Best Clienteling Software for Shopify

Salesmate, a web-based integrated CRM platform that allows your business to automate, accelerate, and grow revenue by having your entire sales, marketing, and CS team working together under one platform. Salesmate is used as your one source of truth giving you a 360-degree view of all of your contacts. Your Marketing Team can create laser-focused campaigns based on your companies initiatives. Your Sales Team will be able to manage their sales pipeline and be given the tools to make more calls, reach out faster, and never miss an opportunity because of disorganization. Finally your CS team will be able to manage your biggest client relationships and find upsell opportunities to drive more revenue for the business. With Salesmate, you will have the power to have all departments work together towards one goal. With their 15 day free trial, you can easily try Salesmate today!

StyleSend is an all-encompassing clienteling platform tailored for high-end fashion and lifestyle retailers, enabling them to deliver customized customer interactions across various channels. It effortlessly integrates with Shopify to import relevant product and customer relationship management data, while also linking with the WhatsApp Business API for direct communication with clients. Noteworthy features encompass AI-generated lists of "top customers to contact," automated reminders for important client dates like birthdays and anniversaries, personalized insights enhanced by AI-driven suggestions, and the capability to craft shoppable and individualized outfits from the inventory. Additionally, users can send standardized templates through WhatsApp Business Chat with support for multi-agent routing. StyleSend is designed to work seamlessly with the newest Shopify themes and is accessible in English, empowering retailers to inspire their clients through curated and shoppable looks derived from their product catalog. This tool not only elevates customer engagement but also streamlines communication, enhancing the overall shopping experience for clients.

ALPHA is a comprehensive clienteling suite that transforms the shopping journey by delivering tailored services, including direct messaging, tracking client preferences, scheduling store appointments, and enabling remote sales functionalities. It encompasses features such as client requests, a detailed client database with CRM integration, in-depth client profiles, and valuable analytics and insights. The system streamlines client registration via QR codes or text messages, empowering sales associates to effectively manage client interactions and enhance sales performance. Designed for seamless integration with current systems, ALPHA eliminates the need for complicated setups and focuses on improving client satisfaction while driving sales growth. Furthermore, ALPHA seeks to eliminate the sterile complexity often associated with digital tools, emphasizing the importance of human connections and personal engagement in redefining luxury experiences. Ultimately, ALPHA aims to create a more enriching and engaging environment for both clients and sales associates alike.

Foyer’s advanced technology takes into account all aspects of your retail space, integrating smoothly with your current systems to deliver a swift and effective solution that enhances your store operations and boosts profitability. Tailor your solution to meet specific requirements, backed by dedicated assistance throughout the process. Effortlessly merge your online and physical shopping experiences through omnichannel fulfillment, enabling customers to enjoy diverse shopping options using innovations such as Endless Aisle and Digital Shopper. This cloud-based technology supports various integrations to leverage your existing data, including CRM and POS systems. Equip your team with digital tools to access customer information, prioritize duties, and oversee inventory and foot traffic, all while increasing sales through features like Clienteling and mPOS. Further enhance your retail environment with precise tracking and attribution, and utilize comprehensive analytics to report essential metrics, ensuring your business remains competitive and informed. Embracing this technology not only streamlines operations but also fosters customer loyalty and satisfaction.

ConnectPOS is a robust and feature-laden cloud Point of Sale (POS) solution designed for businesses of all sizes. It seamlessly operates on both PC and mobile devices, serving as the backbone of your ideal omnichannel retail environment. Transactions are processed directly through third-party payment providers, ensuring smooth financial operations. We facilitate a real-time connection between your inventory and POS system, allowing for streamlined order and stock management. Our AI Facial Recognition technology enhances the shopping experience by providing personalized suggestions based on customers' shopping history while they are in-store. Managing multiple locations and warehouses becomes a breeze, offering limitless potential for growth and efficiency. You can conveniently select various warehouses on a single invoice, simplifying logistics. Additionally, our cloud-based POS can easily integrate with all major e-commerce platforms, such as Magento, Shopify, and BigCommerce. Should any unforeseen challenges arise, our dedicated support team is available around the clock through the Help Center, email, phone, or live chat to assist you promptly, ensuring your business operates smoothly. This commitment to customer service sets us apart in the industry.

Lexer is the Customer Data & Experience Platform helping brands like Quiksilver, Igloo, Nine West, Rip Curl, Supergoop!, and more drive incremental sales from improved customer engagement. As the only CDP built specifically for retail, Lexer combines your customer data from any system into a single view of the customer and enriches it with predictive analytics, third-party data, and custom surveys. As your all-in-one hub for marketing, ecommerce, retail, and service, Lexer enables every team to independently gain customer insights, segment audiences, orchestrate personalized campaigns, improve service, and measure performance against key metrics and business KPIs. With a level of care and commitment unique in the SaaS industry, our Success team helps customers develop the technical know-how, process efficiencies, and transformational mindset they need to maximize Lexer’s value. Lexer has: > Driven 15x higher campaign revenue than benchmarks [Rip Curl] > Delivered 600% ROI for total campaign performance [Wondercide] > Decreased acquisition costs by 50% [Black Diamond] > Increased revenue from paid channels by 5x [Brand Collective] > Improved email engagement up to 270% [Harris Scarfe]

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.

Confer With, a video commerce platform, allows your team to offer real-time advice to customers on what they should buy. It's a great way to increase sales and customer loyalty by offering personalized online shopping experiences. Live video shopping allows you to engage with customers and upsell, cross-sell, or even add promotions to their baskets. Confer With combines live video and your eCommerce platform to give you access to your entire product catalogue. This allows you to make your products shoppable in one to one video calls. You can share product images and video demos on the platform. It allows you to curate your recommendations and makes it easy for customers to shop with.

Customer loyalty acts like compound interest in the retail sector. Omneo equips your customers with the necessary tools to actively participate in the sharing and management of the zero-party data essential for today’s services while facilitating a seamless transition for their future interactions. Additionally, Omneo empowers your team with the insights and resources needed to provide personalized service, ensuring that both current and future customer experiences are relevant and immensely valuable. The platform offers retail brand teams advanced technology, expert guidance, and comprehensive support to significantly enhance customer engagement, loyalty, and advocacy. By enabling innovative interactions, Omneo fosters discovery and rewards exceptional staff performance. Specifically tailored for retailers, Omneo allows both businesses and customers to privately collect, manage, and exchange zero-party data. This empowers your team to craft engaging, convenient, and meaningful services and experiences, ultimately captivating customers and building enduring loyalty. In a rapidly evolving market, leveraging such capabilities can set your brand apart and solidify lasting customer relationships.

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.