--- title: "Clientbook Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Clientbook Software - reviews, pricing plans, popular comparisons to other Customer Data Platform products and more." source_url: "https://www.capterra.com/p/183321/Clientbook-App/" page_type: "product" language: "en" --- # Clientbook Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on September 4, 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)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) Clientbook ## What is Clientbook? Clientbook is a client management platform designed to help retail businesses build and maintain customer relationships. It gives sales associates and store managers tools to track client information, log interactions, and follow up with customers over time. Businesses use Clientbook to organize customer profiles, record purchase history, and send personalized outreach to drive repeat visits and sales. It is built for use on the sales floor, making it accessible for frontline retail staff. Core features include client profiles, messaging tools, task reminders, and reporting on associate activity. The platform helps teams stay organized and consistent in how they communicate with customers. Clientbook is best suited for small to midsize retail businesses, particularly in specialty retail sectors such as jewelry, furniture, and apparel, where relationship-based selling is a key part of the customer experience. ## What is Clientbook used for? [CRM](https://www.capterra.com/customer-relationship-management-software/)[Customer Data Platform](https://www.capterra.com/customer-data-platform-software/)[SMS Marketing](https://www.capterra.com/sms-marketing-software/) Top alternative Featured Overall rating Based on 4 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price $295 Other, Per Month Free trial not 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... Do you work for Clientbook?[Manage this product listing](https://www.g2.com/products/clientbook/claim_requests/new?auto=true) ## Clientbook Overview Updated September 2026 AI summary Clientbook provides small businesses with CRM and sales tools focused on managing customer relationships, tracking interactions, and segmenting contacts. It supports lead management, workflow automation, and marketing campaigns, including SMS and email outreach. With mobile and web-based access across multiple platforms, Clientbook offers alerts, reminders, and analytics to help teams personalize communication and monitor retail performance. ## 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. ### Clientbook 4.0 (4) VS. [4.6 (6,117)](https://www.capterra.com/p/147657/monday-com/reviews/) Starting Price $295 Other, Per Month Starting Price $9 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.3 (4) Ease Of Use 4.5 (6,068) Value For Money 3.3 (3) Value For Money 4.3 (4,685) Customer Service 4.0 (3) Customer Service 4.4 (4,478) ## Clientbook alternatives Highest Rated [4.8 (6)](https://www.capterra.com/p/10018704/TaskSuite/#reviews) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 100% of reviewers rated it above 4 stars [4.6 (1,486)](https://www.capterra.com/p/127994/Jobber/reviews/) Starting price $39.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 93% of reviewers rated it above 4 stars [4.3 (717)](https://www.capterra.com/p/76/Intacct/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 86% of reviewers rated it above 4 stars [4.7 (1,747)](https://www.capterra.com/p/105428/Clio/reviews/) Starting price $49.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 94% of reviewers rated it above 4 stars [View all alternatives](https://www.capterra.com/p/183321/Clientbook-App/alternatives/) ## FAQs about Clientbook Overview ### What company size and specific industries is Clientbook built for? Clientbook is designed for small to midsize retail businesses, especially those in specialty sectors such as jewelry, furniture, and apparel. It is built for companies that need a solution suited to retail operations rather than broader general-purpose use. Features and Usability ### What are the key features of Clientbook? Clientbook offers contact management and a contact database, plus lead management, lead qualification, and referral tracking. It also includes activity tracking, interaction tracking, alerts/notifications, reminders, and a calendar/reminder system. For outreach and analysis, Clientbook includes email management, email marketing, segmentation, workflow management, reporting/analytics, and mobile access. Pricing ### How much does it cost and what fees or limitations are included? Clientbook starts at $295/month for the Signature plan, which includes automations, customer data collection, mass messages, payments, reviews, and webchat. The Premium plan is also $295/month and adds AI Smart Assistant, advanced associate permissions, customizable kiosk mode, relationship-based automation, smart messaging, and 5,000 mass messages per month. Integrations ### Which third-party tools and platforms does Clientbook integrate with? Clientbook integrates with The EDGE for customer data and customer information syncing. The official catalog also lists Edge, indicating a direct connection for businesses that need linked customer records between systems. These integrations support data exchange without double entry and cover the core platform connection available for Clientbook. Answer based on 2 reviews Getting Started and Support ### What training and onboarding options does Clientbook offer? Clientbook provides live online sessions, webinars, and documentation to help teams get started. Live online sessions support guided setup and training with an instructor, webinars cover product topics in a group format, and documentation offers written reference material for self-paced