Clientbook
The facts below are what the maker publishes about Clientbook, checked and dated. Our editors have not written about it yet.
Plans and prices
From Clientbook's own pricing page, checked 22 Sep 2026.
| Plan | Price | What it gives you |
|---|---|---|
| Signature | — | Capped monthly messages |
| Elite | — | Includes Signature features · Smart messaging · Relationship-based automation · Advanced associate permissions |
| Premier | — | Includes Signature features · More messaging · Advanced customer service |
The facts
Each one read from Clientbook's own pages, with the date it was checked.
What it does
- AI features
- Yeschecked 22 Sep 2026
- AI recommendations
- AI Insights suggests clients to contact based on store data and offers suggested messages for occasions and follow-ups.checked 12 Oct 2026
- Automation
- Retailers can automate follow-up reminders, life-event messages, relationship-based outreach, and review requests.checked 12 Oct 2026
- Client profiles
- Client profiles can include birthdays, anniversaries, product preferences, wish lists, purchase history, and tags.checked 12 Oct 2026
- Integration limit
- Data synced and sync timing vary by POS integration, and some integrations may send data one way rather than both ways.checked 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.checked 12 Oct 2026
- Marketing automation
- Yeschecked 22 Sep 2026
- Messaging
- The platform supports personalized texts, mass messaging, message templates, and website webchat.checked 12 Oct 2026
- Pricing
- The pricing page directs visitors to contact sales for plans, and the homepage says a demo provides a personalized quote.checked 12 Oct 2026
- Product
- Clientbook is a digital sales assistant and clienteling platform for retailers, with a focus on luxury retail.checked 12 Oct 2026
- Support
- Clientbook lists support by email and offers chat from a customer account.checked 12 Oct 2026
- Target customers
- Clientbook describes its software as built for luxury retail and says it helps retail sales associates manage clienteling.checked 12 Oct 2026
- Visual sales pipeline
- Yeschecked 22 Sep 2026
Money
- Free trial
- Nochecked 22 Sep 2026
The company
- Headquarters
- Lehi, Utah, United Stateschecked 28 Sep 2026
- Reporting and team tools
- Retailers can build and export reports, set associate goals, monitor sales pipelines, and use leaderboards.checked 12 Oct 2026
Where it runs
- Mobile app
- Yeschecked 22 Sep 2026
- Platforms
- Clientbook supports iPhones, iPads, Android phones, and PC; its help page says the app does not work on Android or Windows tablets.checked 12 Oct 2026
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