Techzola Clienteling
Turn store associates into personal stylists.
Give your staff a "Black Book" on an iPad. When a loyal customer walks in, staff can see their purchase history, ring size, favorite colors, and average spend—instantly.
Complete Customer Profile
When a customer identifies themselves (via loyalty card, phone number, or name search), their complete profile loads instantly. Staff see everything they need to provide personalized service.
- Full purchase history across all channels
- Size preferences and measurements
- Saved wishlist items from online browsing
- Personal notes from previous interactions
- Communication preferences
Maria Lindberg
Platinum Member | Customer since 2019
Lifetime Spend
47,850 SEK
Ring Size
17 (EU)
Favorite Brands
Citizen, Seiko
Birthday
March 15
Notes
"Prefers gold over silver. Allergic to nickel. Husband's name is Erik."
{
"customer_id": "cust_ml2019",
"wishlist": [
{
"sku": "CIT-ECO-2100",
"name": "Citizen Eco-Drive",
"added": "2024-01-10",
"viewed": 5,
"in_store_stock": true,
"price": 3499
},
{
"sku": "SEI-PRO-5X",
"name": "Seiko Prospex Diver",
"added": "2024-01-05",
"viewed": 3,
"in_store_stock": false,
"nearest_store": "Gothenburg"
}
]
}
Wishlist Access
See what the customer has been browsing and saving online. Know they've viewed that Citizen watch five times? Proactively show it to them when they walk in. In-store stock status helps you fulfill their desires immediately.
- Real-time wishlist sync from e-commerce
- View count and engagement signals
- In-store availability indicator
- One-tap add to cart
Notes & Preferences
Record specific details that make the difference. "Allergic to nickel" prevents embarrassing recommendations. "Husband's name is Erik" enables personal connection. Notes are shared across all stores—any associate can provide the same high-touch service.
- Free-form notes per customer
- Structured preference fields (allergies, sizes)
- Family member tracking (for gift recommendations)
- Communication preferences (SMS, Email, WhatsApp)
- GDPR-compliant data management
{
"preferences": {
"metals": ["gold", "rose_gold"],
"avoid": ["nickel", "silver"],
"ring_size": 17,
"bracelet_length": "18cm",
"style": ["classic", "minimalist"]
},
"family": [
{
"relation": "spouse",
"name": "Erik",
"birthday": "June 22",
"ring_size": 21
}
],
"notes": [
{
"date": "2024-01-10",
"author": "Anna L.",
"text": "Looking for anniversary gift..."
}
]
}
Remote Selling
The sale doesn't have to happen in-store. Send curated product selections directly to the customer for remote checkout.
Curate a Cart
Staff selects products from the catalog, adds personal notes, and creates a custom shopping cart for the customer.
Send via SMS/Email
With one tap, the curated cart is sent to the customer via their preferred channel. Includes personal message from the associate.
Customer Checks Out
Customer reviews the selection, removes items they don't want, and completes checkout online. Sale attributed to the associate.
iPad & Tablet Optimized
Beautiful touch-optimized interface designed for tablet use on the sales floor. Works on any modern tablet or laptop.
Performance Tracking
Track which associates drive the most clienteling sales. Measure remote selling conversion rates. Gamify with leaderboards.
Appointment Integration
Links to Techzola Bookings. See upcoming appointments, prepare for VIP visits, and follow up after consultations.
GDPR Compliant
Customer data access is logged. Consent management built-in. Right to deletion workflows. Audit trails for compliance.
Ready to Empower Your Staff?
See how Techzola Clienteling can transform your store associates into trusted advisors.