Clienteling & CRM
Product Presentations (Clienteling Sessions)
Record what you showed each client, rate every item, and turn each day’s sessions into scheduled follow-ups.
Associates record exactly what they showed each customer, rating every item thumbs-up, neutral or down, flagging what sold, and linking anything the client wants to a waitlist. Sessions are tagged by source (in-store, phone, web), support collaborators, and generate shareable product links. A daily bundle turns each rep’s sessions into scheduled follow-up outreach — and the like/dislike signal quietly trains the recommendation engine.
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