Clienteling
Turn Associates into Brand Ambassadors.
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Know customers.
Wow every time.
Empower associates to transform interactions. Real-time customer profiles, preferences, and purchase history—on any device, to drive relationships and revenue.
Clienteling That’s
Actually Connected.
Most clienteling tools feel like CRM spreadsheets duct-taped to a tablet. XY Clienteling is different—it’s native to the XY platform, updated in real time, and fully integrated with POS, OMS, and inventory. No more guesswork. No more toggling.
Core Differentiators
Everything Associates Need to Know— And Do.
XY Clienteling gives store teams the tools to recognize, personalize, and convert—without digging through disconnected systems. It’s fast, intuitive, and always in sync with the rest of your retail stack.
Real-Time
Customer Profiles
Access preferences, purchase history, loyalty status, and consent info in seconds—on any device.
Unified
Omnichannel History
View online and in-store interactions in one timeline. Never miss a detail.
Live Inventory
Lookup
Check availability and suggest alternatives across stores, regions, and channels.
1:1 Messaging
and Follow-Ups
Send personalized SMS, email, or WhatsApp messages right from the platform—with full history saved.
Wishlist & Curated
Lookbooks
Create and share personalized product lists or style boards—ready to convert when the customer is.
Associate
Dashboard
Track goals, sales performance, client retention, and outreach—all in one view.
Build Loyalty,
Not Just Baskets.
With XY Clienteling, associates become trusted advisors. From first-time shoppers to top-tier clients, the platform helps teams remember, recommend, and reconnect—at scale and with heart.
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Benefits
Always Know Who You’re Helping
Walk into any conversation with context—preferences, purchase history, loyalty tier, and more.
Sell with Confidence
Make better recommendations with real-time access to availability, alternatives, and style trends.
Stay Top of Mind
Easily follow up after a visit or drop new arrivals straight into a customer’s inbox.
Track Impact, Not Just Interactions
Associates see the results of their outreach, conversions, and client retention over time.
Designed for the Floor
Mobile-first, distraction-free UX that works on the go—whether you’re in a flagship or a pop-up.
Clienteling That’s
Always in Sync.
XY Clienteling isn’t just fast—it’s fully connected. Customer insights flow in from POS, OMS, and ecommerce. Every action your associates take is powered by real-time data—and feeds back into smarter retail decisions across the platform.
What It Connects
POS
Associates can recall profiles, apply loyalty, and personalize during checkout.
OMS
View available-to-promise inventory and suggest fulfillment options instantly.
XY Connect (ESB)
Syncs client data with CRM, loyalty programs, and marketing platforms—without delay.
RUBI (Reporting)
Measure outreach performance, customer lifetime value, and client reactivation.
Ecommerce
Seamlessly surface online behaviors, wishlists, and abandoned carts for in-store use.
Trusted by Brands.
Built for Boundaries.
From luxury flagships to global retail networks, XY Clienteling is trusted by brands where relationships drive revenue. It’s built to scale, secure by design, and fully compliant with data privacy regulations worldwide.
Trust Signals
Frequently
asked Questions
How does XY Clienteling help increase upsell and units per cart?
Associates can see:
- Past purchases and preferred categories
- Sizes, colors, and styles the customer actually buys
- Live inventory across stores and channels
This allows for relevant recommendations and alternatives, not generic recommendations. The outcome is higher units per transaction and more confident selling—without guessing.
How does XY Clienteling know what a customer wants?
XY Clienteling builds a real-time customer profile from every interaction.
It continuously learns from:
- In-store purchases
- Online browsing and buying behavior
- Wishlists, style boards, and saved items
- Associate notes and follow-ups
Because it’s connected to POS, OMS, and ecommerce, the profile updates instantly—so associates always act on the latest signals, not outdated CRM data.
Does XY Clienteling work in real time during a store interaction?
Yes. Everything in XY Clienteling is real time by design.
When a customer:
- Buys online
- Returns in-store
- Redeems loyalty
- Adds items to a wishlist
Associates see the update immediately—on the shop floor, on any device. No sync delays. No overnight batches.
Can associates use XY Clienteling to follow up after a store visit?
Yes. Associates can follow up directly from the platform via:
- SMS
- Email
- WhatsApp
All conversations are saved to the customer profile, giving full visibility across teams while keeping communication personal and consistent.
How is XY Clienteling different from traditional clienteling or CRM tools?
Most clienteling tools are CRMs repackaged for stores.
They:
- Update slowly
- Sit outside POS and inventory
- Force associates to toggle between systems
XY Clienteling is different because it’s native to the retail transaction flow:
- Built directly into POS and OMS
- Powered by live inventory and order data
- Designed for speed on the shop floor
Is XY Clienteling privacy-compliant?
Yes. Privacy and control are built in—not bolted on.
XY Clienteling includes:
- GDPR-ready consent and preference tracking
- Role-based access to customer data
- Full audit logs of interactions and changes
This makes it suitable for luxury, global, and privacy-sensitive brands operating across regions
Every Module. Built to Perform. Built to Connect.
XY isn’t a product—it’s a composable platform. Every module is powerful on its own, but together they form a seamless operating system for modern retail.
Ready to Future-Proof Your Retail Stack?
Let’s build something extraordinary.
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