Turn Every Interaction Into Impact

Small Business Customer Engagement Software That Turns One-Time Buyers Into Regulars

Gleantap helps you unify customer data, track customer behavior, and build personalized campaigns across multiple channels. This helps you improve purchase cycles, win back lost customers, and grow your business without adding more sales staff.

4.5 (2,340 reviews)
Peak engagement time Thursday 3–5pm Lead to Member Conversions 45% Growth rate 10% MoM Ideal Customer Persona 20-30 year olds Sourced from Facebook 3 visits / week

Track Every Customer Interaction

Centralize every interaction, purchase, and conversation across all channels in unified customer profiles. Your team always knows the full story without digging through multiple tools.

Checked-in Made a purchase Enrolled in New Flow Upgraded Membership Samantha William Loyal Customer

Know What Your Customers Actually Want

Track how often customers visit, purchase, and use services within specific timeframes to tailor campaigns and messaging based on real behavioral patterns, not just demographics.

Conversions Engagement Predict

See Which Marketing Efforts Drive the Most Revenue

Track customer journeys from first touchpoint to final purchase to target the right channels and maximize ROI.

Trusted by Leading B2C Brands

Golds Gym Logo
Excel Fitness Logo
Altitude Logo
Bikram Yoga Logo
One Health Clubs Logo
Denver Health & Fitness Logo
212 Fitness Logo
Rebounderz Logo
Urban Golf Performance Logo
BoulZeye Logo
Vent Fitness Logo
Club24 Logo
MVP Sports Clubs Logo
FunQuest Logo
BodyRok Logo
BodyFitTraining Logo
Launch Entertainment Park Logo
Ropes of Southern Utah Logo
Golds Gym Logo
Excel Fitness Logo
Altitude Logo
Bikram Yoga Logo
One Health Clubs Logo
Denver Health & Fitness Logo
212 Fitness Logo
Rebounderz Logo
Urban Golf Performance Logo
BoulZeye Logo
Vent Fitness Logo
Club24 Logo
MVP Sports Clubs Logo
FunQuest Logo
BodyRok Logo
BodyFitTraining Logo
Launch Entertainment Park Logo
Ropes of Southern Utah Logo
Customer Journey Orchestration

Personalize Every Stage of Your Customer Journey

Gleantap lets you build customer journeys based on real behavior. Send the right message at the right time based on what customers actually do.

Recipe Library

Use pre-built journey templates for common use cases, like engagement campaigns, retention flows, trial conversions, and reactivation.

Custom Workflows

Create automated journeys that trigger based on customer actions, such as win-back offers when visits drop or upsells after repeat purchases.

Multi-Channel Orchestration

Guide customers through each stage through different channels, including SMS, phone calls, emails, and AI chat.

When someone purchased 10 class pack (30 days) Here is a monthly membership recomended for you Extend your class pack for 30 days for $49 Wait 30 days Has user used 8 or more classes? Yes No
Customer Segmentation

Target the Right
Customers at the Right
Time

Gleantap lets you group customers by shared attributes, actions, and events, so
you can build targeted campaigns that increase conversions.

Event-Based Targeting

Filter your audience by accounts, purchases, contracts, memberships, and visits to create target groups.

Event-Based Targeting

Segment customers by visit frequency, purchase history, and service usage within specific timeframes to send tailored and timed messages.

Segment Analysis

See demographic profiles, lifespan, visit patterns, and source attribution for any customer segment you create.

No bookings in last 3 months Has a birthday in next 7 days First class today pilates Membership type tier 1 Is an active member Has 3 or more bookings Has attended a birthday party before Has a birthday in next 30 days
B2C CRM

See Exactly Where Every Lead Is in Your Sales Process

Most small businesses track customers in messy spreadsheets or scattered
notes. Gleantap\'s CRM shows you exactly where every prospect stands and
helps your team move them to a paying customer faster.

Recipe Library

See complete customer history, purchases, visits, conversations, and preferences in one place.

Custom Workflows:

Visualize your sales process from lead to customer with customizable stages and deal tracking.

Multi-Channel Orchestration

Assign leads using round-robin rotation or manual selection to speed up response time.

