Challenges We Address

1. Relevant Automation while empowering your employees agency over a customer, we generate sales opportunities to help drive the selling journey and save time.
2. Unified Tools combining clienteling, in-store and video bookings, events, scheduling and more to empower retail teams
3. KPI and Goal Tracking setting goals with a clear path to achievement are essential to driving engagement and tracking progress

"I need one tool to manage and upsell clients while saving me time." - Store Associate

Relevant Automation

1. The Client 360° is the center piece of Clientela and showcases the clients information.
2. Automate a follow up or thank you message, be reminded about birthday wish opportunities for the week, manually generate a campaign occasion for your employees and their assigned clients for holidays, or brand goals.
3. Clientela Omni-Channel platform removes the constraint of your current set-up, whether its emails, chat apps, iMessage, video chatting, or preparing for an in-store experience, Clientela offers modules that can be activated on your current and future hardware, or let it all take place in Clientela / our 3rd Parties.