Best Clienteling Software

Compare the Top Clienteling Software as of October 2026

What is Clienteling Software?

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 currently available using the table below. This list is updated regularly.

  • 1
    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
  • 2
    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.
  • 3
    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.
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