Client Services
Intelligent Customer Relationship Management
Our client services software gives you a connected suite of CRM tools to manage the full customer relationship, from loyalty and checkout through to understanding how your audience moves through your digital estate. Everything runs from a single platform, so your commercial and CX teams can work together from the same data, and act on it fast.
Products
Allegiance
Boost customer retention and repeat sales with Allegiance, our advanced loyalty management system.
Core features
Configurable reward structures with support for tiered and points-based models
Gamification elements with incentivising experiences
Segment-specific offer targeting
Real-time programme performance reporting
Integration with existing CRM and commerce infrastructures
Who benefits?
Allegiance is built for marketing and CRM teams responsible for retention strategy, as well as product teams looking to deepen engagement through digital experiences. It’s equally relevant for commercial leaders who need to see a clear connection between loyalty investment and customer lifetime value.
What it solves
Reduces churn
Increases repeat purchase frequency
Boosts the commercial case for customer retention investment
Checkout
Designed to remove friction from the transaction process and give customers flexibility in how they pay.
Core features
Support for multiple payment methods and gateway configurations
Secure transaction processing with fraud prevention controls
Guest checkout and customisable flows to match your brand experience
Dynamic tax and shipping rules by location
Detailed transaction reporting and conversion analytics
Who benefits?
Checkout supports ecommerce and product teams managing the customer purchase journey, or finance and operations teams who need visibility into transaction volumes and payment performance.
What it solves
Reduces checkout abandonment
Improves payment experience clarity
Supports consistent transaction visibility
Prediction
Prediction uses advanced algorithms to anticipate customer behaviour, modelling purchasing patterns and simulating journeys to quantify the impact of changes to your product or pricing.
Core features
Predictive modelling of individual and segment-level purchasing behaviour
Journey simulation to test changes pre-deployment
Propensity scoring for customers most likely to convert or churn
Demand forecasting using historical data
Who benefits?
Prediction supports data and analytics teams moving toward forward-looking intelligence, or product teams who require evidence-based prioritisation rather than relying on intuition.
What it solves
Shifts operations from reactive to anticipatory
Optimises budget allocation for maximum impact
Enables timely interventions in the customer journey
Tracking
Get a comprehensive view of how customers navigate your digital estate, monitoring conversion flows and identifying friction points that lead to drop-off.
Core features
End-to-end conversion flow monitoring across web and app environments
Drop-off analysis and UX issue identification with session-level insight
Funnel comparison across audience segments and time periods
Integration with Prediction for connected behavioural intelligence
Who benefits?
Tracking is built for CX, UX, and digital analytics professionals who need to understand the real-time customer experience, or marketing teams looking to connect campaign performance to on-site behaviour.
What it solves
Eliminates speculative improvement efforts
Replaces guesswork with evidence-based insights
Identifies specific friction points costing customers
Why Choose Whitecross Client Software?
We understand the complexity of large customer databases and the challenge of getting disparate internal teams to work from the same data, within the constraints of regulatory compliance. That’s why our Client Software is a coherent suite designed to work as a single system:
The behavioural data from Tracking informs the models in Prediction which feeds the targeting logic in Allegiance and connects back to conversion performance in Checkout.
It’s the unified ecosystem where every data point can inform your next move.
Frequently Asked Questions
Implementation timelines vary depending on the complexity of your existing infrastructure and the modules you’re deploying, but we’ll work closely with your team from the outset to define a realistic phasing plan and minimise disruption to live operations.
Yes. Each module within Client Software is built with integration flexibility in mind, and can all connect with leading CRM, commerce and data platforms. Our team will assess your current architecture during scoping to confirm compatibility and recommend the appropriate integration approach.
Data governance and compliance are built into the Whitecross platform architecture from the start. Our team can walk you through the specific controls relevant to your regulatory environment.
Prediction is built on your own customer data, which means its outputs improve as your dataset grows and the model refines over time. We recommend using it as a high-quality directional input to planning, particularly for retention and acquisition investment allocation.
You can start with any module and expand over time. Many of our customers begin with one area and add further capability as they see results. Because the modules are designed to work together, expanding the platform later is straightforward.