Clienteling
Feature Highlights
AI-driven opportunities
Drive adoption by leveraging one of the industry’s most advanced Clienteling management systems. Our system is designed to adapt to different employees, locations and client needs.
Multi-channel Clienteling
Allow store staff to start chats or send product recommendations straight from Clientela’s client profile. We link with all supported chat APIs, emails, SMS, iMessage, and click-to-call.
Multi-channel Data
Track all available digital client data in one place:
POS and eCommerce
CRM platforms
Marketing platforms and more
Production Integration
Clientela links with multiple product sources for Clienteling and assisted shopping: eCommerce products and pictures, in-store inventory, or DAM (Digital Asset Management).
Goals Tracking
Set objectives and track employee and store-specific Clienteling activity: sales conversion, client data capture, tasks completion, productivity and more.
In-store CRM
Clientela either integrates with your current CRM solution or becomes one for your retail operations. Retail teams and in-store employees can collaborate seamlessly around customer data.
Client Feature Highlights
Multi-Channel Communications
Allow clients to communicate with their preferred communication channel: email, SMS, iMessage, chat apps, and calls.
Store Services
Clientela’s store services, including Online Booking, Style Match and Ask A Store are accessible to Clienteling customers, thus allowing them to chose how and when they want to connect locally.
Store Profile
Allow clients to view store-specific details. Features include: Appointments manager, Store Wish List, Notification Preferences, Purchase History, Styling Preferences, and more.
SMS and Visual SMS
Send automated and highly interactive notifications for more convenient interactions with clients (appointment confirmations and reminders, in-store pick up reminder, events RSVP, etc.).
Apple Wallet
Our Apple Wallet / Passbook integration allows clients to quickly and easily add store-related appointments, events and offers without the need to download a branded app.
Native Apps
When relevant, Clientela activates a branded native app or integrates with existing ones to allow clients to interact with the store, book appointments, receive notifications, manage their local preferences and more.