Create Meaningful Customer Relationships

Delight your customers with associate clienteling.

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Activities list on mobile POS by appointment type and by customer name

Create a Personalized Experience

Give the sales associate a 360-degree view of the customer, equipping them with tools to build customer relationships and increase sales. 

Associates can connect with customers via:

  • Text
  • Email
  • Chat
Mobile POS showing direct email communication with customer including clienteling and adding buy links
Clienteling view with customer profile information including birthday, home store, points balance, assigned associate, billing address, email, dress size, shoe size, jacket size, pants size, favorite color and phone number

Customer Insights

Give associates access to full customer profiles including customer preferences and purchase history to improve the customer experience. The perfect solution for commission-based sales associates.

Product Collections

Gives associates an instant view of your company’s product catalog. Enable access to products in store, online, or at other store locations.

Associates can:

  • Switch between multiple e-commerce catalogs 
  • Browse catalog menu
  • Keyword search bar with configurable option to search by scanning SKU/UPC
  • Configurable product card data
Tablet with product details, price, and pickup locations showing
Client profile view on smartphone showing average order, lifetime spend, assigned associate and last transaction date

Blackbook

Blackbook allows associates to build email lists, follow up communication, personalized marketing campaigns, and set up virtual or in-store appointments with customers lists. Gain access to full customer profiles that include:

  • Customer’s name
  • Birthdate
  • Contact information
  • Preferred location
  • Average cart value
  • Product preferences (clothing, jewelry, hardware, pet supplies, and more)
  • Lifetime spending value
  • Purchase history

Omnichannel Associate Selling

Empower your associates with omnichannel clienteling to offer a personalized sales experience whether in store, through virtual appointments, or on your website.

Clienteling video-chat functionality

The platform that enables mobile experiences