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Clientbook Reviews & Product Details - Page 2

Clientbook Overview

What is Clientbook?

Clientbook is the digital sales assistant for jewelers and other luxury retailers to make more money. We make your team clienteling rockstars by organizing customer data, automating follow-ups, and leveraging AI to create personalized and timely communications to bring customers back into your store. Nearly a thousand jewelers around the country are achieving more repeat business, building deeper customer relationships, and generating more income by using Clientbook. They love having a virtual sales assistant working nonstop helping sales associates to level up and create more opportunities for a sale.

Clientbook Details
Product Website
Languages Supported
English
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Product Description

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.


Seller Details
Company Website
Year Founded
2017
HQ Location
Lehi, UT
LinkedIn® Page
www.linkedin.com
51 employees on LinkedIn®
Description

Clientbook is the digital sales assistant for jewelers and other luxury retailers to make more money. We make your team clienteling rockstars by organizing customer data, automating follow-ups, and leveraging AI to create personalized and timely communications to bring customers back into your store. Nearly a thousand jewelers around the country are achieving more repeat business, building deeper customer relationships, and generating more income by using Clientbook. They love having a virtual sales assistant working nonstop helping sales associates to level up and create more opportunities for a sale.


Hayley S.
HS
Overview Provided by:

Recent Clientbook Reviews

Verified User
A
Verified UserSmall-Business (50 or fewer emp.)
5.0 out of 5
"Amazing support by the CB staff!"
Megan, Customer Support Manager and the support team from CB have been amazing! As a new sales manager, Megan has built time in her week to guide...
Alex F.
AF
Alex F.Small-Business (50 or fewer emp.)
5.0 out of 5
"Fantastic Program for Reaching Out To My Clients"
Keeping all of my leads organized in one central location. The reminders it gives me to follow up with certain customers based on the time of year,...
LC
Leslie C.Small-Business (50 or fewer emp.)
4.5 out of 5
"Customer facing interactive tool"
The most helpful aspect of Clientbook is being able to have all of our customer data in one place without having to manually add it
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Clientbook Media

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37 Clientbook Reviews

4.4 out of 5
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37 Clientbook Reviews
4.4 out of 5
37 Clientbook Reviews
4.4 out of 5

Clientbook Pros and Cons

How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Cons

Overall Review Sentiment for ClientbookQuestion

Time to Implement
<1 day
>12 months
Return on Investment
<6 months
48+ months
Ease of Setup
0 (Difficult)
10 (Easy)
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LC
Secretary, Sales Associate
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about Clientbook?

The most helpful aspect of Clientbook is being able to have all of our customer data in one place without having to manually add it Review collected by and hosted on G2.com.

What do you dislike about Clientbook?

One opportunity is to pull in comments from social media into Clientbook Review collected by and hosted on G2.com.

What problems is Clientbook solving and how is that benefiting you?

It helps to streamline the communication process, it also automates messaging to promote further interactions, recognizing birthdays, anniversaries, etc. Review collected by and hosted on G2.com.

Response from Gabrielle Smith of Clientbook

Hi, Leslie! Thanks so much for your review - we love to hear that Clientbook is helping you keep all of your data organized and streamline the communication process!

Katherine U.
KU
Sales
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Review source: Organic
What do you like best about Clientbook?

Clientbook is extremely convienent. I have the ability to access customer inquiries at all times from my cellphone. This is great for customers who aren't in the area or are unavailable to come in for an appointment. Clientbook gives interactions a very "texting" feel - which helps clienting feel more intimate and personable. Review collected by and hosted on G2.com.

What do you dislike about Clientbook?

The only thing to dislike about clientbook is that is it not possible to send videos. Sometimes certain stock displays beter via video and it would be helpful to have this as an option. Review collected by and hosted on G2.com.

What problems is Clientbook solving and how is that benefiting you?

I have not experienced issues. The app is compatible with my phone. Review collected by and hosted on G2.com.

Response from Gabrielle Smith of Clientbook

Hi, Katherine! Thanks so much for taking the team to leave us a review. We love to hear that you're enjoying the mobile app with Clientbook and sending messages. Fun fact: Clientbook actually does allow you to send videos in addition to photos! Your Customer Success Manager or anyone on our support team can help you get those going and they'd love to help!

JV
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about Clientbook?

The most helpful thing about clientbook retail is being able to assist your clients on the go. It will remind you to follow up, life events, and gives you amazing tools to sell through text. I love the ability to send a product without having to take a personal picture. The premade templates are also a huge help. Review collected by and hosted on G2.com.

What do you dislike about Clientbook?

I have just recently been having issues with clientbook. We have 2 locations and each time I send a message it says that my customer has contacted the other store even if they aren't allocated to it. I also think AI could use some work because it will give you repeat customers. Review collected by and hosted on G2.com.

What problems is Clientbook solving and how is that benefiting you?

It helps me reach out to customers who are too busy to pick up the phone while assisting them with their purchase. The use of clientbook is a huge help in showing product in the store without having to take a picture myself as well. I know I already mentioned this but I was so excited when I was showed this! Review collected by and hosted on G2.com.

Response from Gabrielle Smith of Clientbook

Hey, Jazmin! What a great five-star review—thank you so much for your kind words! We love to see that you're as pumped as we are about sharing your products with your clients through text. What a great way to sell to your customers who are always out and about! We're also glad to hear that you've started using our newest AI features. We're working to make those better everyday with feedback from users like you, so thanks for the input. We can't wait to see what you do with Clientbook next!

