--- title: "Client Book CRM Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Client Book CRM Software - reviews, pricing plans, popular comparisons to other CRM products and more." source_url: "https://www.capterra.com/p/131308/Client-Book-CRM/" page_type: "product" language: "en" --- # Client Book CRM Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on September 10, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Support](#support) Client Book CRM ## What is Client Book CRM? ClientBook CRM is a customer relationship management (CRM) software tailored for the luxury retail industry. It helps retailers build strong relationships with clients and boost sales. The solution includes customer profile management, purchase tracking, and targeted marketing. Personalized clienteling features enable sales associates to access preferences, wish lists, and appointments. Automated reminders and follow-ups enhance customer engagement. Robust reporting provides insights into customer behavior and sales performance. The cloud-based solution integrates with existing systems and ensures easy access to customer information on the go. ClientBook CRM is the ideal tool for luxury retailers to deliver exceptional experiences, foster customer loyalty, and drive revenue growth. ## What is Client Book CRM used for? [Jewelry Store Management](https://www.capterra.com/jewelry-store-management-software/)[CRM](https://www.capterra.com/customer-relationship-management-software/) Top alternative Featured Overall rating Based on 0 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price $15 Per User, Per Month Free trial available Free version not included Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... ## Client Book CRM Overview Updated September 2026 AI summary Client Book CRM offers contact and lead management, interaction tracking, and reporting tools to support businesses managing client relationships. Available as a cloud-based solution for organizations of any size, it includes optional features such as campaign management, email marketing, lead capture, reminders, and territory management, with a focus on both CRM and jewelry store management needs. ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### Client Book CRM 0.0 VS. [4.4 (18,810)](https://www.capterra.com/p/61368/Salesforce/reviews/) Starting Price $15 Per User, Per Month Starting Price $25 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 0.0 (0) Ease Of Use 4.0 (4,388) Value For Money 0.0 (0) Value For Money 4.0 (3,517) Customer Service 0.0 (0) Customer Service 4.1 (3,527) ## Client Book CRM alternatives [4.3 (6,999)](https://www.capterra.com/p/155928/Zoho-CRM/reviews/) Starting price $14.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 85% of reviewers rated it above 4 stars [HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/) [4.5 (4,487)](https://www.capterra.com/p/152373/HubSpot-CRM/reviews/) Starting price $20.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 93% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/152373/HubSpot-CRM/) [Kylas Sales CRM](https://www.capterra.com/p/210630/Kylas/) [4.8 (625)](https://www.capterra.com/p/210630/Kylas/reviews/) Starting price $250.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 98% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/210630/Kylas/) Highest Rated [Ploomes CRM](https://www.capterra.com/p/207290/Ploomes/) [4.9 (442)](https://www.capterra.com/p/207290/Ploomes/reviews/) Starting price $22.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 100% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/207290/Ploomes/) ## FAQs about Client Book CRM Overview ### What company size and specific industries is Client Book CRM built for? Client Book CRM is designed for jewelers and high-end retailers, as well as individual jewelry and retail salespeople. It fits small specialty retail operations and independent sales professionals that need a CRM tailored to luxury jewelry and retail selling. Features and Usability ### What are the key features of Client Book CRM? Client Book CRM offers CRM and contact management, plus customer history and interaction tracking for account records. It also includes lead capture, lead generation, lead management, and lead qualification, along with campaign management, email marketing, reminders, reporting and analytics, mobile access, and internal chat integration. Getting Started and Support ### What training and onboarding options does Client Book CRM offer? Client Book CRM provides live online training, webinars, and documentation to help teams get started. Live online sessions support guided setup, webinars cover product topics in a group format, and documentation offers written reference material for self-paced review and ongoing use. Getting Started and Support ### What customer support options does Client Book CRM offer? Client Book CRM provides chat support for customers needing help with the product. Support quality cannot be assessed from reviewer feedback here, so no claims can be made about response speed, helpfulness, or common frustrations. ## Features AI summary Based on 14,838 CRM reviews Capterra reviewers point to the following as the CRM features buyers value most: - **Data Security** (**51%** of reviewers rated this feature as critical) - **Customer Database** (**52%**) - **Real-Time Data** (**56%**) Client Book CRM focuses on other CRM capabilities that reviewers also consider important, including **Contact Management** (**44%**). This feature gives teams a central place to organize customer details, track interactions, and keep outreach more consistent, helping businesses maintain stronger relationships and manage day-to-day client communication more efficiently. Campaign Management Create a collection of marketing actions to complete specific goals and plan and analyze campaign results Contact Management Manage, organize, and store contact information CRM Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system Customer History Access previous interactions or concerns to maintain customer relationships Email Marketing Create and send email blasts/campaigns Interaction Tracking Track interaction history by documenting conversations for contacts Client Book CRM 19 features ### All Features - Campaign Management: Create a collection of marketing actions to complete specific goals and plan and analyze campaign results - Contact Management: Manage, organize, and store contact information - CRM: Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system - Customer History: Access previous interactions or concerns to maintain customer relationships - Email Marketing: Create and send email blasts/campaigns - Interaction Tracking: Track interaction history by documenting conversations for contacts - Internal Chat Integration: Incorporation of a chat or messaging system within an organization's internal communication infrastructure - Lead Capture: Automatically identify and save contact information of potential customers - Lead Generation: Manage the process of attracting and converting business prospects into leads - Lead Management: Store information about leads or contacts and track, manage and nurture them throughout the sales process - Lead Qualification: Score a lead on their quality or likelihood to buy based on certain behaviors - Mobile Access: Access software remotely via mobile devices - Multi-Store: Manage multiple teams and operations from a central location - Reminders: Timed notification for any upcoming task, deadline, appointment, or activity - Repair Tracking: Allows service businesses to track ongoing repairs - Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns - Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data - Sales Trend Analysis: Analyze the current state of sales data to accurately understand trends and forecast future sales numbers. - Territory Management: Organize customer data and accounts by user or geography --- Get Advice We can help you find the software with the features you need. ## Pricing Free Trial Basic $15.00 Per User,Per Month Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.