Create Meaningful Customer Relationships

Delight your customers with associate clienteling.

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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

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


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.

The platform that enables mobile experiences