CRM Software for the Jewelry Industry:  6 Top Providers

Most retailers need to keep their customer retention rates around 60–70% to stay healthy, but many jewelry stores are falling well below that mark. 

One main reason for this discrepancy is that many jewelers are managing customer relationships the old-fashioned way. Handwritten notes, manual spreadsheets, and pure memory are not enough when jewelry customers are spending thousands of dollars on once-in-a-lifetime purchases. 

The right customer relationship management (CRM) software for the jewelry industry can help you remember every customer’s style references, track their purchase history, and automatically send personalized reminders for upcoming anniversaries or birthdays. But how can you find the right CRM for your store?

In this guide, you'll discover how to choose the perfect CRM solution for your jewelry store, learn the must-have features that generic systems can't provide, and explore six top-rated providers.

What Is CRM Software? (And Why Jewelry Stores Need It) 

Let’s start with the basics: What is CRM software?

Customer relationship management CRM software is a tool that serves as a comprehensive memory bank for storing details about your customers. There’s no shortage of CRMs on the market, but it’s important to remember that a generic tool won’t necessarily get you the results you need for your jewelry store. 

Your jewelry business faces challenges that other retailers don't even think about. When a customer spends $5,000 on an engagement ring, they're investing in a once-in-a-lifetime moment. These high-value, infrequent purchases require careful nurturing over months or even years. You need a system that can track complex custom orders, manage intricate repair workflows, and remember events like anniversaries and milestones.

Related Read: A Guide to Work Order Management for Jewelry Stores

Generic CRMs also often fall short when you're dealing with gemstone certifications, appraisal documentation, and the intricate details that make each piece of jewelry unique.

But with the right CRM, you can boost customer lifetime value and get those retention rates up in the healthy range of 60–70% that retailers need. In short, jewelry-specific CRM software is crucial for building the relationships you need to keep your business healthy. 

Essential Features of CRM Software for Jewelry Industry 

We know that not just any CRM will do, but how can you find the CRM software for the jewelry industry that fits your store’s needs? You want to evaluate your options across several key criteria. 

The right system integrated with your other tools, helps you nurture customer relationships, and protects any sensitive customer data you collect. Here are the must-have features to keep an eye out for when searching for the perfect jewelry-specific CRM.  

Jewelry-specific inventory integration:

• Gemstone and precious metal tracking: Monitor detailed specifications, such as cut, color, clarity, and carat, plus gold karat weights and platinum purity levels.
• Serial number and certification management: Store and track GIA certificates, appraisal documents, and manufacturer warranties alongside each piece a customer purchases.

Related Read: How To Track Diamond Certifications in Your Jewelry POS System

Customer lifecycle management:

• Purchase history with detailed item descriptions: Maintain records of every purchase, including custom modifications, engravings, and special requests.
• Special occasion tracking: Automatically capture and remember anniversaries, birthdays, and milestone dates to create timely marketing opportunities.
• Preference profiles: Document individual style preferences, metal choices, stone types, and size information.
• Service and repair history: Track all maintenance, jewelry repairs, and modifications with detailed notes, completion dates, and photos.

Marketing automation for high-value relationships:

• Automated anniversary and birthday campaigns: Send personalized messages and special offers customized to each individual’s data.
• Custom order completion notifications: Communicate with customers throughout the creation process and automatically notify them when their special piece is ready for pickup.
• Layaway and payment plan management: Track payment schedules, send reminders, and manage financing arrangements.
• Review and referral request automation: Systematically request testimonials and encourage referrals following major purchases.

These features work together to create a system that manages customer data and helps you and your staff build lasting customer loyalty. 

6 Top CRM Software Providers for Jewelry Businesses 

With these key features in mind, let’s explore our shortlist of six top CRM software providers that work well for stores like yours. 

1. Jewel360

Best for: Independent jewelry stores

Jewel360 is an all-in-one solution built exclusively for the jewelry industry. Our platform combines point of sale (POS), e-commerce, and CRM into a single system built specifically for jewelry stores. 

Key features include:

• Integrated POS and e-commerce platform: Manage in-store and online sales with synchronized inventory.
• Appraisals management system: Streamline the appraisal process with accurate documentation and efficient valuation tools.
• Work order management with customer notifications: Track custom orders and repairs, and automatically notify customers when items are ready for pickup.
• Jewelers Mutual integration: Provide customers with care plans at the point of sale.
• Automated marketing tools: Execute targeted campaigns, track customer engagement, and analyze marketing effectiveness from one central dashboard.

