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Clientbook Logo

Cloud-based client management tool for retailers

Table of Contents

Clientbook - 2026 Pricing, Features, Reviews & Alternatives

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Last updated: September 2026

Clientbook overview

What is Clientbook?

Clientbook is a cloud-based clienteling and client relationship management platform designed for retail businesses. The platform centralizes client data, enabling retail sales associates to track customer preferences, purchase history, and key life events to support personalized outreach and follow-up. Core functionality includes client profile management, two-way messaging, task and follow-up reminders, and reporting tools that give managers visibility into associate activity and sales pipeline performance.

Clientbook supports retail teams in building long-term customer relationships by organizing client information in a structured, accessible format. Associates can log notes, set follow-up tasks, and communicate with clients directly through the platform, reducing reliance on personal devices or untracked communication channels. Managers gain oversight through reporting dashboards that surface associate engagement metrics and client interaction history.

The platform is suited for specialty retail environments where relationship-driven selling is a core part of the business model, including jewelry, furniture, apparel, and home goods retailers. By consolidating client data and communication into a single tool, Clientbook supports consistent clienteling practices across sales teams of varying sizes.

Starting price

295 /
per month

Alternatives

with better value for money

Do you work for Clientbook? Manage this product listing

Clientbook’s user interface

Ease of use rating:

Clientbook reviews

Overall rating

4.0

/5

4

Positive reviews

25

%

Rating breakdown
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend0.25/10
Rating distribution

5

4

3

2

1

1

2

1

0

0

Clientbook's key features

Most critical features, based on insights from Clientbook users:

Activity tracking
Alerts/Notifications
Contact database
Contact management
Email management
Email marketing
Interaction tracking
Internal chat integration
Lead management
Lead qualification

All Clientbook features

Features rating:

Activity tracking
Alerts/Notifications
Contact database
Contact management
Email management
Email marketing
Interaction tracking
Internal chat integration
Lead management
Lead qualification
Marketing automation
Mobile access
Referral tracking
Reminders
Reporting/Analytics
Segmentation
Social media integration
Workflow management

Clientbook alternatives

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Starting from

295

Per month

Free trial
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25

/user

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LiveAgent logo
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15

/user

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Free version
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Omnisend logo
visit website

Starting from

16

Per month

Free trial
Free version
Ease of Use
Features
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Customer Support

Clientbook pricing

Value for money rating:

Pricing plans

Pricing details:

Free plan
Free trial
Subscription

Signature

295

Per month

Features included:

  • Automations
  • Easy Customer Data Collection
  • Webchat
  • Reviews
  • Payments
  • Mass Messages

Elite

295

Features included:

  • Automations
  • Easy Customer Data Collection
  • Webchat
  • Reviews
  • Payments
  • Mass Messages
  • Smart Messaging
  • Relationship-Based Automation
  • Advanced Associate Permissions
  • Customizable Kiosk Mode
  • AI Smart Assistant

Premium

295

Per month

Features included:

  • Automations
  • Easy Customer Data Collection
  • Webchat
  • Reviews
  • Payments
  • Smart Messaging
  • Mass Messages
  • Relationship-Based Automation
  • Advanced Associate Permissions
  • Customizable Kiosk Mode
  • AI Smart Assistant

User opinions about Clientbook price and value

Value for money rating:

Clientbook integrations (1)

Integrations rated by users

We looked at 4 user reviews to identify which products are mentioned as Clientbook integrations and how users feel about them.

The EDGE logo
The EDGE

Integration rating: 4.3 (3)

“customer information doesn't have to be double entered”

BS

Brenda S.

Controller/HR Administrator

Other top integrations

Clientbook support options

Typical customers

Freelancers
Small businesses
Mid size businesses
Large enterprises

Platforms supported

Web
Android
iPhone/iPad

Support options

Chat
Email/Help Desk
Phone Support

Training options

Live Online
Documentation
Webinars

Clientbook FAQs

Q. Who are the typical users of Clientbook?

Clientbook has the following typical customers:
Small Business

These products have better value for money


Q. Does Clientbook support mobile devices?

Clientbook supports the following devices:
iPad, iPhone


Q. What level of support does Clientbook offer?

Clientbook offers the following support options:
Chat, Email/Help Desk, Phone Support

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