OS / 02 · Clienteling OS Live in production

Know every client. Grow every relationship.

Client knowledge belongs in the company's system — not in someone's head. Clienteling OS knows every client in 360° — what to offer, and exactly when — and turns that knowledge into personalized outreach, deeper engagement, and repeat purchases.

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BIRTHDAY · DEC 22

BUDGET · €2–8K

PREFERS · EVENINGS

LAPSED · 74 DAYS

NEXT DUE · 14 DAYS

CHANNEL · IN-STORE

LTV · €341.9K

VISITS · 10

LAST · 181D

Isabella RossiVVIP

Client · known in 360°

Next best action

Private preview — Thursday, 18:00

Synced · live

Every client · known in 360°

01 / The problem

The invisible daily losses.

Data

Information lives in scattered spreadsheets

Sales in one Excel, stock in another, clients in a third; nobody sees the whole picture.

Clients

Knowledge walks out the door

Only the advisor knows the best clients and what they love; when they leave, it leaves with them.

Moments

The right moment slips by

Birthdays, follow-ups, and lapsed clients go unnoticed — until the relationship is already cold.

Stock

Balances and sales never reconcile

Nobody can say where a discrepancy came from; shrinkage continues in silence.

Reports

Reporting eats management time

Every month someone merges Excels and calculates bonuses by hand, restarting at every error.

The result

Decisions run on gut feel

The data exists but goes unused; who to call, what to offer, and when is decided by instinct.

The principle

Know fully. Offer precisely. Grow repeat revenue.

Clienteling OS turns customer knowledge into a durable company asset — intelligence that keeps working, and keeps selling, when people move on.

02 / How it works

One source of truth — every client in 360°.

What flows in →

Sales & service transactions (ERP / POS) Stock balances Product & service catalog Client profiles & notes Interactions & appointments Targets & monthly plans

Connected & cleaned · automatically

Clienteling OS connects and cleans everything automatically — identity matching, duplicate control, and quality checks keep one trustworthy view of every client, product, and advisor.

The result: reports that always agree — and client profiles you can act on.

→ What you see

Every client in 360° — history, value & preferences Personalized offers & next-visit reminders Today's action list — who needs attention now Advisor performance & bonuses Plan vs. actual, updated with every data sync Ask anything — AI answers from your data

03 / Modules

Specialized modules. One system.

The modules your team lives in daily — with data quality gates and a full audit trail built in. One login.

01 / 05 · Pulse Center

pulse center · dashboard

Good morning, Alex

Monday · 30 June 2026 · Pulse Center

Synced 09:41

Monthly revenue

€412.6K

▼ 4.0% vs last month

Plan attainment

78%

target €530K

Orders

38 clients

At-risk value

€96.4K

8 VVIP lapsing

Intelligence / Summary ● AI

Revenue is tracking 22% below plan with 3 days left.

Bags & accessories carry the month; ready-to-wear is soft. Eight VVIP clients have lapsed past 60 days — prioritise outreach today.

Today's list · 6 actions

Isabella Rossi VVIP Birthday

Camille Dubois VIP Follow-up

Priya Anand Special Lapsed 74d

Yuki Tanaka VVIP New arrival

Elena Petrova Regular Follow-up

Team performance · 7 days

Aria O.€64.2K · 104%

Sofia M.€51.8K · 88%

Lena K.€43.1K · 71%

Nadia R.€28.6K · 52%

Mei T.€19.4K · 40%

Module 01

Pulse Center

Start every morning with answers, not questions.

Revenue and plan progress at a glance An AI summary of what changed — and what to do about it Every advisor opens a ready list: birthdays, follow-ups, lapsed clients Product-to-client recommendations for personalized outreach

Module 02

Customer 360° profiles

The heart of clienteling — every client, remembered completely.

