Solution
Retail clienteling software built for how you actually sell
Every client’s history, taste and open threads in one place — plus the appointments and in-store events that get them back through the door.
Great clienteling is memory at scale. Lychee gives every associate a living record of who a client is — the pieces they own, the brands they love, the dates that matter — and a timeline that pulls together every touch from every part of the business. Own the relationship, protect the book, and make every outreach feel personal because it actually is — then book the appointment or the private viewing that brings them back.
Everything in Clienteling & CRM
Build-Your-Own Customer Card
Design your own client record with unlimited custom fields — ring size, preferred brands, anniversaries — no engineering required.
Learn moreThe 360° Customer Timeline
One chronological history per client — every appointment, purchase, message, repair and order, visibility-aware.
Learn moreThe Live Board — Open Work at a Glance
A real-time panel of every open thread on a client, attaching and detaching itself as statuses change.
Learn moreSpend & Taste Profiles
Per-client rollups of spend, and the brands and products they’ve bought versus merely liked — permission-gated.
Learn moreVIP Tiers & Loyalty Badges
Automatically badge top clients into VIP tiers by spend over any rolling window — perks follow the badge.
Learn moreSmart Segments & Saved Searches
A visual audience builder that filters on behavior as well as attributes — save it, share it by URL, let it auto-refresh.
Learn moreBirthday & Anniversary Milestones
Any date you capture becomes a recurring milestone that fires a reminder ahead of time — the engine behind repeat sales.
Learn moreClient Ownership & Book Protection
Clients belong to the associate who created them, with access earned the real way and every grant audited.
Learn moreDuplicate Detection & Merge
Catch contacts that share an email or phone and merge two clients into one — with a dry-run preview.
Learn moreClient Outreach & Message Templates
One-to-one client outreach from reusable, per-associate templates — with every message logged to the client’s timeline.
Learn moreProduct Presentations (Clienteling Sessions)
Record what you showed each client, rate every item, and turn each day’s sessions into scheduled follow-ups.
Learn moreIn-Store Events, Guest Lists & RSVPs
Plan trunk shows and launches with invitations, RSVPs, plus-ones and on-site check-in — logged to the timeline.
Learn moreAppointment Scheduling + Apple Calendar Sync
Book typed appointments that sync two ways with Apple Calendar and drive automated reminders off each stage.
Learn moreStart with the basics
What Is Clienteling?
The practice of selling to a customer you actually know — and the system of record that turns individual relationship building into an enduring business asset.
Read GuideClienteling vs CRM
Both store customer records. One is engineered around a deal moving toward a close, the other around a relationship that never closes. That architectural difference decides whether your floor team uses it or abandons it.
Read GuideDigital & Virtual Clienteling
Moving the client book onto an iPad is only the starting point. Real digital clienteling connects floor visits, online browsing, and remote outreach into one continuous relationship.
ReadSee Clienteling & CRM in action
Book a walkthrough and we’ll map it to how your team actually sells.
Book a Demo