Compare the Top Clienteling Software in the USA as of October 2026

What is Clienteling Software in the USA?

Clienteling software helps businesses manage and enhance their relationships with customers by providing personalized, targeted services. These platforms enable retailers and service providers to gather detailed customer data, including preferences, purchase history, and communication preferences, to offer tailored recommendations and experiences. Clienteling software often includes features like customer profiling, appointment scheduling, loyalty programs, and real-time communication tools, such as messaging and email. By using clienteling apps, businesses can improve customer engagement, increase sales, and foster long-term loyalty by delivering a more personalized and efficient shopping experience. Compare and read user reviews of the best Clienteling software in the USA currently available using the table below. This list is updated regularly.

  • 1
    Immerss Live Commerce
    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.
    Starting Price: $66 per month
  • 2
    New Black EVA

    New Black EVA

    New Black

    ​New Black's Global Unified Commerce Ecosystem is a collaborative network of partners dedicated to making unified commerce a reality for customer-focused retailers. This initiative addresses the modern consumer's expectation for a seamless shopping experience across all channels by ensuring transparency in transactional, stock, and customer data throughout the entire customer journey while maintaining secure fiscal compliance. Achieving this level of integration requires enhanced connectivity across all systems and partners of a brand, working together seamlessly. The Global Unified Commerce Ecosystem supports multi-national retailers with innovative solutions that enhance customer experiences and drive business growth. Ecosystem partners have global operations that can keep pace with international growth ambitions and provide consistent solutions along with multi-lingual support.
  • 3
    Salesfloor

    Salesfloor

    Salesfloor

    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.
  • 4
    Confer With

    Confer With

    Confer With

    Confer With is a video commerce platform that allows your team to give real-time advice on what to buy as they would in-store. It is the easy way to convert more sales and grow customer loyalty with truly personalised online shopping experiences. Your team can engage live with customers, upsell, cross-sell and even add promotions to customer baskets during live video shopping experiences. Confer With blends live video with your eCommerce platform, giving access to your entire catalogue of products to make shoppable in one-to-one video calls. The platform allows you to share product images, video demos and more. It delivers a truly immersive experience as it lets you curate your recommendations and make it fun for customers to shop with you.
  • 5
    Omneo

    Omneo

    Omneo

    Customer retention is the compound interest of retail. Omneo gives your customers the tools to directly engage in sharing or managing the zero-party data you need to serve them today and to help them pick up where they left off next time. Omneo gives your team the tools and information they need to serve your customers personally, making today's experience and those to follow directly relevant and highly valuable. Omneo provides retail brand teams with the technology, expertise, and implementation support they need to dramatically improve customer frequency, retention, and advocacy. Omneo enables new ways for customers to interact, discover, and earn while rewarding high-performing staff. Omneo is explicitly designed for retailers and customers to gather, manage, and share zero-party data privately. Empower your team to create and deliver dynamic, convenient, relevant, private, and rewarding services and experiences, captivating customers and cultivating long-term loyalty.
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