Company lists · Data refreshed October 2026

Top 25 Clienteling software companies based in the United States

RevenueBase identified 77 company matches for clienteling software companies associated with the United States as of October 2026 and tracks 1,503 professional contacts across them, including 597 with verified work emails. New York is the largest hub.

This list covers company matches for clienteling software companies associated with the United States, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed October 19, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list RevenueBase SmartSearch · Exact Recorded Oct 19, 2026 How this list was built
77Companies
1,503Contacts tracked
597Verified emails
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The 25 largest clienteling software companies based in the United States

Ranked by team size
Top 25 of 77 company matches for clienteling software companies based in the United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Oct 19, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#CompanyRevenueBase SmartSearchHeadquartersEmployeesContacts
1Exact matchNew York, NY, United StatesHQ recorded Oct 19, 2026201-500377 contacts →

Exact match

“SevenRooms is the all-in-one restaurant reservation, CRM and marketing platform that helps operators fill more seats, know every guest, and keep them coming back, automatically.”

Recorded in the RevenueBase company graph · Oct 19, 2026 · View company records in RevenueBase
2Exact matchPalo Alto, CA, United StatesHQ recorded Oct 19, 2026501-1,000310 contacts →

Exact match

“True to the industry we serve, we love to travel, work hard, help others, and make the most of every day.”

Recorded in the RevenueBase company graph · Oct 19, 2026 · View company records in RevenueBase
3Exact matchAtlanta, GA, United StatesHQ recorded Oct 19, 202651-20094 contacts →

Exact match

“WelcomeHome is a CRM built specifically for senior living and home care sales and marketing teams, designed to help organizations convert more leads, strengthen referral…”

Recorded in the RevenueBase company graph · Oct 19, 2026 · View company records in RevenueBase
4Exact matchLongwood, FL, United StatesHQ recorded Oct 19, 2026201-50030 contacts →

Exact match

“We have over 20 years of experience in the hospitality industry.”

Recorded in the RevenueBase company graph · Oct 19, 2026 · View company records in RevenueBase
5Exact matchNapa, CA, United StatesHQ recorded Oct 19, 202611-5023 contacts →

Exact match

“You Sell Wine.”

Recorded in the RevenueBase company graph · Oct 19, 2026 · View company records in RevenueBase
6Exact matchDes Moines, IA, United StatesHQ recorded Oct 19, 202611-5023 contacts →

Exact match

“At ClientCircle, we build software that helps you grow your agency.”

Recorded in the RevenueBase company graph · Oct 19, 2026 · View company records in RevenueBase
7Exact matchLas Vegas, NV, United StatesHQ recorded Oct 19, 202611-5021 contacts →

Exact match

“The leading provider of BI and CRM for gaming worldwide.”

Recorded in the RevenueBase company graph · Oct 19, 2026 · View company records in RevenueBase
8Exact matchAuburn, AL, United StatesHQ recorded Oct 19, 202611-5017 contacts →

Exact match

“Total Party Planner is a software solution designed specifically for caterers and event planners.”

Recorded in the RevenueBase company graph · Oct 19, 2026 · View company records in RevenueBase
9Exact matchRancho Cucamonga, CA, United StatesHQ recorded Oct 19, 202611-5017 contacts →

Exact match

“Since 1984, Advantage 360 has provided billing, customer care and POS software to nearly 200 customers world-wide.”

Recorded in the RevenueBase company graph · Oct 19, 2026 · View company records in RevenueBase
10Exact matchLake Geneva, WI, United StatesHQ recorded Oct 19, 202611-5014 contacts →

Exact match

“Appsuite is the leading provider of Restaurant CRM solutions for the food & beverage industry.”

Recorded in the RevenueBase company graph · Oct 19, 2026 · View company records in RevenueBase
11Exact matchWilmington, DE, United StatesHQ recorded Oct 19, 20261-1014 contacts →

Exact match

“Say2B is easy and effective customer loyalty and relationship management software and mobile app.”

Recorded in the RevenueBase company graph · Oct 19, 2026 · View company records in RevenueBase
12Exact matchCoralville, IA, United StatesHQ recorded Oct 19, 202611-5012 contacts →

Exact match

“Here at Omni Digital Group, we operate on a simple premise.”

Recorded in the RevenueBase company graph · Oct 19, 2026 · View company records in RevenueBase
13Exact matchSan Francisco, CA, United StatesHQ recorded Oct 19, 202611-509 contacts →

Exact match

“TO SIMPLIFY & ENRICH THE WAY WE CONNECT BRANDS, PRODUCTS AND PEOPLE.”

Recorded in the RevenueBase company graph · Oct 19, 2026 · View company records in RevenueBase
14Exact matchNew York, NY, United StatesHQ recorded Oct 19, 20261-109 contacts →

Exact match

“Loyalist is a hospitality-first CRM and marketing platform.”

