ClientBook alternative
Clienteling is the start of the job, not the whole job
ClientBook puts the client book and the texting on the floor. If the repairs, special orders, trade-ins and shipping still live in a spreadsheet next to it, that’s the gap Lychee closes.
Book a DemoClientBook built its name on clienteling and client-to-associate texting for jewelry stores, and shops that adopt it generally do get the client book out of the notebook. Its Concierge service goes further than we do in one direction: it will run the holiday outreach for you, which is a staffing answer we don’t offer.
The question worth asking is what happens to everything else. In most jewelry and watch businesses the clienteling tool sits next to a separate repair system, a spreadsheet for special orders, an email folder for trade-ins, a shipping account, and an invoicing tool — and the client’s history is split across all of them.
Lychee is built as one system for that whole operation. Clienteling is a module, not the product: presentations, interest lists, special orders, repairs, trade-ins, events, shipping and invoicing all write to the same customer timeline, so an associate picking up the phone sees the entire relationship rather than the part that happened to live in the CRM.
ClientBook is a product of its own company; this page is our own account of where Lychee fits. Check it against their site before you decide.
Side by side
The ClientBook column records what ClientBook’s own marketing site documented on 7 September 2026. A dash means we couldn’t find it described there — not that their product can’t do it. Check anything that matters to you with them directly.
| Capability | Lychee | ClientBook |
|---|---|---|
| Client profiles and purchase history | Yes | Yes |
| Two-way client messagingClientBook’s core strength, and where it built its reputation. | Yes | Yes |
| Appointments | Yes | Yes |
| AI assistanceClientBook documents a Smart Assistant with AI recommendations; Lychee has an in-app assistant across the whole CRM plus per-client recommendations. | Yes | Yes |
| Team analytics and automations | Yes | Yes |
| Done-for-you outreach serviceClientBook Concierge runs holiday outreach and follow-up on your behalf. Lychee is software only — we don’t staff your outreach. | No | Yes |
| Wish lists and interest captureBoth capture what a client wants. Lychee adds a queue that allocates incoming stock to the people waiting, in order. | Yes | Yes |
| Allocation queue for scarce references | Yes | Not listed |
| Repairs and service managementIntake to vendor round-trip to pickup, with separate threads to client and watchmaker. | Yes | Not listed |
| Special orders and vendor procurement | Yes | Not listed |
| Trade-in pipeline | Yes | Not listed |
| In-store events and guest listsClientBook markets holiday event outreach through Concierge; Lychee runs the guest list, RSVPs, plus-ones and door check-in itself. | Yes | Partly |
| Shipping, carrier tracking and address validation | Yes | Not listed |
| Invoicing and card payments | Yes | Not listed |
| Native iOS, iPad and Mac appsPlus hardware-secured shared iPad kiosks for the counter. | Yes | Not listed |
| Published per-seat pricingLychee published pricing is $100 per seat per month for the full platform. | Yes | Not listed |
documented · partly, see the note · not documented on www.clientbook.com as of 7 September 2026
Where Lychee is different
After-sales, not just before
Service and repair is the most battle-tested workflow in Lychee — intake to vendor round trip to pickup, with two-way threads to both the client and the watchmaker, payments and printed slips.
End-to-End Repair ManagementDemand you can’t stock yet
Interest in an allocated reference becomes a numbered entry with a lifecycle, and product queues allocate incoming stock to the people waiting — in order, with expiry timers and templated notices.
How allocation worksVendors are in the system too
Special orders are sourced from the brand inside the record: quote, deposit, PO, threaded vendor email with auto-CC lists, and automatic nags for missing prices and slipping ETAs.
Special Orders & Vendor ProcurementIt ships and invoices too
Carrier labels and tracking, insured shipments by item value, and Stripe invoicing are part of the same system rather than a separate stack to reconcile against the client record.
Stripe Invoicing, Multi-AccountGenuinely native apps
Real iOS, iPad and Mac apps with camera scanning, Face ID, push and Calendar sync — plus hardware-secured shared iPad kiosks for the floor.
Native iOS, iPad & Mac AppsYou design the client record
Unlimited custom fields through a visual Customer Card builder — ring size, preferred brands, anniversaries, wishlists — set as required, repeatable or captured at first contact, with no engineering.
Build-Your-Own Customer CardThe capabilities behind it
Product Presentations (Clienteling Sessions)
Record what you showed each client, rate every item, and turn each day’s sessions into scheduled follow-ups.
Learn more Clienteling & CRMThe 360° Customer Timeline
One chronological history per client — every appointment, purchase, message, repair and order, visibility-aware.
Learn more Sales & Order ManagementTrade-In & Consignment Pipeline
Buy pre-owned luxury through a strict pipeline — capture, priced offer with expiry, accept, acquire — fully audited.
Learn more Events & AppointmentsIn-Store Events, Guest Lists & RSVPs
Plan trunk shows and launches with invitations, RSVPs, plus-ones and on-site check-in — logged to the timeline.
Learn more Platform, Security & OnboardingRoles & Fine-Grained Permissions
Group-based permissions across ~18 modules, granular enough to delegate precisely without opening everything.
Learn more Product Catalog & E-commerceTwo-Way Shopify Sync
Continuously mirror Shopify products, customers and orders in real time — with granular control over what syncs.
Learn moreQuestions people ask before switching
- What does Lychee cost?
- $100 per seat per month for the full platform, including clienteling, special orders, repairs, shipping, invoicing, the AI assistant, and native apps.
- Can we bring our existing client book across?
- Yes. Customers, products and existing waiting lists import from CSV or Excel with column mapping, validation and de-duplication, and a dry-run preview before anything is created. Getting the data in is usually the real cost of switching, so it’s built as self-service rather than a services engagement.
- Do we have to replace our POS?
- No. Lychee isn’t a point of sale and doesn’t try to be. It syncs with Shopify and with your POS so sales history lands on the client record, while the register stays where it is.
- We only want the clienteling part. Is the rest in the way?
- Modules are turned on per business. Start with client profiles, presentations and outreach, and activate repairs, special orders or shipping as your store needs them.
Switching from ClientBook?
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