# Clientbook Software Reviews, Demo & Pricing - 2026

> Review of Clientbook Software: system overview, features, price and cost information. Get free demos and compare to similar programs.

Source: https://www.softwareadvice.com/product/462820-Clientbook-App

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Clientbook

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Overview

# Clientbook 2026: Benefits, Features & Pricing

Wondering if Clientbook is right for your organization?

Our CRM Software selection experts can help you in 15 minutes or less.

On this page

-   Overview
    
-   User Interface
    
-   Popular Alternatives
    
-   Pricing and Plans
    
-   Features
    
-   Integrations
    
-   User Reviews
    

## Overview

Clientbook

4.0

[(4)](https://www.softwareadvice.com/product/462820-Clientbook-App/#reviews)

Pricing

Starting at $295.00 per month

### About Clientbook

Clientbook is a CRM solution designed specifically for the retail industry. The software can be used on desktops and mobile devices. It caters to businesses in various retail sectors such as jewelry, furniture, apparel, music, outdoor, and spas, providing them with a platform to manage client relationships.

The software offers features to help retailers streamline their client management processes. Clientbook allows users to organize client lists with detailed profiles, transaction histories, and wish lists, enabling them to better understand and serve their customers. The messaging tools enable retailers to send personalized messages to clients one-on-one or in mass, using both text and web chat. The automation features allow retailers to set up reminders, messages, review requests, and more, ensuring consistent follow-ups with clients.

Clientbook also provides visibility and performance tracking for retail teams. Users can monitor their floor team's progress, set goals, and track their pipeline with ease. The product's analytics feature gives retailers access to data they need to make informed choices, all from their mobile devices.

Wondering if Clientbook is right for your organization?

Our CRM Software selection experts can help you in 15 minutes or less.

## Clientbook User Interface

## Popular Clientbook Alternatives

Main Product

Clientbook

4.0

[(4)](https://www.softwareadvice.com/product/462820-Clientbook-App/#reviews)

Ratings Breakdown

-   4.25Ease of use
-   3.33Value for money
-   4.0Customer support
-   3.75Functionality

Pricing

Starting at $295.00 per month

Get Price

Alternative Product

[HubSpot CRM](https://www.softwareadvice.com/product/1854-HubSpot-CRM/)

4.5

[(4465)](https://www.softwareadvice.com/product/1854-HubSpot-CRM/reviews/)

Ratings Breakdown

-   4.38Ease of use
-   4.29Value for money
-   4.39Customer support
-   4.36Functionality

Pricing

Starting at $20.00 per month

Get Price

Alternative Product

[Salesforce Sales Cloud](https://www.softwareadvice.com/product/2764-Salesforce/)

4.4

[(18786)](https://www.softwareadvice.com/product/2764-Salesforce/reviews/)

Ratings Breakdown

-   3.99Ease of use
-   4.05Value for money
-   4.13Customer support
-   4.38Functionality

Pricing

Starting at $25.00 per month

Get Price

Alternative Product

[Zoho CRM](https://www.softwareadvice.com/crm/zoho-crm-profile/)

4.3

[(6978)](https://www.softwareadvice.com/crm/zoho-crm-profile/reviews/)

Ratings Breakdown

-   4.15Ease of use
-   4.29Value for money
-   4.08Customer support
-   4.27Functionality

Pricing

Starting at $14.00 per month

Get Price

Alternative Product

[Kylas Sales CRM](https://www.softwareadvice.com/marketing/kylas-profile/)

4.8

[(603)](https://www.softwareadvice.com/marketing/kylas-profile/reviews/)

Ratings Breakdown

-   4.79Ease of use
-   4.79Value for money
-   4.80Customer support
-   4.70Functionality

Pricing

Starting at $250.00 per month

Get Price

Alternative Product

[Ploomes CRM](https://www.softwareadvice.com/product/449937-Ploomes/)

4.9

[(441)](https://www.softwareadvice.com/product/449937-Ploomes/reviews/)

Ratings Breakdown

-   4.78Ease of use
-   4.66Value for money
-   4.69Customer support
-   4.79Functionality

Pricing

Starting at $22.00 per month

Get Price

## Clientbook Pricing and Plans

Starting price: $295.00 per month

Free Trial

Free Version

Signature

$295.00

per month

Plan includes:

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

Elite

$295.00

Plan includes:

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

Read More

Premium

$295.00

per month

Plan includes:

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

Read More

Confused about pricing? We've got you covered.

