Best Clienteling Software for Zapier

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!

Endear is an AI-powered clienteling platform built for retail brands that need to operationalize customer relationships at scale. At its core, Endear consolidates data into a unified customer profile with purchase history, behavior, and preferences combined into a single view store associates can actually act on. From there, Endear AI automatically builds a prioritized opportunity queue by identifying who to reach out to, when, and what to say so teams spend less time digging through data and more time engaging customers. Outreach runs natively across SMS, email, and WhatsApp, and every interaction is tracked and attributed back to revenue. With more than 2,000 retail deployments worldwide and over $1 billion in attributed sales, Endear gives both store teams and the technical infrastructure behind them a platform that performs. For retail organizations serious about turning customer data into a measurable growth channel, it's built to deliver at scale.