learning and review. Getting Started and Support ### What customer support options does Clientbook offer? Clientbook provides Email/Help Desk, Phone Support, and Chat for customer assistance. No reviewer feedback about support experience is available, so there is no evidence to describe response speed, helpfulness, or common issues with these channels. ## Features AI summary Based on 14,838 Customer Data Platform reviews Capterra reviewers point to the following as the CRM features buyers care about most: - **Data Security** (**51%** of reviewers rated this feature as critical) - **Customer Database** (**52%**) - **Real-Time Data** (**56%**) Clientbook includes other CRM capabilities that reviewers also value, such as **Contact Database** (**47%**) and **Contact Management** (**44%**). Together, these features give teams a central place to store customer details, track interactions, and keep contact records organized, helping businesses build stronger relationships and respond to customers more efficiently. Email Management 5.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Manage, store and organize emails within the system or via third-party apps Email Marketing 5.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Create and send email blasts/campaigns Interaction Tracking 5.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Track interaction history by documenting conversations for contacts Mobile Access 5.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Access software remotely via mobile devices Reporting/Analytics 1.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important View and track pertinent metrics to find patterns and gain insights from data Activity Tracking Track and document all activities across devices, networks, and other systems Clientbook 18 features ### All Features - Activity Tracking: Track and document all activities across devices, networks, and other systems - Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges - Contact Database: Centralized database of stakeholders and their contact information such as names, address, phone number etc. - Contact Management: Manage, organize, and store contact information - Email Management: Manage, store and organize emails within the system or via third-party apps - 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 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 - Marketing Automation: Automate workflows and trigger campaigns based on customer actions - Mobile Access: Access software remotely via mobile devices - Referral Tracking: Log and store the source of contacts/leads - Reminders: Timed notification for any upcoming task, deadline, appointment, or activity - Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data - Segmentation: Group leads or contacts based on their specific characteristics - Social Media Integration: Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc. - Workflow Management: Create, design and manage workflows for repetitive tasks --- Get Advice We can help you find the software with the features you need. Features 3.8 (4) 3.8 Based on 4 reviews ## Pricing Value for money 3.3 (3) [View pricing plan details](https://www.capterra.com/p/183321/Clientbook-App/pricing/) Signature $295.00 Other,Per Month It includes: - Automations - Easy Customer Data Collection - Webchat - Reviews - Payments - Mass Messages Elite $295.00 It includes: - 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 $295.00 Other,Per Month It includes: - Automations - Easy Customer Data Collection - Webchat - Reviews - Payments - Smart Messaging - Mass Messages - Relationship-Based Automation - Advanced Associate Permissions - Customizable Kiosk Mode - AI Smart Assistant Value for money 3.3 (3) 3.3 Based on 3 reviews ## Integrations [ Edge](https://www.capterra.com/p/229768/EyeRate/) 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 Customer Service 4.0 (3) 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 Customer Service 4.0 (3) 4.0 Based on 3 reviews ## User reviews Overall rating 4.0 Based on 4 reviews Filter by rating 5(1) 4(2) 3(1) 2(0) 1(0) Mentioned topic Sorted by most recent KH Kate H. Marketing Manager Retail ### "Clientbook CRM Manager" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 2.0 2.0 Customer Service 2.0 2.0 Likelihood to Recommend 4/10 May 15, 2024 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. Switched from [Podium](https://www.capterra.com/p/164285/Podium/) Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Response from Vendor May 17, 2024 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. BS Brenda S. Controller/HR Administrator Luxury Goods & Jewelry ### "Getting better, but still a work in progress" 3.0 Overall Rating 3.0 3.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 3/10 July 17, 2023 some stuff is great, but not really user friendly, but the customer support is great 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 Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Response from Vendor May 1, 2024 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. BB beau B. Manager Retail ### "Clientbook is a great tool to stay connected and generate leads with customers" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 November 25, 2022 Clientbook is a great tool and platform to use and the customer service from their team is top notch. 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. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. AN Anonymous User Customer service Consumer Goods ### "Client book " 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 0.0 0.0 Likelihood to Recommend 7/10 August 11, 2019 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 Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. ## 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.