Compare the Top Clienteling Software in the USA as of January 2026

What is Clienteling Software in the USA?

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 the USA currently available using the table below. This list is updated regularly.

  • 1
    Salesmate

    Salesmate

    Salesmate

    Salesmate is an all-in-one marketing, sales, and client services CRM platform. It is now time to bring all of your departments together using one powerful CRM. Salesmate will enable your business to build and nurture strong lasting relationships which will increase your company sales. Salesmate gives you a 360-degree view of all of your contacts making it the one source of truth. This helps your sales team take their leads through the sales pipeline with all relevant information at their fingertips. Marketing & Sales can organize campaigns together with one focused goal. Your CS team has the ability to identify upsell opportunities to drive more revenue for your business. The best part getting started only takes a few minutes. Start your free trial today and see why Salesmate will be your #1 choice.
    Starting Price: $12/month/user
  • 2
    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
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