CRM for jewelry stores
A jewelry store CRM for the moments your clients never forget
From the first engagement ring question to the tenth anniversary gift. Book consultations, track custom pieces and repairs, and remember every client's story.
CRM included in every plan, from $39/month. AI manager included.
New inquiry
Consultation booked
Design and quote
Deposit paid
Quick answer
What does a jewelry store CRM help with?
A jewelry store CRM keeps each client's purchases, ring size, preferences and important dates in one place, and tracks custom designs, repairs and appraisals from intake to pickup. Clientager adds an AI manager that answers questions 24/7, books engagement ring and design consultations, logs repair requests and sends deposit pay links, so high-value inquiries never wait until morning.
Built for jewelry stores and custom jewelers
Your Jewelry Store CRM comes set up with the stages and fields jewelry stores and custom jewelers actually use. Change anything, add your own.
Pipeline stages
- New inquiry
- Consultation booked
- Design and quote
- Deposit paid
- Won
What each record holds
- Ring size
- Metal and stone preferences
- Budget range
- Occasion (engagement, anniversary, birthday)
- Partner's name and preferences
- Important dates (anniversary, birthday)
- Pieces purchased
- Pieces in for repair
- Assigned jeweler or designer
Client records with occasions
Ring size, metal and stone preferences, partner details and important dates on every record. Smart lists filtered by anniversary date help you reach clients before the big day.
Consultation calendar
Engagement ring consultations, custom design meetings and appraisals land on a shared week view with the right jeweler and automatic reminders.
Custom order pipeline
Custom pieces move from New inquiry through Consultation booked, Design and quote and Deposit paid to Won, with the order value on every card.
Repairs and resizing as jobs
Each repair, resize or cleaning is a job with priority, due date, notes on the piece and the bench jeweler assigned. Clients get a text when it is ready.
Quotes, deposits and balances
Build quotes from your catalog of settings, stones and services. Send deposit and balance invoices by secure pay link through your own Stripe, Razorpay or PayPal account.
Catalog of pieces and services
List rings, settings, collections, repairs and appraisals with prices. Your AI manager answers from it and quotes pull items in as line items.
Reports
See consultations booked, custom order win rate, leads by source, repairs completed and revenue collected.
Included: Clientager AI manager
A CRM that fills itself in
Most CRMs wait for someone to type. Your AI manager answers calls, WhatsApp, SMS, website chat and email 24/7, then writes every contact, booking and next step into the CRM for you.
Answers ring questions any time
Proposals are planned late at night. Your AI manager answers by phone, WhatsApp, SMS, chat and email about settings, budgets and timelines, replying to messages in each customer's own language.
Books consultations
It offers times with a designer or jeweler, books the consultation and sends confirmations and reminders, and notes when a client wants the proposal kept private.
Captures the details
It saves budget, metal, stone shape, ring size if known and the proposal date to the record, so your designer can prepare options.
Logs repair requests
When someone needs a resize or a broken clasp fixed, it records the piece and opens a repair job for your bench with the urgency noted.
Scores and summarizes
AI insights give a short summary of each client's history, a hot, warm or cold score and a suggested next step.
How a jewelry store runs on Clientager
- 01
A nervous partner messages at midnight
Your AI manager answers questions about oval diamonds and budget, saves the proposal date and books a private consultation.
- 02
The designer prepares
The record shows budget, metal, stone shape and timeline, so the designer has settings and stones ready to show.
- 03
Design, quote and deposit
After the meeting, the designer sends a quote. When it is accepted, a deposit pay link goes out automatically.
- 04
Made, collected and celebrated
The balance is paid at pickup, the deal moves to Won and a review request follows a week later.
- 05
A client for life
The couple's anniversary is on their record, and a yearly check-in invites them back for a cleaning and inspection.
Automations ready to switch on
- When A booking is completed (consultation)→ Move the deal to Design and quote and send a thank-you message with the designer's direct line.
- When A quote is accepted→ Send the deposit invoice pay link and create a production task for the designer.
- When A job is completed (repair or resize)→ Text the client that their piece is ready for pickup.
- When An invoice is paid (final balance)→ Move the deal to Won, tag the client by occasion and send a review request after 7 days.
- When No visit for 365 days→ Send a check-in inviting them in for a cleaning and inspection of their piece.
