Top 5 Clienteling Software Solutions Ranked for 2026

Finding the right clienteling software transforms how retailers build lasting customer relationships. Our comprehensive evaluation ranks the best clienteling solutions for businesses seeking to deliver personalized experiences.

50-70%

Increase in order frequency

3X

Prospect conversion rates

18-30%

Growth in average order values

Sales associates equipped with practical clienteling tools consistently outperform those without access to customer data and analytics. These platforms enable retailers to understand customer preferences and deliver the shopping experience modern consumers expect.

How We Evaluate Retail Clienteling Software for Sales Performance

Our ranking methodology examines each clienteling solution across critical performance dimensions. Every platform receives thorough testing in real retail environments.

Customer Data Integration

We assess how effectively each clienteling tool consolidates customer data from POS systems, e-commerce platforms, and in-store interactions.

Personalization Capabilities

The ability to deliver personalized experiences based on customer preferences and purchase history is evaluated with a weighting.

Sales Associate Adoption

We measure how quickly associates can learn and effectively use each platform to improve the shopping experience.

Analytics and Reporting

Comprehensive analytics capabilities that help businesses track performance and optimize clienteling strategies are a factor in rankings.

Omnichannel Experience

Integration across store, online, and mobile channels ensures consistent customer engagement.

Retail Technology Integration

Compatibility with existing retail technology stacks, including POS systems and CRM platforms.

The Top 5 Clienteling Software Solutions for 2026

Our annual evaluation identifies the leading clienteling solutions helping retailers drive sales and build customer loyalty. Each platform brings unique strengths to help businesses deliver exceptional experiences.

#1
TOP RANKED

BSPK: The Best Retail Clienteling Software for Luxury Brands

BSPK ranks first in our 2026 clienteling software rankings. This AI-powered unified commerce platform delivers exceptional results for luxury retailers and premium brands worldwide.

BSPK Unified Commerce AI-powered clienteling solution

The platform integrates all customer data into a single, seamless experience to supercharge VIP clienteling. BSPK enables sales associates to engage clients across SMS, email, WeChat, and WhatsApp.

Key Features:

  • AI-powered task automation, freeing up associates for value-adding activities
  • Unified omnichannel commerce through a single platform
  • Multichannel communication including WeChat integration for China
  • Complete clienteling training program with dedicated workshops
  • Global transaction capabilities across stores and online

Performance Results:

BSPK reports sales increases of 50% and an 18% growth in average order value. The platform serves high-end fashion brands and luxury retailers seeking data-driven clienteling technology.

Explore BSPK - #1 Clienteling Solution
#2

Endear: Effective Clienteling Tools for Growing Retailers

Endear delivers an AI-powered CRM designed for retail teams to drive sales and increase customer loyalty. The platform empowers store associates with comprehensive clienteling tools.

Endear AI-powered CRM for retail teams with clienteling tools

This clienteling solution helps retailers turn customer data into revenue through personalized messaging and data-driven insights. Endear serves high-touch omnichannel brands including GANNI, Rebag, and Glossier.

Key Features:

  • An AI Notetaker that captures and acts on every detail from store visits
  • Automated SMS, email, and WhatsApp campaigns at scale
  • Shoppable Stories for curated product lookbooks
  • SalesChat for engaging online shoppers in real-time
  • Integration with Shopify POS, Klaviyo, Square, and Gorgias

Performance Results:

Endear reports a 70% increase in order frequency and a 40x higher conversion rate than traditional marketing. The platform syncs customer preferences and purchase history from the entire retail technology stack.

#3

Tulip: Enterprise Clienteling Solution for Global Retailers

Tulip positions itself as the world's largest cloud-based retail customer engagement provider. The platform offers clienteling, online assisted selling, and POS solutions for major retailers.

Tulip composable operations and continuous transformation platform

This clienteling software serves iconic brands including Coach, Versace, Kate Spade, and Michael Kors. Tulip helps associates deliver VIP treatment through comprehensive customer profiles and proactive outreach capabilities.

