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Proximity : Data Capture - Clienteling - Appointment booking - Mobile POS & Endless aisle - Event Management - Dashboard reporting
The retail tools you need all in one app
- Industries
- Retail
- Business Need
- Customer Service
- Requires
- Platform Cloud
The Retail Super-App, transforming how you engage with your customers. Increase efficiency, personalise every interaction, empower your associates to quickly organise their day, curate every customer moment, and transact wherever your customers are.


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the perfect clienteling tool
We have total confidence on PI tool and have decided to implement their tool on a second brand. Fully customizable, it adapt the need of our businesses. Thank you PI team
The Best Retail Solution in The Salesforce Ecosystem
Proximity Insight is packed with tons of features to help store associates manage their stores and provide customers personalized experiences. The PI team is professional and has in-depth knowledge in both Salesforce and the retail industry.
Humanising the Digital Environment
What a great customer engagement tool made all the better by a fantastic personable team. The Proximity insight team listen to your needs, have the ability to tailor the tool specifically for your business with ongoing support readily available. PI support and drive ‘clean’ data by feeding directly into Salesforce – advancing the 360-customer view. Using PI had digitises the retail environment, offering engagement with customer at a time convenient for them while building more ‘human insights’ for the business to make client-informed strategic decisions.
Awesome Digital Platform for Retail Brands
Proximity Insight is the go-to choice for your business to improve customer engagement levels and tap into the power of digital transformation. They taught us how to use Salesforce to strengthen our retail performance.
Great Company
If you're looking for a team that can help your business improve customer engagement levels and tap into the power of digital transformation, Proximity Insight is the best choice.
Technology meets Relationship
Really useful tool to start/evolve customer relationships, and to empower the customer-facing teams enabling them to reach customer when and where they want. Super easy to adapt to the business needs too
Best clientelling option out there!
This application truly puts the customer and user at the centre of every interaction. It is straightforward, simple and allows teams to own the full customer journey from the first interaction regardless of the channel of choice, which is translated into commercials. It is intuitive and works for every colleague, even those on the shop-floor or less familiar with technology. The PI team understands the value of the customer and works with their partners to find the perfect solution for their customer journey.
A Great Clienteling Partner
Proximity Insight is a strong partner with a strong approach to strategy driven technology. Not just strategy as they see it, but strategy that considers your business, and your brand goals. The bespoke work and options available with Proximity Insight make the tool a great choice for brands looking to empower their Associates and drive relationships that last with customers.
Powerful tool for clienteling and omni-channel CX
The team at Proximity Insight are super collaborative and solutions focussed. They really listen to their clients and have been instrumental in helping us achieve a tool that is right for us and supporting our teams in developing relationships. The major benefit of PI is having the connection into Salesforce and keeping customer data in one place to best understand all customer touchpoints and have a connected CX. Collection Builder is a fantastic feature that I haven't seen anywhere else and the roadmap for future developments is really exciting
Great tool & support from team
This is a brilliant addition to Service Cloud and provides another layer to get to know your customers better. The team at Proximity are a pleasure to work with and have helped us with some big projects that have fundamentally changed the way we offer personal shopping.