A clearer picture of IntentTracker.
Explore the product, connected workflows, and what to expect when getting started.
The essentials
What is IntentTracker?
IntentTracker is a clienteling workspace that helps retail teams capture customer product interest, organize follow-up, understand relationship history, and act on store-wide opportunities.
Who is IntentTracker designed for?
It is designed for relationship-led retail teams—especially stores where product consideration, personal follow-up, and long-term customer context influence the sale.
Does IntentTracker work on mobile?
Yes. Core customer, intention, product, and follow-up workflows are responsive and designed to provide focused access from the sales floor.
Working with customers
What is a customer intention?
An intention records a customer’s interest in a particular product. Product, status, ownership, and priority help the team distinguish an inquiry from a request that needs follow-up.
How does allocation matching help?
The Allocation Matcher lets the team review incoming pieces against recorded customer requests. Associates can compare matches and keep an assignment connected to the original intention.
Can managers see demand across the team?
Insights provides product, status, and associate views of intentions. Managers can review where requests are concentrated and discuss the pipeline with the people responsible for it.
How does customer communication work?
Teams can use email and SMS capabilities, reusable templates, customer context, and automation to keep outreach timely while preserving a personal approach.
Integrations and setup
Can it fit our existing workflow?
IntentTracker supports configurable fields, forms, automations, reporting, and integrations. During a demo, we can map these capabilities to the way your team already works.
Which tools can we connect?
The integrations page covers ChatGPT, Twilio, The Edge, Gmail, Outlook, and Excel workflows. The right setup depends on the accounts and data your store uses. Explore integrations.
Can we build a custom integration or use the API?
Yes. IntentTracker provides APIs and supports custom integration discussions. Share the system you want to connect, the records involved, and the workflow you want to support so we can review access and implementation requirements.
Does IntentTracker support SSO?
IntentTracker includes OAuth and OpenID Connect authorization for connected applications. If your organization needs single sign-on, tell us which identity provider you use so we can confirm compatibility and configuration for your environment.
Getting started
How do we get started?
Request a demo so we can understand your store, data sources, and priorities. We’ll show the relevant workflows and discuss the right implementation path.
What should we prepare for a demo?
Bring a short description of your team, your current systems, and one workflow you want to improve. A customer request, an allocation decision, or a follow-up process makes a useful starting point.
Where can we find pricing?
Visit the pricing page to review the published options. If you need help matching an option to your team and setup, we can discuss that during a demo. View pricing.