# Clientbook Retail — clienteling, messaging, crm

> Retail clienteling and CRM for sales associates and store management. (iPhone/iPad app by Clientbook, Inc..)

- Source: https://appshunter.io/ios/app/clientbook-retail/id1281122333 (this page in markdown: same URL + `.md`)
- Developer: [Clientbook, Inc.](https://appshunter.io/developer/944005341)
- Category: Business, Productivity
- Price: Free
- Rating: 4.70/5 from 1,172 App Store ratings · 27 written reviews indexed
- Age rating: 4+
- Requires: iOS 15.0 · 50 MB
- Languages: American English
- Released: 2018-06-21
- Data updated: 2026-08-25
- Monetization: subscription
- User reviews in markdown: https://appshunter.io/ios/app/clientbook-retail/id1281122333/reviews.md

## What is Clientbook Retail?

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.

## Key features

- Centralized client management
- Unified SMS and email messaging
- Customer data tracking (follow-ups, history, preferences)
- Client transfer between associates
- Bulk messaging with individual delivery
- Management reporting dashboard

## What do users think of Clientbook Retail?

Overall sentiment: mixed

**Pros**

- 👍 Great app
- 💡 Helps grow business
- 👍 Effective communication with customers
- 👍 Intuitive and user-friendly
- 👍 Improved client relations

**Cons**

- 🐛 Buggy and glitchy
- 🐛 Compatibility issues with Android devices
- 🐛 Frequent crashes and performance problems
- 🐛 Formatting and text box issues
- 🐛 Deleted client lists

**Commonly reported bugs**

- Frequent crashes and freezes
- Compatibility issues with Android devices
- Formatting and text box problems
- Deleted client lists

**Most requested features**

- Dark mode option
- Improved messaging and image sharing features
- Better compatibility with non-Apple devices

## Recent user reviews (10 of 27)

All indexed reviews: https://appshunter.io/ios/app/clientbook-retail/id1281122333/reviews.md

### 1/5 — Integrated problem

*2026-01-31, version 2.91*

We’ve been with Clientbook for about 2 years now. In the beginning it was bad, nothing worked as functioned. As a startup you expect these things, but years later we still have many of the same issues. It still does not work at all on android devices and limits a lot of basic functionalities you’d expect in 2026.

### 5/5 — Here Now

*2025-03-28, version 2.55*

Da’Best!!!

### 1/5 — Atrocious CRM

*2024-11-19*

Absolutely abysmal piece of software. I am plagued with glitches that range from minor annoyance (formatting issues when copy pasting/unable to see text box when trying to type) to absolutely soul crushing (it has deleted MY ENTIRE CLIENT LIST 3 times now). 

Our entire office experiences this and we are all extremely unhappy with this program.

### 1/5 — Very buggy app

*2024-05-30*

App continues to have bugs, coworkers and I have to frequently delete and reinstall app to get it to work. 
Messaging feature works when it wants to. 
The web based version of Clientbook is great, but their app is terrible. 
Fill out a help ticket, get asked a million questions send them screenshots and continue to have issues. 
It is extremely frustrating dealing with luxury goods/clients and having the same issues over and over again. A fifth grader could build a better app with less bugs.

### 3/5 — Not friends lately

*2023-04-20*

We have been having some progressing issues with the application including compatibility with other mobile devices that are not apple products - 2 sales associates have Galaxy phones and the service has diminished since the update. Sometimes it seems near possible to send images to customers for merchandise and products they are inquiring about as well as just getting reminder messages to customers that their jobs are complete

### 5/5 — Anna Barnett - Barnett Jewelers

*2023-03-25*

Clientbook has proven to be essential in our growing business. It provides us with a quick way to clientele and communicate with our customers and is increasing our reviews significantly. I’m so glad I decided to get Clientbook!

### 4/5 — Prepeual

*2022-07-04, version 1.129*

Great tool

### 2/5 — New update issue

*2022-04-25*

App was slow. After this most recent update the app won’t even open. Evey time I try it crashes

### 1/5 — Not worth it

*2022-03-12, version 1.120*

Too many issuies often

### 1/5 — Poor App

*2022-03-09*

The app design is ok, although there’s definitely a lot that could be improved as far as layout and design. Where the app really has issues is performance. This app consistently glitches and bugs out every single time I use it. It always has issues with loading all store messages sometimes glitching out and only showing messages starting 2-3 weeks back. Not uncommon for a single conversation to have issues loading. Also lots of bugs sending messages where they take forever to show on our end after sending. Considering this is supposed to be an app based company I’ve so far been very disappointed with Clientbook. Don’t even get me started on their browser version. It’s only worse. Lots of potential but poor performance.

## Frequently asked questions about Clientbook Retail

### What does Clientbook Retail do?

Clientbook Retail is a clienteling and CRM solution designed for retail sales associates. It helps manage customer relationships by centralizing customer information, tracking follow-ups, and providing a unified messaging system. This replaces the need for physical client books and streamlines communication.

### What are the key features of Clientbook Retail?

Key features include centralized client management for the entire sales team, a unified SMS and email messaging system, the ability to transfer clients between associates, message multiple clients at once, and a management dashboard with reporting tools for store management.

### How much does Clientbook Retail cost?

The application operates on a subscription model. Store management gains access to the reporting dashboard with a Clientbook subscription.

### Is Clientbook Retail compatible with multiple store locations and associates?

Yes, the app supports multiple sales associates and store locations. This allows for seamless collaboration and ensures that client information is accessible and up-to-date across the entire sales team and different branches.

### How does Clientbook Retail help with customer communication?

It provides a unified SMS text messaging and email system, preventing sales associates from using personal phones and numbers. It also allows for messaging multiple clients at once, with individual delivery, and alerts users when a customer responds, facilitating efficient and professional customer engagement.

## Version history (last 5 releases)

### 3.14 — 2026-08-11

* minor bug fixes

### 3.13 — 2026-08-03

* minor bug fixes

### 3.12 — 2026-07-08

* minor bug fixes

### 3.11 — 2026-06-29

* minor bug fixes

### 3.10 — 2026-06-19

* minor bug fixes

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*Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-08-25.*