- Clienteling app: Equip sales associates with a mobile app that stores customer profiles and shopping history, which makes it easier to provide personal, in-store service.
- Client follow-up scheduling: Allow associates to set reminders for birthdays, anniversaries, or purchase follow-ups and ensure important client moments are never overlooked.
- Team performance tracking: Provide managers with visibility into client interactions, follow-ups, and sales activities so they can measure productivity and coach more effectively.
- Integrated webchat: Connect online shoppers with in-store associates in real time, which bridges digital browsing and physical store support.
- Customer relationship insights: Track buying patterns and preferences that help staff suggest relevant products and build stronger, long-term client relationships.
Clientbook
Manage client relationships, track sales, and personalize communication.
Updated February 27, 2026
Clientbook Overview
Clientbook is a retail-focused CRM designed to help businesses build stronger customer relationships and drive repeat sales. It centralizes client information, purchase history, and preferences in one place, allowing retailers to personalize outreach and provide tailored service.
With tools for messaging, reminders, and client tracking, Clientbook makes it easier for sales associates to stay connected with customers and create a more seamless, personalized shopping experience.
Key Features
Pricing
| Source / Context | Reported Price | Notes / What’s Covered |
|---|---|---|
| official site — pricing depends on store & sales-associate count | No public fixed price listed | Quote required after demo; plan tiers named Signature / Elite / Premier. |
| Third-party listing (2025) | $29 / user / month | “Basic Plan” — presumably entry-level CRM features. |
| Third-party listing (higher) | $295 / month | Indicates a “paid version” starting price; unclear user-count or feature-set. |
Pros
| Competitor | Pros of Clientbook |
|---|---|
| Endear | Clientbook offers a user-friendly mobile and web platform that’s simple for retail teams to adopt and centralizes clienteling in one place. |
| Voyado | Clientbook focuses on high-touch, boutique retailers and is easier to implement than large, enterprise-grade systems like Voyado. |
| Lightspeed CRM | Clientbook emphasizes messaging, follow-ups, and automations that feel more tailored to customer relationship building than POS-centric tools. |
| Concierge by Mad Mobile | Clientbook often requires less hardware or POS integration and centers on client data and associate workflows, which suits smaller operations. |
| Salesfloor | Clientbook maintains a simpler interface and setup, which helps small retail teams get started quickly without overwhelming features. |
Cons
| Competitor | Cons of Clientbook |
|---|---|
| Endear | Clientbook lacks some of Endear’s advanced automation, segmentation, and polished messaging templates, which support scale. |
| Voyado | Clientbook has fewer built-in loyalty programs, predictive insights, and omnichannel marketing capabilities than Voyado. |
| Lightspeed CRM | Clientbook does not include POS features native to Lightspeed, which may hinder seamless in-store transaction tracking. |
| Concierge by Mad Mobile | Clientbook doesn’t offer omnichannel endless-aisle selling or mobile POS workflows, so inventory integration may be weaker. |
| Salesfloor | Clientbook provides fewer virtual selling and live chat features than Salesfloor, which supports high engagement across channels. |
Reviews
- G2 Review (Rating: 4.5/5): Clientbook lets staff access customer inquiries directly from their cellphone and creates a “texting” feel that makes interactions more intimate and personable, especially for clients who cannot visit in person. One reviewer wanted the ability to send videos for better stock displays, though another called it a “Great Product” and valued how texting customers instead of calling improves communication.
- Software Advice Review (Rating: 4/5): Clientbook earns praise for its automations, POS integration, and reminder tools that prompt outreach on “important dates,” and several reviewers highlight top‑notch customer support. Others criticize slow issue resolution, say new features roll out “haphazardly,” and note the lack of visibility into Google or Facebook reviews inside the dashboard.
- featuredcustomers.com Review: One testimonial claims the fees paid for the platform were earned back “100 times over” through sales that otherwise would not have closed, while another says collecting customer information feels like a natural step in good service. A sales associate credits the tool with making a “drastic change” in client communication.
