Compare the Top Clienteling Software in Canada as of January 2026

What is Clienteling Software in Canada?

Clienteling software helps businesses manage and enhance their relationships with customers by providing personalized, targeted services. These platforms enable retailers and service providers to gather detailed customer data, including preferences, purchase history, and communication preferences, to offer tailored recommendations and experiences. Clienteling software often includes features like customer profiling, appointment scheduling, loyalty programs, and real-time communication tools, such as messaging and email. By using clienteling apps, businesses can improve customer engagement, increase sales, and foster long-term loyalty by delivering a more personalized and efficient shopping experience. Compare and read user reviews of the best Clienteling software in Canada currently available using the table below. This list is updated regularly.

  • 1
    Ivy Mobility

    Ivy Mobility

    Ivy Mobility

    Industry Cloud for Consumer Goods, by Ivy Mobility, is a fully integrated suite of software applications built for the consumer goods industry. It supports and transforms all of your sales, merchandising, distribution and direct store delivery functions. Retail Execution. Field sales module for sales reps to enable the perfect store, complete surveys, audits and perform guided selling. Direct Store Delivery (DSD). Typical users are sales, delivery, route sales, and independent reps. Field Service Supports field force of route sales reps to schedule stock, replenish vending machines and collect monies. Sales Force Automation. Enables clientelling in the store by brand ambassadors to promote products directly to consumers, activate promotions, sell more and manage time and stock. Distributor Management. Used by brands and major distributors to manage routes, sales and route accounting. Digital Merchandising. For merchandisers to manage planograms, displays, competition
  • 2
    Mercaux

    Mercaux

    Mercaux

    Offer superior customer experiences in-store and online, improve staff productivity, generate more sales and unlock the in-store data black box with Mercaux’s Omnichannel and Unified Commerce Solutions. Our Composable Architecture gives you the freedom to decide how you transform your stores, the flexibility to work with the systems of your choice, and the agility to do it quickly. Give your customers fluid, flexible and fast Checkout compared to legacy monolithic POS. Complete end-to-end platform, from Assisted Selling and Clienteling through to Remote Selling via WhatsApp and Universal Basket creation. In-store Self-Service Solutions with Basket Transfer & Checkout Capabilities, and Remote 121 Conversations directly with Store Associates. Customer Behaviour Data from First Touch, through to Basket Creation and Final Transaction, Sales Associate Activity and Product Funnel Interest.
  • 3
    NewStore

    NewStore

    NewStore

    Provide your store associates with access to real-time inventory for the full product catalog anywhere in the enterprise. Offer superior shipping options and reduce discounting by shipping from any location with inventory. Increase customer convenience by combining store and endless aisle orders into a single transaction. Access the entire product catalog with descriptions, prices, images, reviews, and more, without ever leaving the customer's side. Accurate inventory is hard. Make it easy with a single view of all inventory supply and demand. Maintain your existing master systems for products, pricing, promotions, and inventory, ensuring consistent and complete information across the entire enterprise. Analyze data in your preferred BI tools, including order, inventory, payment events, and more. All of this data is exposed via streaming APIs which have access to all events that take place within the platform.
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