CustomerX
Customer success management platform for small and medium business.
| Date | Investors | Amount | Round |
|---|---|---|---|
| - | investor | €0.0 | round |
| N/A | €0.0 | round | |
BRL1.5m | Seed | ||
| Total Funding | 000k | ||
| USD | 2019 | 2020 | 2021 | 2022 | 2023 |
|---|---|---|---|---|---|
| Revenues | 0000 | 0000 | 0000 | 0000 | 0000 |
| % growth | - | 106 % | 239 % | - | - |
| EBITDA | 0000 | 0000 | 0000 | 0000 | 0000 |
| Profit | 0000 | 0000 | 0000 | 0000 | 0000 |
| EV | 0000 | 0000 | 0000 | 0000 | 0000 |
| EV / revenue | 00.0x | 00.0x | 00.0x | 00.0x | 00.0x |
| EV / EBITDA | 00.0x | 00.0x | 00.0x | 00.0x | 00.0x |
| R&D budget | 0000 | 0000 | 0000 | 0000 | 0000 |
Source: Dealroom estimates
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CustomerX, founded in 2017 and headquartered in Toledo, Brazil, provides a customer relationship management software platform focused on the Customer Success market. The company was established by Marcelo Lucas and Leonardo Superti in 2018, though other sources indicate a founding year of 2017. CustomerX targets businesses aiming to proactively manage their client relationships beyond traditional post-sales support.
The firm operates on a subscription-based business model, offering a SaaS platform that enables clients to manage the entire customer lifecycle. This includes tools for customer onboarding, health score monitoring, journey mapping, and process automation to enhance client engagement and reduce churn. The platform is designed to centralize customer information, track interactions, identify risks, measure satisfaction through surveys, and facilitate upselling opportunities. Key features include task control, playbooks, and a newly introduced AI-powered assistant, CX Assist, to aid in making data-driven decisions. The software integrates with other major platforms such as Pipedrive, Hubspot, Zendesk, and Intercom, allowing for automatic data importation upon a sale's completion.
Since its inception, CustomerX has secured approximately $332K in funding over multiple rounds, including a seed round in May 2021 that raised around $282K. The company's investors include Bossa Invest, BR Angels, DOMO.VC, Darwin Startups, and G2 Capital. The platform serves a variety of clients, including companies like Neoway, TransUnion, and PhoneTrack, demonstrating its utility across different sectors. By providing tools to automate processes and gain a comprehensive view of customer health, CustomerX helps businesses increase client coverage and operational efficiency.
Keywords: Customer Success management, SaaS, CRM software, customer lifecycle management, client engagement, churn reduction, customer health score, B2B software, customer onboarding, journey mapping, subscription model, upselling, cross-selling, customer feedback, process automation, Brazilian startup, venture capital-backed, Pipedrive integration, Hubspot integration, Zendesk integration