PLATFORM

Clienteling

Turn Associates into Brand Ambassadors.

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Know customers.
Wow every time.

Empower associates to transform interactions. Real-time customer profiles, preferences, and purchase history—on any device, to drive relationships and revenue.

Why It’s Different

Clienteling That’s
Actually Connected.

Most clienteling tools feel like CRM spreadsheets duct-taped to a tablet. XY Clienteling is different—it’s native to the XY platform, updated in real time, and fully integrated with POS, OMS, and inventory. No more guesswork. No more toggling.

Core Differentiators

Real-Time
Customer Insights

Profiles, preferences, purchase history, and loyalty status—updated the moment something changes, online or offline.

Native to
POS & OMS

Run XY POS on iPhones, iPads, or kiosks. No custom hardware. No vendor lock-in.

Omnichannel
Conversations

Seamlessly follow up via SMS, email, or WhatsApp—without leaving the app.

Wishlist & Style Boards

Create, share, and convert personalized lookbooks and gifting lists that sync across channels.

Privacy-Ready by Design

GDPR-compliant customer preferences, permissions, and consent tracking baked in from Day One.

Key Capabilities

Everything Associates Need to Know— And Do.

XY Clienteling gives store teams the tools to recognize, personalize, and convert—without digging through disconnected systems. It’s fast, intuitive, and always in sync with the rest of your retail stack.

Real-Time
Customer Profiles

Access preferences, purchase history, loyalty status, and consent info in seconds—on any device.

Unified
Omnichannel History

View online and in-store interactions in one timeline. Never miss a detail.

Live Inventory
Lookup

Check availability and suggest alternatives across stores, regions, and channels.

1:1 Messaging
and Follow-Ups

Send personalized SMS, email, or WhatsApp messages right from the platform—with full history saved.

Wishlist & Curated
Lookbooks

Create and share personalized product lists orstyle boards—ready to convert when the customer is.

Associate
Dashboard

Track goals, sales performance, client retention, and outreach—all in one view.

For Store Teams & Stylists

Build Loyalty,
Not Just Baskets.

With XY Clienteling, associates become trusted advisors. From first-time shoppers to top-tier clients, the platform helps teams remember, recommend, and reconnect—at scale and with heart.

Benefits

Always Know Who You’re Helping

Walk into any conversation with context—preferences, purchase history, loyalty tier, and more.

Sell with Confidence

Make better recommendations with real-time access to availability, alternatives, and style trends.

Stay Top of Mind

Easily follow up after a visit or drop new arrivals straight into a customer’s inbox.

Track Impact, Not Just Interactions

Associates see the results of their outreach, conversions, and client retention over time.

Designed for the Floor

Mobile-first, distraction-free UX that works on the go—whether you’re in a flagship or a pop-up.

Real-Time Retail Starts Here

Clienteling That’s
Always in Sync.

XY Clienteling isn’t just fast—it’s fully connected. Customer insights flow in from POS, OMS, and ecommerce. Every action your associates take is powered by real-time data—and feeds back into smarter retail decisions across the platform.

What It Connects

POS

Associates can recall profiles, apply loyalty, and personalize during checkout.

OMS

View available-to-promise inventory and suggest fulfillment options instantly.

XY Connect (ESB)

Syncs client data with CRM, loyalty programs, and marketing platforms—without delay.

RUBI (Reporting)

Measure outreach performance, customer lifetime value, and client reactivation.

Ecommerce

Seamlessly surface online behaviors, wishlists, and abandoned carts for in-store use.

Proof & Compliance

Trusted by Brands.
Built for Boundaries.

From luxury flagships to global retail networks, XY Clienteling is trusted by brands where relationships drive revenue. It’s built to scale, secure by design, and fully compliant with data privacy regulations worldwide.

Trust Signals

GDPR-Ready and
Consent-Aware

Respect regional privacy laws with built-in preference and communication consent tracking.

Deployed in
30+ Countries

From Milan to Mumbai, tailored for regional workflows and user behavior.

Role-Based
Access Control

Ensure the right data is visible to the right associate—no more, no less.

