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Clienteling

Jewelry CRM and clienteling software

Your best customers come back for birthdays, anniversaries and the holidays. Flawless POS keeps what you know about them on one record (purchases, ring sizes, wish lists, repairs, texts and calls) and reminds your team when to reach out.

Short answer: clienteling is built into Flawless POS, so there is no separate app to keep in sync. Each customer record holds purchase history and lifetime value, ring sizes, wish lists with restock alerts, birthdays and anniversaries, and every text, call and email. Your team works it from the store or from the clienteling app on iPhone, iPad and Android.

What is on the customer record

Purchases

Purchase history and lifetime value, with every repair, appraisal and layaway alongside.

Sizes and details

Ring sizes and custom fields for whatever your store wants to remember.

Dates

Birthdays and anniversaries, with reminders for your team.

Wish lists

Wish lists with restock alerts, so you know when a piece someone wanted is back.

Conversations

Texts, emails and calls on the store number, with call transcripts and summaries.

Jewelry Box

Show a customer the pieces they have bought from you as a grid, table or timeline, and send them a private link or a PDF.

Reach out at the right time

  • Reminders: birthday and anniversary reminders come up for your team, and birthday and anniversary emails can go out on their own.
  • Smart lists: build client lists and segments, for example everyone who bought bridal in the last two years, and send an email or text campaign.
  • After the sale: post-purchase follow-ups, and personalized follow-up emails written with AI.
  • From the store number: staff call and text customers from the business number on a computer or phone, so customers never get a personal number and the history stays on the record.
  • Rewards: a rewards program, gift cards, store credit and house accounts on the same record.

The RFID tracking system is an enormous time saver along with the sales, ordering, clienteling, job tracking, etc. all while being able to work in the cloud from anywhere.

Joe Thacker, Thacker Jewelry

One record instead of three apps

Many jewelers pay for a clienteling app such as Clientbook and a texting tool such as Podium on top of their POS, and then keep three customer lists in step. In Flawless the same customer record serves the counter, the bench, the phones, the website and your marketing, so there is nothing to sync.

On the sales floor or at a trunk show, the POS and clienteling apps for iPhone, iPad and Android let your team look up a customer, text, call and check out.

Frequently asked questions

What is clienteling in a jewelry store?

Clienteling means keeping track of each customer's preferences, sizes and important dates so your team can reach out personally: an anniversary reminder, a wish-list piece back in stock, a repair ready for pickup. It works best in the same system as your sales, so the record is always current.

Do I still need Clientbook or Podium?

Flawless covers what those tools are bought for: clienteling and follow-ups, and texts, calls and web chat on your store number, on the same customer record as your sales and repairs.

Can staff text customers from their own phones?

Yes, through the Flawless app, using the store's business number. Customers never see a personal number, and the conversation stays on the customer's record.

Does Flawless remind staff about birthdays and anniversaries?

Yes. Reminders come up for your team, and birthday and anniversary emails can go out automatically.

See clienteling in a demo

A 30-minute walkthrough with our team. Bring your questions about repairs, inventory, processing or switching systems.

Call (970) 471-7558 or email help@flawlesspos.com

Product names are trademarks of their respective owners. Flawless POS is not affiliated with them. Call recording and transcription require appropriate consent. Marketing texts need each customer's consent.