Clientbook
Lehi, US · Founded 2017 · Delaware corporation · 21 employees on LinkedIn · 2 known investors
Clientbook offers a digital sales assistant for luxury retailers, providing AI-driven client recommendations, one-on-one and mass messaging, analytics, automated client outreach, and personalized wish lists. It is designed to help in-store and remote retail sales teams drive new and repeat business and manage customer relationships.
Founders & leadership
BW
Brandon WrightNamed on SEC filing
Investors · 2
Reported raises · per SEC filings
Form D private placements$11.1M disclosed across 2 rounds · 2022–2023
▶$7.2MraisedJul 2023 · 11 investors · Other TechnologyRule 506(b)
▶$7.2MraisedJul 2023 · 11 investors · Other Technology
Rule 506(b)Officers, directors & promoters on the filing
- Jason CoxExecutive Officer, Director
- Brandon WrightExecutive Officer, Director
- Jason ReadingDirector
- Owen FullerDirector
- Kat KennedyDirector
- Amount sold
- $7.2M
- First sale
- Jun 2023
- Incorporated
- Corporation, Delaware
- Federal exemptions
- 06b
▶$3.9MraisedMay 2023 · 4 investors · Other TechnologyRule 506(b)
▶$3.9MraisedMay 2023 · 4 investors · Other Technology
Rule 506(b)Officers, directors & promoters on the filing
- Brandon WrightExecutive Officer
- Amount sold
- $3.9M
- First sale
- Aug 2022
- Incorporated
- Corporation, Delaware
- Federal exemptions
- 06b
Source: SEC EDGAR Form D. Amounts as filed; amended filings shown once at their latest values.
Competitors · 4
by search overlap
Zendesk233 shared keywordsThis is Zendesk's internal belonging/diversity and inclusion program page, not a company profile page for an external company. It describes Zendesk's internal culture initiatives and leadership development programs.
Lightspeed201 shared keywordsLightspeed provides a point-of-sale and payments platform that lets retail and hospitality businesses sell in person, online, and on social channels from one connected system. It offers inventory management, integrations, embedded funding, and B2B wholesale ordering for merchants across more than 100 countries.
Pipedrive155 shared keywordsPipedrive is a cloud-based customer relationship management (CRM) platform designed for small and medium-sized businesses to manage sales pipelines, track leads, and automate sales processes. The platform provides visual sales funnel management, email marketing integration, customer tracking, and reporting tools to help sales teams close more deals efficiently.
Podium135 shared keywordsPodium provides an AI-powered customer engagement platform that automates appointment booking and lead conversion for local businesses across multiple industries, enabling 24/7 customer response and higher conversion rates.
Companies competing with Clientbook for the same Google search keywords, organic and paid, via search-intersection analysis.
In the news
Frequently asked questions
- What does Clientbook do?
- Clientbook offers a digital sales assistant for luxury retailers, providing AI-driven client recommendations, one-on-one and mass messaging, analytics, automated client outreach, and personalized wish lists. It is designed to help in-store and remote retail sales teams drive new and repeat business and manage customer relationships.
- Who are Clientbook's investors?
- Clientbook's investors include Florida Funders, Kickstart.
- How much funding has Clientbook raised?
- Clientbook has disclosed $11.1M raised across 2 rounds.
- Where is Clientbook headquartered?
- Clientbook is headquartered in Lehi, US.