Turn customer history into your next sale.
For retail sales teams who sell on relationships.
Every interaction builds the relationship. We're building a clienteling toolset to help your sales team remember, follow up, and close — without a spreadsheet or sticky note in sight. Customer history and notes live on the CRM record today; the rest is coming soon.
Personal outreach, by text. Every reply to the right rep.
Coming soon: text customers directly from JewelOps and have every reply route to their assigned rep, in one thread that never loses context — even when reps are off the floor. Curate a selection of pieces and text a shareable link they can browse from their phone. Available today: every note stays on the customer's CRM record, so a new rep can pick up any relationship without asking the customer to repeat themselves.
The right moment, the right gift. Never miss an occasion.
On the roadmap: record what each customer tries on, admires, or asks about as a living wishlist your reps can reference on follow-ups. Store birthdays, anniversaries, and custom occasions, and JewelOps will alert the assigned rep ahead of time with gift ideas drawn from past purchases. Flag a sold-out piece so the customer can hear the moment it's back — and schedule texts now to land weeks from now.
Every client has an owner. And every rep, a number.
Coming soon: assign each customer to a dedicated rep so the team always knows who owns the relationship and can pull the full history when they walk in, call, or text. Track first-contact attribution to see how many net-new customers each rep brings in, with full manager visibility into every outgoing text — oversight without micromanaging.
The details that close the loop.
Text & Email Invoices (coming soon)
On the roadmap: send a payment link by text or email so customers can pay from their phone, with the invoice updating the moment payment clears.
Post-Purchase Review Requests (coming soon)
Planned: automatically request a Google review after every sale, timed to arrive while the customer is still excited — one tap, no login required.
Repair Status Updates
Repair tickets move through each stage — received, in progress, ready for pickup — so the whole team can see where every job stands. Automated customer text updates on stage changes are coming soon.
See JewelOps in action
Book a live demo with our team. 30 minutes, no pressure, tailored to your store.
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