Customer directory
Search and open any customer record.
CRM & Customers
Give every jewellery customer one useful record.
JewelleryOS CRM brings customer details, orders, item history, buying preferences and activity into one record. Teams can review what a customer bought and how recently they engaged before planning a relevant follow-up.
The problem today
What gets lost in generic software.
Customer context lives with one salesperson.
Festival or launch lists are rebuilt from spreadsheets.
A follow-up starts without knowing the customer's earlier products or orders.
A follow-up is only useful when it knows the customer's history.
What is this?
Jewellery CRM keeps a customer's details, orders, item history, product preferences and activity in one record, grouped by useful segments. Staff can review what someone bought and how recently they engaged before contacting them.
How it works
From record to real selling.
- 1
Customer activity and orders are tied to the customer record where available.
- 2
The CRM summarises purchase history and product preferences.
- 3
Customers can be reviewed by useful groups and activity state.
- 4
Staff open the detailed record before contacting the customer.
- 5
Reports compare customer and order behaviour over a selected period.
What you get
Built into crm & customers.
Contact detail
Customer detail with the right contact links.
Order & item history
What each customer bought, and when.
Preference summary
The products and choices a customer leans to.
Groups & activity
Customer groups and activity labels for outreach.
Repeat reporting
See repeat-customer behaviour over a period.
Reminder records
Wishlist and cart reminder outcomes where enabled.
Export for approved use
Export under your business rules and consent.
Need a jewellery flow that is not listed here?
Jewellery businesses often have their own price rules, approval steps, supplier feeds, certificates, store processes, customer journeys, and reports. JewelleryOS can assess a custom requirement and build the agreed part around the existing platform.
1What job should the feature complete?
2Who uses it, and what may each role see or change?
3Which records and outside systems are involved?
4What result proves the feature works?
Explore what connects to it
Orders & InvoicingJewelleryOS keeps the customer, order, product snapshot, selected options and item stages together. Because items in one jewellery order may take different paths, the order view shows each distinct item stage instead of forcing one misleading status onto the full order.AnalyticsJewelleryOS separates sales records from customer behaviour reports. Sales reports use real orders, while storefront reports use tracked events such as visits, product views, cart actions, checkout starts and purchases. This distinction helps teams read each number in the right context.E-commerce & OrdersJewelleryOS carries product, variant, stone, price, customer and order information from the online store into the admin. Each order item can move through its own work stage, which suits jewellery orders where resizing, making, cancellation, return and dispatch may differ by item.
FAQ
Questions jewellers ask.
Can we import existing customers?
Customer import can be planned after checking the source fields and data quality.
Does it show order history?
Yes. Order and item history is tied to the customer record where available.
Can we build segments?
Yes. Customers can be grouped by useful segments and activity state.
Can we control team access?
Yes. Access follows the admin permission model.
Who is responsible for consent?
The business remains responsible for lawful use; JewelleryOS provides the system controls.
See JewelleryOS working with your own jewellery.
Bring a few products, your rate card, and the process you use today. We will show what is already covered and what would need to be built for you.