Clientbook

Spec sheet

Product

Clientbook is a digital sales assistant and clienteling platform for retailers, with a focus on luxury retail.Read 12 Oct 2026 · clientbook.com

Platforms

Clientbook supports iPhones, iPads, Android phones, and PC; its help page says the app does not work on Android or Windows tablets.Read 12 Oct 2026 · clientbook.zendesk.com

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.Read 12 Oct 2026 · clientbook.zendesk.com

Support

Clientbook lists support by email and offers chat from a customer account.Read 12 Oct 2026 · clientbook.com

Headquarters

Lehi, Utah, United StatesRead 28 Sep 2026 · clientbook.com

AI features

YesRead 22 Sep 2026 · clientbook.com

AI recommendations

AI Insights suggests clients to contact based on store data and offers suggested messages for occasions and follow-ups.Read 12 Oct 2026 · clientbook.com

Automation

Retailers can automate follow-up reminders, life-event messages, relationship-based outreach, and review requests.Read 12 Oct 2026 · clientbook.com

Client profiles

Client profiles can include birthdays, anniversaries, product preferences, wish lists, purchase history, and tags.Read 12 Oct 2026 · clientbook.com

Free trial

NoRead 22 Sep 2026 · clientbook.com

Integration limit

Data synced and sync timing vary by POS integration, and some integrations may send data one way rather than both ways.Read 12 Oct 2026 · clientbook.zendesk.com

Marketing automation

YesRead 22 Sep 2026 · clientbook.com

Messaging

The platform supports personalized texts, mass messaging, message templates, and website webchat.Read 12 Oct 2026 · clientbook.com

Mobile app

YesRead 22 Sep 2026 · clientbook.com

Pricing

The pricing page directs visitors to contact sales for plans, and the homepage says a demo provides a personalized quote.Read 12 Oct 2026 · clientbook.com

Reporting and team tools

Retailers can build and export reports, set associate goals, monitor sales pipelines, and use leaderboards.Read 12 Oct 2026 · clientbook.com

Target customers

Clientbook describes its software as built for luxury retail and says it helps retail sales associates manage clienteling.Read 12 Oct 2026 · clientbook.com

Visual sales pipeline

YesRead 22 Sep 2026 · clientbook.com

Plans and prices

Every Clientbook plan and price →

Where Specifiction places it

• CRM Software#205 of 2447.4