Best Clienteling Software with a Free Trial of 2026

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!

Immerss Live Commerce is a comprehensive live-commerce platform aimed at revolutionizing the online shopping experience by making it interactive and led by human engagement. This innovative platform empowers brands and retailers to host live shopping events, facilitate personalized virtual co-shopping interactions, and connect with customers through AI-enhanced chat agents, all seamlessly integrated into their own websites. It features shoppable video streams, live chat options during events, and the ability to access recorded shopping content, enabling viewers to purchase products as they watch or engage. According to the platform, live chat interactions boast a conversion rate of approximately 28%, significantly higher than the mere 2% typical of standard online checkout processes. By fostering a guided and immersive shopping journey, it not only enhances sales conversion rates but also increases the average order value and minimizes return rates. Additionally, the platform includes 'outbound clienteling' capabilities for proactive customer engagement, equips digital associates with tools to interact with shoppers in real time, and provides comprehensive sales tracking and analytics for live sessions, ensuring that businesses can optimize their strategies effectively. Overall, Immerss Live Commerce is reshaping the landscape of online shopping by blending technology with a personal touch.

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.