Know
Every purchase, wherever it happened. One history across stores, web, and app, right on the associate’s device.
Clienteling
Turn your best customers into a revenue channel.
Customer relationships shouldn’t end at checkout. Keep associates connected beyond the store, turning one-time interactions into lasting value.
Selling continues after they leave
The right message, to the right customer, at the right moment.
Benefits
Give customers more reasons to come back.
Turn conversations into sales
Give associates the context and tools to keep conversations going and turn customer interest into purchases.
SMS MessagingWhatsApp MessagingQuick RepliesInventory Visibility
Make every interaction personal
Use customer history, preferences, and product context to make every conversation more relevant.
Image & Video MessagesPromotionsDeep Product Linking
Simplify clienteling with one system
Replace disconnected tools and workarounds with one intuitive clienteling experience.
Mobile POSRemote CartsPay-by-Link
Build loyalty at scale
Give every store the tools to build stronger customer relationships over time.
Consent ManagementStore InboxOutreach Templates
What it does
One conversation, from hello to repeat sale.
Customer context, messaging, and checkout come together in one place, so associates can keep the conversation going beyond the store.
Reach
Keep the conversation going. Stay in touch by SMS or WhatsApp, with product photos, videos, and links worth sharing.
Recommend
Send a cart they can tap to buy. Build it remotely and let them check out in a tap, no trip back to the store.
Nudge
Timely, personal outreach. Give associates a reason to reach out at the right moment, from restocks and launches to customer milestones.
Connect
Every channel, one thread. The full relationship, in one view. See store visits and conversations together, so associates always know where things left off.
Part of the platform
Built in, not a CRM bolted on.
Clienteling lives inside the POS associates already use, with customer history, real-time inventory, messaging, and checkout all connected. Keep the conversation going and complete the sale without switching systems.
Add-on · You’re here
Turn conversations into revenue.
Customer context and messaging in hand, so relationships turn into repeat purchases.
of chats convertBurton
See clienteling in your stores.
A 30-minute look at how NewStore turns conversations into lasting customer relationships.
Proof
Stores feel it. So does the P&L.
When conversations continue beyond the store, stronger relationships turn into results you can measure.
Veronica Beard
Associates text a curated list of clients ahead of the brand’s 350+ annual in-store events, often during quieter hours.
of associate–customer interactions led to a sale
Read the storyEvery channel, one thread
Texts, WhatsApp messages, pictures of what just dropped, a cart ready to buy. All from the POS app associates already use.
SMSWhatsAppImages & video
Remote cartsPay-by-linkQuick replies
Deep product linksStore inboxOutreach templates
The first brand to run clienteling on NewStore.
UNTUCKit piloted it in 2021, helped shape the product, and scaled it to 80+ stores.
more spend per clienteling transaction
Read the storyFirst three months
1,700 messages. Over $1M in store revenue.
Burton’s store guides followed up with customers they had already met on the floor, and 60% of those conversations ended in a sale.
The board you were looking at just came back in your size.
No way. Can you hold it for me?
Held under your name — pay here if easier.
Clienteling, answered.
Clienteling is the practice of building ongoing customer relationships through personalized engagement that drives repeat purchases and long-term value.
A retail CRM stores customer data and sends marketing campaigns to segments. Clienteling is designed for real-time use by associates, enabling them to engage and sell during live customer interactions — not just manage data.
You can measure clienteling by tracking response rates, attributed transactions, conversion from associate outreach, repeat visits, average order value, and revenue tied to clienteling. These metrics show which outreach and workflows are driving engagement and sales, and where the program can improve.
Start with a focused use case and build clienteling into the POS workflow associates already use. Customer history, inventory, messaging, and checkout should stay connected so clienteling does not become a separate task. Define clear outreach guidance, measure early results, then expand the program across more associates and stores.
NewStore requires customers to opt in before associates can message them through clienteling. Consent status is tracked for each customer, and if they opt out, NewStore blocks further clienteling messages until the customer opts back in. SMS and WhatsApp each follow their own consent requirements.