# Clientbook Software Pricing, Alternatives & More 2026 | Capterra > With the help of Capterra, learn about Clientbook Software - reviews, pricing plans, popular comparisons to other CRM products and more. Source: https://www.capterra.com/p/183321/Clientbook-App --- # Clientbook Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on March 13, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. Independent research methodology Capterra’s researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology. [Learn more](https://www.capterra.com/resources/proprietary-data-research/) How Capterra verifies reviews Capterra carefully verified over 2.5 million+ reviews to bring you authentic software experiences from real users. Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI. [Learn more](https://www.capterra.com/resources/how-we-verify-reviews/) How Capterra ensures transparency Capterra lists all providers across its website—not just those that pay us—so that users can make informed purchase decisions. Capterra is free for users. Software providers pay us for sponsored profiles to receive web traffic and sales opportunities. Sponsored profiles include a link-out icon that takes users to the provider’s website. [Learn more](https://www.capterra.com/resources/how-we-ensure-transparency/) [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) Clientbook ## What is Clientbook? Clientbook is a desktop and mobile app that makes client management easy for thousands of retailers nationwide through our AI-powered features. Clientbook includes all of the features you’d expect from a top CRM, including messaging, client management, automated reminders, and review requests—but with the added benefit of an AI assistant built to simplify the sales process. With Clientbook’s Smart Assistant, retail sales associates will receive daily suggestions informing them which clients are most ready to buy. By combining in-store data with AI, retailers can create powerful and personalized marketing campaigns at the touch of a button. ## What is Clientbook used for? [CRM](https://www.capterra.com/customer-relationship-management-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 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://digitalmarkets.gartner.com/get-listed/claim-bx?url=https://clientbookretail.com&name=Clientbook) ## 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. [4.5 (4,453)](https://www.capterra.com/p/152373/HubSpot-CRM/reviews/) Starting Price $295 Other, Per Month Starting Price $20 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.3 (4) Ease Of Use 4.4 (4,354) Value For Money 3.3 (3) Value For Money 4.3 (3,489) Customer Service 4.0 (3) Customer Service 4.4 (3,497) ## Clientbook alternatives [4.4 (18,768)](https://www.capterra.com/p/61368/Salesforce/reviews/) Starting price $25.00 Per User, Per Month [4.3 (6,964)](https://www.capterra.com/p/155928/Zoho-CRM/reviews/) Starting price $14.00 Per User, Per Month [4.7 (725)](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/reviews/) Starting price $7.00 Per User, Per Month Highest Rated [4.7 (907)](https://www.capterra.com/p/178819/EngageBay-Marketing/reviews/) Starting price $14.99 Per User, Per Month [View all alternatives](https://www.capterra.com/p/183321/Clientbook-App/alternatives/) ## Features Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically. 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 Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Clientbook 14 features Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Manage, organize, and store contact information Manage, store and organize emails within the system or via third-party apps Create and send email blasts/campaigns Track interaction history by documenting conversations for contacts Store information about leads or contacts and track, manage and nurture them throughout the sales process Score a lead on their quality or likelihood to buy based on certain behaviors Automate workflows and trigger campaigns based on customer actions Access software remotely via mobile devices Log and store the source of contacts/leads Timed notification for any upcoming task, deadline, appointment, or activity View and track pertinent metrics to find patterns and gain insights from data Group leads or contacts based on their specific characteristics 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) 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 [ The EDGE](https://www.capterra.com/p/8668/The-EDGE/)[ Rain POS](https://www.capterra.com/p/140893/Rain-Point-of-Sale/) 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. AU 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. Independent research methodology Capterra's researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology. [Learn more](https://www.capterra.com/resources/proprietary-data-research/) How Capterra verifies reviews Capterra carefully verified over 2.5 million+ reviews to bring you authentic software experiences from real users. Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI. [Learn more](https://www.capterra.com/resources/how-we-verify-reviews/) How Capterra ensures transparency Capterra lists all providers across its website—not just those that pay us—so that users can make informed purchase decisions. Capterra is free for users. Software providers pay us for sponsored profiles to receive web traffic and sales opportunities. Sponsored profiles include a link-out icon that takes users to the provider's website. [Learn more](https://www.capterra.com/resources/how-we-ensure-transparency/)