Shelby T.
ST
Sales Associate
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Organic Review from User Profile
(Original )Information
What do you like best about Clientbook?

Easy to communicate with clients and easy to implement/use. Review collected by and hosted on G2.com.

What do you dislike about Clientbook?

Can be hard to locate a chain of messages from time to time, but otherwise, easy to use on all fronts! Review collected by and hosted on G2.com.

What problems is Clientbook solving and how is that benefiting you?

customer communication without handing out personal information and tagging features that allow you to seperate clients and find them based on their needs and past purchases Review collected by and hosted on G2.com.

Response from Gabrielle Smith of Clientbook

Hi, Shelby! We couldn't be happier to hear that Clientbook is solving so many problems for you with customer communication and segmentation. We love having you as a customer!

SV
Sales Associate
Mid-Market(51-1000 emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about Clientbook?

I love that it allows me to take work elsewhere and complete sales without having to be in the store. Review collected by and hosted on G2.com.

What do you dislike about Clientbook?

I wish I gotemail notification when payments are processed. Review collected by and hosted on G2.com.

What problems is Clientbook solving and how is that benefiting you?

Completing sales without having to have the customer come in the store Review collected by and hosted on G2.com.

Response from Gabrielle Smith of Clientbook

Thanks so much for your review, Samira! We love to hear that Clientbook is helping you close deals and get things done outside of the store.

Shelby H.
SH
Sales associate
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Organic
(Original )Information
What do you like best about Clientbook?

Being able to communicate with my customers anytime and anywhere Review collected by and hosted on G2.com.

What do you dislike about Clientbook?

Sometimes it loads a little slow and I have to refresh the app. Review collected by and hosted on G2.com.

What problems is Clientbook solving and how is that benefiting you?

Communication with clients and creating their profiles. Being able to keep track of all communication and client preferences. Review collected by and hosted on G2.com.

Response from Gabrielle Smith of Clientbook

Hey, Shelby! Thanks so much for your kind review. We love to hear that Clientbook has made communicating with your clients easier—that's what we're all about!

Verified User in Luxury Goods & Jewelry
AL
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about Clientbook?

Incredibly easy to use platform, perfectly build for jewelry retailers, great app version...keeps it simple! Review collected by and hosted on G2.com.

What do you dislike about Clientbook?

Unfortunately if you by mistake add a client activity, it seems that you cannot erase it. The platform only comes in one language. Review collected by and hosted on G2.com.

What problems is Clientbook solving and how is that benefiting you?

It is a bit early to tell as we just started using it but the automatic reminders you can set to follow up with clients for certain things, certain life events and that you can add photos of the items, will come in extremely helpful. Review collected by and hosted on G2.com.

Response from Gabrielle Smith of Clientbook

Hi there! Thanks so much for your review. We're thrilled to hear that you've found Clientbook easy to use and are enjoying the automatic reminders. We've gotten feedback on adding a Spanish language version from customers before and think it's a great idea. Thanks again for sharing!

NM
Business Operations Analyst
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Review source: Organic
What do you like best about Clientbook?

A very simple to use client management tool for retail teams and managers.

-On the front end, ease of use

-Intergration to our business model

-Flexability to customize features to our specific needs

-Simplified for backend management and coaching opportunities

-Fantastic customer suppport Review collected by and hosted on G2.com.

What do you dislike about Clientbook?

I have yet to come across anything to dislike about this tool. Review collected by and hosted on G2.com.

What problems is Clientbook solving and how is that benefiting you?

Client follow up and follow through. when utilized fully and frequently we have seen direct increase in conversion rates and increase in positive customer experience. Review collected by and hosted on G2.com.

Response from Gabrielle Smith of Clientbook

Hi, Nare! Thanks so much for your wonderful review. We're thrilled to hear that you've had such a fantastic experience with our customer support and integrations. We look forward to continuing to help your store with client follow-ups and more!

AH
Sales Associate
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about Clientbook?

It allows you to reach out to client's without having to always call them on the phone when they are at work, or may be busy during the day. You can send cad images, photos of product, and get quick answers from your clients! Review collected by and hosted on G2.com.

What do you dislike about Clientbook?

Sometimes I miss messages on my laptop, but using your cell phone is less likely to miss messages from clients. Review collected by and hosted on G2.com.

What problems is Clientbook solving and how is that benefiting you?

It makes it easy to reach so many client's in one message (mass messaging). It's also a quick and less invasive way to communicate with multiple client's at a time. Review collected by and hosted on G2.com.

Response from Gabrielle Smith of Clientbook

Thank you for that five-star review, Ashley! We love hearing that you're making the most of our mass messaging tools and texting your clients. Isn't that a great alternative to calling? We can't wait to see what you do next with Clientbook!

Christie T.
CT
Mid-Market(51-1000 emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about Clientbook?

Being able to track timing of messages, keep in touch and send photos. Review collected by and hosted on G2.com.

What do you dislike about Clientbook?

the send and close feature closes clients when using an I Phone app. There is not a feature to juyst send. Also the connection between our POS register and Clientbook creates an additional enbtry even when all the information matches. They should merge together if phone and address and name are the same. Review collected by and hosted on G2.com.

What problems is Clientbook solving and how is that benefiting you?

Real time conversations with clients and a record of notes. Review collected by and hosted on G2.com.

Response from Gabrielle Smith of Clientbook

Thanks so much for your review! We're thrilled to hear that Clientbook has helped you track your messages and keep in touch with your clients. We're also excited to hear that you've already had a chance to test out our newest "send and close" feature—we're continuing to refine it from feedback from users like you, so we appreciate the feedback!