Clientbook
Clientbook is a SaaS retail clienteling platform that helps independent and multi-location high-ticket retailers—primarily jewelers—manage client relationships, personalized messaging, automations, team performance, and appointment booking via a web and mobile app integrated with major jewelry POS systems.
- Company typePrivate
- Founded2018
- HeadquartersLehi, United States
- Headcount51–100
- GTM typeB2B
- OfferingSoftware
What Clientbook does
Clientbook is a SaaS retail clienteling platform headquartered in Lehi, Utah, founded in 2017-2018 by Brandon Wright (formerly of Target and founder of Giftry). The company sells subscription software to independent and multi-location high-ticket retailers, with jewelry as the dominant vertical and fashion, furniture, and music retail as adjacent segments. Its target buyer is the owner of a store with 5-15 sales associates who needs to systematize personalized client relationships, follow-up, and team accountability.
The platform is delivered as a web application and mobile app and is composed of integrated modules: Client Management (profiles, wish lists, transaction history, tags), AI Insights (Smart Assistant with daily recommendations, wording suggestions, and catalog-to-client matching), Messaging (one-to-one and mass text/web chat), Automations (birthday, anniversary, post-purchase, dormant-client, review requests), Teams (associate visibility, goals, leaderboards), Analytics, and Appointments (booking engine with revenue attribution). The company differentiates technically through deep, direct bi-directional integrations with major jewelry POS systems (Lightspeed, The Edge, Jewel360, Shopify POS, RAIN, ASC, LogicMate, MusicShop360), plus a bridge (BIG) for broader connectivity. Pricing is subscription-based, tiered into Signature, Elite, and Premier plans, with monthly billing scaled to store count and associate seats.
The go-to-market is sales-led with a demo-first motion, supported by content marketing (blog, eBooks, customer stories) and SEO. The company reports over 1,000 active retailers. Capital raised to date totals approximately $17.1M across rounds in 2020 ($1.5M, Florida Funders/Kickstart), 2021 ($4.5M strategic led by Aries Capital Partners), and 2023 (~$3.94M and ~$7.19M via SEC Form D exempt offerings). The company has no parent or subsidiary structure and operates in the United States.
Clientbook firmographics
Firmographics- Name
- Clientbook
- Legal name
- Clientbook, Inc.
- Website
- https://clientbook.com
- Company type
- Private
- Founded year
- 2018
- Operating status
- Operating
- Headcount range
- 51–100 employees
- Short description
- Clientbook is a SaaS retail clienteling platform that helps independent and multi-location high-ticket retailers—primarily jewelers—manage client relationships, personalized messaging, automations, team performance, and appointment booking via a web and mobile app integrated with major jewelry POS systems.
- Ownership category
- akta.pro rank
Clientbook industry classification
Industry- Product category
- Retail Clienteling Software
- NAICS
- Software Publishers (513210), Software Publishers (5132)
- SIC
- Services-Prepackaged Software (7372), Retail-Jewelry Stores (5944)
- akta.pro primary industry
- Luxury Retail & Clienteling (Boutiques/Omnichannel) (CRAKAFAM)
- akta.pro secondary industry
- Software/SaaS Subscriptions (Consumer & Prosumer) (CRAFAIAB)
Keywords
Where Clientbook is headquartered
LocationHeadquarters
- HQ city
- Lehi
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Clientbook business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Personnel, Technology or R&D, Marketing or Sales, Operations
Revenue model
- SaaS Subscription: Clientbook operates as a SaaS company offering subscription-based pricing with three tiers (Signature, Elite, Premier). Pricing is based on the number of stores and sales associates using the software, providing tailored quotes to prospective customers.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Monthly | Signature Plan - Core features with message limits and limited associate permissions |
| Subscription | Monthly | Elite Plan - Enhanced messaging and advanced permissions including Appointments feature |
| Subscription | Monthly | Premier Plan - Maximum messaging and advanced customer service features |
Go-to-market motion1 record
Distribution channels2 records
Marketing channels7 records
Clientbook product offering
Product offeringCore offering
Clientbook provides a SaaS retail clienteling platform and mobile app designed for luxury and high-ticket retail sales associates. The platform enables client management, personalized messaging, automated outreach, AI-powered recommendations, team performance tracking, and appointment booking, with native integrations to major jewelry and retail POS systems including Lightspeed, The Edge, Jewel360, Shopify POS, RAIN, ASC, LogicMate, and MusicShop360.
