About Clientbook
Clientbook is a Retail company based in Lehi (United States) founded in 2017 by Jason Cox. Client management and engagement solutions for retailers are provided. It operates on a SaaS (Software-as-a-Service) model. Clientbook has raised $11.69 million across 2 funding rounds from investors including Aries Capital Partners, Kickstart Fund and Florida Funders. Its chief executive, as recorded, is Brandon Wright. Its website clientbook.com draws about 44 thousand monthly visits. Clientbook offers products and services including Clientbook App, AI Recommendations, Messaging, Analytics, and Automations. Its focus areas include Technology, Software and Retail Tech. Its competitors include Tulip, Seer and Consignd; 3 of its 3 listed competitors have raised funding.
Company details
Clientbook is designed as a powerful digital sales assistant tailored for luxury retail. It is utilized to drive sales and retention both in-store and online. Solutions offered include AI-powered client recommendations, messaging tools, analytics for decision-making, automations for outreach, and personalized wish lists. The platform is built to empower retail teams to enhance customer experiences and boost sales in competitive markets. It serves the luxury retail sector by providing comprehensive sales team management and data-driven insights.
- Headquarters Lehi, United States
- Founders Jason Cox
- SectorsRetail
- Email••••••••
- Phone•••• ••••
- Website clientbook.com
- Social LinkedIn X
- Total Equity Funding$11.69M (USD)
in 2 rounds
- Latest Funding Round$7.19M (USD), Series A
Jul 2023
- InvestorsAries Capital Partners
& 2 more
Products & Services of Clientbook
Clientbook offers a comprehensive portfolio of products and services, including Clientbook App, AI Recommendations, Messaging, Analytics, and Automations.
A digital tool for luxury retail sales assistance.
AI-driven suggestions for client actions in retail.
Personalized messaging for one-on-one or mass client outreach.
Data insights for informed decisions in retail outreach.
Automated client outreach to ensure consistent follow-ups.
Funding Insights of Clientbook
Clientbook has successfully raised a total of $11.69M across 2 strategic funding rounds. The most recent funding activity was a Series A round of $7.19 million completed in July 2023. This substantial capital infusion reflects strong investor confidence in the company's business model, growth potential, and market opportunities. The funding enables strategic expansion, product development, market penetration, and operational scaling to drive long-term value creation and competitive advantage.
- Total Funding $11.69M
- Total Rounds 2
- Last Round Series A — $7.19M
- First Round $4.5M
(Jul 2021)
- Investors Count 3
All 2 funding rounds of Clientbook with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul 2023 | $7.19M | Series A | – | – | – |
| Jul 2021 | $4.5M | Series A | – | Aries Capital Partners |
3 investors in total: 3 institutional.
Investors in Clientbook
Clientbook has secured backing from 3 investors, including venture fund and institutional investors. Prominent investors backing the company include Aries Capital Partners, Kickstart Fund and Florida Funders.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Long-term investments are offered by Aries Capital Partners to entrepreneurs. | ariescapitalpartners.com | |||
Venture capital investments are provided to early-stage tech startups. | floridafunders.com | Tampa, United States | ||
Venture capital funding is provided to early-stage startups. | kickstartseedfund.com |
Investor details for Clientbook
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
- Complete investor list
- Round participation
- Investor portfolios
- Co-investor network
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People of Clientbook
14 people are tracked at Clientbook (7 in leadership, 7 in team).
| Name | Role | Group |
|---|---|---|
Jason Cox | Co-Founder | Leadership |
Brandon Wright | CEO | Leadership |
Mitchell Wulfman | Director, AI Strategy & Finance | Leadership |
Micalyn Wiscombe | Chief Of Staff | Leadership |
Ryan Blumenthal | Chief Revenue Officer | Leadership |
Hayley Sonntag | Director Of Operations And PMO | Leadership |
Todd Ericksen | VP Of Product | Leadership |
Alejandro Villanova | Software Engineer | Team |
Chris Foster | Senior Software Engineer | Team |
Gabriel Barreto de Oliveira | Software Developer | Team |
Roberto Rosas | Senior Software Engineer | Team |
Amy Baum | Events Manager | Team |
Edison Yang | Software Engineer | Team |
Dan Barroso | Account Executive | Team |
Complete people profiles for Clientbook
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
- Full employee list
- Team structure
- Board tenure
- Professional contacts
Verified entity values are shown only after access is granted.
