Eleanor Vance
Gold client
Anniversary in 5 days
Hi Eleanor, Your anniversary is coming up soon. I have a few ideas ready, happy to show you in person or send photos here. Claire
Clienteling software that tells you who to call
Every purchase, date and taste in one place. Clientele turns your client book into a morning list for every associate: who to contact, why now, what it is worth and a message ready to send.
Works with Shopify, POS exports and WhatsApp Business
Today for Claire
3 of 12
Charlotte Hsu
Platinum client
New in Diamond line, fits past diamond buys
The problem
Your best clients go quiet between visits
In a boutique, a small circle of repeat clients brings most of the revenue. What you know about them is spread across places nobody can search at nine in the morning.
- In associates' heads
- Sizes, tastes and family dates leave when the associate leaves.
- On personal phones
- Conversations with your clients live in private chats you never see.
- In paper client books
- Nobody flips through 300 pages to find who has a birthday on Friday.
- In a POS made for receipts
- It knows what was sold, not who to call next or why.
How it works
From client list to first message in one morning
The team opens the store with a short list per person instead of a database to search.
-
01
Import your book
Connect Shopify or upload a CSV or POS export. Purchases, dates, sizes and taste land in one profile per client.
-
02
Open the morning list
Each associate sees who to contact today, the reason, the opportunity value and a drafted message in their own voice.
-
03
Send with consent
Send on WhatsApp, SMS or email only where the client said yes. The sale that follows is credited to the associate.
EV
$5,213
opportunity
Eleanor Vance
Gold client, VIP score 76
Anniversary in 5 days
Hi Eleanor, your anniversary is coming up soon. I have a few ideas ready, happy to show you in person or send photos here. Claire
WhatsApp consent on file
Send on WhatsApp
The Money Feed card
Every card says who, why, what it is worth and what to say
-
1
Who. The client, their VIP tier and score from lifetime value, recency and frequency.
-
2
Why now. The one reason that makes today the right day, never a generic nudge.
-
3
What it is worth. An opportunity value in dollars, so the list is ranked by money, not by alphabet.
-
4
What to say. A drafted message in the store tone and the associate's own phrasing, reviewed before sending.
-
5
Whether you may. Consent for the chosen channel, with time and source, checked before the send button works.
What the feed watches
Eight reasons to reach out, checked for every client every night
Each client gets one best reason a day. The feed mixes reasons, so the morning list is never twelve birthdays in a row.
-
Birthday in 6 days
A gift for themselves, or from a partner who asks you to help.
-
Anniversary in 9 days
The strongest reason to visit for anyone who bought a ring with you.
-
180 days since last purchase
The moment a good client starts drifting to another store.
-
New arrival matches past buys
A new piece in the metal, stone, size or style they already love.
-
Wishlist item back in stock
They asked for it once. Now it is here, and so are you.
-
Saved online 6 days ago
A piece left in an online wishlist, followed up by a person.
-
Engagement ring 5 years ago
Upgrade windows for rings, watches and signature pieces.
-
Purchased yesterday
A thank you note that turns a sale into a relationship.
Client profiles
One profile remembers what every associate learned
Ring size, wrist, clothing and shoe sizes, the metals and makers a client loves, the dates that matter, the household and every conversation. Whoever greets the client next knows all of it.
IM
Isabelle Moreau
Platinum client since 2019, book of Claire
86
VIP score
Sizes
- Clothing
- FR 38
- Shoes
- EU 39
- Ring
- US 6
Important dates
- Birthday
- 14 November
- Anniversary
- 2 June
- Partner
- Laurent
Taste
cashmere
camel
outerwear
quiet luxury
yellow gold
Consent per channel
- WhatsApp Yes, in store
- Email Yes, online
- SMSNot given
Notes
Prefers private appointments on Thursday evenings. Asked to hear first about the autumn coats. Does not like logos.
Messaging
WhatsApp, SMS and email in one inbox, sent only with consent
Associates write from the store's WhatsApp Business number, not their own. Replies land in a shared inbox and on the client profile, quiet hours apply and an opt out is recorded on the spot.
-
EV
Eleanor Vance
9:41WhatsApp, Thursday at six would be perfect.
-
DO
Daniel Okafor
9:12Email, Thank you, I will look at the photos.
Eleanor Vance on WhatsApp
Consent recorded 12 March, in store
Hi Eleanor, your anniversary is coming up soon. I have a few ideas ready, happy to show you in person or send photos here. Claire
Sent 9:32
That is so thoughtful. Thursday at six would be perfect.
