Top 10 Clienteling Solutions For Retail Businesses In 2024 ConnectPOS Content Creator April 22, 2024

Top 10 Clienteling Solutions For Retail Businesses In 2024

clienteling solution

As businesses strive to stay ahead of the competition and meet the changing demands of consumers, implementing an effective clienteling solution has become essential. With an array of options available, selecting the right solution can be a daunting task for retailers. 

What Is A Clienteling Solution?

Gone are the days when customers were treated as a homogeneous mass. With the ever-growing demand for relevant and unique marketing content, the pursuit of personalization continues to intensify. By 2024, global revenue for customer experience personalization and optimization software is projected to exceed 9.5 billion U.S. dollars.

To stay relevant and competitive, a clienteling solution emerges as a vital tool for businesses to enhance personalized customer engagement. 

By leveraging data analytics and customer insights, these solutions tailor interactions with individual customers based on their preferences, purchase history, and behavior. This ensures that each customer receives a customized experience that resonates with them personally.

  • Personalized customer engagement: At its core, a clienteling solution is all about delivering personalized experiences to customers. By leveraging data analytics and customer insights, these solutions enable retailers to tailor their interactions with individual customers based on their preferences, purchase history, and behavior.
  • Omnichannel integration: Consumers now expect a seamless shopping experience across multiple channels, whether they’re browsing online, in-store, or on their mobile devices. A clienteling solution integrates customer data and interactions across all these channels, allowing retailers to provide a consistent and cohesive experience regardless of how and where customers choose to shop.
  • Enhanced customer service: These solutions empower sales associates with the tools and information they need to deliver exceptional customer service. From personalized product recommendations to proactive communication and follow-ups, these solutions enable sales associates to build rapport with customers and anticipate their needs.
  • Driving sales and loyalty: Clienteling ultimately aims to drive sales and foster long-term loyalty by delivering personalized experiences and exceptional customer service. Studies have shown that personalized recommendations and targeted marketing efforts result in higher conversion rates, larger average order values, and increased customer retention rates.
  • Adaptation to changing trends: The retail landscape is constantly evolving, with new technologies, consumer behaviors, and market trends shaping the industry. A clienteling solution empowers retailers with the agility and flexibility to adapt to changes, helping them stay ahead of the curve and meet evolving customer needs.

Why Clienteling Solution Matters In Retail Landscape

Because of the fierce competition and rising customer expectations, clienteling solutions have become indispensable tools for success. 

Personalized Customer Experience:  In 2022, 43% of online shoppers were willing to share personal data for tailored marketing. These solutions enable retailers to deliver personalized shopping experiences based on customer preferences. Leveraging data, retailers offer targeted recommendations and promotions, enhancing satisfaction and loyalty.

Building Stronger Relationships: In an increasingly digital world, building strong relationships with customers has become essential for retailers. Clienteling solutions allow retailers to cultivate deeper connections with customers through personalized communication, follow-ups, and engagement. By maintaining ongoing relationships with customers, retailers can foster loyalty and drive repeat business.

Increased Sales and Revenue: By delivering personalized experiences and building stronger relationships with customers, these solutions can ultimately lead to increased sales and revenue. Studies have shown that personalized recommendations and targeted marketing efforts result in higher conversion rates and larger average order values, driving overall revenue growth for retailers.

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Omnichannel Integration: Today’s consumers expect a seamless shopping experience across multiple channels, including online, mobile, and in-store. Clienteling solutions enable retailers to integrate customer data and interactions across all channels, providing a consistent and cohesive experience regardless of how and where customers choose to shop.

Adaptation to Changing Trends: The retail landscape is constantly evolving, with new technologies, consumer behaviors, and market trends shaping the industry. These solutions empower retailers to adapt to these changes by providing real-time insights, analytics, and flexibility to respond quickly to shifting customer preferences and market dynamics.

Overall, clienteling solutions have become indispensable tools for retailers looking to thrive in today’s competitive retail landscape. By delivering personalized experiences, building stronger relationships, driving sales and revenue, integrating across channels, and adapting to changing trends, these solutions enable retailers to stay ahead of the curve and meet their customers’ evolving needs.

Top 10 Clienteling Solutions For Retail Businesses In 2024


Revolutionizing the retail landscape, ConnectPOS emerged as a game-changer, utilizing cutting-edge clienteling software to equip retailers with the means to deliver an unparalleled omnichannel experience, seamlessly merging the realms of online and offline interactions.

At its core, ConnectPOS goes beyond traditional point-of-sale systems, acting as a strategic driver for omnichannel retail triumph. By seamlessly merging digital and physical touchpoints through advanced clienteling software, it creates personalized interactions and meaningful customer connections. 

