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Clientbook

Lehi, US · Founded 2017 · Delaware corporation · 21 employees on LinkedIn · 2 known investors

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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.

AI & Machine LearningRetail TechSaaS

Founders & leadership

BW
Brandon WrightNamed on SEC filing

Investors · 2

Florida Funderslisted by Florida FundersTampa · $50K

How we know: Florida Funders's portfolio page · a partner's Signal profile · the VCSheet dataset · Not right? Tell us

Kickstartlisted by KickstartSalt Lake City · $250K – $3M

How we know: Kickstart's portfolio page · Not right? Tell us

Funding

SEC filings, press & company announcements

$11.1M disclosed across 2 of 4 rounds · 2021–2023

  • Undisclosed amountStrategic Funding RoundJul 2021
    Source ↗
▶$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
Full filing on SEC EDGAR ↗
▶$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
Full filing on SEC EDGAR ↗

Source: SEC EDGAR Form D. Amounts as filed; amended filings shown once at their latest values.

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PipedrivePipedrive 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.
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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 of its 4 known rounds.
Where is Clientbook headquartered?
Clientbook is headquartered in Lehi, US.