Proximity logo

Proximity

by Proximity Insight
No reviews yet
ActiveAvailable globallyCloud
Quick facts
VendorProximity Insight
Year launchedN/A
StatusActive
Location145 City Road, London EC1V 1AZ, UK
Countries servedGlobal
Languages1
Integrations1+
Free tierNO
Free trialNO
Contact salesYES

About Proximity

A clienteling platform for retail businesses, designed to help store associates build customer relationships.

Proximity is a clienteling platform designed for premium and luxury retail brands to enhance customer relationships and drive sales. The platform, which functions as a 'Retail Super-App' for store associates, provides a suite of tools for personalized customer engagement. Key features include a 360-degree customer view, appointment booking, event management, and AI-assisted messaging to maintain on-brand communication. It also facilitates in-store transactions with mobile POS and endless aisle capabilities. Built natively on Salesforce, Proximity integrates deeply with the CRM to provide a unified view of customer data. The platform is device-agnostic, allowing associates to use it on the shop floor. Pricing is not publicly available and requires a demo request. Support is available via an email address listed on the contact page.

Pros & Cons

Pros
  • Provides a unified platform for store associates with tools for clienteling, sales, and task management.
  • Built natively on Salesforce, offering robust integration and data consistency for businesses already in that ecosystem.
  • Features AI-powered messaging to help associates craft personalized and on-brand communications quickly.
  • Supports omnichannel customer engagement, bridging the gap between online and in-store experiences.
  • Offers modules for specific retail needs like appointment booking and event management.
Cons
  • Pricing is not publicly available and requires contacting the company for a demo.
  • The platform is heavily focused on the Salesforce ecosystem, which may be a limitation for retailers using other CRM systems.
  • No free trial or free tier is mentioned, making it difficult to evaluate without a sales call.

Features

Key features

Clienteling

Cultivates customer relationships with omnichannel and integrated tools for personalized engagement.

Appointment Booking

Allows customers to book appointments, integrating the digital and physical customer experience.

Data Capture

Maximizes opportunities to collect customer data to enable personalized follow-up and engagement.

In-Store Transacting

Enables frictionless inventory sourcing and payment processing from anywhere in the store.

Event Management

Provides tools to plan, build, and manage in-store events to engage new and existing customers.

Analytics & Insights

Offers reporting and analysis on key performance indicators relevant to retail operations.

AI-Powered Messaging

Assists store teams in crafting personalized, on-brand client messages with multilingual support.

Additional features

Omnichannel Communication

Engage with customers across various channels for a seamless experience.

Task Management

Helps store teams organize daily tasks and reminders for customer follow-ups.

Mobile POS & Endless Aisle

Access a single view of stock and process transactions from any device on the shop floor.

Salesforce Integration

Built natively on Salesforce, extending the value of the CRM platform with connected retail solutions.

Automated Journeys

Transforms the retail experience with automated tasks and reminders for customer follow-ups.

Pricing

Free trial
Free version
Request a quote
Promo Offer

Countries & Languages

Global
Countries served
1
Interface languages
—
Billing currencies

Interface languages

English

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