Best Clienteling Software in the USA

Salesmate is an all-in-one marketing, sales, and client services CRM platform. It is now time to bring all of your departments together using one powerful CRM. Salesmate will enable your business to build and nurture strong lasting relationships which will increase your company sales. Salesmate gives you a 360-degree view of all of your contacts making it the one source of truth. This helps your sales team take their leads through the sales pipeline with all relevant information at their fingertips. Marketing & Sales can organize campaigns together with one focused goal. Your CS team has the ability to identify upsell opportunities to drive more revenue for your business. The best part getting started only takes a few minutes. Start your free trial today and see why Salesmate will be your #1 choice.

Endear is a an AI-powered retail CRM and clienteling platform that puts customer intelligence directly in the hands of brands and their store associates. Deployed across more than 2,000 locations worldwide, the platform consolidates customer data into unified profiles and uses AI to surface actionable outreach recommendations that tell reps who to contact, why now, and with what message. Native support for SMS, email, and WhatsApp means outreach happens without switching tools, and every interaction is automatically tracked and tied to revenue. For retail tech and operations teams, Endear slots into existing workflows and delivers clear attribution data, turning store-level activity into quantifiable pipeline. The platform has contributed to over $1 billion in attributed sales, with the reporting to back it up.

Immerss Live Commerce is a unified live-commerce platform designed to transform online shopping into interactive, human-led experiences. The platform enables brands and retailers to run live shopping events, support 1-on-1 virtual co-shopping sessions, and engage customers via AI-powered chat agents, all integrated directly into their website. It provides shoppable video streams, real-time chat during events, and recorded shoppable content, allowing viewers to buy products while watching or interacting. The platform claims that live chat sessions convert at around 28% compared with traditional 2% through standard online checkout flows. It supports sales conversions, lifts average order value, and reduces return rates by creating a guided, immersive shopping experience. The system also offers ‘outbound clienteling’ features for proactive outreach, gives digital associates tools to engage with shoppers in real time, and enables full sales-tracking and analytics for live sessions.

Foyer’s leading technology considers every element of your retail environment, fitting with existing infrastructure to provide a fast, efficient solution that transforms your store operations and drives profitability. Customize your solution to fit your needs, with dedicated support every step of the way. Seamlessly blend your eCommerce and in store experiences with omnichannel fulfilment and empower your customers with more ways to shop with technologies like Endless Aisle and Digital Shopper. Cloud-enabled technology with support for a range of integrations to surface your existing data, from CRM to POS. Give your associates the digital tools to surface customer data, prioritize tasks or manage inventory and foot traffic whilst increasing sales with technologies like Clienteling and mPOS. Optimize your store environment with detailed tracking and attribution and report key metrics with detailed analytics.

Using our mobile clienteling platform, retail associates are able to connect with customers in store, continue to sell to them online, and generate additional commission. Customers get more personalized shopping experiences and retailers increase their online conversion rates, average order values, and see a drop in return rates. Salesfloor is an award winning platform that combines clienteling, virtual selling and mobile point of sale tools. Store associates use Salesfloor to deliver personalized and convenient experiences for customers on any channel through live chat, video calling, e-mail, SMS and more. Customers connect with a local store associate in real-time through video, live chat, e-mail, SMS and appointment requests (virtual or in-store). Associates sell virtually through multiple channels and sales are attributed to the appropriate associate or store. Empower associates to serve customers in a personalized way across all channels and develop more meaningful relationships.