Best Clienteling Software with a Free Trial

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.

Endear is a an AI-powered retail CRM and clienteling platform that puts customer intelligence directly in the hands of brands and their store associates. Deployed across more than 2,000 locations worldwide, the platform consolidates customer data into unified profiles and uses AI to surface actionable outreach recommendations that tell reps who to contact, why now, and with what message. Native support for SMS, email, and WhatsApp means outreach happens without switching tools, and every interaction is automatically tracked and tied to revenue. For retail tech and operations teams, Endear slots into existing workflows and delivers clear attribution data, turning store-level activity into quantifiable pipeline. The platform has contributed to over $1 billion in attributed sales, with the reporting to back it up.

Immerss Live Commerce is a unified live-commerce platform designed to transform online shopping into interactive, human-led experiences. The platform enables brands and retailers to run live shopping events, support 1-on-1 virtual co-shopping sessions, and engage customers via AI-powered chat agents, all integrated directly into their website. It provides shoppable video streams, real-time chat during events, and recorded shoppable content, allowing viewers to buy products while watching or interacting. The platform claims that live chat sessions convert at around 28% compared with traditional 2% through standard online checkout flows. It supports sales conversions, lifts average order value, and reduces return rates by creating a guided, immersive shopping experience. The system also offers ‘outbound clienteling’ features for proactive outreach, gives digital associates tools to engage with shoppers in real time, and enables full sales-tracking and analytics for live sessions.

Accelerate your omnichannel and digital transformation, with Cegid Retail’s Unified Commerce and POS platform. Cegid Retail is designed for specialty retailers across all sectors. Deploy omnichannel services and processes like Click & Collect and Ship from Store quickly and successfully. Transform your store operations and sales associates and adapt to their new roles. Optimize inventory and manage a single vision of stock across the enterprise. Allow more intuitive and agile decision-making for a seamless customer experience. Adopt new ways to fulfill demand and manage your production, wholesale and retail operations. Take charge of all your operations, from the creation of the product offer to omnichannel distribution. Cegid’s retail management solutions combine rapid implementation with high adaptability: creating a product offer and managing suppliers, setting margins, taking orders via smartphone, purchasing and production, logistics and allocation.