Skip to main content
Clienteling is the staff-facing surface for in-store customer relationship management. It gives store staff real-time access to customer profiles, transaction history, incentive balances, and preferences. Clienteling is the staff’s view of the customer. Profile Portal is the customer’s view of themselves. Staff profile lookup in Clienteling can be powered by Omneo Discovery, which returns ranked matches on a partial name, phone number, or loyalty card number as the user types.
For full setup and configuration details, see Clienteling.