# Clientbook

Startup profile on Capital Atlas: https://capitalatlas.ai/startups/clientbook

- Industry: Software
- Headquarters: Lehi, US
- Website: www.clientbook.com
- Total disclosed funding: $1.5M
- Latest round: Seed (May 29, 2020)
- Investors on record: 2

## About

Clientbook offers a digital sales assistant application designed specifically for luxury retailers, enhancing both in-store and online customer engagement and retention through innovative technology solutions.Clientbook was founded in 2017 in Lehi, US. The company develops a digital sales assistant to streamline sales processes for luxury retailers. Jason Cox is the founder, while Brandon Wright serves as the CEO. Clientbook raised USD 4.5 mn in its latest funding round on July 8, 2021, led by Aries Capital Partners, with participation from Florida Funders and Kickstart Capital. This funding round brings the total amount raised by the company to USD 4.5 mn.Clientbook specializes in a digital sales assistant application tailored for luxury retailers, designed to enhance sales and customer retention both in-store and online. The core offerings of Clientbook include AI-powered client recommendations, comprehensive sales team management tools, personalized messaging systems, analytics for performance optimization, automated client outreach, and customizable wish lists to facilitate a personalized shopping experience. These products serve a diverse client base comprising luxury retailers, including jewelers and other high-end goods sellers, looking to create a superior customer experience and streamline their sales processes. Clientbook's solutions are marketed primarily in North America, with a focus on upscale retail environments that require sophisticated customer engagement strategies.Clientbook generates revenue through a subscription-based model, providing its digital sales assistant platform to luxury retailers. Clients engage with the platform by subscribing to various pricing plans that offer a range of functionalities tailored to their specific sales needs. Transactions typically involve monthly or annual subscription fees, which grant access to features such as AI recommendations, messaging tools, analytics, and automation capabilities. The client base benefits from these specialized services designed to enhance their sales strategies, ultimately leading to increased client engagement and sales performance.In July 2021, Clientbook raised USD 4.5 mn in venture funding, which will be utilized to enter new verticals and enhance its mobile app and platform with new product features. The company plans to hire additional talent to support these initiatives. Specific target markets for expansion include upscale retail sectors that require advanced customer engagement strategies.

## Funding rounds

- Seed, May 29, 2020, $1.5M — Kickstart, Florida Funders

## Investors

- Kickstart (https://capitalatlas.ai/funds/kickstart) — Seed
- Florida Funders (https://capitalatlas.ai/funds/florida-funders) — Seed