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On the recordRead 12 Oct 202618 facts
Clientbook
Clientbook · Lehi, Utah, United States
Plans and prices
Signature
Priced on request
Capped monthly messages
Read 22 Sep 2026 · clientbook.com
Elite
Priced on request
Includes Signature features · Smart messaging · Relationship-based automation · Advanced associate permissions
Read 22 Sep 2026 · clientbook.com
Premier
Priced on request
Includes Signature features · More messaging · Advanced customer service
Read 22 Sep 2026 · clientbook.com
On the record
- AI features
- Yesclientbook.com · read 22 Sep 2026
- AI recommendations
- AI Insights suggests clients to contact based on store data and offers suggested messages for occasions and follow-ups.clientbook.com · read 12 Oct 2026
- Automation
- Retailers can automate follow-up reminders, life-event messages, relationship-based outreach, and review requests.clientbook.com · read 12 Oct 2026
- Client profiles
- Client profiles can include birthdays, anniversaries, product preferences, wish lists, purchase history, and tags.clientbook.com · read 12 Oct 2026
- Free trial
- Noclientbook.com · read 22 Sep 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 · read 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 · read 12 Oct 2026
- Marketing automation
- Yesclientbook.com · read 22 Sep 2026
- Messaging
- The platform supports personalized texts, mass messaging, message templates, and website webchat.clientbook.com · read 12 Oct 2026
- Mobile app
- Yesclientbook.com · read 22 Sep 2026
- Pricing
- The pricing page directs visitors to contact sales for plans, and the homepage says a demo provides a personalized quote.clientbook.com · read 12 Oct 2026
- Product
- Clientbook is a digital sales assistant and clienteling platform for retailers, with a focus on luxury retail.clientbook.com · read 12 Oct 2026
- Reporting and team tools
- Retailers can build and export reports, set associate goals, monitor sales pipelines, and use leaderboards.clientbook.com · read 12 Oct 2026
- Visual sales pipeline
- Yesclientbook.com · read 22 Sep 2026
- Support
- Clientbook lists support by email and offers chat from a customer account.clientbook.com · read 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 · read 12 Oct 2026
