Jewelry CRM software

Jewelry CRM software built around the client, not the till.

Aurelian keeps every client file, wishlist, repair, quote and piece of stock in one workspace — so the next call you make is to the right person, about the right piece, at the right moment. One flat subscription, every module included, export anytime.

What a jewellery CRM should hold

Every field below is structured, so you can filter by it, report on it and export it — the difference between a client list and a book of business you can actually work.

The client file

  • Contact & preferred channel
  • Ring, wrist & neck sizes
  • Metal & stone preferences
  • Anniversaries & key dates
  • Budget band
  • Referred by

The relationship

  • Viewed but not bought
  • Reserved & on approval
  • Wishlist pieces
  • Quotes issued
  • Follow-up due date
  • Notes from every visit

The workshop

  • Repairs in progress
  • Custom orders & CAD stage
  • Valuations & certificates
  • Service history (watches)
  • Promised dates
  • Collection reminders

The commercial view

  • Lifetime value per client
  • Margin by piece & category
  • Ageing stock
  • Consigned & memo goods
  • Sales by month
  • Export to CSV / JSON

See the workspace

An illustrative view: stock records, client files and consignment lines side by side.

Product preview

See inside the workspace

This is the same workspace you get after signing up, shown with sample data. Click through the tabs.

aurelian · command central

Galleries & Dealers

Overview

Inventory value
€412,800
63 works catalogued
Client lifetime value
€284,050
41 active collectors
Open consignments
12
2 expiring this month
Needs attention
  • Consignment for “Sea Wall III” expires in 9 days
  • Invoice #2026-041 unpaid for 32 days
  • Follow-up due: L. Bertrand (tomorrow)
Recent activity
  • Viewing room opened by Fondation Mercier
  • “Marble Fragment” marked sold — €11,000
  • Condition report attached to AUR-0142

Preview rendered with sample data. Your workspace adapts to the practice you select at sign-up — gallery, artist, collector, advisor, jeweller or watch dealer.

From contact list to clienteling in an afternoon

  1. 01

    Import your clients

    Export contacts or POS customers to CSV, map the columns, import in batches. Errors are reported per row.

  2. 02

    Load your stock

    Bring in SKUs with metal, stone, cost and retail so margin reporting works from day one.

  3. 03

    Attach the history

    Link past purchases, repairs and quotes to the client files that matter most — your top fifty first.

  4. 04

    Set follow-ups

    Add anniversaries and next-contact dates so the month ahead has a call list instead of a guess.

Jewelry CRM software: questions

What is jewelry CRM software?

Jewelry CRM software is a client record system built around the way a jeweller actually sells: every client has a profile with ring and wrist sizes, metal and stone preferences, anniversaries, budget range, past purchases, repairs and quotes, plus a follow-up date. It replaces the notebook, the phone contacts app and the shared spreadsheet with a single searchable file per client.

How is a jewelry CRM different from a retail POS?

A POS records the transaction. A CRM records the relationship — what the client looked at and did not buy, which piece is being reserved for an anniversary, who has a repair in the workshop, and who is due a call this month. Aurelian keeps client files, inventory and consignments together, so a sale updates the stock record and the client history at the same time.

Can I track repairs, custom orders and quotes?

Yes. Each job is attached to both the client file and the piece, with a status, promised date and notes, so a counter question like 'is my ring ready' is answered from one screen rather than a workshop ledger.

Does it handle jewellery and watch inventory as well as clients?

Yes. Stock records carry SKU, metal, carat and stone detail, cost, retail price, margin, supplier, location and status. Watches carry reference, serial, box-and-papers state and service history. Client files link to the exact pieces they have viewed, reserved or bought.

Can I import my existing client list?

Yes — start from a CSV export of your contacts or POS customers, map the columns and import in batches. You can attach purchase history afterwards, and you can export everything back out as CSV or JSON at any time.

How much does jewelry CRM software cost?

Aurelian is one flat subscription of $29 per month with every module included — clients, inventory, consignments, repairs and reporting. There is no per-module upsell and no export fee.

Is it suitable for a single-location independent jeweller?

Yes. It is designed for independents and small teams rather than multi-store enterprise chains: no implementation project, no minimum seat count, set up in an afternoon.

Know every client before they walk in.

One flat subscription, every module included, export anytime.

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