Clienteling, made actionable

Know what every customer wants—and what to do next.

Track customer requests, match incoming pieces to waiting buyers, and give every associate the history they need to follow through.

Every customer moment. One clear next step.
IntentTracker
IntentTracker dashboard showing customer activity and sales opportunities

Priorities, pipeline, and customer moments at a glance. Tap to explore.

Demand made visibleEvery product request becomes a trackable intention.
One customer storyInteractions, preferences, and intent stay connected.
One next actionFollow-up stays timely, personal, and accountable.
From signal to service

A better rhythm for relationship-led selling.

From a first product request to an allocation decision, keep customer demand and associate ownership visible.

01

Capture intent

Record the products, preferences, timing, and details behind each customer’s interest.

02

Prioritize follow-up

Turn customer signals into clear tasks, reminders, and opportunities for the right associate.

03

Personalize outreach

Use interaction history and meaningful moments to make every conversation more relevant.

04

See the store picture

Give managers visibility into demand, team activity, pipeline health, and customer outcomes.

Inside IntentTracker

Explore the workspaces your team will use every day. Select a screenshot to see the detail.

Intent pipeline

See demand before it becomes a sale.

Capture exactly what each customer wants, then make that demand visible across the store. Every intention has a product, status, owner, and clear path forward.

  • Detailed and customer-grouped intention views
  • Allocation support grounded in real customer demand
  • Shared status, ownership, value, and follow-up context
Customer intentions with requested watches, status, priority, rating, and assigned associates
Customer intelligence

Walk into every conversation informed.

Open a customer brief to review recent interactions, relationship details, and product interests. Pick up the conversation with a record of what has already happened.

  • Complete customer profiles and interaction history
  • Product interests organized by status and priority
  • Mobile-friendly briefs for the sales floor
Customer brief with relationship rating, recent interactions, and contact details beside the customer list
From daily action to store insight

Run the day. Understand the business.

See which products customers are waiting for, how intentions move through each status, and where demand sits across your associates.

IntentTracker insights dashboard showing intention pipeline performance
DemandSee where customers are waiting PriorityFocus the team on the right opportunities PerformanceAct on products, pipeline, and ownership
By product

See where demand is concentrated.

Compare requested pieces and pipeline value across products to understand what customers are waiting for.

By status

Understand the shape of your pipeline.

Compare inquiries, requests, ready pieces, and delivered intentions to see how demand is progressing.

By associate

Make ownership visible.

Review intentions by associate so managers can discuss each team member’s pipeline with specific customer demand in view.

Allocation Matcher showing incoming watches and matching customer requests
Allocation matcher

The right piece. The right customer.

Review incoming pieces against customer requests, compare matches, and keep assignments connected to the original intention.

View screenshot (opens in a new tab)
Connected to your workflow

Bring customer context closer to the tools your team already uses.

ChatGPTChatGPT
TwilioTwilio
The EdgeThe Edge
GmailGmail
OutlookOutlook
ExcelExcel
See it in action

A closer look at IntentTracker.

Watch the platform overview, or explore the detailed product walkthrough.

See IntentTracker in your workflow

See how your store could work with IntentTracker.

Bring your questions about customer requests, incoming inventory, and team follow-up. We’ll walk through the workflows that matter to your store.

Request your demo