Clientbook is a clienteling and crm solution built for retail store sales associates. By using Clientbook instead of a physical book of clientele, client tracking and communication is simple and transparent.

Keep track of all customers' follow-ups, message history, special dates, preferences, product likes and notes all in one place. Replace the sales associate's physical client book. The app supports multiple sales associates and store locations.

With a Clientbook subscription, store management gains access to a reporting dashboard that shows the sales team's effectiveness and efficiency.

Some of the key benefits include:

• Centralized client management for the entire sales team. Pick up right where the previous sales associate left off.
• Unified SMS text messaging and email system. Sales associates never have to text a customer from their personal phone using their personal number.
• Transfer clients from one associate to another. In those unfortunate circumstances where an associate leaves your company, transfer the clients they were working with, including their message history, to the another associate.
• Message multiple clients at once. Send the message to a filtered group of your clientele once and have each receive it individually. Get alerted when a customer responds.
• A suite of management tools to give the store management team visibility into overdue follow-ups, engagement rates, customer management, sales team training, and messages sent and received.

Clientbook's features are based on clienteling best practices from some of the top retailers in the industry.

What’s New

Version 1.75

* Client Editing Profile Bug Fixes

Ratings and Reviews

4.0 out of 5
1 Rating

1 Rating

mackf5 ,

Clientbook is great!

Clientbook is very user friendly and easy to use. It’s streamlined how we talk to customers and has helped us build relationships and make incremental sales!

App Privacy

The developer, Clientbook, Inc., indicated that the app's privacy practices may include handling of data as described below. For more information, see the developer's privacy policy.

Data Not Collected

The developer does not collect any data from this app.

Privacy practices may vary, for example, based on the features you use or your age. Learn More


Clientbook, Inc.
37.6 MB

Requires iOS 11.4 or later. Compatible with iPhone, iPad and iPod touch.



Age Rating


  • Family Sharing

    Up to six family members will be able to use this app with Family Sharing enabled.

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