Custom Development

CRM for Jewelry Stores

Jewelry stores need to distinguish ready-to-sell items from pieces that need resizing or making to order. We’ll build a CRM for sales staff and the workshop that links each stage to the specific piece and the customer’s approval.

Discuss CRM Development Features

Where Sales, Repairs, or Custom Work Lose Track of the Piece

Purchases are infrequent and high-value, so losing touch with a customer is costly.
Sales staff may not remember past purchases, ring size, preferred metals, or stone preferences.
When helping select a gift, staff need to check the pickup date against engraving or resizing lead times.
Custom orders and repairs require tracking deadlines, payments, and customer communication.
It’s hard to tell which customers might buy from premium collections and how best to invite them.

Jewelry Records, Special Orders, and Workshop Handoffs

These modules can be included in the project. We’ll agree on the scope and workflow rules after reviewing your processes.

Custom Jewelry Specifications

Staff record the material, size, approved design, and deposit. The workshop receives the agreed version, and new requests go back for confirmation before work starts.

Reservations and Sale Contents

Sales staff confirm the piece is available and note the agreed pickup time. Unique items can have their own ID, documents, and reservation terms.

Handoff to the Workshop

Staff log the piece’s condition, reason for repair, and assignee. After assessment, any revised price or deadline is agreed before work continues.

Additional Features

Changes to a Custom Order: Staff can keep requests to change the stone, engraving, or size alongside the approved design. The workshop records the impact on cost and timing. Until the customer confirms, the jeweler can see which version is authorized.
Tracking Transfers Between Stores and the Workshop: Staff can log who accepted the piece, how it was packaged, and what came with it. If the description doesn’t match on receipt, the workshop records the discrepancy for review before starting. At pickup, the store checks the piece against the latest confirmed entry.
Selecting Pieces for a Private Viewing: Staff can select several pieces and record their sizes and locations. Before confirming the viewing, the store checks each item’s availability. Missing pieces are flagged so an available alternative can be offered.

CRM Workflow Examples

How teams can divide responsibilities and handle exceptions after rollout.

A Customer Reserves a Ring for Resizing

Sales verifies the specific ring and takes the resizing order. Once the workshop confirms, the piece goes into production and the customer receives the agreed pickup details.

A Store Takes in Jewelry for Repair

The associate records what came with the piece and its visible condition. The workshop confirms receipt, and the store checks it on return and closes the request at pickup.

What to Include in the First Release

Start the pilot with repairs and resizing at one store. Sales records condition and contents at intake, the jeweler updates progress, and designated staff confirm pickup. Agree on separate permissions for images, contacts, and financial terms where needed.

Once we agree on the requirements, we design the screens, build a pilot, and try it against the agreed use cases. We plan the rollout and follow-on modules with your team.

Discuss the First Phase

Development FAQ

Can We Distinguish Two Pieces of the Same Design?

Yes. A design record can hold shared specifications, while each piece can have its own ID, size, condition, and location.

How Do We Approve a Revised Repair Price After Inspection?

The jeweler adds an estimate after inspection, and the manager records the agreed amount and scope. The previous estimate stays in the request history.

How Do We Migrate Open Jewelry Repairs into the CRM?

We’ll match receipt numbers, item descriptions, and workshop records. Staff will sample storage locations, contents, and the last approved estimate. If two records lack a piece ID, the store reviews them manually before merging their histories.

What Do You Need to Estimate a CRM for a Jewelry Chain?

Show how one store takes in a piece, sends it to the workshop, and returns it after repair. Scope depends on individual item tracking, access to intake photos, and inventory integration. Custom orders with design revisions can be estimated separately from the repair pilot.

Let’s Discuss Your CRM

Tell us your industry, describe one process you want to automate, and let us know which tools your team already uses.