Product overview
Clientbook is a unified SaaS retail clienteling platform and mobile app built for luxury/high-ticket retail. The platform consists of an integrated suite of modules including Client Management (profiles, wish lists, transaction history, tags), AI Insights (AI-powered Smart Assistant with recommendations), Messaging (personalized text and web chat), Automations (birthday/anniversary/review workflows), Teams (management and leaderboards), Analytics (performance attribution), and Appointments (booking engine). Clientbook is offered in three subscription tiers: Signature (base tier with core features), Elite (adds AI-powered Smart Assistant and relationship-based automation), and Premier (adds more messaging and advanced customer service). The platform integrates with major jewelry and retail POS systems including Lightspeed, The Edge, Jewel360, Shopify POS, RAIN, ASC, LogicMate, MusicShop360, and BIG for jewelry POS bridge connectivity.
Differentiator
Problem solved
Functional benefit
Products and services
- Clientbook Platform A unified SaaS retail clienteling platform and mobile app for luxury/high-ticket retail sales associates. Includes client management profiles, AI-powered recommendations, personalized messaging, automated outreach workflows, team management with leaderboards, analytics, and native POS integrations with systems like Lightspeed, The Edge, Jewel360, Shopify POS, RAIN, ASC, LogicMate, and MusicShop360. Delivered via web application and mobile app to retail businesses with subscription-based pricing.
- Appointments Booking Engine A booking engine for independent jewelers that converts digital interest into in-store appointments. Features revenue attribution, automated SMS reminders, associate matching, and POS integrations. Claims a 70-90% conversion rate, roughly three times traditional foot traffic. Available as part of the Clientbook Elite subscription tier.
Quantifiable outcome
- 4x boost in client engagement
- +5 more outcomes
Companies that use Clientbook
Customer profileNamed customers12 records
Segments5 records
Ideal customer profiles2 records
Clientbook technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- Yes
- API docs
- API detail
Core technology
AI maturity
App detail
Integration9 records
AI capability5 records
Feature7 records
Clientbook partnerships and signals
Strategic signalPartnerships
Ten partnerships are on record, tiered core and supporting.
- Jewel360coreCloud-based real-time POS/clienteling integration for jewelry retailers. Provides bi-directional data sync including client records, sales transactions, and product information.
- The EdgecoreFully authorized and direct integration with The Edge POS system for jewelry stores. Enables clienteling features alongside POS operations.
- Logic MatesupportingPartnership to expand Clientbook's platform capabilities through key integration with Logic Mate's technology.
- PunchmarksupportingIntegrated solution for jewelers combining Clientbook's clienteling with Punchmark's platform capabilities.
- LightspeedcoreDirect, bi-directional integration with Lightspeed POS for jewelry retailers. Syncs client records, up to 5 years of sales history, product information, and associate data every 15 minutes. Designed for multi-location jewelry stores.
- Shopify POScoreBi-directional integration with Shopify POS for unified online and in-store clienteling. Syncs client records, sales history, and product data. Enables omnichannel customer relationship management.
- RAIN POSsupportingIntegration partnership for jewelry retail clienteling with RAIN POS system.
- ASC POSsupportingIntegration partnership for established jewelry stores using ASC POS system.
- MusicShop360supportingIntegration for music retail stores using MusicShop360 POS system.
- BIG (Bridge Integration Gateway)supportingIntegration bridge connecting Clientbook to additional jewelry POS systems beyond direct integrations.
Scale indicators4 records
Recent moves6 records
Expansion highlights6 records
Clientbook competitors and assessment
Company assessmentEmerging players
- Postscript: Postscript is an SMS marketing platform built for Shopify retailers, including specialty and DTC brands. It overlaps with Clientbook's Messaging and Automations features and represents an adjacent emerging player in retail customer communication.
- Klaviyo: Klaviyo is a leading SMS and email marketing automation platform for retail and e-commerce with deep Shopify integration. It overlaps with Clientbook's messaging and automation modules and is increasingly used by specialty retailers for personalized outreach.