One full profile: preferences, sizes, budget, notes & purchase history Automatic value segments — from first visit to VVIP Personalized offers matched to taste, budget, and moment Birthday & follow-up reminders so no moment is missed Profile PDF export for private appointments

customer 360 · profile

Isabella Rossi VVIP

CLIENT · +33 6 •• •• 41 12

PDF / Export

Segment

At Risk

Lifetime value

€341.9K

Orders

Last purchase

181d

Contact & measurements

Born22 Dec 1994

TitleCEO · Gen II Holdings

Height / size168 cm · 38

Budget band€2K–8K / visit

ChannelsIn-store · Private

Style & preferences

Preferred brands

Hermès Celine Dior Chanel

Colors & style

Black Brown Classic Minimalist

Purchase history

2025-12-31 Kelly 25 · black gold hardware €42.0K

2025-08-21 Silk twill scarf · seasonal €1.6K

2025-03-15 Cashmere coat · size 38 €2.9K

2024-12-08 Silk blazer · tailored €3.6K

sales analytics · scorecards

Sales analytics

Export Excel

By client Overview By advisor By product

Active clients

Avg. check

€1.8K

Repeat rate

16%

Repeat revenue

€1.8M

Growing YoY

Camille Dubois+€7.0K

Yuki Tanaka+€5.1K

Sofia Marchetti+€3.6K

Declining YoY

Elena Petrova−€16.8K

Priya Anand−€10.4K

Isabella Rossi−€9.6K

RFM segments · all clients

Champions

€1.94M

Big spenders

€3.18M

At risk

€5.55M

Loyal

€1.05M

New / promising

€0.85M

Module 03

Sales analytics

See what's growing, what's slipping, and who made it happen.

Advisor scorecards — bonuses calculated automatically, no month-end disputes Growing vs. slipping clients, spotted early Product turnover & seasonality · interactive drill-down Plan vs. actual, updated with every data sync

Module 04

What you sell

Nothing disappears quietly.

A complete history of everything in and out, month over month Unexplained movements flagged before they become losses What sits idle — and what to bring back Everything new, tracked from day one

inventory · reconciliation

Inventory

Balance · sales · reconciliation

Export Excel

Active SKUs

1,265

Units on hand

1,945

Stock value

€4.62M

Aging > 12mo

64%

⚠ Unexplained shrinkage · Apr–Jun 253 units · €245.6K

Removed from balance with no matching sale. 143 units traced to transfers; the rest flagged for review.

Balance movement

Open → CloseΔ

9000052 Decorative holder · black/white 0 → 60 +60

9000012 Dinner plate set · 12 · zodiac 14 → 1 −13

9000046 Round ashtray · black/white 0 → 13 +13

9000011 Plates set · 6 · sun & moon 9 → 0 −9

ai assistant · chat

AI AI assistant

● Connected to your data

Which brand grew most this quarter?

Celine grew fastest — +38% quarter-on-quarter, led by leather goods. Bags & accessories drove 64% of the increase.

Celine

+38%

Hermès

+23%

Dior

+11%

Miu Miu

−6%

Break down Celine by advisor What should we restock?

Ask your data in plain language… →

Module 05

AI assistant

Ask in plain language — answers in seconds, no analyst needed.

"Which brand grew most this quarter?" — answered from your data Auto-written monthly summaries Advice you can act on — offers, restock, timing Your service standards, pushed to every advisor

Swipe to explore →

Why this works

Not a platform you bend to. A system that fits your business.

Ready-made tools force their process on you; custom builds take months. Clienteling OS sits in between — the ease you want, the reliability you need, shaped to how you already work.

vs. ready-made CRM

Built around your process.

Your files, your rules, your brand's own tone — the system learns your business, not the reverse.

vs. Excel

Keep Excel's ease. Lose its chaos.

You still work with the files you know — but nothing duplicates, nothing gets lost, and it all exports right back to Excel.

vs. a custom IT build

Modular by design.

When your business changes, the system follows — new workflows are switched on, not built from scratch.

04 / Running it

Runs on what you already do.

01 ~5 min

Drop in your files

Drag in your sales & balance Excels — or connect your ERP / POS for continuous sync.

02 The system

Everything updates itself

Reports, segments, and insights refresh on their own — zero manual work.

03 Your team

Everyone knows their day

Managers see the numbers; advisors see who to call — right on their phone, nothing to install.

05 / The business value

More repeat revenue. Deeper relationships. No missed moments.

2.3×

Growth in repeat purchases

When every advisor knows what to offer and when, clients come back — measured in production.

360°

Every client fully known

Preferences, history, value, and the next best action — intelligence that stays with the company when people move on.

100%

Personalized offers

Every offer draws on the client's full history and preferences, matched to your catalog — and the next visit is never forgotten.

Get the full details →

Encrypted access & role-based permissions · Automatic data quality gates · Immutable audit log · A human approves every action · Your data trains no one else's AI · Exports anytime — your database, no lock-in ·

Live in production

Every client is waiting to be known.

We reply within one business day