Leads received today/ yesterday Samantha Will 7 hrs ago Active Terry Culhane 7 hrs ago Active Jontahan 7 hrs ago Active Justin Bubbard 23 hrs ago Draft Adam Hoffman 2 days ago On Progress Brandon Dokidis 2 days ago Active Charlie Dokidis 2 days ago Active Marcus Donin 2 days ago Active Add a lead Clients signed up for trial membership Samantha Will 7 hrs ago Active Samantha Will 7 hrs ago Draft Justin Bubbard 23 hrs ago Active Adam Hoffman 2 days ago Active Add a lead Jontahan 7 hrs ago On Progress
Marketing Automation

Send Automated Texts for Higher Open Rates

You don\'t have time to remember who needs a follow-up, who\'s about to churn, or when to send a promotion. Gleantap automates your email and SMS campaigns so the right message reaches the right customer at the right time.

Branded Emails

Use a drag-and-drop editor and pre-built templates to create professional emails in minutes.

AI-Powered Sending

Automatically send messages when your customers are most likely to open them.

A/B Testing

Test subject lines, content, and send times with a few clicks to see what works best for your audience.

SMS option? NO YES Gmail 2:40PM Thanks for your business, Leave us a review Orchestrate end-to-end customer journeys and create tailored campaigns to target the right. Messages 2:40PM Thanks for your business, Leave us a review Messages 2:42PM How would you rate your class on a scale of 1-10? Messages 2:59PM So glad you enjoyed it! Would you mind sharing that love...
Analytics & Insights

Track What’s Converting and What’s Not

Most small businesses run campaigns blindly. Gleantap shows you which
marketing actually brings in revenue, who your best customers are, and when
they're most likely to engage, so you can double down on what works.

Ideal Customer Profiles

See the age, gender, visit patterns, and purchase behavior of your most valuable customers so you can find more like them.

Growth Driver Analysis

Track which lead sources, campaigns, and channels actually convert into paying customers versus which ones waste budget.

Best-Time Insights

Know the exact days and hours when your customers engage most so you stop sending messages when no one\'s paying attention.

Time Between visits Weekly IG FB WA X LD 5 to 6 4 to 5 3 to 4 2 to 3 1 to 2 0 Ideal customer profile Age 30 - 40 y.o Gender Female Membership Black Card Check-ins 3 Check-Ins Product Yoga & Pilates Age 30 - 40 y.o Behavior No visits in 60 days 60% likely to churn After a yoga class 30% likely to churn Took a class with john smith 72% likely to churn
integrations

Work With The Apps Your Teams Already Use

Integrate your disconnected tools to unify customer data, eliminate silos, and automate campaigns across all channels.

Mindbody logo integrationDaxko logo integrationABC Fitness logo integrationJonas Fitness logo integrationSquare logo integrationShopify logo integrationZapier logo integrationCenterEdge logo integration
Explore Integrations
FREQUENT ASKED QUESTIONS

Small Business Customer Engagement Software FAQs

Customer Engagement Software Is A Digital Tool That Helps You Communicate With Customers Across All Touchpoints. It Tracks Customer Data, Automates Personalized Messages At The Right Time, And Shows You What Improves Sales And Retention.
B2C CRM focuses on individual consumers, higher transaction volumes, shorter sales cycles, and automated marketing, while B2B CRM focuses on businesses, complex sales pipelines, long relationships, and account management.
The best B2C CRM depends on your specific needs, but platforms like Gleantap provide unified customer profiles, omni-channel communication, and automated workflows designed specifically for scaling consumer brands.
Yes, Gleantap is designed for multi-location brands, allowing you to track customer visits, purchases, and engagement across all your franchise or corporate locations in one centralized dashboard.
It saves time through automation, improves customer retention with personalized communication, organizes all customer data in one place, and provides actionable insights to help grow your business efficiently.
For small businesses, an ideal B2C CRM is easy to adopt, cost-effective, and integrates with existing tools while providing core features like unified inboxes, automation, and clear analytics. Gleantap is built specifically to address these needs.
Yes, we integrate with popular point-of-sale systems, booking software (like Mindbody and Daxko), legacy databases, and marketing tools to sync your data automatically.

Ready to Run Successful Marketing Campaigns and Grow Your Business?

Gleantap helps you unify customer data, track behavior patterns, and automate personalized campaigns, so you can increase repeat purchases and grow your business.