- Lightspeed Retail: Lightspeed is both a Clientbook integration partner and an adjacent competitor: its cloud POS for retail offers built-in customer profiles and basic clienteling features. Mid-market retailers may substitute Lightspeed native tools for Clientbook over time, making it both a partner and a partial substitute.
Direct peers
- Salesfloor: Salesfloor is a direct competitor offering retail clienteling, clienteling apps, and store associate enablement for specialty and luxury retailers. It targets the same mid-market jewelry and fashion retailer segment with similar mobile-first associate workflows and POS integrations.
- Endear: Endear is a retail clienteling and customer outreach platform built specifically for retail brands, including jewelry and apparel. It overlaps directly on profile management, messaging, and team enablement features for high-touch retail sales associates.
- Stitch (formerly Console): Stitch provides a retail clienteling platform connecting store associates with customer data, messaging, and task management. It serves fashion, jewelry, and specialty retailers with workflows directly comparable to Clientbook's mobile-first sales associate use case.
Broad incumbents
- Salesforce Retail Cloud: Salesforce Retail Cloud is a broad CRM/retail platform that includes clienteling, loyalty, and customer engagement modules. It is a broad incumbent competitor with overlapping clienteling capabilities aimed at larger enterprise retailers, often priced well above Clientbook.
- HubSpot CRM: HubSpot is a broad CRM and marketing automation incumbent used by some retail SMBs as a substitute for dedicated clienteling platforms. It competes from the broader mid-market with free and low-tier CRM tools that cover contact management and basic automation.
- Shopify POS: Shopify POS is a Core/Strategic Tier integration partner for Clientbook and a broader incumbent retail platform. While currently complementary, Shopify could expand native clienteling functionality that overlaps with Clientbook's feature set for Shopify-native retailers.
- Zoho CRM: Zoho CRM is a broad CRM incumbent offering contact management, automation, and pipeline tools that SMB retailers can substitute for dedicated clienteling platforms. It competes from below on price for budget-constrained small retailers.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks6 records
Key highlights7 records
Customer concentration
Clientbook social profiles
Digital presenceClientbook financial estimates
Financial estimateRevenue estimate
Valuation estimate
Clientbook leadership team
Management profileNumber of profiles
Profiles2 records
Clientbook funding detail
Funding detailFunding overview
Funding rounds4 records
Investors3 records
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Clientbook M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Clientbook
What does Clientbook do?
Clientbook provides a SaaS retail clienteling platform and mobile app designed for luxury and high-ticket retail sales associates. The platform enables client management, personalized messaging, automated outreach, AI-powered recommendations, team performance tracking, and appointment booking, with native integrations to major jewelry and retail POS systems including Lightspeed, The Edge, Jewel360, Shopify POS, RAIN, ASC, LogicMate, and MusicShop360.
Is Clientbook a public or private company?
Clientbook is a private company. It is classified as venture growth investor backed and is currently operating.
When was Clientbook founded?
Clientbook was founded in 2018. It employs 51 to 100 people.
Where is Clientbook based?
Clientbook is headquartered in Lehi, United States, in the North America region.
How does Clientbook make money?
One revenue line is on record: saaS Subscription.
Who are Clientbook's main competitors?
Emerging players on record are Postscript, Klaviyo and Lightspeed Retail. Direct peers are Salesfloor, Endear and Stitch (formerly Console). Broad incumbents are Salesforce Retail Cloud, HubSpot CRM, Shopify POS and Zoho CRM.
Does Clientbook have an API?
Yes. Clientbook integrates with Shopify POS using a Store URL and admin API token (starting with shpat_) for bi-directional data sync. The integration syncs client records, up to five years of historical sales, product information and images, and associate data every 15 minutes. Changes made in Clientbook flow back to Shopify POS. Similar API-based integrations exist for other POS systems (Lightspeed, The Edge, Jewel360, RAIN, ASC, LogicMate, MusicShop360) with direct bi-directional connections. Developer documentation is at clientbook.zendesk.com/hc/en-us.
What industry is Clientbook in?
Clientbook's product category is Retail Clienteling Software. Its primary akta.pro industry code is CRAKAFAM, Luxury Retail & Clienteling (Boutiques/Omnichannel), with a secondary code of CRAFAIAB, Software/SaaS Subscriptions (Consumer & Prosumer). Its NAICS code is 513210 and its SIC code is 7372.