Jewelry CRM
A high-value jewelry sale does not close in a single conversation; when the quote's validity period runs out or the follow-up is interrupted, the buyer quietly drops out of the process.
On every quote line the carat, the gram weight and the workmanship charge are separate fields; when the customer returns days later, which figure was given on which weight is read from the line.
- Collect the customer's contact history, meeting notes and records on a single card
- Keep the quote's validity date in a field; let quotes nearing expiry drop into a list, and open the follow-up task from that list
- Track open opportunities stage by stage and see which amount is waiting where
- Measure sales performance, customer behaviour and team productivity with reports
- Let the whole team reply on WhatsApp from a single business number; have conversations assigned according to the rule you define, with manager oversight kept
| Reports and Dashboards | Because sales, contact and opportunity data sit in record fields, the performance report is taken directly with a breakdown by date and by person. |
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| Carat and Gram Weight Line | On every line of the quote the item's carat, its gram weight and the workmanship charge are separate fields; when the customer consults their family and comes back days later, which figure was given on which gram weight is read from the line. |
| Tasks and Reminders | A follow-up is a task; its date and its owner are in fields, and the reminder tied to the quote validity date is defined during setup. |
| Sales Pipeline Tracking | An opportunity moves through its stages; which amount is waiting at which stage is read from the Kanban and the stage report. |
| Custom Manufacturing Order Slip | Wedding bands and sets made to order are their own manufacturing record; the ring size, the carat, the stone type and count, and the dates the piece went to the workshop and is due back are fields on that record; until the piece returning from the workshop is written onto the record, the order stays in an open stage and drops to the person responsible as a task. |
In jewelry, weeks can pass between the customer looking at the window and the sale closing: the buyer compares the price in a few places, consults their family, and decides as the wedding or the special day approaches. In that gap, who will get back to whom and when is agreed verbally in the team, and one busy Saturday wipes that agreement out completely.
Because Rapitek CRM attaches every conversation to a record together with its date and the person responsible, the follow-up does not drop even when the shift changes. Since it is visible from the same record which amount is waiting at which stage, the month-end forecast rests not on closed sales but on the real state of open work. You do not do the setup, we do: after the discovery call we give you a date, not a range, and the configuration specific to jewelry is worked out together in that call.