Recorded in the RevenueBase company graph · Oct 19, 2026 · View company records in RevenueBase
15Exact matchLaguna Niguel, CA, United StatesHQ recorded Oct 19, 202611-506 contacts →

Exact match

“Now part of LightBox, ClientLook provides #CRM software for #broker solutions.”

Recorded in the RevenueBase company graph · Oct 19, 2026 · View company records in RevenueBase
16Exact matchNew York, NY, United StatesHQ recorded Oct 19, 20261-106 contacts →

Exact match

“We believe that all businesses, no matter how small and no matter what language they speak, can benefit from technology.”

Recorded in the RevenueBase company graph · Oct 19, 2026 · View company records in RevenueBase
17Exact matchNew Braunfels, TX, United StatesHQ recorded Oct 19, 202611-506 contacts →

Exact match

“Captivate customers.”

Recorded in the RevenueBase company graph · Oct 19, 2026 · View company records in RevenueBase
18Exact matchSan Diego, CA, United StatesHQ recorded Oct 19, 20261-106 contacts →

Exact match

“We are passionate about helping local businesses succeed.”

Recorded in the RevenueBase company graph · Oct 19, 2026 · View company records in RevenueBase
19Exact matchNewark, DE, United StatesHQ recorded Oct 19, 20261-105 contacts →

Exact match

“One company.”

Recorded in the RevenueBase company graph · Oct 19, 2026 · View company records in RevenueBase
20Exact matchPiscataway, NJ, United StatesHQ recorded Oct 19, 202651-2005 contacts →

Exact match

“iEnterprises provides intelligent CRM, Social and Mobile products and tools to allow our customers to build better relationships and work more intelligently with their own…”

Recorded in the RevenueBase company graph · Oct 19, 2026 · View company records in RevenueBase
21Exact matchBeaverton, OR, United StatesHQ recorded Oct 19, 202611-505 contacts →

Exact match

“emly is a comprehensive CRM and booking solution tailored for beauty, wellness, and care service providers.”

Recorded in the RevenueBase company graph · Oct 19, 2026 · View company records in RevenueBase
22Exact matchPortland, OR, United StatesHQ recorded Oct 19, 202611-504 contacts →

Exact match

“Software for appointment scheduling, point-of-sale, staff management, marketing automation, and a whole lot more.”

Recorded in the RevenueBase company graph · Oct 19, 2026 · View company records in RevenueBase
23Exact matchBasking Ridge, NJ, United StatesHQ recorded Oct 19, 202611-502 contacts →

Exact match

“CardSmart Technologies is a premier provider of total solutions in identity management, loyalty marketing CRM, payment, and business intelligence systems.”

Recorded in the RevenueBase company graph · Oct 19, 2026 · View company records in RevenueBase
24Exact matchPismo Beach, CA, United StatesHQ recorded Oct 19, 202611-502 contacts →

Exact match

“Advisors Assistant – The Leader in Client Management Software for Financial Services Professionals.”

Recorded in the RevenueBase company graph · Oct 19, 2026 · View company records in RevenueBase
25Exact matchAkron, OH, United StatesHQ recorded Oct 19, 20261-102 contacts →

Exact match

“This simple, all-in-one management software helps you retain customers, increase sales, and transform your business operations.”

Recorded in the RevenueBase company graph · Oct 19, 2026 · View company records in RevenueBase

Showing 25 of 77 clienteling software companies based in the United States

See the full list, filter by size, metro and specialty, and access 597 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Clienteling software companies based in the United States at a glance

As of Oct 19, 2026
39.7%Verified-email coverage
19.5Average contacts per company
11-50Median size (employees)
7.8%Largest-city concentration · New York
Oct 19, 2026Page data refreshed

Companies by employee count

1-10
35
11-50
31
51-200
6
201-500
4
501-1,000
1

Email recency for this list is measured worldwide rather than for United States, so it is reported there. Company counts and contact totals on this page are exact for United States, over 77 companies.

How this list was built

The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.

Source
The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
What qualifies
Company records associated with the United States whose business descriptions match “clienteling software companies” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
RevenueBase SmartSearch
Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
Public preview
The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
Match quality
RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
Ranking
Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification
Every displayed company carries at least one verified work email. RevenueBase tracks 597 professional contacts with verified work emails across the full matched dataset. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh
This page's figures were pulled from the company graph on October 19, 2026. Lists refresh periodically as the graph is re-checked.
Record context
Company records and descriptions can change. Check the company's website for its current services and locations.

Frequently asked

What is RevenueBase SmartSearch?

RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “clienteling software companies”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many clienteling software companies are there based in the United States?

RevenueBase identified 77 company matches for clienteling software companies associated with the United States as of October 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.

What is the largest company on this list?

Sevenrooms tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city has the most clienteling software companies?

New York leads with 6 company records, followed by Dallas (3) and Napa (3).

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work limited free results with 500 credits to start. Upgrading provides access to the 597 professional contacts with verified work emails tracked across these 77 companies; direct dials are available where recorded.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on October 19, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase SmartSearch, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.