Retail Clienteling Software Solution | Proximity

Treat every customer like a VIP

Our clienteling software 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.




What Clienteling Software Solutions Do We Provide?

Automate tasks, track customer interactions and communicate effectively at every touchpoint. Give your customers the attention they deserve while streamlining your daily tasks.

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
  • Video chat
  • Reminders and notifications
  • Customer data capture in person and contactless
  • Campaign builder
  • Personalised calendar
  • Visibility of ecommerce wishlist

Boost Sales With Our Retail Clienteling Software

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

    Use 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 .

Case Study


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  • 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.