Timeline of Clientbook
3 dated milestones of Clientbook across 6 years, from founding to its latest funding, stage changes and deals.
- Founded Clientbook is founded.
- Funding First funding round of $4.5M.
- Funding Latest funding round, Series A, of $7.2M.
Competitors of Clientbook
Clientbook has 3 listed competitors in our database, 3 of them funded. They include Tulip, Seer and Consignd.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| tulip.com | 2013 | New York, United States | $70.4M | Cloud-based ERP software is offered for retail operations. | ||
| helloseer.com | 2019 | New York, United States | $125,000 | SaaS platform for luxury retail sales and communication is provided. | ||
| consignd.com | 2012 | New York, United States | $40,000 | Provides online platform for playing slot games with low stakes and prizes. |
Detailed competitors of Clientbook
The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.
- Full competitor set
- Operating metrics
- Benchmarks
- Competitive positioning
Verified entity values are shown only after access is granted.
Web traffic of Clientbook
The website of Clientbook (clientbook.com) receives about 44.4K visits a month.
- Monthly visits44.4K
▼ 21.9% vs previous month
Websites whose visitors overlap most with Clientbook. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| qgold.com | 100% | #122,566 | View details | ||
| stuller.com | 96% | #45,150 | View details | ||
| thehourmarkers.com | 81% | #1,292,110 | View details | ||
revolutionwatch.com | revolutionwatch.com | 81% | #162,836 | – | |
plumbclub.com | plumbclub.com | 81% | #850,166 | – | |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
All 9 similar websites and full traffic analytics for Clientbook
The complete similar-websites list, audience overlap and engagement analytics require an active premium plan.
- 9 similar websites
- Audience overlap
- Engagement analytics
- Traffic by brand
Verified entity values are shown only after access is granted.
Top companies in Autonomous & In-Store Retail Tech
3 companies that operate in the same segment as Clientbook (Autonomous & In-Store Retail Tech) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Point-of-sale financing is facilitated via an online platform for retailers. | 2016 | Los Angeles, California, United States | USD 158.63 M | 576 | ||
POS solutions are provided for retail businesses. | 2009 | San Francisco, California, United States | USD 519.75 M | USD 24.19 B | 6,214 | |
Provider of cloud-based POS software solutions for businesses and service providers | 1999 | San Francisco, California, United States | USD 923 M | 2,684 |
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Related news about Clientbook
Complete news archive for Clientbook
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Frequently Asked Questions about Clientbook
Clientbook was founded in 2017 and raised its 1st funding round 4 years after it was founded.
Clientbook is headquartered in Lehi, United States. It is registered at Lehi, Utah, United States.
Brandon Wright is the CEO of Clientbook, as recorded in our data.
Clientbook is a funded company, having raised a total of $11.69M across 2 funding rounds to date. The company's 1st funding round was a Series A of $4.5M, raised on Jul 2021.
Clientbook is designed as a powerful digital sales assistant tailored for luxury retail. It is utilized to drive sales and retention both in-store and online. Solutions offered include AI-powered client recommendations, messaging tools, analytics for decision-making, automations for outreach, and personalized wish lists. The platform is built to empower retail teams to enhance customer experiences and boost sales in competitive markets. It serves the luxury retail sector by providing comprehensive sales team management and data-driven insights.
Clientbook offers Clientbook App, AI Recommendations, Messaging, Analytics, and Automations.
Clientbook has 3 investors. Key investors include Aries Capital Partners, Kickstart Fund, and Florida Funders.