The real power of ConnectPOS shines in its ability to offer a seamless omnichannel experience, regardless of where customers choose to shop. With real-time data synchronization, both customers and sales associates stay informed across all platforms.

Central to ConnectPOS’s offering is its capacity to provide retailers with comprehensive customer insights. This includes a deep understanding of purchase history, preferences, browsing behavior, and interactions across various channels. Armed with this wealth of information, sales associates can offer personalized recommendations, anticipate needs, and curate tailored experiences that resonate with each individual customer.

Moreover, ConnectPOS empowers sales associates to transition from mere transaction facilitators to trusted advisors. By arming them with detailed customer profiles, associates can engage in meaningful conversations, offer informed recommendations, and provide expert guidance aligned with the customer’s preferences and history.\

To help businesses assess its solution and decide whether the software is a fit for them, ConnectPOS offers a free trial for 14 days, which we suggest you should definitely take advantage of. 

Shopify Plus

Shopify Plus stands out as a formidable e-commerce platform tailored specifically for high-volume and enterprise-level businesses. Offering a comprehensive suite of features, it empowers retailers to scale their operations and bolster their online presence. 

With Shopify Plus, businesses can access advanced customization options, flexible pricing structures, and dedicated account management support and benefit from its integrated clienteling solution.

A standout advantage of Shopify Plus is its remarkable scalability, which allows businesses to expand without constraints. Whether managing surges in traffic during peak seasons or venturing into new markets, Shopify Plus provides the flexibility and reliability necessary to facilitate business growth while leveraging its clienteling solution to enhance personalized customer experiences.

In sum, Shopify Plus emerges as a robust solution for businesses seeking to establish a strong online presence and foster meaningful customer connections in today’s dynamic e-commerce landscape.


BigCommerce stands out as a robust and versatile e-commerce platform that caters to businesses of all sizes, from startups to enterprise-level organizations. Its user-friendly interface and extensive feature set make it a top choice for retailers seeking to establish and grow their online presence. Businesses can easily customize their storefronts, manage inventory, and process orders efficiently.

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In addition, with BigCommerce’s clienteling solution, retailers can access a suite of features designed to personalize interactions and deepen customer engagement. This includes the ability to capture and analyze customer data, track purchase history and preferences, and segment customers based on various criteria.

Moreover, the clienteling features enable retailers to leverage this data to deliver targeted marketing campaigns, personalized promotions, and tailored product recommendations. By understanding their customers’ needs and preferences, retailers can create a more seamless shopping experience across all touchpoints, whether online or in-store.

Salesforce Commerce for B2C

Salesforce Commerce for B2C stands as a cutting-edge commerce platform tailored specifically for business-to-consumer retailers. It offers a comprehensive suite of features aimed at delivering seamless and personalized shopping experiences across multiple channels. Retailers can leverage advanced AI capabilities to understand customer preferences and deliver tailored product recommendations.

What sets Salesforce Commerce for B2C apart is its integration with the broader Salesforce ecosystem. This seamless integration allows retailers to unify customer data from various touchpoints, including sales, marketing, and service interactions. Retailers can gain a deeper understanding of their customers, personalize interactions across the entire shopping journey, and ultimately build stronger, more meaningful relationships. 

Shopify POS

Shopify POS is a powerful point-of-sale solution that seamlessly integrates with the broader Shopify ecosystem. It provides retailers with a comprehensive suite of tools to manage both online and in-person sales. The platform’s flexibility enables retailers to customize their POS setup to suit their specific needs, whether they operate a brick-and-mortar store, pop-up shop, or mobile business. 

Furthermore, Shopify POS shines with its robust reporting and analytics functionalities, offering retailers invaluable insights into sales performance, customer behavior, and inventory trends. Beyond its prowess in data analysis, Shopify POS also boasts integrated clienteling features, elevating its capabilities to foster personalized customer experiences and deepen customer engagement.

In addition to detailed sales reports and analytics, Shopify POS empowers businesses with clienteling tools that enable them to build stronger connections with their customers. By leveraging customer data and preferences, retailers can offer tailored recommendations, anticipate needs, and deliver exceptional service both online and in-store.

SAP Commerce Cloud

SAP Commerce Cloud emerges as a comprehensive and robust solution designed to empower retailers with the agility and scalability required to thrive in today’s digital landscape. Through AI-driven product recommendations, dynamic pricing strategies, and targeted marketing campaigns, SAP Commerce Cloud empowers retailers to anticipate customer needs, drive engagement, and ultimately increase conversion rates.

