When was ClientBook founded?

ClientBook was founded in 2017 and raised its 1st funding round 4 years after it was founded.

Where is ClientBook located?

ClientBook is headquartered in Lehi, United States.

Who is the current CEO of ClientBook?

Brandon Wright of ClientBook. They have also founded 1 company.

How many employees does ClientBook have?

As of Aug 31, 2026, the latest employee count at ClientBook is 21.

Is ClientBook a funded company?

ClientBook is a funded company, having raised a total of $11.7M across 2 funding rounds to date. The company's 1st funding round was a $***** Series A round, raised on Jul 08, 2021.

When was the latest funding round of ClientBook?

ClientBook's latest funding was a $***** Series A round on Jul 28, 2023, with participation from 0 investor.

Where does ClientBook rank among its competitors?

ClientBook ranks 64th amongst 1666 active competitors, of which 157 are funded. It stands 10th in terms of total funding among its competitors. The most recent competitor to raise funding was Tulip, which secured an undisclosed amount in Nov, 2024.

Who are the top competitors of ClientBook?

ClientBook's top competitors include Pipedrive, Bluecore and BeatRoute. Among them, Tulip secured the most recent funding round in November, 2024.

ClientBook - 2026 Company Profile, Team, Funding & Competitors

ClientBook is a series A company based in Lehi (United States), founded in 2017. It operates as a Provider of a digital sales assistant application for luxury retail. ClientBook has raised $11.7M in funding from Aries Capital Partners. The company has 1666 active competitors, including 157 funded and 103 that have exited. Its top competitors include companies like Pipedrive, Bluecore and BeatRoute.

Company Details

Provider of a digital sales assistant application for luxury retail. The application offers features such as appointment booking and client recommendations. It provides tools for personalized messaging, analytics, and sales team management. The application also includes automations for client outreach and custom wish lists.

Website: www.clientbook.com/
Social
Email ID: *****@clientbook.com
Phone Number: +1 **********

Key Metrics

Founded Year

2017

Location

Lehi, United States

Stage

Series A

Total Funding

$11.7M in 2 rounds

Latest Funding Round

Series A, Jul 28, 2023, $*****

Investors

Aries Capital Partners & 2 more

Ranked

64^th among 1666 active competitors

Employee Count

21 as on Aug 31, 2026

Similar Companies

BeatRoute & 101 more

View ClientBook's full profile

ClientBook has raised a total funding of $11.7M over 2 rounds. Its first funding round was on Jul 08, 2021. ClientBook has 3 institutional investors.

Here is the list of recent funding rounds of ClientBook:

Date of Funding	Funding Amount	Round Name	Post-Money Valuation	Revenue Multiple	Lead Investors	Other Investors
Jul 28, 2023	5110345	Series A	8988960	8865273	3875881	1511167
Jul 08, 2021	9044833	Series A	9275008	3443475	Aries Capital Partners	Kickstart Seed Fund & 1 more

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View details of ClientBook's funding rounds and investors

ClientBook's employee count trend

ClientBook has 21 employees as of Aug 26. Here is ClientBook's employee count trend over the years:

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Top competitors of ClientBook include Pipedrive, Bluecore and BeatRoute. Here is the list of Top 10 competitors of ClientBook, ranked by Tracxn score:

Rank	Company Details	Short Description	Total Funding	Investors	Tracxn Score
1st	Pipedrive 2010, Tallinn (Estonia), Acquired	Provider of customer relationship management software and sales pipeline tools	$91.1M	Storm Ventures, Atomico & 25 others	73/100
2nd	Bluecore 2013, New York City (United States), Acquired	Provider of automated personalized trigger-based email marketing	$263M	Georgian, Norwest & 12 others	73/100
3rd	BeatRoute 2013, Gurugram (India), Seed	Provider of AI-driven platform for retail sales and distribution management	$180K	Germs Advisory, Innovius & 1 others	68/100
4th	ActiveCampaign 2003, Chicago (United States), Series C	Platform offering sales, CRM and email marketing automation software	$363M	Susquehanna Growth Equity, Tiger Global Management ... & 4 others	67/100
5th	Quotient 1998, Cincinnati (United States), Acquired	Provider of retail media networks digital incentives and advertising technology	$250M	Marshall Wace, Triangle Peak Partners & 6 others	66/100
6th	Index (acquired by Stripe) 2012, San Francisco (United States), Acquired	Payment solutions and personalized marketing to offline retailers	$26M	AIMCo, Innovation Endeavors & 6 others	66/100
7th	Purple 2012, Oldham (United Kingdom), Acquired	Provider of guest WiFi solutions with analytics, CRM, and marketing tools	$20.8M	BOOST&Co, Riverside & 6 others	65/100
8th	Copper 2013, San Francisco (United States), Series C	Cloud based platform offering CRM software for Google workspaces	$99.5M	Norwest, True Ventures & 15 others	64/100
9th	Nimble 2009, Santa Monica (United States), Series A	Provider of customer relationship management platform with marketing and sales tools	$24.5M	Microsoft Accelerator, Imagen Capital Partners ... & 13 others	64/100
10th	Tulip 2013, New York City (United States), Series C	Cloud-based enterprise resource planning software provider for retail industry	$70.4M	Kleiner Perkins, Arrowroot Capital Management ... & 25 others	63/100
64th	ClientBook 2017, Lehi (United States), Series A	Provider of a digital sales assistant application for luxury retail	$11.7M	Florida Funders, Aries Capital Partners & 1 others	45/100