Quiet hours 8 pm to 9 am
Appointment added to Thursday
Saved on the profile
Client books and attribution
Client books stay with the store when people move on
Every client belongs to an associate and to the store. Reassign a whole book in one click with full history, and see which outreach turned into a sale.
Reassign a book
Sophie, leaving Friday
312 clients, 1,840 conversations
Claire
Receives the book with every note and date
Clients get a short introduction from Claire, and nothing about them leaves on a personal phone.
Revenue influenced this month
Example| Associate | Outreach | Sales credited | Revenue |
|---|---|---|---|
| Claire | 118 | 9 | $41,200 |
| Marc | 96 | 7 | $28,900 |
| Amira | 84 | 6 | $23,400 |
| Jonas | 61 | 3 | $9,800 |
A sale in your POS or Shopify within the attribution window after an outreach is credited to the associate who sent it.
For owners and retail directors
See what a few extra sales a month are worth
An example to run with your own numbers. If your associates close four extra $3,000 sales a month because of a reminder, that is $144,000 a year against $1,188 for Boutique billed yearly. These are the starting numbers in the calculator.
Arithmetic example, not a promise of results.
Revenue influenced per year
$144,000
Plan that fits, billed yearly
$1,188
Boutique
Revenue influenced is 121 times the cost of the plan.
Industries
Built for sellers whose clients come back
Anywhere a client buys more than once and a personal call makes the difference.
- Jewelry Anniversaries, ring sizes and upgrade windows
- Watch boutiques Allocation lists and arrivals by reference
- Fashion boutiques Sizes, taste and new collection matches
- Furniture stores Open quotes, deliveries and the next room
- Car dealerships Lease ends, service dates and trade ins
- Aesthetic clinics Treatment cycles and VIP rebooking
- Private banking Review dates and family milestones
- Luxury hotels Guest preferences and return stays
Compare
Start today without a sales call
Most clienteling platforms ask for a demo call before you see a price or your own data in the product. Here is how the options compare.
Clientele
- Public price list
- Yes, from $99 a month
- Start without a sales call
- Yes, by card today
- Try it on your own client list first
- Yes, in the demo above
- Daily list of who to contact, with a value
- Money Feed, ranked by value
- Client book stays with the store
- Yes, one click reassignment
Tulip
- Public price list
- No, quote after a demo
- Start without a sales call
- Demo call first
- Try it on your own client list first
- After implementation
- Daily list of who to contact, with a value
- Task lists
- Client book stays with the store
- Yes
Clientbook
- Public price list
- No, priced by store size
- Start without a sales call
- Demo call first
- Try it on your own client list first
- After onboarding
- Daily list of who to contact, with a value
- Reminders
- Client book stays with the store
- Yes
Endear
- Public price list
- Yes, per store
- Start without a sales call
- Trial signup
- Try it on your own client list first
- During the trial
- Daily list of who to contact, with a value
- Tasks
- Client book stays with the store
- Yes
Spreadsheet and POS
- Public price list
- Free, but manual
- Start without a sales call
- Yes
- Try it on your own client list first
- Not applicable
- Daily list of who to contact, with a value
- Manual filters
- Client book stays with the store
- Only if files are shared
Based on each vendor's public website in October 2026. Features change, so check the latest on their sites.
Security and privacy
Your client book stays private and stays yours
Clients trust you with their sizes, family and spending. Clientele treats that the way a vault treats a stone.
-
Consent per channel
WhatsApp, SMS and email consent with time and source on every profile.
-
Encryption at rest
Contact details and notes are encrypted in storage and in transit.
-
Roles and audit log
Owner, manager and associate roles. Every view and export is logged.
-
Export and deletion
Export everything as CSV at any time, delete a client on request.
-
GDPR and CCPA
Access, correction and erasure requests handled from the profile.
-
Demo uploads deleted
A list uploaded to the demo is deleted after 24 hours.
On Enterprise
- SSO with SAML
- SCIM provisioning
- Custom roles
- Audit log export
- Priority support with a named contact
- DPA
- EU or US data residency
Pricing
Public prices, and yearly billing saves 50%
Every plan includes the daily Money Feed, client profiles, consent records and drafted messages. Start by card today.
Boutique
For an independent jeweler, watch dealer or boutique with a small team.
$99 /mo
billed as $1,188 yearly, or $199 billed monthly
- Up to 3 associates in 1 store
- Up to 2,500 client profiles
- Daily Money Feed for every associate
- 1,500 AI written messages per month
- 500 SMS per month, WhatsApp on your own number, unlimited email
Most popular
Brand
For a brand with a few boutiques and a manager who tracks results.