Spreadsheets vs. Clientager
Spreadsheets and generic CRMs
- Late-night ring inquiries wait until morning
- Custom orders tracked on paper envelopes
- Repairs lost in the back with no pickup reminder
- Ring sizes and anniversaries forgotten
- Deposits and balances reconciled by hand
Clientager Jewelry Store CRM
- Every inquiry answered 24/7 with consultations booked
- Custom pieces on a pipeline with values and stages
- Repair jobs with due dates and ready-for-pickup texts
- Sizes, preferences and important dates on every record
- Deposits and balances collected by pay link
A jewelry store CRM for high-value, high-emotion sales
An engagement ring is often the biggest purchase a client has ever made in a store, and they want to feel looked after from the first question. Many of those questions come late at night, after weeks of quiet research. A jewelry store CRM helps only if the inquiry is answered while the client is still excited, and remembered after the sale is done.
Clientager's AI manager answers by phone, WhatsApp, SMS, chat and email at any hour. It talks through settings, stone shapes, budgets and timelines from your catalog, captures the details on the client record and books a private consultation with a designer. When a partner asks to keep things quiet, a note on the record makes sure your whole team knows before anyone reaches out.
Track custom designs and repairs from intake to pickup
Custom pieces move through several steps: consultation, design, quote, deposit, production and pickup. In Clientager each custom order sits on a pipeline with its value, and every conversation and file note lands on the client timeline. When a quote is accepted, an automation can send the deposit invoice by pay link and create a production task for the designer with a due date.
Repairs, resizing and cleanings are jobs with priority, due date, notes on the piece and the bench jeweler assigned. The calendar shows jobs next to consultations, so you can see the whole week at a glance. When a job is completed, the client gets a text that their piece is ready, and nothing sits in the back unclaimed for months.
- Custom order pipeline with deal values
- Deposit and balance invoices by pay link
- Repair jobs with bench jeweler assignment
- Ready-for-pickup texts when jobs complete
Remember every occasion and bring clients back
Jewelry clients come back for anniversaries, birthdays and milestones, if you stay in touch. Store important dates, ring sizes, partner preferences and purchase history on each record. Smart lists filtered by date help you reach a client a few weeks before their anniversary with a personal message, written from a saved template or drafted by AI from their history with you.
A yearly check-in can offer a cleaning and inspection, which brings clients back into the store and often leads to the next purchase. Reports show consultations booked, custom order win rate, repairs completed and revenue collected, so you see which services and lead sources grow the business. Staff roles keep revenue visible only to owners and managers, while associates still see everything they need to serve clients well.
Questions about the CRM
What is the difference between a jewelry store CRM and an AI manager?
The jewelry store CRM holds your clients, sizes, important dates, custom orders, repairs and payments. The AI manager answers inquiries 24/7, books consultations, opens repair jobs and writes everything into the CRM. In Clientager both are included, so late-night ring questions turn into booked appointments and complete records.
Can the AI manager keep a proposal a surprise?
Yes. When a client asks for privacy, the AI manager notes it on the record and keeps the conversation on the channel the client chose. Your team sees the note before any follow-up, so nobody sends a message that could spoil the moment. The consultation itself is booked like any other.
Can I import my existing client list?
Yes. Export clients from your point of sale, a spreadsheet or another CRM as a CSV and import them. Duplicate detection finds clients entered twice and lets you merge them. Map columns like ring size, anniversary and purchase notes to custom fields so smart lists work right away.
Can bench jewelers and sales associates log in without seeing revenue?
Yes. Give them the staff role. Bench jewelers can see and complete repair jobs, and associates can work clients and consultations, but staff do not see payments, billing or revenue. Starter includes 2 team logins, Growth 5 and Scale unlimited.
How do deposits for custom pieces work?
Create a quote with the setting, stones and labor from your catalog. When the client accepts, send a deposit invoice by secure pay link through your own Stripe, Razorpay or PayPal account. Send the balance invoice at pickup. Both are marked paid automatically.
Can I track repairs and resizing?
Yes. Each repair, resize or cleaning is a job with the piece described, priority, due date and the bench jeweler assigned. Jobs show on the calendar, and completing one can text the client that their piece is ready to collect.
How much does the jewelry store CRM cost?
The CRM is included in every Clientager plan, and plans start at $39 per month. You can see it in a live demo first, and you can get a refund if you change your mind before your AI agent goes live.
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