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Clientbook

4.5(44 reviews)

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.

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G2 Rating

4.5/ 5.0
44 reviews

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AI Analysis by G2· May 2025

ClientBook is a tool that provides insights about customer behavior to help retailers make informed decisions on marketing and inventory and build customer relationships through personalized communication and tracking purchase history.

Pros

  • Reviewers like the convenience of ClientBook, its ability to organize leads, the ease of communication it provides, its helpful customer support, and its feature of keeping all customer data in one place.

Cons

  • Reviewers experienced issues such as difficulty in filtering and targeting the right client group, inability to send videos, cumbersome client assignments, occasional glitches in the mobile app, disorganization in the inbox, and lack of integration with social media comments.

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