--- 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: '2026-08-07' parent\_category: name: Marketing url: https://www.g2.com/categories/marketing --- ### Clientbook Pros and Cons: Top 5 Advantages and Disadvantages #### Quick AI Summary Based on G2 Reviews Generated from real user reviews Users value the **easy communication** with clients through Clientbook, enhancing sales follow-up and increasing deposit payments. [(7 mentions)](https://www.g2.com/products/clientbook/reviews?filters%5Bsentiment_snippet%5D=1290582&qs=pros-and-cons#reviews) Users value the **customer engagement capabilities** of Clientbook, enhancing relationships through personalized communication and insights. [(5 mentions)](https://www.g2.com/products/clientbook/reviews?filters%5Bsentiment_snippet%5D=1287224&qs=pros-and-cons#reviews) Users appreciate the **helpful customer support** from Clientbook, enhancing their experience and addressing queries effectively. [(5 mentions)](https://www.g2.com/products/clientbook/reviews?filters%5Bsentiment_snippet%5D=1287655&qs=pros-and-cons#reviews) Users find Clientbook **extremely convenient** for managing customer inquiries and capturing sales efficiently every day. [(4 mentions)](https://www.g2.com/products/clientbook/reviews?filters%5Bsentiment_snippet%5D=1287176&qs=pros-and-cons#reviews) Users find **Clientbook easy to use** , enabling quick client responses and efficient communication while staying organized. [(4 mentions)](https://www.g2.com/products/clientbook/reviews?filters%5Bsentiment_snippet%5D=1288849&qs=pros-and-cons#reviews) Users experience several **frequent glitches** , but appreciate the prompt resolution and supportive customer service. [(3 mentions)](https://www.g2.com/products/clientbook/reviews?filters%5Bsentiment_snippet%5D=1289309&qs=pros-and-cons#reviews) Users express frustration with **data management issues** , particularly difficulties in client addition and language limitations. [(2 mentions)](https://www.g2.com/products/clientbook/reviews?filters%5Bsentiment_snippet%5D=1287329&qs=pros-and-cons#reviews) Users experience **poor categorization** in Clientbook, leading to disorganization and missed communications in their inbox. [(2 mentions)](https://www.g2.com/products/clientbook/reviews?filters%5Bsentiment_snippet%5D=1944268&qs=pros-and-cons#reviews) Users express frustration with **SMS limitations** , particularly with messages ending up in spam and restrictive tagging options. [(2 mentions)](https://www.g2.com/products/clientbook/reviews?filters%5Bsentiment_snippet%5D=1290705&qs=pros-and-cons#reviews) Users find the **system limitations** of Clientbook frustrating, with issues like client availability and edit restrictions. [(2 mentions)](https://www.g2.com/products/clientbook/reviews?filters%5Bsentiment_snippet%5D=1287257&qs=pros-and-cons#reviews) ### 5 Pros or Advantages of Clientbook ##### 1. Easy Communication Users value the **easy communication** with clients through Clientbook, enhancing sales follow-up and increasing deposit payments. [ See 7 mentions ](https://www.g2.com/products/clientbook/reviews?filters%5Bsentiment_snippet%5D=1290582&qs=pros-and-cons#reviews) See Related User Reviews ![Katherine U.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Katherine U.") KU Katherine U. Small-Business (50 or fewer emp.) 5.0/5 "Experience Using Clientbook for Sales & Marketing Purposes" What do you like 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 ar JH jenna h. Small-Business (50 or fewer emp.) 5.0/5 "I'm Making More Money with Clientbook" What do you like 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 ##### 2. Customer Engagement Users value the **customer engagement capabilities** of Clientbook, enhancing relationships through personalized communication and insights. [ See 5 mentions ](https://www.g2.com/products/clientbook/reviews?filters%5Bsentiment_snippet%5D=1287224&qs=pros-and-cons#reviews) See Related User Reviews ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") U Verified User Enterprise (\> 1000 emp.) 4.0/5 "Working in retail for 6 years" What do you like about Clientbook? Provides valuable insights about customer behavior, which helps retailers make informed decisions on marketing and inventory. ClientBook allows retai ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") A Verified User Small-Business (50 or fewer emp.) 5.0/5 "Clientbook Customer Service and Interface" What do you like about Clientbook? Clientbook is great for organizing leads and keeping in touch with our customers regularly. ##### 3. Customer Support Users appreciate the **helpful customer support** from Clientbook, enhancing their experience and addressing queries effectively. [ See 5 mentions ](https://www.g2.com/products/clientbook/reviews?filters%5Bsentiment_snippet%5D=1287655&qs=pros-and-cons#reviews) See