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Clientbook works with the POS system you already use. Whether you’re on The Edge, Shopify, Lightspeed, or one of 100+ other platforms, you don’t have to rip and replace anything to start clienteling.
This page shows you exactly which systems connect to Clientbook, how those connections work, and what that means for your store.
What Is a POS Integration and Why Does It Matter for Clienteling?
A POS integration means your point-of-sale data flows into Clientbook automatically. Purchase history, contact information, transaction details: they all sync into your client profiles without manual entry.
That matters because clienteling lives and dies on data quality. If your associates have to manually log every sale, they won’t do it consistently. If purchase history is buried in your POS and invisible in Clientbook, your team is flying blind on follow-up.
When your POS talks to Clientbook, your team sees the full picture: what a client bought, when they bought it, and exactly what to say when they reach out next.
Clientbook + The Edge: Built for Jewelry Retailers
The Edge (also called Retail Edge) is one of the most widely used POS systems in independent jewelry retail, and Clientbook’s integration with it is one of our deepest.
Purchase history, client records, and transaction data sync directly into Clientbook. Associates see complete client profiles (ring sizes, past purchases, metal preferences) without ever leaving the app. And every sale tied to a Clientbook interaction gets attributed automatically, so managers can see what’s actually driving revenue.
If your store is on The Edge and you’re not using Clientbook, you’re leaving a significant amount of follow-up potential on the table.
Clientbook + Shopify POS
Shopify is increasingly common among independent jewelers, especially those running hybrid online and in-store operations. Clientbook’s direct Shopify integration means your in-store and online purchase data flows into one unified client profile.
That’s important for clienteling: when a customer buys online and then walks into your store, your associate can see the full relationship history and not just what happened at the register in front of them.
Clientbook + Lightspeed
Lightspeed is a popular choice for multi-location retailers and stores that want robust inventory management alongside their POS. Clientbook’s direct integration with Lightspeed (including Lightspeed R and Lightspeed X) keeps client data synchronized so your team can focus on relationships, not data entry.
Clientbook + Jewel360 and RAIN
Jewel360 and RAIN operate on the same platform. Clientbook’s direct integration with this system is a strong fit for jewelers who want automated follow-up and clienteling built on top of a jewelry-specific POS.
Clientbook + LogicMate and MusicShop360
LogicMate has a direct bidirectional integration with Clientbook. If your store runs on this platform, setup is straightforward and your data connection will be full-fidelity from the start.
The Full List: Every POS Clientbook Supports
If your POS isn’t in the bidirectional list above, there’s a good chance it’s supported through BIG. Here’s the comprehensive list of systems Clientbook can connect with:
Direct Bidirectional Integrations
The Edge, Shopify POS, Jewel360, RAIN, Lightspeed, Lightspeed R, Lightspeed X, LogicMate, MusicShop360
Available Through BIG Integration
ACCEO Smart Vendor, Ace, Adaptive, AIMS, Amber, ARMS, Artisan, ASC, Bravo, BridalLive, Business Mind, Chaindrive, Clarity, Clover, Counterpoint, Crystal, DCI, Diamond Counter, Diaspark, Easy Pro, Epass, ERP, Executive, EZ Process, FileMaker, Flawless, Gemini, Gem of the Net, Genesis, Gers, Guild Jeweler, Heartland, HubSpot, IMC, Incom, JCS, Jewel2000, Jewel Master, Jewel Mate, JewelMate, JM20, JM2000, JM9, KWI, Luxe, Mi9, Myriad, NetSuite, Newstore, Oracle, PC America, PROFIT Systems, Profit System Logic Mate, QuickBooks, QuickBooks POS, Renaissance, Repair Shopper, Retail Pro, Retail Profit Systems, RETAIL Vantage, RunIt, Salesforce, ShopKeep by Lightspeed, Shopkeeper, SMRT Systems, SmythRetail, SoftGem, Square, SwipeSimple, Teamwork, Tritech, Verifone, White Diamond, WinCDS, Windward, WinJewel, Winstore, Wix, WJewel, Zoho, Jewelry Master, SAP, Prism, RTI, and more.
If you don’t see your system on this list, contact us. We’re constantly adding new integrations, and our team can confirm compatibility before you commit.
What Happens After Your POS Connects to Clientbook?
Once your POS data is flowing into Clientbook, here’s what changes for your store:
Associates see complete client histories. Every purchase, every visit, every note: all in one profile. No more digging through POS reports to prep for a follow-up call.
Automations fire based on real purchase data. Post-purchase thank-yous, anniversary reminders, clean-and-check prompts: these trigger automatically based on what your POS reports back to Clientbook.
Sales get attributed accurately. When an associate texts a client and that client comes in and buys, that sale ties back to the outreach. Managers can see what activity is actually driving revenue, not just foot traffic.
Client data stays with the store. Even when an associate leaves, the full relationship history stays in Clientbook. One click to reassign: nothing lost.
Clientbook Works Best When Your POS Doesn’t Do Everything
A lot of POS vendors are adding CRM-like features and pitching “all-in-one” as a reason not to add Clientbook. It sounds efficient. In practice, it rarely is.
Building a great POS is hard. Building a great clienteling system is also hard. Doing both exceptionally well at the same time is almost impossible. That’s why Crystal, one of the leading jewelry POS vendors, chose to partner with Clientbook rather than build their own clienteling layer. Their words: building a POS is hard enough.
Clientbook is not a feature inside your POS. It’s a separate, dedicated clienteling operating system that connects to your POS. The distinction matters. Your POS tracks inventory and transactions. Clientbook tracks relationships and drives revenue from them.
Ready to See How It Works With Your System?
If you’re evaluating POS systems and want to know what clienteling looks like alongside your shortlist, we can walk you through it. If you’re already on one of the systems above and want to see what a connected Clientbook setup looks like in practice, that’s a 30-minute conversation.
Book a demo at clientbook.com/demo and tell us what POS you’re on. We’ll show you the integration in action and what your data would look like in Clientbook from day one.
Related reading:
Stop Missing Sales: Introducing Clientbook Appointments
Is Your Follow-Up Falling Flat? Here’s How to Automate It the Right Way
The Best Podium Alternative for Jewelry Stores That Actually Does More
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