---
description: Review of Clientbook Software: system overview, features, price and cost information. Get free demos and compare to similar programs on Software Advice New Zealand.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png
title: Clientbook | Reviews, Pricing & Demos - SoftwareAdvice NZ
---

Breadcrumb: [Home](/) > [CRM Software](/directory/4153/crm/software) > [Clientbook](/software/462820/Clientbook-App)

# Clientbook

Canonical: https://www.softwareadvice.co.nz/software/462820/Clientbook-App

> Clientbook is a customer relationship management solution designed to help retail businesses manage client interactions and drive repeat sales. It can be deployed as a cloud-based platform, making it accessible from various devices without the need for on-site installation. Core features include client management tools that help sales associates track customer preferences, purchase history, and follow-up tasks, allowing retail teams to build stronger customer relationships. Businesses can use Clientbook to organize client data in one place, send personalized outreach, and monitor sales activity across their team. Small to mid-sized retail businesses, particularly those in specialty retail sectors, can benefit from tools that support clienteling practices, helping staff stay connected with shoppers between visits. Support options for Clientbook users may include email assistance and an online knowledge base to help teams get started and resolve issues.
> 
> Verdict: Rated **4.0/5** by 4 users. Top-rated for **Likelihood to recommend**.

-----

## Quick Stats & Ratings

| Metric | Rating | Detail |
| **Overall** | **4.0/5** | 4 Reviews |
| Ease of Use | 4.3/5 | Based on overall reviews |
| Customer Support | 4.0/5 | Based on overall reviews |
| Value for Money | 3.3/5 | Based on overall reviews |
| Features | 3.8/5 | Based on overall reviews |
| Recommendation percentage | 60% | (6/10 Likelihood to recommend) |

## About the vendor

- **Company**: Clientbook
- **Founded**: 2018

## Commercial Context

- **Starting Price**: US$295.00
- **Pricing model**: Other
- **Target Audience**: 11–50
- **Deployment & Platforms**: Cloud, SaaS, Web-based, Mac (Desktop), Windows (Desktop), Linux (Desktop), Chromebook (Desktop), iPhone (Mobile), iPad (Mobile)
- **Supported Languages**: English
- **Available Countries**: Canada, United States

## Features

- Activity Tracking
- Alerts/Notifications
- Contact Database
- Contact Management
- Email Management
- Email Marketing
- Interaction Tracking
- Internal Chat Integration
- Lead Management
- Lead Qualification
- Marketing Automation
- Mobile Access
- Referral Tracking
- Reminders
- Reporting/Analytics
- Segmentation
- Social Media Integration
- Workflow Management

## Integrations (1 total)

- Edge

## Support Options

- Email/Help Desk
- Phone Support
- Chat

## Category

- [CRM Software](https://www.softwareadvice.co.nz/directory/4153/crm/software)

## Related Categories

- [CRM Software](https://www.softwareadvice.co.nz/directory/4153/crm/software)
- [Customer Data Platforms (CDP)](https://www.softwareadvice.co.nz/directory/4718/customer-data-platform/software)
- [AI Sales Assistant Software](https://www.softwareadvice.co.nz/directory/4614/ai-sales-assistant/software)
- [Personalization Software](https://www.softwareadvice.co.nz/directory/4276/personalization/software)
- [SMS Marketing Software](https://www.softwareadvice.co.nz/directory/4532/sms-marketing/software)

## Alternatives

1. [monday AI Work Platform](https://www.softwareadvice.co.nz/software/131008/monday-com) — 4.6/5 (6121 reviews)
2. [Brevo](https://www.softwareadvice.co.nz/software/18887/brevo) — 4.6/5 (3523 reviews)
3. [Bitrix24](https://www.softwareadvice.co.nz/software/128326/bitrix24) — 4.2/5 (1005 reviews)
4. [Any.do](https://www.softwareadvice.co.nz/software/77796/any-do) — 4.7/5 (1124 reviews)
5. [Odoo](https://www.softwareadvice.co.nz/software/77019/odoo-pos) — 4.2/5 (1334 reviews)

## Reviews

### "Client book" — 4.0/5

> **Verified Reviewer** | *11 August 2019* | Consumer Goods | Recommendation rating: 7.0/10
> 
> **Pros**: Great tool for keeping track of clients info and details. Easy to use and lookup
> 
> **Cons**: It could have other features to help categorize clients listed

-----

### "Clientbook CRM Manager" — 4.0/5

> **Kate** | *15 May 2024* | Retail | Recommendation rating: 4.0/10
> 
> **Pros**: I love the automations and how easy it is to get started and synced with your website.
> 
> **Cons**: The customer service is iffy. You rarely will have your issue fixed same day, if ever. They continue to add features haphazardly while they should fix the issues we currently need fixed.

-----

### "Getting better, but still a work in progress" — 3.0/5

> **Brenda** | *17 July 2023* | Luxury Goods & Jewelry | Recommendation rating: 3.0/10
> 
> **Pros**: integration with our POS system, messaging customers
> 
> **Cons**: Can't see Google or Facebook reviews which are very important to us
> 
> some stuff is great, but not really user friendly, but the customer support is great

-----

### "Clientbook is a great tool to stay connected and generate leads with customers" — 5.0/5

> **beau** | *25 November 2022* | Retail | Recommendation rating: 10.0/10
> 
> **Pros**: We love the ability to set reminders to make sure we reach out to clients on important dates.
> 
> **Cons**: It does take time to integrate with our Point of Sale system.  But once it is done it is worth the time spent.
> 
> Clientbook is a great tool and platform to use and the customer service from their team is top notch.

## Links

- [View on SoftwareAdvice](https://www.softwareadvice.co.nz/software/462820/Clientbook-App)

## This page is available in the following languages

| Locale | URL |
| en | <https://www.softwareadvice.com/product/462820-Clientbook-App/> |
| en-AU | <https://www.softwareadvice.com.au/software/462820/Clientbook-App> |
| en-GB | <https://www.softwareadvice.co.uk/software/462820/Clientbook-App> |
| en-IE | <https://www.softwareadvice.ie/software/462820/Clientbook-App> |
| en-NZ | <https://www.softwareadvice.co.nz/software/462820/Clientbook-App> |

-----

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