Improve customer experience and grow sales

Delight your customers at every opportunity.
Serve is the first CDP-powered clienteling tool that turns data from all customer touch points into exceptional in-store experiences.

Greet every customer with the perfect opener

Guide Sales Associates with best practice customer engagement. Identify new and returning customers and capture their shopping motivations to best serve them. Understand your store visitor quality and ultimate sales potential.

Understand your relationship with every customer

Comprehensive profiles help you know each individual customer. Powered by the CDP, these include full purchase history, product images, lifetime value, channel preference, segment participation, marketing engagements and more.

Tailor the experience for each customer

Enable your Sales Associates to deliver relevant customer experiences in every store. Link actions to segments to guide Sales Associates with everything they need to deliver a personal experience for each individual customer, every time.

Improve measurement and data collection

Unlike website interactions, most in-store data is currently lost when the customer leaves your store. Lexer’s flexible data capture forms enable you to collect this key customer information from in-store interactions to genuinely understand and engage your customers both online and offline.
get started
Create new profiles
Grow email list
Event RSVPs
Measure NPS & CSAT
Capture motivations
Collect preferences

Turn every interaction into actionable insight

New data points are automatically generated, and linked to customer profiles - for example, store visited, date and length of visit, and staff member who assisted. All knowledge gained from in-store interactions is recorded and retained for next time.

Continue the conversation post-visit

Personalized post-visit communications, such as surveys, remarketing based on items tried on, coupons, or simply a quick "thanks for stopping by" can be automatically triggered. And any transactions that occur online can be attributed back to the in-store visit.

Gain insight into store performance

Finally understand all aspects of the store experience and your Sales Associate effectiveness. From the number of new vs returning customers per day, reason for each visit, what they are looking for, to how long each Sales Associate spends with a customer. Even interactions that don’t result in a sale, are all captured.

Deploy with ease

Deployment is IT-friendly and code-free. The intuitive touch UI is optimized for tablets and securely integrated with your customer and marketing platforms. Serve is ISO 27001:2013 and SOC 2 compliant.

The CDP retailers love

We power customer acquisition and growth for customer-obsessed retail brands.