Get a personalized pricing breakdown tailored to your specific needs—no guesswork, no generic estimates.

## Clientbook Features

-   Popular features found in CRM
    
    Calendar Management
    
    Customer Journey Mapping
    
    Email Management
    
    Quotes/Estimates
    
    Reporting/Analytics
    
    Sales Pipeline Management
    
    Segmentation
    
    Task Management
    
    Territory Management
    
    Workflow Management
    
-   More features of Clientbook
    
    Alerts/Notifications
    
    Contact Management
    
    Email Marketing
    
    Interaction Tracking
    
    Lead Management
    
    Lead Qualification
    
    Marketing Automation
    
    Mobile Access
    
    Referral Tracking
    
    Reminders
    

## Clientbook Integrations

The EDGE

Integration rated undefined from -1 review

Rain POS

Integration rated undefined from -1 review

## Clientbook User Reviews

Overall Rating

4.0

Ratings Breakdown

5

25%

4

50%

3

25%

2

0%

1

0%

Secondary Ratings

Ease of Use

4.3

Value for money

3.3

Customer support

4.0

Functionality

3.8

Have you used Clientbook and would like to share your experience with others?

VR

Verified

Reviewer

Consumer Goods

1001-5000 employees

Used daily for less than 2 years

Review source

Reviewed August 2019

Client book

4

Ratings Breakdown

4

Ease of use

4

Functionality

Pros:

Great tool for keeping track of clients info and details. Easy to use and lookup

Cons:

It could have other features to help categorize clients listed

Read More

KH

Kate H.

Verified reviewer

Retail

11-50 employees

Used daily for less than 2 years

Review source

Reviewed May 2024

Clientbook CRM Manager

4

Ratings Breakdown

4

Ease of use

3

Value for money

2

Customer support

2

Functionality

Pros:

I love the automations and how easy it is to get started and synced with your website.

Cons:

The customer service is iffy. You rarely will have your issue fixed same day, if ever. They continue to add features haphazardly while they should fix the issues we currently need fixed.

Vendor Response

Hi Kate! Thanks so much for your review. We're so glad to hear how easy getting started with Clientbook has been for you and your store. That's always our goal! We'll be in touch to continue to resolve any issues you may have.

Replied May 2024

Read More

BS

Brenda S.

Verified reviewer

Luxury Goods & Jewelry

11-50 employees

Used daily for less than 6 months

Review source

Reviewed July 2023

Getting better, but still a work in progress

3

some stuff is great, but not really user friendly, but the customer support is great

Ratings Breakdown

4

Ease of use

2

Value for money

5

Customer support

4

Functionality

Pros:

integration with our POS system, messaging customers

Cons:

Can't see Google or Facebook reviews which are very important to us

Reasons for choosing Clientbook

trial pricing

Vendor Response

Thanks for the review Brenda! We are pleased to let you know that we are currently working on the ability to view and respond to reviews in the Clientbook dashboard.

Replied May 2024

Read More

bb

beau b.

Verified reviewer

Retail

11-50 employees

Used daily for less than 2 years

Review source

Reviewed November 2022

Clientbook is a great tool to stay connected and generate leads with customers

5

Clientbook is a great tool and platform to use and the customer service from their team is top notch.

Ratings Breakdown

5

Ease of use

5

Value for money

5

Customer support

5

Functionality

Pros:

We love the ability to set reminders to make sure we reach out to clients on important dates.

Cons:

It does take time to integrate with our Point of Sale system. But once it is done it is worth the time spent.

Reasons for choosing Clientbook

We chose Clientbook over the others because of the amount of functions and because of the price.

Reasons for switching to Clientbook

We made the switch because Clientbook has more features while being significantly less in price.

Read More

Showing 1 - 4 of 4 Reviews

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Stuck Between Options?

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