Coming SoonOn the roadmap: AI product photography — studio & on-model shots from your phone. Book a demo to see what ships today
CRM & Clienteling

A CRM that remembers every customer.

For retail sales teams and wholesalers managing trade accounts.

A CRM built for the jewelry showroom floor. Every customer is owned by a rep, and every purchase, repair, and note lands on one timeline. Coming soon: see exactly who's reaching out and what's converting — right down to a ping when a client is back on your website.

Owned
Every Customer ↔ Rep
Soon
Call Transcription
Soon
Site-Visit Alerts
One
Customer Timeline
Sales Reps

Every customer has an owner and every rep, a scoreboard.

Assign each customer to a dedicated rep, so the moment they walk in, call, or text, your team knows who owns the relationship and can pull up the full history. Coming soon: see exactly how each rep is working their book — texts, emails, and calls per rep, a live leaderboard, and full manager visibility into every message going out. Coaching backed by data, not gut feel.

Customer ownership · coming soon: activity per rep, live leaderboard, manager oversight
Scoreboard · attributed sales
This month · by rep
Coming soon
1M
Maria L.$48.2k
132 texts
2M
Marcus B.$41.7k
118 texts
3D
David K.$33.0k
96 texts
4P
Priya S.$28.4k
74 texts
Texts, emails & calls per rep · every sale traced to who earned it
The Customer Record

See where every sale actually came from.

Every purchase, repair, and note lives on one customer timeline, so any rep can pick up the relationship where it left off. On the roadmap: a full attribution trail — see that a sale started at your trade-show booth, ran through an ad click and a website visit, and closed after a rep's text — plus automatic call transcription and email sync, so net-new is always credited to the rep who earned it.

Unified timeline · coming soon: full attribution, call transcription, email auto-sync
Attribution · one customer timeline
Sarah Chen · how the sale happened
Coming soon
EventCame to your in-store trunk showFirst touch · Jun 1
AdClicked your Instagram adJun 9
WebViewed the Pavé Halo Ring2 visits · Jun 12
In-storeAppointment with MariaJun 15
TextRep: “Saved the halo for you”Jun 16
SalePurchased the Pavé Halo Ring$4,200 · Jun 21
Sale attributed
6 touches across 20 days — credited to Maria, first touch your trunk show.
Rep Superpowers · Coming Soon

Your reps will always know who to call — and exactly when.

We're building a signals engine that watches for the moments that matter so your team doesn't have to — the right nudge reaching the right rep at the right time, turning a good memory into a closed sale. Here's what's on the roadmap.

Today · who to reach out to
Coming soon · preview
Sarah ChenOn your site now
Viewed the Pavé Halo Ring · 2× today
Text
James BennettOccasion
Anniversary in 30 days · gift idea ready
Call
Lisa PatelBack in stock
Wishlist restock: Oval Eternity Band
Text

A lead is back on your site

When a known lead or customer returns to your website, the assigned rep will get pinged in real time — reach out while they're still browsing, not days later.

An anniversary or wedding date is coming up

Wedding anniversaries, engagement and wedding dates, and birthdays will surface weeks ahead — with gift ideas pulled from past purchases and saved wishlists.

A wishlisted piece is back in stock

The moment a wished-for piece restocks or comes back from memo, the rep who saved it for that customer will know first — before it hits the general list.

It's time for a smart follow-up

Post-purchase check-ins, repair-ready nudges, and dormant-client re-engagement will queue themselves — nobody slips through because a rep got busy.

A quote or layaway needs a nudge

A quote about to go stale, a layaway nearing payoff, a deposit waiting on the next step — surfaced to the rep before the moment quietly passes.

A VIP is due for a touch

When a top customer hasn't been in for a while or is due for a check-in, the assigned rep will get a nudge to reconnect before the relationship cools.

The CRM, in full

Everything a jewelry CRM should do.

Customer Profiles

Name, email, phone, and preferences on every record. Purchases, repairs, and notes attach to the profile, so any rep can pick up where another left off.

Automatic Email Sync

Coming soon: connect your team's inboxes and every email to or from a customer appears on their profile in real time — no forwarding, no BCC, nothing to remember.

Rep Leaderboard

On the roadmap: rank reps by texts and emails sent, new customers acquired, and attributed sales. Gamify outreach without it feeling like a call center.

Manager Visibility

Coming soon: see every text going out across all reps — who's sending, how often, and to whom. Full oversight and an audit trail, without micromanaging.

Trade & B2B Accounts

Manage wholesale and trade relationships alongside retail customers — account contacts, terms, and order history on a single record.

Dormant-Client Flags

Coming soon: customers with no contact in 90+ days surface automatically, so the relationships you've built don't quietly go cold.

Item Sharing via Text

Coming soon: build a curated selection for a customer and text them a link. They browse on their phone and can start checkout directly from the link.

See JewelOps in action

Book a live demo with our team. 30 minutes, no pressure, tailored to your store.

Book a live demo