Clientbook
by Clientbook
Plans
| Plan | Billed and limits | Price |
|---|---|---|
| Signature | Capped monthly messages | On request |
| Elite | Includes Signature features · Smart messaging · Relationship-based automation · Advanced associate permissions | On request |
| Premier | Includes Signature features · More messaging · Advanced customer service | On request |
As clientbook.com lists them, read 22 Sept 2026. The maker's own page has the final word.
Facts from Clientbook's own pages
- AI features
- Yes · clientbook.com, 22 Sept 2026
- AI recommendations
- AI Insights suggests clients to contact based on store data and offers suggested messages for occasions and follow-ups. · clientbook.com, 12 Oct 2026
- Automation
- Retailers can automate follow-up reminders, life-event messages, relationship-based outreach, and review requests. · clientbook.com, 12 Oct 2026
- Client profiles
- Client profiles can include birthdays, anniversaries, product preferences, wish lists, purchase history, and tags. · clientbook.com, 12 Oct 2026
- Free trial
- No · clientbook.com, 22 Sept 2026
- Headquarters
- Lehi, Utah, United States · clientbook.com, 28 Sept 2026
- Integration limit
- Data synced and sync timing vary by POS integration, and some integrations may send data one way rather than both ways. · clientbook.zendesk.com, 12 Oct 2026
- Integrations
- Clientbook integrates with retail point-of-sale systems; its help center lists The Edge, Lightspeed, Shopify, RAIN, Jewel360, Logicmate, KWI, Like Sew, and Music Shop 360 among supported systems. · clientbook.zendesk.com, 12 Oct 2026
- Marketing automation
- Yes · clientbook.com, 22 Sept 2026
- Messaging
- The platform supports personalized texts, mass messaging, message templates, and website webchat. · clientbook.com, 12 Oct 2026
- Mobile app
- Yes · clientbook.com, 22 Sept 2026
- Platforms
- Clientbook supports iPhones, iPads, Android phones, and PC; its help page says the app does not work on Android or Windows tablets. · clientbook.zendesk.com, 12 Oct 2026
- Pricing
- The pricing page directs visitors to contact sales for plans, and the homepage says a demo provides a personalized quote. · clientbook.com, 12 Oct 2026
- Product
- Clientbook is a digital sales assistant and clienteling platform for retailers, with a focus on luxury retail. · clientbook.com, 12 Oct 2026
- Reporting and team tools
- Retailers can build and export reports, set associate goals, monitor sales pipelines, and use leaderboards. · clientbook.com, 12 Oct 2026
- Visual sales pipeline
- Yes · clientbook.com, 22 Sept 2026
- Support
- Clientbook lists support by email and offers chat from a customer account. · clientbook.com, 12 Oct 2026
- Target customers
- Clientbook describes its software as built for luxury retail and says it helps retail sales associates manage clienteling. · clientbook.com, 12 Oct 2026
Where Clientbook stands on Freedom251
- CRM Software#209 of 244