Moreover, SAP Commerce Cloud offers unparalleled flexibility and scalability, allowing retailers to adapt and grow their businesses seamlessly. Its modular architecture enables businesses to customize and extend the platform to meet their specific requirements, whether they operate in B2C, B2B, or hybrid environments. 

LightSpeed Retail

LightSpeed Retail stands out as a comprehensive and feature-rich solution designed to meet the diverse needs of retail businesses. One key aspect that sets LightSpeed Retail apart is its robust inventory management capabilities, allowing businesses to efficiently track stock levels, manage product variants, and streamline replenishment processes. 

Moreover, LightSpeed Retail offers seamless integration with a wide range of third-party applications and services, providing businesses with the flexibility to extend the platform’s functionality and tailor it to their specific needs. LightSpeed Retail allows retailers to create a fully customized and integrated ecosystem that streamlines their operations and enhances the overall customer experience. 


Shopware stands out as a premier choice among e-commerce platforms, celebrated for its innovative approach and adaptability to retailers’ evolving demands. What truly distinguishes Shopware is its commitment to providing a customizable and scalable solution adept at accommodating businesses’ growth over time. 

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With its integrated clienteling solution, Shopware further enhances its capacity to foster personalized customer experiences and deepen engagement, setting it apart in the competitive e-commerce landscape.

Moreover, Shopware fosters a vibrant community of developers, designers, and merchants, emphasizing collaboration and innovation. Its open-source architecture encourages creativity, allowing users to harness community-contributed plugins, themes, and extensions to enhance the functionality and aesthetics of their online stores. 


PartnerLinQ emerges as a dynamic and forward-thinking solution designed to revolutionize retailers’ engagement with their customers, partners, and suppliers. Unlike traditional clienteling platforms, PartnerLinQ goes beyond individual customer interactions, focusing on fostering collaborative relationships across the entire retail ecosystem. 

PartnerLinQ stands out for its emphasis on data-driven insights and analytics as a clienteling solution. It provides retailers with valuable intelligence to optimize their strategies and maximize their returns. 

By leveraging advanced analytics capabilities, PartnerLinQ enables retailers to gain deeper insights into customer preferences, market trends, and supply chain dynamics, empowering them to make informed decisions that drive profitability and competitive advantage.


Goflow is a dynamic and forward-thinking clienteling solution that redefines how retailers engage with their customers in the digital age. What sets Goflow apart is its emphasis on seamless integration and accessibility, allowing retailers to connect with customers across various touchpoints, including mobile devices and online platforms. 

Through advanced analytics capabilities, Goflow provides retailers with valuable insights into customer behavior, preferences, and purchasing patterns, empowering them to optimize their marketing strategies, inventory management, and product offerings. With its focus on integration, accessibility, and data-driven insights, Goflow emerges as a powerful ally for retailers looking to thrive in today’s competitive retail landscape.

FAQs About Clienteling Solutions For Retail Businesses 

  1. Is A Clienteling Solution Scalable To Accommodate The Growth Of Retail Businesses?

Yes, a well-designed clienteling solution should be scalable to accommodate the growth of retail businesses. Scalability ensures that the clienteling platform can handle increasing volumes of customer data, transactions, and interactions as the business expands. 

Additionally, scalability allows for the addition of new features, integration with other systems, and support for larger user bases without sacrificing performance or usability.

  1. How Does A Clienteling Solution Help Retail Businesses Drive Sales And Increase Revenue?

This solution helps retail businesses drive sales and increase revenue by enabling personalized interactions and targeted marketing campaigns based on customer data and preferences. 

By leveraging customer insights, sales associates can provide tailored product recommendations, offer personalized promotions, and anticipate customer needs, leading to higher conversion rates and increased average order values. 

  1. Can A Clienteling Solution Integrate With Existing CRM Systems Used By Retail Businesses?

Yes, many solutions are designed to integrate seamlessly with existing Customer Relationship Management (CRM POS) systems used by retail businesses. Integration with CRM systems allows retailers to centralize customer data, synchronize customer interactions across channels, and leverage existing customer segmentation and analytics capabilities. 

  1. Can A Clienteling Solution Be Accessed Remotely Or On Mobile Devices?

Yes, modern solutions are typically accessible remotely and on mobile devices, empowering sales associates to provide personalized assistance and engage with customers anytime, anywhere. 


As we conclude our exploration of the top 10 clietenling solutions for retail businesses in 2024, it’s clear that these platforms represent more than just tools—they are strategic investments in the future of retail. Businesses that embrace the capabilities of clienteling solutions will be better positioned to thrive in an increasingly competitive market.

To see ConnectPOS in action, feel free to contact us!

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