Best Clienteling Software of 2026

Openbravo is the cloud-based omnichannel platform of choice for retail and restaurant chains looking to accelerate innovation and execute omnichannelly. Flexible technology allows for greater agility and innovation. It also lowers IT costs. This allows for better customer experiences across all channels. Key capabilities include a mobile OMS engine, price and discount management and mobile inventory. Openbravo software is available under a subscription-based arrangement. Openbravo is a preferred choice for international brands like BUT, Cirque du Soleil and Groupe Rand. Visit www.openbravo.com to learn more.

Enhance your digital transformation and omnichannel strategy with Cegid Retail’s Unified Commerce and POS platform, tailored specifically for specialty retailers in various industries. Enable the swift and effective implementation of omnichannel services such as Click & Collect and Ship from Store. Revitalize your store operations and empower sales associates to embrace their evolving roles. Streamline inventory management to achieve a unified view of stock across your organization. Facilitate more flexible and informed decision-making to deliver an exceptional customer experience. Innovate your fulfillment strategies and oversee production, wholesale, and retail activities efficiently. Take full control of your operations, from product development to omnichannel distribution. Cegid’s retail management solutions offer a blend of rapid deployment and significant flexibility, allowing you to create product offerings, manage suppliers, set pricing strategies, and handle orders through mobile devices, in addition to overseeing logistics and stock allocation. By leveraging these capabilities, retailers can remain competitive in an ever-changing market landscape.

Ivy Mobility offers an Industry Cloud specifically designed for the consumer goods sector, featuring a comprehensive suite of software applications that enhance and streamline various functions such as sales, merchandising, distribution, and direct store delivery. With a focus on improving retail execution, the field sales module empowers sales representatives to create the ideal store environment by conducting surveys, audits, and guided selling processes. The Direct Store Delivery (DSD) functionality caters to a range of users, including sales personnel, delivery teams, route sales agents, and independent representatives. Additionally, the field service component aids route sales representatives in scheduling stock deliveries, restocking vending machines, and managing financial collections efficiently. Sales Force Automation facilitates client engagement in retail environments, allowing brand ambassadors to directly promote products to consumers, implement promotions, increase sales, and manage inventory and time effectively. Moreover, Distributor Management tools assist brands and major distributors in overseeing routes, sales, and route accounting seamlessly. Lastly, Digital Merchandising enables merchandisers to effectively manage planograms, display setups, and monitor competitor activities, ensuring that they maintain a competitive edge in the market. This comprehensive suite not only enhances productivity but also fosters better collaboration among various stakeholders in the consumer goods industry.

With our mobile clienteling solution, retail associates can engage with customers while they are in-store, seamlessly transition to online sales, and earn additional commissions. This results in a more tailored shopping experience for customers, while retailers benefit from improved online conversion rates, higher average order values, and reduced return rates. Salesfloor stands out as an award-winning platform that integrates clienteling, virtual selling, and mobile point-of-sale capabilities. Retail associates leverage Salesfloor to provide personalized and convenient interactions for customers through various channels, including live chat, video calls, emails, and SMS. Customers can reach out to a nearby store associate in real-time using these methods, as well as through appointment requests for virtual or in-person consultations. Associates can facilitate sales across multiple platforms, ensuring that each sale is properly credited to the corresponding associate or store. By empowering associates to cater to customers in a personalized manner across all channels, retailers can cultivate deeper and more meaningful customer relationships that enhance loyalty and satisfaction. This innovative approach not only boosts sales but also enriches the overall customer experience.

Empower your store associates by granting them real-time access to the complete inventory catalog throughout the organization. Enhance shipping capabilities and minimize discounting by enabling shipments from any location that has stock available. Improve customer experience by merging store and endless aisle purchases into one seamless transaction. Provide customers with the entire product catalog, complete with descriptions, pricing, images, and reviews, all while remaining at their side. Managing accurate inventory can be challenging; simplify this process with a unified view that reflects all supply and demand. Preserve your current master systems for products, pricing, promotions, and inventory to ensure that information remains consistent and comprehensive across the organization. Utilize your preferred business intelligence tools to analyze data, including orders, inventory, and payment activities. Additionally, all this information is made accessible through streaming APIs that capture every event occurring within the platform. With these tools, businesses can enhance their decision-making processes and responsiveness to market demands.

XGATE is a full-service digital marketing agency that provides an extensive range of offerings such as CRM and loyalty programs, marketing automation, retail clienteling, e-commerce marketing, multichannel marketing, social media marketing, SMS gateway services, data management platforms, and business intelligence analytics. Our exclusive Digital Marketing Suite (DMS) empowers businesses to connect with their customers across various channels including mobile, email, social media, and websites, thereby improving marketing ROI and enhancing customer loyalty. This suite boasts essential features like real-time tracking of campaign performance, behavioral analytics, comprehensive reporting, and functions as a social CRM for both lead generation and nurturing. XGATE’s services aim to assist businesses in refining their marketing strategies and cultivating enduring relationships with their customers, ultimately driving growth and success. By leveraging our expertise, clients can navigate the complexities of the digital landscape more effectively.

Endear functions as a comprehensive platform for retail customer relationship management and clienteling, consolidating customer information such as preferences, past orders, and engagement history to enable tailored interactions in both online and in-store settings. It includes a variety of features like automated marketing campaigns, a centralized messaging inbox that accommodates email, text, and WhatsApp, sophisticated omnichannel analytics, a tool for creating shoppable stories, and resources for appointment scheduling and follow-ups. The platform also ensures smooth integration with numerous retail systems, allowing for real-time data updates and a holistic view of customer interactions. Users have reported impressive outcomes, achieving a 136-fold return on investment, a 72% boost in average order value, and a 55% increase in order frequency after adopting Endear's solutions. Furthermore, Endear's ability to enhance customer engagement has made it an invaluable asset for retailers looking to optimize their operations.