Secure,
Mobile-First UX

Designed for store teams, secured for enterprise IT—supporting MDM, device PINs, and session control.

Full Audit
Logging

Every interaction is tracked for compliance, visibility, and quality control.

Future-Proof
Your Retail Stack?
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FAQ’s

Frequently
asked Questions

What is XY POS?

XY POS is our next-gen Point of Sale system designed for seamless, fast, and flexible retail experiences, whether in-store or remote. It connects directly with our omnichannel platform to give you real-time inventory, order management, customer data, and analytics.XY POS is our next-gen Point of Sale system designed for seamless, fast, and flexible retail experiences, whether in-store or remote. It connects directly with our omnichannel platform to give you real-time inventory, order management, customer data, and analytics.

Does XY POS work offline?

XY POS is our next-gen Point of Sale system designed for seamless, fast, and flexible retail experiences, whether in-store or remote. It connects directly with our omnichannel platform to give you real-time inventory, order management, customer data, and analytics.XY POS is our next-gen Point of Sale system designed for seamless, fast, and flexible retail experiences, whether in-store or remote. It connects directly with our omnichannel platform to give you real-time inventory, order management, customer data, and analytics.

What hardware does XY POS support?

XY POS is our next-gen Point of Sale system designed for seamless, fast, and flexible retail experiences, whether in-store or remote. It connects directly with our omnichannel platform to give you real-time inventory, order management, customer data, and analytics.XY POS is our next-gen Point of Sale system designed for seamless, fast, and flexible retail experiences, whether in-store or remote. It connects directly with our omnichannel platform to give you real-time inventory, order management, customer data, and analytics.

Can I customize the POS interface?

XY POS is our next-gen Point of Sale system designed for seamless, fast, and flexible retail experiences, whether in-store or remote. It connects directly with our omnichannel platform to give you real-time inventory, order management, customer data, and analytics.XY POS is our next-gen Point of Sale system designed for seamless, fast, and flexible retail experiences, whether in-store or remote. It connects directly with our omnichannel platform to give you real-time inventory, order management, customer data, and analytics.

How does payment processing work?

XY POS is our next-gen Point of Sale system designed for seamless, fast, and flexible retail experiences, whether in-store or remote. It connects directly with our omnichannel platform to give you real-time inventory, order management, customer data, and analytics.XY POS is our next-gen Point of Sale system designed for seamless, fast, and flexible retail experiences, whether in-store or remote. It connects directly with our omnichannel platform to give you real-time inventory, order management, customer data, and analytics.

How is inventory managed through POS?

XY POS is our next-gen Point of Sale system designed for seamless, fast, and flexible retail experiences, whether in-store or remote. It connects directly with our omnichannel platform to give you real-time inventory, order management, customer data, and analytics.XY POS is our next-gen Point of Sale system designed for seamless, fast, and flexible retail experiences, whether in-store or remote. It connects directly with our omnichannel platform to give you real-time inventory, order management, customer data, and analytics.

Can I use XY POS for multi-store management?

XY POS is our next-gen Point of Sale system designed for seamless, fast, and flexible retail experiences, whether in-store or remote. It connects directly with our omnichannel platform to give you real-time inventory, order management, customer data, and analytics.XY POS is our next-gen Point of Sale system designed for seamless, fast, and flexible retail experiences, whether in-store or remote. It connects directly with our omnichannel platform to give you real-time inventory, order management, customer data, and analytics.

Is there customer loyalty or CRM integration?

XY POS is our next-gen Point of Sale system designed for seamless, fast, and flexible retail experiences, whether in-store or remote. It connects directly with our omnichannel platform to give you real-time inventory, order management, customer data, and analytics.XY POS is our next-gen Point of Sale system designed for seamless, fast, and flexible retail experiences, whether in-store or remote. It connects directly with our omnichannel platform to give you real-time inventory, order management, customer data, and analytics.

Every Module. Built to Perform. Built to Connect.

XY isn’t a product—it’s a composable platform. Every module is powerful on its own, but together they form a seamless operating system for modern retail.

XY Platform

Ready to Future-Proof Your Retail Stack?

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