$299 /mo
billed as $3,588 yearly, or $599 billed monthly
- Up to 15 associates in up to 3 stores
- Up to 15,000 client profiles
- 5,000 AI written messages per month
- 2,000 SMS per month
- POS connectors and e-commerce webhooks
Flagship
For multi store retailers that run clienteling as a program.
$999 /mo
billed as $11,988 yearly, or $1,999 billed monthly
- Up to 50 associates in up to 15 stores
- Up to 75,000 client profiles
- 15,000 AI written messages per month
- 8,000 SMS per month
- Multi store reporting and store level Money Feed rules
Enterprise
For luxury groups that need SSO, data residency and a named support contact.
$2,499 /mo
billed as $29,988 yearly, or $4,999 billed monthly
- Unlimited associates and up to 500 stores
- Up to 500,000 client profiles
- 40,000 AI written messages per month
- 20,000 SMS per month
- SSO (SAML), SCIM provisioning and custom roles
Boutique
For an independent jeweler, watch dealer or boutique with a small team.
$199 /mo
billed monthly
- Up to 3 associates in 1 store
- Up to 2,500 client profiles
- Daily Money Feed for every associate
- 1,500 AI written messages per month
- 500 SMS per month, WhatsApp on your own number, unlimited email
Most popular
Brand
For a brand with a few boutiques and a manager who tracks results.
$599 /mo
billed monthly
- Up to 15 associates in up to 3 stores
- Up to 15,000 client profiles
- 5,000 AI written messages per month
- 2,000 SMS per month
- POS connectors and e-commerce webhooks
Flagship
For multi store retailers that run clienteling as a program.
$1,999 /mo
billed monthly
- Up to 50 associates in up to 15 stores
- Up to 75,000 client profiles
- 15,000 AI written messages per month
- 8,000 SMS per month
- Multi store reporting and store level Money Feed rules
Enterprise
For luxury groups that need SSO, data residency and a named support contact.
$4,999 /mo
billed monthly
- Unlimited associates and up to 500 stores
- Up to 500,000 client profiles
- 40,000 AI written messages per month
- 20,000 SMS per month
- SSO (SAML), SCIM provisioning and custom roles
Prices in USD. Compare every limit on the full pricing page.
What is clienteling software?
Clienteling software keeps every client's purchases, sizes, taste, important dates and consent in one shared profile, and helps sales associates reach the right client at the right moment with a personal message. Clientele adds a daily Money Feed that ranks who to contact, why now and what it is worth.
My associates already text clients from their own phones. Why change?
They keep texting, only now from a shared client book with consent, history and attribution. The conversation is saved on the client profile, the sale is credited to the associate, and when someone leaves, the clients stay with the store.
Is it legal to message clients on WhatsApp and SMS?
Messages go only to clients with recorded consent for that channel. Every consent has a time and a source, quiet hours apply, and an opt out reply is recorded automatically so that client is never messaged on that channel again.
Will drafted messages sound robotic to a client who spends $20,000?
Drafts follow the store tone and learn each associate's own phrasing. An associate always reviews the message before it goes, and nothing is ever sent on its own.
We use Shopify or a jewelry POS. Do we have to re-enter our data?
No. Connect Shopify, or import a CSV or POS export, and your clients, purchases and dates are in Clientele in minutes. The first Money Feed is built right after the import.
How do I know it pays for itself?
Sales attribution credits a purchase in your POS or Shopify that follows an outreach to the associate who sent it. You see revenue influenced per associate and per store, every week.
Is our client data safe, and is it ours?
Contact details and notes are encrypted at rest, access follows roles, and every view and export is logged. Your data is never sold and never used to train models. Export everything as CSV or delete any client at any time.
How long does setup take?
The same day. Upload a client list and the first Money Feed appears at once. Inviting associates and connecting a channel takes a few more minutes.
Can we cancel?
Yes. Monthly plans cancel at any time from the billing portal, and access runs to the end of the period you paid for. Yearly plans are billed once a year at half the monthly price.
What about several boutiques and visibility for head office?
Brand covers up to 3 stores, Flagship up to 15 with multi store reporting and store level rules, and Enterprise up to 500 stores with SSO, SCIM provisioning, custom roles and priority support with a named contact.
See who to call tomorrow morning
Run the sample boutique or your own list. No account needed for the first feed.