Related User Reviews ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") U Verified User Enterprise (\> 1000 emp.) 4.0/5 "Working in retail for 6 years" What do you like about Clientbook? Provides valuable insights about customer behavior, which helps retailers make informed decisions on marketing and inventory. ClientBook allows retai ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") A Verified User Small-Business (50 or fewer emp.) 5.0/5 "Clientbook Customer Service and Interface" What do you like about Clientbook? Clientbook is great for organizing leads and keeping in touch with our customers regularly. ##### 4. Daily Use Users find Clientbook **extremely convenient** for managing customer inquiries and capturing sales efficiently every day. [ See 4 mentions ](https://www.g2.com/products/clientbook/reviews?filters%5Bsentiment_snippet%5D=1287176&qs=pros-and-cons#reviews) See Related User Reviews ![Katherine U.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Katherine U.") KU Katherine U. Small-Business (50 or fewer emp.) 5.0/5 "Experience Using Clientbook for Sales & Marketing Purposes" What do you like 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 ar ![Alex F.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Alex F.") AF Alex F. Small-Business (50 or fewer emp.) 5.0/5 "Fantastic Program for Reaching Out To My Clients" What do you like 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, wh ##### 5. Ease of Use Users find **Clientbook easy to use** , enabling quick client responses and efficient communication while staying organized. [ See 4 mentions ](https://www.g2.com/products/clientbook/reviews?filters%5Bsentiment_snippet%5D=1288849&qs=pros-and-cons#reviews) See Related User Reviews ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") U Verified User Small-Business (50 or fewer emp.) 5.0/5 "Easy Peasy" What do you like 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. ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") A Verified User Small-Business (50 or fewer emp.) 5.0/5 "Clientbook Customer Service and Interface" What do you like about Clientbook? Clientbook is great for organizing leads and keeping in touch with our customers regularly. ### 5 Cons or Disadvantages of Clientbook ##### 1. Software Bugs Users experience several **frequent glitches** , but appreciate the prompt resolution and supportive customer service. [ See 3 mentions ](https://www.g2.com/products/clientbook/reviews?filters%5Bsentiment_snippet%5D=1289309&qs=pros-and-cons#reviews) See Related User Reviews ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") U Verified User Small-Business (50 or fewer emp.) 4.5/5 "Awesome Platform" What do you dislike about Clientbook? Glitches quite a bit but it is always quickly resolved. ![Miranda F.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Miranda F.") MF Miranda F. Small-Business (50 or fewer emp.) 4.0/5 "Keeps us organized in a busy sales environment." What do you dislike about Clientbook? It does glitch frequently. I wish there were more options to customize the layout. ##### 2. Data Management Issues Users express frustration with **data management issues** , particularly difficulties in client addition and language limitations. [ See 2 mentions ](https://www.g2.com/products/clientbook/reviews?filters%5Bsentiment_snippet%5D=1287329&qs=pros-and-cons#reviews) See Related User Reviews KS Kamaile S. Small-Business (50 or fewer emp.) 4.5/5 "Effective and Efficient" 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. ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") A Verified User Small-Business (50 or fewer emp.) 4.0/5 "User Friendly Clienteling Platform" 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. ##### 3. Poor Categorization Users experience **poor categorization** in Clientbook, leading to disorganization and missed communications in their inbox. [ See 2 mentions ](https://www.g2.com/products/clientbook/reviews?filters%5Bsentiment_snippet%5D=1944268&qs=pros-and-cons#reviews) See Related User Reviews ![Alex F.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Alex F.") AF Alex F. Small-Business (50 or fewer emp.) 5.0/5 "Fantastic Program for Reaching Out To My Clients" What do you dislike about Clientbook? The inbox is disorganized at times. However, it is improving. JH jenna h. Small-Business (50 or fewer emp.) 5.0/5 "I'm Making More Money with Clientbook" What do you dislike about Clientbook? I wish the links didn't get trapped in people's spam filters ##### 4. SMS Limitations Users express frustration with **SMS limitations** , particularly with messages ending up in spam and restrictive tagging options. [ See 2 mentions ](https://www.g2.com/products/clientbook/reviews?filters%5Bsentiment_snippet%5D=1290705&qs=pros-and-cons#reviews) See Related User Reviews JH jenna h. Small-Business (50 or fewer emp.) 5.0/5 "I'm Making More Money with Clientbook" What do you dislike about Clientbook? I wish the links didn't get trapped in people's spam filters ER Erica R. Small-Business (50 or fewer emp.) 4.0/5 "It’s been a very seamless process, a very well thought out piece of software!" 