CasperPortalWho it's for · Retail stores
CRM for Jewelry Stores
A CRM for jewelry stores remembers the dates that matter to your customers and keeps repair jobs on track. CasperPortal stores anniversaries, birthdays and ring sizes, sends gift reminders ahead of each occasion, tracks every repair from intake to pickup with text updates, and asks for a review after each sale.
What slows jewelry stores down
Important dates go unused
An anniversary or birthday is a natural reason to visit, but only if you remember it and reach out in time.
Repair status calls interrupt sales
Customers call to ask whether a repair is ready, and staff stop helping shoppers to look it up.
High-consideration buyers need follow-up
Engagement ring shoppers often visit several stores. A thoughtful follow-up keeps you in the running.
A CasperPortal workflow for jewelry stores
A customer buys an anniversary gift and you note the date
CasperPortal sends a reminder with gift ideas a few weeks before next year
Repairs move through a pipeline: received, in progress, ready
When a repair is ready, a pickup text goes out automatically
After each sale, a review request is sent
Features jewelry stores use most
CRM & Contact Management
One timeline per customer for texts, emails, calls and notes, with unlimited contacts.
Workflow Automations
A visual, no-code builder for multi-step follow-up with if/then logic and ready-made templates.
Sales Pipelines
Drag-and-drop deal stages with automatic actions and a running total of pipeline value.
Email & SMS Marketing
Drag-and-drop emails, two-way text broadcasts and drip sequences, sent from your CRM contact list.
Jewelry Stores FAQ
How do jewelry stores use a CRM for special occasions?
Track anniversaries and birthdays as custom fields in CasperPortal. Automated reminders can go to the customer a few weeks before each date with personalized gift ideas.
Can we manage repair tracking in CasperPortal?
Yes. Use a repairs pipeline to track each piece from intake to cleaning, repair and pickup, and keep the customer updated by text at each step.
Can we follow up with engagement ring shoppers?
Yes. Add shoppers as contacts and enroll them in a follow-up sequence by text and email so you stay in touch while they decide.