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
    Openbravo

    Openbravo

    Openbravo

    Openbravo offers the cloud-based omnichannel software platform of choice by retail and restaurant chains seeking to accelerate innovation and omnichannel execution. Its flexible technology allows to achieve greater agility and innovation, with lower IT costs, for more differentiated and personalized customer experiences across all channels, through key capabilities such as a mobile POS, CRM & Clienteling, an OMS engine, price and discount management, mobile inventory or connectors with solutions such as SAP or Magento. Openbravo software is distributed under a subscription-based model. Leading international brands such as BUT, Cirque du Soleil, Decathlon, Groupe Rand, SharafDG and Toys's R Us Iberia prefer Openbravo which today counts over 18,000 back office users and 30,000 POS. To learn more visit www.openbravo.com.
  • 2
    Salesmate

    Salesmate

    Salesmate

    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.
    Starting Price: $12/month/user
  • 3
    Endear

    Endear

    Endear

    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.
    Starting Price: $350/mo
  • 4
    StyleSend

    StyleSend

    StyleSend

    ​StyleSend is an all-in-one clienteling tool designed for premium to luxury fashion and lifestyle retailers to offer personalized customer experiences across multiple channels. It integrates seamlessly with Shopify, importing product and CRM data, and connects with the WhatsApp Business API to facilitate one-on-one communication. Key features include AI-generated "top customers to contact" lists, reminders for client birthdays, anniversaries, and appointments, personalized client insights with AI-powered recommendations, the ability to create shoppable and personalized looks from your catalog, and the option to send pre-approved templates via WhatsApp Business Chat with multi-agent routing. StyleSend is compatible with the latest Shopify themes and is available in English. Inspire clients by creating shoppable and personal looks from your catalog.
    Starting Price: Free
  • 5
    Cegid Retail
    Accelerate your omnichannel and digital transformation, with Cegid Retail’s Unified Commerce and POS platform. Cegid Retail is designed for specialty retailers across all sectors. Deploy omnichannel services and processes like Click & Collect and Ship from Store quickly and successfully. Transform your store operations and sales associates and adapt to their new roles. Optimize inventory and manage a single vision of stock across the enterprise. Allow more intuitive and agile decision-making for a seamless customer experience. Adopt new ways to fulfill demand and manage your production, wholesale and retail operations. Take charge of all your operations, from the creation of the product offer to omnichannel distribution. Cegid’s retail management solutions combine rapid implementation with high adaptability: creating a product offer and managing suppliers, setting margins, taking orders via smartphone, purchasing and production, logistics and allocation.
  • 6
    Foyer

    Foyer

    Foyer

    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.
    Starting Price: $50 per month
  • 7
    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.
  • 8
    Aptos Retail Cloud
    Complex changes in consumer behaviors demand agility in your operations, from merchandise planning and pricing to selling and fulfilling. Our solutions help over 1,000 brands quickly adapt and create differentiated experiences that build loyalty and grow revenue. Unify shopping experiences across all channels, devices and touchpoints. Deliver differentiated customer experiences that turn browsers into buyers. Forecast, plan and measure inventory investments to optimize every selling season. Make confident pricing decisions with scientific, data-driven recommendations. Integrated, end-to-end order management helps you profitably fulfill every promise to every customer, regardless of order channel or destination. Source every order from the most profitable location with our powerful brokering and sourcing logic. Convert every opportunity with efficient and consistent in-store fulfillment operations.
  • 9
    Ivy Mobility

    Ivy Mobility

    Ivy Mobility

    Industry Cloud for Consumer Goods, by Ivy Mobility, is a fully integrated suite of software applications built for the consumer goods industry. It supports and transforms all of your sales, merchandising, distribution and direct store delivery functions. Retail Execution. Field sales module for sales reps to enable the perfect store, complete surveys, audits and perform guided selling. Direct Store Delivery (DSD). Typical users are sales, delivery, route sales, and independent reps. Field Service Supports field force of route sales reps to schedule stock, replenish vending machines and collect monies. Sales Force Automation. Enables clientelling in the store by brand ambassadors to promote products directly to consumers, activate promotions, sell more and manage time and stock. Distributor Management. Used by brands and major distributors to manage routes, sales and route accounting. Digital Merchandising. For merchandisers to manage planograms, displays, competition
  • 10
    Free FutureSoft

    Free FutureSoft

    Free FutureSoft

    Free FutureSoft was founded in 2005 in Greece and since then we are growing and reaching out around the globe with CRM, Clienteling and Retail projects in many regions (EMEA, APAC and Americas) and countries (Greece, Austria, England, Germany, France, Taiwan, Korea, Singapore, Hong Kong, Australia, USA, Mexico and many others). Free FutureSoft is a software solutions company, with the highest standards at providing first-class innovative services to companies and organizations in both the private and public sector. Ideal for companies with a large number of points of sales, many partners “on the move” and on an international basis that want to have a direct alignment with all of their markets in an affordable, safe and fast way. An efficient, organized, quick and particularly easy solution to register and interpret sales, returns, inventories, orders, prices and discounts. A strategic tool for customer acquisition, retention, evaluation and categorization.
  • 11
    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.
  • 12
    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.
  • 13
    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.
  • 14
    Red Ant

    Red Ant

    Red Ant

    ​Red Ant's RetailOS is a clienteling platform designed to enhance omnichannel retail experiences. It offers a suite of applications, including clienteling, assisted sales, omnichannel POS, actionable analytics, and machine learning, all aimed at delivering seamless customer journeys. The Clienteling app provides store associates with comprehensive customer insights, such as purchase history, wish lists, sizing, preferences, and communications, enabling personalized service both in-store and remotely. Assisted Sales equips associates with real-time access to the full product catalog, facilitating informed recommendations and efficient sales processes. Omnichannel POS allows for flexible transactions across various channels, ensuring a consistent checkout experience. Actionable Analytics offers real-time data and insights for effective store management, while SellSmart Machine Learning leverages cognitive technology to transform business operations.
  • 15
    XGATE

    XGATE

    XGATE

    ​XGATE is a digital marketing agency offering a comprehensive suite of services, including CRM and loyalty programs, marketing automation, retail clienteling, ecommerce marketing, multichannel marketing, social media marketing, SMS gateway services, data management platforms, and business intelligence analytics. Our proprietary Digital Marketing Suite (DMS) enables businesses to engage customers across multiple channels, mobile, email, social, and web, enhancing marketing ROI and fostering customer loyalty. Key features include real-time campaign performance tracking, behavior analytics, reporting, and serving as a social CRM for lead generation and nurturing. XGATE's services are designed to help businesses optimize marketing strategies and build lasting customer relationships. ​
  • 16
    Concierge by Mad Mobile
    The #1 retail mobile point of sale. Elevate your retail business with Concierge, the mPOS system designed to enhance customer satisfaction and streamline operations. Delight your customers with associate clienteling and endless aisle retail solutions. Give the sales associate a 360-degree view of the customer, equipping them with tools to build customer relationships and increase sales. Endless aisle enables omnichannel inventory access meaning saving more sales. Empower associates to sell more with virtual selling capabilities on mobile. Use text, email, and chat to drive personal shopping appointments and nudge online purchasing. Have key product features on the mobile POS to help close the sale. Provide associates with a one-stop shop to manage and fulfill orders – whether BOPIS (buy online, pickup in-store), curbside, or home delivery.
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