Pricing: Get a custom quote using our pricing tool.

2. Salesforce 

Best for: Jewelry chains or fashion businesses with jewelry sectors

Salesforce offers an enterprise-grade CRM that can be customized to meet most of a jeweler’s needs. While not jewelry-specific out of the box, this well-known CRM and sales platform allows for extensive customization and offers a ton of integration options. 

Key features include:

• Highly customizable platform: Adapt the system to your unique jewelry business processes and workflows.
• Extensive third-party integrations: Connect with existing tools and systems for seamless operations.
• Advanced analytics and reporting: Get deep insights into customer behavior and sales performance.

Pricing: Starting at $25/user/month

Related Read: 7 Proven Sales Techniques for Selling Jewelry

3. HubSpot CRM 

Best for: E-commerce jewelry businesses

HubSpot CRM offers user-friendly marketing, automation, and customer relationship management tools. It’s a strong option for e-commerce jewelers or jewelry businesses looking to boost their digital marketing efforts with an all-in-one web platform. 

Key features include:

• Free tier available: Get started with basic CRM functionality at no cost.
• Email marketing capabilities: Create and automate targeted email campaigns and launch them straight from the tool. 
• Lead scoring system: Prioritize prospects based on engagement and likelihood to purchase.

Pricing: Free to $45/user/month

Related Read: Jewelry E-Commerce vs. Brick-and-Mortar: Which Is Best for Your Store?

4. Zoho CRM 

Best for: Small to medium jewelry businesses on a tight budget

Zoho CRM provides strong business features and tools at an affordable price point. This combination makes it an attractive option for small businesses that need some of the advanced features without the price tag. However, jewelers will find some key features missing from Zoho’s toolset.  

Key features include:

• Affordable pricing structure: Access advanced CRM features without breaking your budget.
• Customization options: Tailor this generic CRM system to better fit your jewelry business needs.
• Inventory management capabilities: Track stock levels and product information in one simple dashboard.

Pricing: Starting at $14/user/month

5. Monday Sales CRM 

Best for: Partner- or team-owned jewelry businesses

Monday is primarily a business collaboration tool, but it offers an integrated CRM, too. If you run a jewelry store with multiple co-owners or a large team, Monday’s tools can help you combine project management and customer relationship management tools into one system.  

Key features include:

• Customizable workflows: Adapt the system to match your unique business processes.
• Team collaboration tools: Keep everyone informed on customer projects and orders.
• Visual boards: See project status and customer information at a glance.

Pricing: CRM features starting at $14/user/month

6. Keap 

Best for: Small jewelry businesses wanting marketing automation

Keap offers a client management system for entrepreneurs and small businesses. For jewelry retailers looking to grow their customer base without getting in the weeds with too many complicated features, Keap offers user-friendly automation that helps small businesses improve customer experiences. 

Key features include:

• Personalized follow-up automation: Tag and segment customers based on their jewelry preferences and purchase history.
• All-in-one contact management: Access complete customer profiles with purchase history, preferences, and communication records from both desktop and mobile apps.
• Appointment scheduling system: Streamline consultations, custom fittings, and repair appointments with easy online booking that integrates with your customer records.

Pricing: Starting at $79/month

Choosing Your Perfect CRM Software for Jewelry Industry 

The right CRM software for jewelry industry success is your secret weapon for building better customer relationships and keeping your store in business. When you invest in the right system, you can boost sales and customer retention without burning time and effort on manual processes. 

The six options listed in this post all offer some of the features and functionality you may need to successfully manage customer relationships. However, when choosing the right software for you, ask a few key questions: 

• Does this CRM handle jewelry-specific needs like appraisals and custom orders? 
• Is it user-friendly enough that your team will actually embrace it? 
• Can it grow with your business? 
• Most importantly, will it make your customers feel truly valued and remembered?

If you’re looking for a fully integrated CRM that works with your point of sale and inventory systems and has all the features jewelry stores need, check out Jewel360. 

Ready to transform your customer relationships? Our Jewelry Store POS Buyers' Guide breaks down everything you need to know about choosing jewelry-specific solutions that deliver real results.