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.

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.