Insights

Expansion Opportunity Clientbook has recently launched an Event Management module and is actively expanding its product capabilities for in-store experiences. This presents a sales opportunity to upsell complementary functionalities, integrations, or premium support to jewelers looking to optimize events and customer engagement.

Executive Growth Recent additions to the executive team indicate a growth trajectory and intent to scale. Proactively engaging with C-suite and decision-makers can open conversations around strategic partnerships, larger deployments, or enterprise-grade features.

Strategic Partnerships A history of integrations with Jewel360, Logic Mate International, and other partners signals openness to ecosystem alliances. There is potential to pitch joint solutions or co-marketing opportunities with affiliated POS and retail tech providers to accelerate adoption.

Jewelry Market Focus Targeting independent jewelers and luxury retailers is core to Clientbook. This focus suggests a fit for consultants who specialize in high-end clienteling, CRM optimization, and data-driven follow-ups to increase repeat business and revenue per store.

Funding & Growth With multi-million revenue and notable funding, Clientbook is in a capital-available phase that may support larger pilot programs, expansion into new regions, or enhanced analytics and AI-driven features attractive to investors and customers alike.

Similar companies to Clientbook

Clientbook Tech Stack

Clientbook uses 8 technology products and services including HubSpot Analytics, iCIMS, Amazon Web Services, and more. Explore Clientbook's tech stack below.

Media & News

Clientbook's Email Address Formats

Clientbook uses at least 6 email formats:
Clientbook Email FormatsExamplePercentage
Last@clientbookretail.comDoe@clientbookretail.com
73%
FirstL@clientbookretail.comJohnD@clientbookretail.com
27%
FLast@clientbook.comJDoe@clientbook.com
63%
FirstL@clientbook.comJohnD@clientbook.com
16%
Last@clientbook.comDoe@clientbook.com
10%
First.Last@clientbook.comJohn.Doe@clientbook.com
11%

Frequently Asked Questions

What is Clientbook's official website and social media links?

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Clientbook's official website is clientbook.com and has social profiles on LinkedIn and Crunchbase.

How much revenue does Clientbook generate?

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As of August 2026, Clientbook's annual revenue is estimated to be $10M - $25M.

What is Clientbook's NAICS code?

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Clientbook's NAICS code is 5112 - Software Publishers.

How many employees does Clientbook have currently?

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As of August 2026, Clientbook has approximately 21 employees across 3 continents, including North America, Asia and Europe. Key team members include Chief Executive Officer: G. G. C., Vp Of Product: T. E. and Vice President Of Customer Experience: W. R. Explore Clientbook's employee directory with LeadIQ.

What industry does Clientbook belong to?

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Clientbook operates in the Software Development industry.

What technology does Clientbook use?

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Clientbook's tech stack includes HubSpot Analytics, iCIMS, Amazon Web Services, Zendesk, Drift, Notion, Slack and Vimeo.

What is Clientbook's email format?

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Clientbook's email format typically follows the pattern of Last@clientbookretail.com. Find more Clientbook email formats with LeadIQ.

How much funding has Clientbook raised to date?

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As of August 2026, Clientbook has raised $17M in funding. The last funding round occurred on Jul 28, 2023 for $7.2M.

When was Clientbook founded?

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Clientbook was founded in 2017.
Clientbook logo

Clientbook

Software DevelopmentUtah, United States11-50 Employees

Clientbook is a software development company based in Lehi, Utah, employing between 11 and 50 people. The company provides a digital sales assistant for jewelers and other luxury retailers, organizing customer data, automating follow-ups, and using AI to create personalized and timely communications intended to bring customers back into stores. Nearly a thousand jewelers nationwide use Clientbook to increase repeat business and deepen customer relationships. In May 2026, Clientbook launched Event Management, a module that lets retailers plan, promote, and measure in-store events from a single dashboard. In its recent history, the company formed partnerships with Jewel360 and Logic Mate International in 2022 and added Brad Campbell and John Liebler to its executive team in 2025; it also reports revenue in the range of $10 million to $25 million and has raised about $7.2 million.

Section iconCompany Overview

NAICS Code
5112 - Software Publishers
Founded
2017
Employees
11-50

Section iconFunding & Financials

  • $17M

    Clientbook has raised a total of $17M of funding over 4 rounds. Their latest funding round was raised on Jul 28, 2023 in the amount of $7.2M as a Venture Round.

  • $10M - $25M

    Clientbook's revenue is estimated to be in the range of $10M - $25M

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