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Clientbook

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44 reviews
  • 1 profiles
  • 4 categories
Average star rating
4.5
Serving customers since
2017

Profile Name

Star Rating

29
11
3
0
1

Clientbook Reviews

Review Filters
Profile Name
Star Rating
29
11
3
0
1
Kaitlyn A.
KA
Kaitlyn A.
04/28/2026
Validated Reviewer
Verified Current User
Review source: Organic

Fast, Easy Customer Communication with Reliable Edge Integration

Clientbook is great for communicating with customers, while also helping me keep up with sales triggers and future client opportunities. It’s easy to navigate, and support is usually very quick to create a ticket and provide an answer to most questions. The integration is straightforward, and we have it integrated with Edge. The performance is good—it hardly goes down, and it’s consistently fast and easy to edit and add customers. it does have Ai Templates that you could use for repairs or even sales or events.
Verified User in Retail
UR
Verified User in Retail
03/14/2025
Validated Reviewer
Review source: G2 invite
Incentivized Review

Working in retail for 6 years

Provides valuable insights about customer behavior, which helps retailers make informed decisions on marketing and inventory. ClientBook allows retailers to build strong customer relationships through personalized communication and tracking purchase history.
Verified User in Retail
UR
Verified User in Retail
03/04/2025
Validated Reviewer
Verified Current User
Review source: Organic

Easy Peasy

I like that it takes me no time at all to respond to clients. It also remembers clients B-days in case I forget.

About

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HQ Location:
Lehi, UT

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What is 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.

Details

Year Founded
2017