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Retail CRM for high ticket stores

Retail CRM software and CRM for retail stores

Retail CRM software keeps customer profiles, purchases, preferences and consent in one place and helps your team sell to the same people again. Clientele is built for high ticket stores: it scores every client, reads your POS and Shopify, and hands each associate a daily list of whom to contact.

Store overview, this month

Client profiles
2,184
Platinum and Gold
312
Consent on WhatsApp
71%
Value in today's feeds
$38,400

Sample store data for illustration.

Buyer's checklist

Seven things retail CRM software should do on the sales floor

Use this list to judge any vendor, us included. A product that misses the first three will be a database nobody opens.

  1. 01

    Tell staff whom to contact

    A ranked daily list per associate beats a search box. Ask any vendor what an associate sees when they open the app at 9 am.

  2. 02

    Know what the store sold

    Purchases from the POS and the online store must arrive without manual work, or the profile goes stale within weeks.

  3. 03

    Capture what a receipt never shows

    Sizes, taste, dates, gift recipients and visit notes, entered in seconds on a phone.

  4. 04

    Make the contact easy

    A drafted message on the right channel, sent from the store's number, not a personal phone.

  5. 05

    Respect consent

    Consent per channel with date and source, enforced before every send, plus quiet hours.

  6. 06

    Keep the book with the store

    Reassignment of clients between associates with the full history attached.

  7. 07

    Prove the revenue

    Sales after outreach credited to the associate, so the program survives its first budget review.

Three kinds of software that call themselves a retail CRM

They solve different problems. Many stores need two of them, and it helps to know which one you are actually shopping for.

Customer module in a POS, email marketing tool and clienteling platform

Main job

Customer module in your POS
Attach a customer to a receipt
Email and loyalty marketing tool
Send campaigns to segments
Clienteling platform such as Clientele
One to one outreach by associates

Who uses it

Customer module in your POS
Cashier at checkout
Email and loyalty marketing tool
Marketing team
Clienteling platform such as Clientele
Associates and store managers

Best for

Customer module in your POS
Every store
Email and loyalty marketing tool
High volume, lower ticket
Clienteling platform such as Clientele
High ticket, repeat clients

Daily list of whom to contact

Customer module in your POS
No
Email and loyalty marketing tool
No
Clienteling platform such as Clientele
Yes, ranked per associate

Sizes, taste and dates

Customer module in your POS
Limited fields
Email and loyalty marketing tool
Usually basic
Clienteling platform such as Clientele
Full profile with taste tags and household

Revenue proof

Customer module in your POS
Sales per cashier
Email and loyalty marketing tool
Opens and clicks
Clienteling platform such as Clientele
Sales credited to the associate who reached out

It sits next to your POS, it does not replace it

Your point of sale is good at stock, payments and receipts, and you should keep it. What it is not good at is people: a receipt tells you that a ring was sold on a Tuesday, not that it was an anniversary gift and the next anniversary is in June.

Clientele reads from the POS and adds the human layer. On every plan you upload a CSV export, map the columns once and get profiles, purchase histories and VIP scores. Shopify syncs customers, orders and products continuously. From the Brand plan, POS connectors and e-commerce webhooks bring new sales in as they happen, which also lets clienteling sales attribution credit a sale to the associate who messaged the client before it.

The full list of supported imports is on the CRM and POS software page.

Associate completing a sale at the point of sale counter while the client profile is open on a tablet

Built for stores with a high average ticket

The economics of a jeweler, a watch dealer or a designer boutique are different from a supermarket. A few hundred clients can carry most of the year, each sale is considered, and a message from someone the client knows beats any discount code. Retail CRM software for these stores has to be personal by design.

That is why Clientele ranks clients by the value of the next conversation, writes each draft for one person in the associate's voice and never suggests a blast. It also explains the specialised pages for jewelry CRM, watch dealers and the CRM for furniture stores: the reasons to call a client are different in each trade.

Where it fits less well

If your store sells thousands of low priced items to anonymous shoppers, a loyalty program and an email tool will serve you better. Clientele adds value when staff know clients by name, or should.

What every plan includes

  • Client profiles with purchases, sizes, taste tags, dates, household, notes and consent
  • VIP score from 0 to 100 and four tiers
  • The Money Feed for every associate, every morning
  • One inbox for WhatsApp on your own business number, SMS and unlimited email
  • Wishlists with alerts, appointments and visit log
  • CSV import and Shopify sync
  • Consent management, audit log, export and erasure per client

Plans grow in associates, stores, client profiles, AI written messages and SMS, and add manager tools, attribution, playbooks and enterprise security. Compare them on the pricing page or try the clienteling software demo with your own export first.

FAQ

Retail CRM software questions before you buy

What is retail CRM software?

Retail CRM software stores everything a shop knows about its customers (contact details, purchases, preferences and consent) and helps staff use it to sell again. For stores with high ticket items, the most useful kind also tells each associate whom to contact and why, instead of only holding records.

Is Clientele the right retail CRM for every kind of store?

No. Clientele is built for stores where one client can be worth thousands of dollars a year and a personal message from a named associate makes the difference: jewelers, watch dealers, fashion and leather goods boutiques, furniture, art and similar high ticket retail. A grocery chain or a discount store is better served by loyalty and email marketing tools.

Does it work with my point of sale?

Yes. Every plan imports CSV exports from any POS and syncs Shopify customers, orders and products. Brand and higher plans add POS connectors and e-commerce webhooks so new sales arrive automatically. Clientele does not replace your POS.

What does retail CRM software cost with Clientele?

Boutique is $99 a month billed yearly ($199 month to month) for up to 3 associates, 1 store and 2,500 client profiles. Brand is $299 a month billed yearly for 15 associates, 3 stores and 15,000 profiles. Flagship and Enterprise cover larger estates. Prices are public and checkout is self serve.

How long does it take to set up?

A single store usually imports clients and purchases, invites associates and sets its rules in an afternoon. The first Money Feed is ready the next morning. Larger groups add stores one at a time.

Can we send marketing campaigns from it?

From the Brand plan you can build campaign lists (segments) that only include clients with consent for the chosen channel. The core of Clientele is still one to one outreach by associates, because that is what sells high ticket items.

Test a retail CRM on your own customers

Upload a customer export from your POS or use our sample store. In under a minute you see whom your team should contact first, the reason and the value.

Plans from $99 a month billed yearly. Subscriptions only, cancel at the end of any period.