![Kaitlyn A.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Kaitlyn A.")
KA

Kaitlyn A.

sales associate

Small-Business (50 or fewer emp.)

4/28/2026

"Fast, Easy Customer Communication with Reliable Edge Integration"

4.5/5

What do you like best about Clientbook?

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. Review collected by and hosted on G2.com.

What do you dislike about Clientbook?

Sometimes the Edge integration will duplicate clients, or it will create duplicate text threads for the same customer Review collected by and hosted on G2.com.

What problems is Clientbook solving and how is that benefiting you?

Being able to make sales through texting over the phone by being able to send media like videos and pictures to show the customer the jewelry as well as sending reminder cleaning and inspection text as well as event reminder text and sales text Review collected by and hosted on G2.com.

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Current UserValidated ReviewerSource: Organic

See what 44 reviewers think of Clientbook

4.5 out of 5 · Verified reviews from real users

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