Solutions · Luxury & Lifestyle Retail

Clienteling at scale: the personal-shopper conversation, now measurable

Your best clients buy through conversations, not carts. FlowTracker gives every advisor the client's full history beside the chat, ties each Shopify order back to the message and the ad that started it, and keeps VIP relationships warm without ever feeling like marketing.

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Purchase history beside every chat Shopify orders attributed to source VIP broadcasts measured in orders

Client · VIP · 6 purchasesadvisor assigned

Lifetime value

$12,480

6 orders

Last order

$1,840

Attributed

WhatsApp · "Is the camel coat back in stock?"5mVIP

Tracked link · private launch broadcast1dCLICK

Shopify order · $1,840 · matched to conversation2dORDER

Purchase value sent to Meta, TikTok & Google via CAPI

Clienteling

Every advisor works like
your best advisor

One inbox across WhatsApp, Instagram and Email, with the client's purchase history, preferences and full context beside every conversation. The relationship survives staff changes, store transfers and busy Saturdays.

Context is the difference between service and selling

When a client writes in, the advisor sees six years of orders, the sizes that fit, the pieces they returned and the note from their last visit. No asking twice, no generic replies, no "let me check with my colleague".

AI can draft the routine answers in copilot mode while PII masking keeps names, numbers and addresses out of the model. Your advisors see everything, the AI sees only what it needs.

WhatsApp, Instagram & Email in one inbox Purchase history and preferences on the client card PII masking whenever AI assists

Conversation · WhatsAppcopilot on

Could you set aside the structured tote we talked about last month?

COPILOT DRAFT · PII MASKEDOf course. It arrives Thursday, and I will hold it for you until the weekend. Shall I send a payment link so it ships the moment it lands?

Purchase history · 6 orders$12,480

Preferences · neutrals, size M, no callsOn card

PII masking on · AI never sees names, numbers or addresses

VIP Broadcasts

Private launches,
measured in orders

A quiet message to the right two hundred people outperforms a loud one to twenty thousand. Broadcasts go to consent-based segments only, and the report shows revenue, not opens.

Broadcast · "The Autumn Edit" · VIPsent

Delivered · WhatsApp · VIP segment412 / 418

Replies to advisors96

Orders from broadcast28 · $31,660

The private launch, done properly

Announce a collection to your VIP segment over WhatsApp before it goes public. Every reply lands with the client's own advisor, and every resulting order is attributed back to the broadcast.

Broadcast · Restock · waitlist segmentEmail

Delivered · Email · consented waitlist1,204

Tracked link clicks342

Orders from broadcast57 · $18,900

Restocks that reward patience

When a coveted piece returns, the waitlist hears first, over Email or WhatsApp, depending on each client's consent. Per-channel consent lives on the contact record, so campaigns stay GDPR compliant by default.

Questions? See the FAQ

Order #4183 · $1,840matched

Shopify order · matched to conversation✓ Matched

Started by · tracked link · lookbook ad✓ Day 12

Meta CAPI · Purchase · $1,840✓ Delivered

TikTok & Google · events delivered✓ Delivered

Server-side attribution · no cookies to lose

Order Attribution

The order closes on Shopify. The credit lands on the conversation.

A client sees a lookbook ad, messages your advisor, deliberates for two weeks and finally buys online. Most attribution tools call that a direct sale. FlowTracker's Shopify integration ties the order to the conversation and to the tracked link or ad that opened it, server-side, no cookies involved.

Real purchase values, the $1,840, not a generic conversion, flow back to Meta, TikTok and Google through their Conversions APIs. The algorithms learn to find clients, not clickers, and your ad spend starts compounding.

Explore Attribution & CAPI

High-Value Journeys

First purchase, repeat, VIP: each stage gets its own choreography

FlowTracker's built-in CRM keeps every client in a pipeline built for luxury journeys. Stage automations react to real events: a first purchase triggers a hand-written-feeling welcome, a sixth moves the client to VIP and tells their advisor, a long silence starts a gentle re-engagement sequence in the workflow builder.

And when the sale happens over chat, Stripe payment links close it there: remote selling for out-of-town clients, pre-orders for pieces still in production, all recorded on the client card.

Pipelines and stage automations, built in Post-purchase follow-ups from the workflow builder Stripe payment links for remote selling and pre-orders

Pipeline · Client Journeyauto-updating

First purchase1,204

Repeat · 2 to 5 purchases486

VIP · 6+ purchases118

Stripe · pre-order paid · $2,300✓ Recorded

Stage automation: repeat → VIP notifies the client's advisor

How It Works

The clienteling funnel,
wired end to end

Menswear boutique with garments on racks

VIP replyadvisor assigned · history on card

Order · $1,840attributed to lookbook ad

Every entry point is tracked

Ads, tracked links and QR codes at the counter each carry their own source, so a new conversation arrives knowing what started it.

Advisors clientele from one inbox

WhatsApp, Instagram and Email conversations sit beside the client card. AI drafts the routine, PII masking keeps it discreet.

Orders land attributed

Shopify ties the purchase to the conversation and its source, and CAPI returns the real order value to Meta, TikTok and Google.

The next purchase is in motion

Pipelines promote clients toward VIP, workflow follow-ups mark the moments that matter, and the next private launch goes out to consented segments.

FAQ

Clienteling at scale, answered

What does an advisor see next to each conversation?

The full client record from FlowTracker's built-in CRM: past Shopify orders with values, preferences and notes, tags, consent status and the tracked link or ad that first brought the client in. When AI agents assist, PII masking keeps personal details out of the model while your advisors still see everything they need.

How are Shopify orders attributed to conversations and ads?

The Shopify integration ties each order to the client's conversation and to the tracked link or ad click that started the relationship, using server-side attribution rather than browser cookies. Real purchase values then flow back to Meta, TikTok and Google through their Conversions APIs, so the platforms optimise toward buyers, not clicks.

How do VIP broadcasts stay tasteful and compliant?

Broadcasts go only to consent-based segments, and consent is stored per channel on every contact record, which keeps campaigns GDPR compliant by default. You send a private launch or restock announcement over WhatsApp or Email to a hand-picked VIP segment, and FlowTracker reports the orders it produced, not just opens.

Can we close sales remotely, inside the chat?

Yes. Stripe payment links let an advisor take payment for a remote sale or a pre-order without the client ever visiting a checkout page. After the purchase, workflow builder sequences handle the follow-up: a thank-you message, care instructions or a quiet check-in once the piece has arrived.

How much effort is setup, really?

No code and no developer needed. WhatsApp, Instagram and Email connect with OAuth, Shopify and Stripe connect in one click, and client history syncs automatically. Most boutiques have advisors working from the shared inbox within a day.

What does FlowTracker cost?

Pricing is public and plan-based, scaling with contacts and events rather than seats. Early access retailers lock in beta pricing before general availability. See current plans for details.

Will it work with our existing stack?

FlowTracker connects natively to Shopify and Stripe, Meta, TikTok and Google ad accounts, and WhatsApp, Instagram, Messenger, Email and SMS. Other tools can be wired in through webhooks and the API. The integrations page lists everything currently supported.

What happens after we request early access?

You get an invite to create your workspace and a short onboarding call. You connect Shopify, your channels and your ad accounts in about five minutes, and the first attributed conversations usually appear the same day. No payment details are required to start.