An anniversary nobody forgot
A customer bought her wedding set three years ago. Her anniversary comes up this month.
A wish and a new-arrival card go out; she books a visit.an illustration of how it worksknow · jewellery crm
Every enquiry captured. Every customer remembered.
Chats, bills, try-ons, bookings, reviews and occasions build one record per customer. The pipeline shows who is new, interested, booked, bought and gone quiet, so your team knows who to call today.
Live in SeeJewelIn your dashboard: Sales › Contacts and Pipeline
What is a jewellery CRM?
A record of every customer and lead your shop has, with everything they did: what they asked about, tried on, bought and when, and who on your team owns the next step.
how it works
From the first step to the last.
Captured
A chat, a bill, a try-on or a booking creates or updates the customer.
Matched
The same phone or email joins the same record; duplicates can be merged.
Owned
Each lead has a team member and a follow-up date.
Staged
New lead, interested, visit booked, customer, repeat, lost.
Reminded
Birthdays, anniversaries and quiet leads come up on their own.
what you get
What Jewellery CRM does for you.
One record per person
Every channel, bill and booking on one page.
Pipeline board
Drag a customer to the next stage, or pick it from the menu.
Merge duplicates
Same person from two channels becomes one.
Occasions
Birthdays and anniversaries this month.
Companies
Business customers by GSTIN.
Consent and opt-out
Who agreed to marketing, and who said STOP.
Masking
Hide numbers from roles that do not need them.
Stage history
When each customer moved, and why.
what you stop losing
Where a jeweller loses money today.
Leads nobody called back
Enquiries from Instagram and the counter go into notebooks and are forgotten.
Each lead has an owner and a date.
Regulars who drift away
Good customers stop coming and nobody notices for a year.
Lapsed customers show up in a segment with a win-back message.
real paths
How it plays out in a shop.
A lead that would have gone cold
A bridal enquiry from Instagram goes quiet after a price.
It appears in “interested, gone quiet” with a nudge to send new designs.an illustration of how it worksone record
Connected to the rest of SeeJewel.
Nothing is typed twice. Each part writes to the same customer and the same stock.
compare
Paper, generic software, or SeeJewel.
| What you need | Paper and spreadsheets | Generic software | SeeJewel |
|---|---|---|---|
| Leads from every channel | Notebook | Typed in by hand | Captured on their own |
| Purchases on the record | Separate register | Not joined to billing | Every bill, automatically |
| Who to call today | Memory | Manual lists | Follow-ups and segments |
questions
What people ask before they message.
Can I import my existing customers?
Yes, from Excel or CSV, and from Tally ledgers. We help match duplicates.
Can staff see phone numbers?
Only roles you allow. Others see masked numbers.
See Jewellery CRM on your own shop.
Fifteen minutes on your own shop: your stock at today’s rate, one real day from enquiry to bill, and a straight answer on price.
1 · Talk to us2 · See it on your data3 · Go live before the season
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