Hello there,

We're excited to launch Notetaker in Endear! This powerful AI feature helps you capture customer interactions right when they happen so nothing gets lost between the sales floor and your next follow-up.

Our Notetaker feature includes:

• Multiple capture methods - Type, voice record with live transcription, or snap photos
• AI-generated titles - Automatic note naming within seconds of saving
• Photo text recognition - Search handwritten notes and images by content
• Contextual tagging - Add labels like "in-store" or “Call” for better organization

Notetaker makes it effortless to document customer preferences and interactions on the go. Learn more or start capturing your first note today.

Hello there,

We're excited to announce new and improved integrations that automatically sync customer data into Endear, giving your team deeper insights for more personalized outreach.

• Ometria Integration - See a customer’s purchase history, order status, and sync your complete product catalog
• Yotpo Integration - Bring in real-time points balances and VIP tier status
• New Klaviyo capabilities - Export Endear messaging events for unified campaign coordination
• Custom field mappings - Import specialized customer data, unique to your brand, from anywhere

Learn more about Ometria, Yotpo, Klaviyo, or custom field mappings.

Hello there,

We're excited to announce that WhatsApp is now available in public beta in Endear! Connect with customers on their preferred messaging channel with GDPR and Meta-compliant outreach. Our WhatsApp integration includes:

• Meta-approved templates for proactive customer outreach, ready for use
• Unified inbox with SMS, email, and live chat
• Customer data sync for personalization opportunities
• Full conversation tracking and reporting

WhatsApp helps you scale compliant, high-converting conversations with customers worldwide. Learn more about setup and give it try today.

Hello there,

We're excited to kick off Endear's Fall Feature Drop with a week of launches that better unite your retail stack. From new & improved integrations to AI-powered clienteling, these updates bring all your tools and customer relationships closer together. Our Fall Feature Drop includes:

• WhatsApp messaging in public beta, now comes standard in Endear
• New Yotpo, Ometria, and Klaviyo integration updates
• Campaign variations for more HQ control and localized personalization
• AI Notetaker for instant customer interaction capture

These capabilities help you deliver and scale seamless, personalized customer experiences across your entire retail operation. Follow along this week as we spotlight each feature.

Hello there,

We're excited to announce that Business Insights has officially moved from beta to general availability! We've enhanced our dashboards and charts to deliver deeper insights into your customer engagement and sales performance within the Endear platform.

Our upgraded Business Insights includes:

• Comprehensive conversation metrics: Track message counts, open rates, click rates, and reply stats across all communication channels
• Advanced filtering options: Analyze by campaign, team, conversion time frame, and message engagement types
• Enhanced opt-out tracking: Monitor opt-out rates across campaigns, conversations, and messages with dedicated filters
• Improved conversion analytics: Measure how different message interactions drive sales with detailed attribution
• Streamlined reporting experience: Replacing our legacy reporting system with a more powerful and intuitive interface

As we transition to the new system, we'll gradually phase out older reporting tools to ensure a smooth migration. Explore our new Business Insights capabilities to uncover actionable insights that strengthen your client relationships and drive revenue growth.

Hello there,

We're excited to announce our new CSV importer in Endear! This powerful tool transforms how you bring customer data into our platform with unmatched precision and ease.

Our enhanced CSV importer includes:

• Intelligent field mapping: AI-assisted column matching automatically connects your data to Endear fields
• Real-time validation: identify and fix formatting issues before they enter your database
• Workbook-style editing: make corrections directly in the interface without starting over
• Format flexibility: seamlessly import various file types with automatic encoding detection
• Collaborative tools: share import projects with team members to streamline data onboarding
• Enterprise-grade security: protect your customer data with robust encryption during transfer

The new CSV importer eliminates the traditional frustrations of data migration, helping you maintain an accurate customer database without the technical headaches. Experience faster time-to-value with a data import process built for the way you work.

Hello there,

We're excited to announce that Endear, already the first and best CRM for retail stores, is now extending our solution to retail concessions! This expansion brings our powerful clienteling tools to beauty counters, kiosks, and other concession retail formats.

Our retail concessions solution includes:

• On-the-spot customer capture: Collect customer information directly at your beauty counter or kiosk
• Streamlined purchase logging: Record transactions manually or instantly with our integrated barcode scanner
• Concession appointment booking: Schedule personalized shopping experiences with customers at your location
• Omnichannel messaging: Connect with customers via Email, SMS, and WhatsApp before and after their visit

Endear for Retail Concessions helps you build lasting customer relationships beyond the traditional store environment. Elevate your concession experience with the same powerful CRM tools that have transformed retail clienteling.

Hello there,

We're excited to announce our new WhatsApp Design Partner program! This exclusive opportunity allows select brands to collaborate directly with our team on shaping the future of the WhatsApp integration in Endear.

Our WhatsApp Design Partner program includes:

• Early access to WhatsApp features before they're widely available
• Direct collaboration with our product team on feature development
• Regular feedback sessions to ensure the solution meets your requirements
• Priority bug fixes for any WhatsApp related issues
• Recognition as an Endear Design Partner in our community

The WhatsApp Design Partner program helps us create a more robust messaging solution while giving you a competitive advantage with early access to powerful new customer engagement tools.

Apply to be included in this exclusive program!

Hello there,

We're thrilled to announce the launch of SalesChat, our newest feature designed to help your sales teams connect with high-intent customers right when they're ready to buy!

SalesChat transforms how your retail team engages with online shoppers by putting the right conversations in front of the right people at the right time.

Our innovative SalesChat solution includes:

• Intelligent conversation routing - Automatically direct incoming chat conversations to your sales teams, enabling them to help customers convert
• Integrated product recommendations - Send product suggestions directly from the chat to guide customers toward purchase
• Unified messaging inbox - Manage chats alongside your Email, SMS, and WhatsApp conversations in one centralized Endear platform
• Seamless staff collaboration - Transfer conversations across staff members and store locations for consistent customer care
• Conversion analytics - Measure precisely how conversations translate into sales with comprehensive reporting
• Complete customer context - Access an omnichannel view of the customer while chatting to provide personalized service

SalesChat integrates seamlessly with your existing Endear platform, giving your sales associates the tools they need to engage effectively with online shoppers. By connecting your product experts with customers at critical decision-making moments, you'll turn browsers into buyers and maximize your online conversion rates.

Stop missing sales opportunities on your website. With SalesChat, your team can provide the personalized assistance that builds customer confidence and drives revenue growth.

Hello there,

Introducing Appointments

Launching this week, Appointments in Endear! This new feature enables seamless booking of in-person appointments with your customers.

Our appointment booking system includes:

• Customized bookable services for each staff member or store location
• Flexible availability management by staff member and store location
• Shareable booking links through Endear messaging
• Automatic customer linking for appointments
• Calendar integration options, use external calendars or let Endear manage them for you
• Pre and post appointment messaging to enhance customer experience

Appointments helps you deliver even more personalized shopping experiences for your customers. You’ll get all the benefits of a full appointment booking tool built right into your CRM.