Key Features:

  • Tulip AI for automating tasks and generating more intelligent recommendations
  • Outreach module for converting shoppers to VIP customers
  • Online Assisted Selling for human sales assistance on e-commerce
  • Mobile POS with endless aisle capabilities
  • Appointment booking for personal shopping consultations

Performance Results:

Tulip reports 62% more orders and 194% increase in average order value after implementing their clienteling platform. The solution integrates with Shopify, Salesforce, and major payment processors.

#4

Salesfloor: Customer-Focused Clienteling Platform with AI

Salesfloor combines clienteling, virtual shopping, and conversational AI into a single retail platform. The solution helps businesses engage customers and create immersive shopping experiences.

Salesfloor clienteling, virtual shopping and AI platform for retail

This clienteling tool powers over 500 million interactions annually and facilitates $5 billion in sales. Major retailers, including Macy's, Saks, and Canada Goose, trust Salesfloor for customer engagement.

Key Features:

  • Maestro AI for personalized product recommendations and autonomous conversations
  • Live chat and video shopping capabilities
  • Geo-location and dynamic routing to connect customers with local associates
  • Associate online storefronts for personalized selling
  • Customer segmentation and multichannel communications

Performance Results:

Salesfloor reports a 26x increase in web conversion rates and a 79% increase in new customer acquisitions. The platform supports apparel, beauty, specialty retail, and department store environments.

#5

Proximity Insight: Sales-Driven Clienteling for Premium Retailers

Proximity Insight offers an award-winning Retail Super-App connecting clienteling, appointments, events, and transactions. The Salesforce-native platform delivers enterprise power for premium retailers.

Proximity Insight ultimate clienteling platform for smart retailers

This clienteling solution serves luxury brands including Bloomingdale's, Paul Smith, Max Mara, and David Yurman. Proximity helps store teams sell smarter with comprehensive customer data at their fingertips.

Key Features:

  • Appointment booking is integrated across the entire customer journey
  • Event management for planning exceptional in-store experiences
  • Mobile POS and endless aisle for frictionless transactions
  • Analytics dashboards for tracking key performance indicators
  • Data capture tools for maximizing customer information collection

Performance Results:

Proximity reports 150% increases in data capture, 30% growth in average transaction value, and associate adoption rates of 90%+. The platform enables over $67 million in annual transactions.

Why Businesses Need Effective Clienteling Software in 2026

Modern retailers face increasing pressure to deliver personalized experiences that differentiate their brand. Clienteling software provides the tools associates need to build meaningful customer relationships.

The best clienteling solutions consolidate customer data from every touchpoint. Sales teams gain instant access to purchase history, customer preferences, and communication records.

How Clienteling Tools Transform Customer Relationships

Increased Customer Loyalty

Personalized outreach based on customer preferences keeps clients engaged between store visits.

Higher Average Order Values

Associates armed with customer data can make relevant recommendations that drive larger purchases.

Improved Shopping Experience

Customers receive the personalized attention they expect from premium retailers.

Unified Omnichannel Engagement

Clienteling platforms integrate in-store and online interactions to deliver seamless customer journeys.

Empowered Sales Associates

Store teams gain confidence with comprehensive customer insights available on any device.

Choosing the Right Clienteling Solution for Your Business

Selecting clienteling software requires careful evaluation of your retail technology environment. Consider how each platform integrates with existing POS systems and customer databases.

The best clienteling tools scale with your business growth. Look for solutions offering flexible deployment options and comprehensive training for sales associates.

Key Factors When Evaluating Clienteling Platforms

Integration capabilities with your existing retail technology stack

Mobile accessibility for associates on the sales floor

Analytics depth for measuring clienteling performance

Training and onboarding support for store teams

Communication channels supported include SMS, email, and messaging apps

Frequently Asked Questions About Clienteling Software