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making **AI Content Generation - SMS Marketing** - AI SMS ## Top Clientbook Alternatives - [Podium](https://www.g2.com/products/podium/reviews) - 4.5/5.0 (2,026 reviews) - [Birdeye](https://www.g2.com/products/birdeye/reviews) - 4.7/5.0 (4,058 reviews) - [Klaviyo](https://www.g2.com/products/klaviyo/reviews) - 4.5/5.0 (1,311 reviews)