Give every store associate the customer's full story.
Purchase history, preferences, loyalty status and AI-suggested next products — in the associate's hands at the moment of service, across store, WhatsApp and online.
360°
customer view at POS
+23%
assisted-sale basket size
real-time
profile sync
Section 01
The business problem
Your best customer walks into a store and is treated like a stranger. Associates cannot see history or preferences, so premium retail's biggest asset — human service — runs blind.
Why existing solutions fall short
- CRM data lives at head office, not in the associate's workflow.
- Online and store journeys are tracked in separate systems.
- Follow-ups depend on the associate's personal phone and memory.
Section 02
How Fundle solves it
Fundle Clienteling puts the unified member profile in a simple associate app: recognition at entry, purchase history, size and style preferences, AI product suggestions, and compliant WhatsApp follow-ups — every interaction logged back to the profile.
01
Member recognition
Lookup by phone or loyalty QR shows tier, history and preferences instantly.
02
AI product suggestions
Next-best-product recommendations based on affinity and inventory.
03
Compliant follow-up
Associates message customers via governed WhatsApp templates — no personal numbers.
04
Task & outreach queues
Birthday lists, back-in-stock alerts and VIP outreach assigned per associate.
How it works
From data to outcome — the agentic workflow.
Recognise
Customer identified at store entry or till.
Serve
Associate sees history, preferences and suggestions.
Follow up
Governed WhatsApp outreach after the visit.
Attribute
Assisted sales credited to associates and measured.
Business impact & ROI
+23%
basket size on assisted sales
+31%
VIP repeat rate
2.1x
associate outreach conversion
Integrations
FAQ
Omnichannel Clienteling — questions buyers ask.
Do associates need training?
The app is deliberately simple — lookup, profile, suggest, message. Most teams are productive within a day.
How is customer privacy protected?
Associates see role-scoped data only; every access is logged, and messaging runs through approved templates with consent checks.
Does it work for franchise stores?
Yes — franchise associates get the same tools with data partitioned per your governance rules.
Get started
See Omnichannel Clienteling on your data.
A 30-minute working session with the Fundle team — mapped to your brand, mall or programme.