Clienteling is not marketing. It is the memory system that lets a luxury business serve a client across decades, staff turnover, and geography. Aurelian's clienteling module is designed for the personal shopper, the salon director, the private jeweller — the people who trade on knowing their clients better than the client's assistant does.
What it does
Every client card carries sizes, aesthetic notes, family details, upcoming occasions, and past purchases. Editable on the floor, on the phone, or after hours.
Set a follow-up rhythm per client tier. The system prompts thank-you notes at 72 hours, review calls at 90 days, and anniversary invitations at 365 days. Never miss the touch.
Every piece the client has bought, when, from whom, and at what price. Repeat orders reference the exact prior specification.
Segment by brand affinity, spend band, geography, or event preference. Trunk shows reach the ten right collectors, not the two hundred names on the general list.
Top-tier client records are visible only to their assigned associate and management. Junior staff see what they need to serve, no more. Full audit trail on every read.
Who uses this
Each associate maintains a client book. Handovers preserve full history. Brand launches target the collectors who care.
Every anniversary, wedding, and family milestone is a scheduled prompt. Repeat commissions and referrals compound year on year.
Measurement history, cloth preferences, garment archive, and upcoming needs — never dependent on the memory of a single cutter.
Questions
Generic CRMs (Salesforce, HubSpot) are built around a sales pipeline. Clienteling is built around a lifetime relationship — memory, cadence, and discretion — for businesses where the top client is worth six figures a year for two decades.
Yes. Follow-up prompts drop into the associate's calendar. Email exchanges can be logged against the client card with one click.
Yes. CSV import for existing client lists is supported. Onboarding assistance is included on paid plans.
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