The best clienteling software for modern retailers is Proximity. An all-in-one platform that unifies customer profiles, enables seamless omnichannel communication, and integrates appointment booking, transactions, and store events into one easy-to-use tool. Proximity connects data across channels, giving store teams the insights they need to deliver personalised service, increase efficiency, and build long-term customer relationships, making it the ideal choice for retailers who want to elevate customer experience and drive measurable growth.
Treat every customer like a VIP
Our clienteling module provides retail associates with a comprehensive suite of tools, rich content, and valuable insights, enabling them to offer a uniquely personalised customer experience every time.
Why our Clienteling software works
Automate tasks, track customer interactions and communicate effectively at every touchpoint. Streamline your store associates daily tasks so they can give your customers the attention they deserve.
Capture More Customers
Capture new customer information quickly while building rich customer profiles, increasing loyalty enrollment, enriching your marketing database, and creating superior selling behaviours.
Create Magical Selling Moments
Transform the typical buying process into a personalised, seamless, and repeatable experience where team members are armed with actionable data, all in the palm of their hands.
Personalised Outreach with a purpose
Drive sales and customer loyalty by empowering store teams to create 1 to 1 personalised outreach and recommendations through any channel, becoming a customer’s “personal shopper” at scale.
Make it Easy for Store Teams
Provide every associate with the time to build customer relationships. By automating the tasks and providing actionable data the store team’s time can be spent on what matters most. The Customer.
Why Choose Proximity for your Clienteling Solution?
- Personalised Customer Experience: Proximity’s advanced algorithms analyse customer data to provide personalised recommendations, enhancing the shopping experience and fostering customer loyalty.
- Efficient Data Management: Navigating vast amounts of customer data is effortless with us. Our clienteling software organises and presents data in an easily digestible format, enabling you to make informed decisions quickly.
- Increased Sales: Our solution helps you identify repeat customers who are nine times more likely to convert, significantly boosting your bottom line.
- Seamless Integration: Easily integrated with your existing systems, our solution offers minimal disruption to your operations.
- Reliable Support: Our dedicated support team is always ready to assist you, ensuring that any issues are promptly addressed and resolved.
- Future-Proof Your Business: With Proximity, you’re not just adopting a software, but a solution that evolves with your business and the changing retail industry.
Features of Our Clienteling Software
- Client book
- 360° view of customers and their interactions
- Automatic task generation & task management
- Emails and SMS
- Social messaging
- AI features like intelligent messaging, real-time recommendations, and performance learning
- Video chat
- Reminders and notifications
- Customer data capture in person and contactless
- Campaign builder
- Personalised calendar
- Visibility of ecommerce wishlist
AI-powered messaging, human-first impact
Our AI co-pilot, Message Maestro, helps store teams create meaningful customer connections by delivering:
- Expertise: Skilled in spelling, grammar, and clear communication.
- Brand alignment: Applies your brand’s voice and engagement preferences automatically.
- Continuous improvement: Learns what works and optimises messaging over time.
AI supports, humans connect – that’s our approach.
Boost Sales With Our Retail Clienteling Platform
Repeat customers are 9x more likely to convert than a first time shopper
Know the Value of Data Capture
Keep brand value high with greater stock visibility, saved preferences, likes, dislikes, purchase history and more.
Increase
SalesUse personalised insight to create unique product recommendations, promotions, and cross-selling opportunities.
Navigate the Sea of Information
Don’t flip through a black book or endless spreadsheets. Easily pull up the information you want, when you want it with visual dashboards.
Case Study: Lafayette 148’s Journey to $4M in Attributed Sales
Discover how Lafayette 148 achieved incredible results with the Retail Super-App .
Bring your customers closer
FAQs
What is the purpose of clienteling?
The purpose of clienteling is to build relationships that drive repeat purchases and brand loyalty. Customers crave personalisation in today’s world. They want to feel understood and inspired by the brands they do business with. Clienteling helps brands better engage with their customers, on the basis of the data collected about them across multiple channels.
What is clienteling software?
Clienteling software is used by sales associates to build meaningful, lasting, and personalised relationships with customers. It relies on customer data such as product preferences and purchase history to enhance the 1:1 service experience.
What is the best clienteling software?
How do retailers use clienteling successfully?
Retailers use clienteling successfully by equipping store teams with customer insights, like previous purchase history, preferences, and wish lists – so they can build meaningful, personalised relationships. This allows associates to follow up with tailored recommendations, book appointments, and invite customers to events, creating experiences that drive loyalty, increase spend, and turn one-time shoppers into long-term clients.
How does clienteling improve customer loyalty and lifetime value?
Clienteling improves customer loyalty and lifetime value by creating personalised, one-to-one connections that make shoppers feel recognised and valued. When associates use customer data to offer tailored recommendations, timely follow-ups, and exclusive experiences, customers are more likely to return, spend more, and build lasting relationships with the brand.
What kind of results or ROI can I expect from clienteling?
Clienteling delivers measurable ROI by significantly increasing customer loyalty and spend. Retailers using Proximity have seen clienteled customers generate 4–5x higher lifetime value compared to non-clienteled shoppers. By giving associates the tools and data to build personalised relationships, follow up at the right moments, and provide tailored recommendations or services, clienteling transforms occasional buyers into long-term clients, driving sustainable revenue growth.