SV
Samira v.
Sales Associate
Mid-Market (51-1000 emp.)
"Simple and Nifty"
5/5
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. Review collected by and hosted on G2.com.

What do you dislike about Clientbook?

I wish I gotemail notification when payments are processed. Review collected by and hosted on G2.com.

Response from Gabrielle Smith of Clientbook
Edit edit

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.

Shelby H.
SH
Shelby H.
Sales associate
Small-Business (50 or fewer emp.)
"Love Clientbook!"
5/5
What do you like best about Clientbook?

Being able to communicate with my customers anytime and anywhere Review collected by and hosted on G2.com.

What do you dislike about Clientbook?

Sometimes it loads a little slow and I have to refresh the app. Review collected by and hosted on G2.com.

Response from Gabrielle Smith of Clientbook
Edit edit

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!

Verified User in Luxury Goods & Jewelry
AL
Verified User in Luxury Goods & Jewelry
Small-Business (50 or fewer emp.)
"User Friendly Clienteling Platform"
4/5
What do you like best about Clientbook?

Incredibly easy to use platform, perfectly build for jewelry retailers, great app version...keeps it simple! Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Response from Gabrielle Smith of Clientbook
Edit edit

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!

Verified User in Luxury Goods & Jewelry
AL
Verified User in Luxury Goods & Jewelry
Small-Business (50 or fewer emp.)
"Clientbook Customer Service and Interface"
5/5
What do you like best about Clientbook?

Clientbook is great for organizing leads and keeping in touch with our customers regularly. Review collected by and hosted on G2.com.

What do you dislike about Clientbook?

Client assignments can be cumbersome when multiple associates are helping a client. Review collected by and hosted on G2.com.

Response from Gabrielle Smith of Clientbook
Edit edit

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!

NM
Nare M.
Business Operations Analyst
Small-Business (50 or fewer emp.)
"It Makes Business Sense!!"
5/5
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 Review collected by and hosted on G2.com.

What do you dislike about Clientbook?

I have yet to come across anything to dislike about this tool. Review collected by and hosted on G2.com.

Response from Gabrielle Smith of Clientbook
Edit edit

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!

AH
ashley h.
Sales Associate
Small-Business (50 or fewer emp.)
"I love the convenience that Clientbook provides!"
5/5
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! Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Response from Gabrielle Smith of Clientbook
Edit edit

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!

Christie T.
CT
Christie T.
Mid-Market (51-1000 emp.)
"Helpful for business"
4/5
What do you like best about Clientbook?

Being able to track timing of messages, keep in touch and send photos. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Response from Gabrielle Smith of Clientbook
Edit edit

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!

Verified User in Luxury Goods & Jewelry
UL
Verified User in Luxury Goods & Jewelry
Small-Business (50 or fewer emp.)
"client book review"
4/5
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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Response from Gabrielle Smith of Clientbook
Edit edit

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!

Verified User in Luxury Goods & Jewelry
UL
Verified User in Luxury Goods & Jewelry
Small-Business (50 or fewer emp.)
"Straight forward & easily navigated"
3.5/5
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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Response from Gabrielle Smith of Clientbook
Edit edit

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!

Verified User in Luxury Goods & Jewelry
UL
Verified User in Luxury Goods & Jewelry
Small-Business (50 or fewer emp.)
"Awesome Platform"
4.5/5
What do you like best about Clientbook?

Very easy to use and allows us to give excellent customer service. Review collected by and hosted on G2.com.

What do you dislike about Clientbook?

Glitches quite a bit but it is always quickly resolved. Review collected by and hosted on G2.com.

Response from Gabrielle Smith of Clientbook
Edit edit

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.