Clientbook

Manage client relationships, track sales, and personalize communication.

Updated February 27, 2026

By James Han · How we review

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.

Clientbook Pros and Cons

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.

Key Features

  • 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.

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.

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