---
title: Clientbox Reviews
meta_title: 'Clientbox Reviews 2026: Details, Pricing, & Features | G2'
meta_description: Filter reviews by the users' company size, role or industry to find
  out how Clientbox works for a business like yours.
date_modified: '2026-06-22'
parent_category:
  name: Sales Tools
  url: https://www.g2.com/categories/sales-tools
---


# Clientbox Reviews
**Vendor:** Vollan  
**Category:** [CRM Software](https://www.g2.com/categories/crm)
## About Clientbox
Clientbox is a Netherlands-based software company focused on helping small and medium-sized businesses work smarter and more efficiently. Designed with growing teams in mind, Clientbox combines simplicity with powerful functionality, offering a modern alternative to managing customer relationships and operations across multiple disconnected tools. At the core of Clientbox is a powerful shared inbox that brings all client communication together in one place. This makes teamwork seamless, ensures no message is overlooked, and keeps work easily transferable across team members. On top of this, Clientbox offers a modular set of features, including CRM, invoicing, time tracking, calendar, task boards, and HR tools like absence and leave management. Because every module can be enabled per user, companies can tailor Clientbox to their exact needs. Clientbox helps businesses centralize their client communication and replace multiple standalone apps with one easy-to-use system. The modular pricing model means companies only pay for the features they actually use, making it a cost-efficient and flexible solution. With Clientbox, teams save time, improve collaboration, and ensure continuity in client relationships — even when work needs to be handed over.






- [View Clientbox pricing details and edition comparison](https://www.g2.com/products/clientbox/reviews?section=pricing&secure%5Bexpires_at%5D=2026-08-15+11%3A42%3A42+-0500&secure%5Bsession_id%5D=8e2bc096-f09d-4420-80f3-ac2322040891&secure%5Btoken%5D=490a078bfa2277e4ce3dd5e5cd39a67b14bbfaedf595be76210e3dac01407f7a&format=llm_user)

## Clientbox Features
**Sales Force Automation**
- Contact & Account Management
- Partner Relationship Mgmt. (PRM)
- Opportunity & Pipeline Mgmt.
- Task / Activity Management
- Territory & Quota Management
- Desktop Integration
- Product & Price List Management
- Quote & Order Management
- Customer Contract Management
- Contract/License Management

**Marketing Automation**
- Email Marketing
- Campaign Management
- Lead Management
- Marketing ROI Analytics
- Email Management
- File Management
- Deal Management

**Customer Support**
- Case Management
- Customer Support Portal
- Knowledge Base
- Call Center Features
- Support Analytics
- Workflow Management
- Opportunity Management
- Sales Pipeline Management
- Reporting/Analytics
- Calendar Management
- Pipeline Management
- Content Management
- Communication Management
- Visual Analytics
- Template Management
- Predictive Analytics
- Document Management
- Channel Management
- Commission Management
- Field Sales Management

**Reporting & Analytics**
- Reporting
- Dashboards
- Forecasting

**Mobile & Social**
- Social Collaboration Features
- Social Network Integration
- Mobile User Support
- Third-Party Integrations
- Social Media Integration
- Customer Support
- Multi-Channel Social Integration

**Platform**
- Customization
- Workflow Capability
- User, Role, and Access Management
- Internationalization
- Sandbox / Test Environments
- Document & Content Mgmt.
- Performance and Reliability
- Output Document Generation
- Mobile Access
- Lead Generation

**Integration**
- Data Import & Export Tools
- Integration APIs
- Breadth of Partner Applications
- Third-Party Integration
- Internal Chat Integration
- Collaboration Tools
- Prospecting Tools
- Real-Time Data

**Generative AI**
- AI Text Generation
- Generative AI
- Proposal Generation

**Agentic AI - CRM**
- Autonomous Task Execution
- Multi-step Planning
- Cross-system Integration
- Adaptive Learning
- Natural Language Interaction
- Proactive Assistance
- Decision Making
- Calendar/Reminder System

**Additional Functionality**
- Search/Filter
- Alerts/Notifications
- Data Import/Export
- Lead Capture
- Batch Processing
- Email Tracking
- Tagging
- Pipeline Reports
- Drag & Drop
- Segmentation
- Customizable Fields
- Role-Based Permissions
- Interaction Tracking
- CRM
- Document Storage
- AI Copilot
- Contact Database
- Referral Tracking
- Quotes/Estimates
- Multi-Channel Communication
- Lead Qualification
- Marketing Automation
- Email Templates
- Sales Reports
- Customer Journey Mapping
- Reminders
- Lead Scoring
- Data Security
- Customizable Reports
- Calendar Sync
- For Startups
- Performance Metrics
- Sales Trend Analysis
- For iPad Devices
- Customizable Templates
- Activity Tracking
- Reporting & Statistics
- For Mac Devices
- Landing Pages/Web Forms
- Lead Nurturing
- Gamification
- Prioritization
- Web-based Deployment
- Softphone
- Single Sign On
- Customer Database
- Event Triggered Actions
- Mobile App
- Email Sequences
- Customer Segmentation
- Lead Assignment
- For Small Businesses
- Live Chat
- Business Card/Badge Scanning
- Data Visualization
- Customer Social Profiles
- Social Promotion
- Monitoring
- Engagement Tracking
- Social Media Monitoring
- Customer Engagement
- Sentiment Analysis
- Brand Tracking
- Audience Targeting
- Workflow Automation

## Top Clientbox Alternatives
  - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) - 4.4/5.0 (24,691 reviews)
  - [ActiveCampaign](https://www.g2.com/products/activecampaign/reviews) - 4.4/5.0 (14,243 reviews)
  - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) - 4.4/5.0 (13,304 reviews)