Clientbook provides a mobile clienteling platform and app designed for high-ticket retail sales associates, enabling them to manage and deepen customer relationships. The system gives retailers visibility and control over the customer experience, driving more store visits, improved sales conversion rates, and higher average dollar sales. It drives relationship building by keeping track of details in a client’s life so sales associates can focus on the relationship and give guidance. Led by Brandon Wright, the company plans to use the new funding to expand the team, enter new verticals and add product features to the mobile app and platform. The funding round follows the company’s triple-digit year-over-year growth. The company is based in Lehi, Utah.

Total raised

$5M

Funding rounds

1

Latest round

Equity

Latest activity

Jul 2021