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 multip ##### 5. System Limitations Users find the **system limitations** of Clientbook frustrating, with issues like client availability and edit restrictions. [ See 2 mentions ](https://www.g2.com/products/clientbook/reviews?filters%5Bsentiment_snippet%5D=1287257&qs=pros-and-cons#reviews) See Related User Reviews KS Kamaile S. Small-Business (50 or fewer emp.) 4.5/5 "Effective and Efficient" 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. ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") A Verified User Small-Business (50 or fewer emp.) 4.0/5 "User Friendly Clienteling Platform" 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. ## Top-Rated Alternatives [ ![Podium](https://images.g2crowd.com/uploads/product/hd_favicon/7ad51b1556a385a48c1ebe601ccfab27/podium.svg "Podium") Podium 4.5/5(2,109) ](https://www.g2.com/products/podium/reviews) [ ![Birdeye](https://images.g2crowd.com/uploads/product/hd_favicon/514fe0a03abf96030f2ff069dc84ec93/birdeye.svg "Birdeye") Birdeye 4.7/5(4,203) ](https://www.g2.com/products/birdeye/reviews) [ ![Klaviyo](https://images.g2crowd.com/uploads/product/hd_favicon/b6df098261e7029181e27856a1b3934b/klaviyo.svg "Klaviyo") Klaviyo 4.6/5(1,360) ](https://www.g2.com/products/klaviyo/reviews) [ View All Alternatives ](https://www.g2.com/products/clientbook/competitors/alternatives) ![Verified User in Luxury Goods & Jewelry](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Luxury Goods & Jewelry") UL Verified User in Luxury Goods & Jewelry Small-Business (50 or fewer emp.) 4/23/2024 "Easy to communicate with customers!" 4/5 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. Review collected by and hosted on G2.com. What do you dislike about Clientbook? I wish they would allow videos to be sent! Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. Show More Response from Gabrielle Smith of Clientbook [Editedit](https://www.g2.com/survey_responses/clientbook-review-9567260/official_response/edit) 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! Validated ReviewerSource: Organic ![Verified User in Luxury Goods & Jewelry](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Luxury Goods & Jewelry") CL Verified User in Luxury Goods & Jewelry Small-Business (50 or fewer emp.) 4/26/2024 "Best way for connecting with customers" 5/5 What do you like best about Clientbook? It is the most helpful way to connect with customers and fast Review collected by and hosted on G2.com. What do you dislike about Clientbook? Sometimes it takes a while to see customers' replies Review collected by and hosted on G2.com. What problems is Clientbook solving and how is that benefiting you? I am able to get more responses faster from customers Review collected by and hosted on G2.com. Show More Response from Gabrielle Smith of Clientbook [Editedit](https://www.g2.com/survey_responses/clientbook-review-9575463/official_response/edit) 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! Validated ReviewerSource: Organic ![Verified User in Luxury Goods & Jewelry](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Luxury Goods & Jewelry") AL Verified User in Luxury Goods & Jewelry Small-Business (50 or fewer emp.) 7/12/2023 "Getting Better" 3/5 What do you like best about Clientbook? Mass texting about different services or events Review collected by and hosted on G2.com. What do you dislike about Clientbook? sending out mass texting without our knowledge Review collected by and hosted on G2.com. 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 Review collected by and hosted on G2.com. Show More Validated ReviewerSource: Organic ![Verified User in Retail](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Retail") UR Verified User in Retail Small-Business (50 or fewer emp.) 6/22/2021 "Great CRM for follow up and contact" 4/5 What do you like best about Clientbook? I like the ability to text and email from the app Review collected by and hosted on G2.com. What do you dislike about Clientbook? I believe there are some areas that could be streamlined and easier to use. Review collected by and hosted on G2.com. Recommendations to others considering Clientbook: It is easy to use and the different filters and alerts available is great. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. 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