Designer Dashboard with Automations
The Jeweler Command Center
Every lead, design, conversation, and follow-up in one calm view — with email & SMS automations that keep deals moving while you stay at the bench.
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Sarah M.
Marquise Solitaire $8k–$12k
Jacob T.
Oval Cathedral $5k–$10k
Emily R.
Cushion Halo $10k–$15k
A Pipeline Built for Jewelers
Five stages that mirror how you actually sell. Every lead moves through a clear path from capture to close.
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New Lead
Leads land here automatically when a customer completes the quiz or submits their design.
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Contacted
Move leads here after your first outreach — or let automated emails handle it for you.
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Proposal Sent
Track which customers have received a quote or proposal. Follow-up emails trigger automatically.
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Negotiation
Customers actively discussing pricing, options, or timelines. Snooze and revisit on your schedule.
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Closed / Won
The finish line. Every closed sale is tracked so you can measure your true ROI.
Follow-Ups That Run Themselves
Every lead gets the right message at the right moment — by email or SMS — without you lifting a finger. Toggle a sequence on and the dashboard handles the timing.
New Lead Welcome
Fires the moment a customer finishes the quiz and submits their design.
Abandoned Quiz Nudge
Wins back shoppers who started the quiz but didn't make it to the finish.
Design Delivered
Sends the finished AI render straight to the customer's inbox.
Proposal Follow-Up
Checks in automatically 48 hours after a quote goes out with no reply.
Re-Engagement
Re-warms cold leads 14 days after their last activity.
Project Stage Updates
Notifies clients as their custom build advances from CAD to Ready.
Everything You Need to Close
Built-in tools to manage leads, track progress, and grow your business.
Lead Pipeline
Five stages that mirror how you actually sell. Drag leads from capture to close.
Customer Profiles
Every lead includes quiz answers, ring preferences, budget, timeline, and AI-generated design.
Email & SMS Automations
Triggered follow-ups for every moment — design delivered, quiz abandoned, proposal sent — by email or text.
Task Management
Assign follow-ups, set reminders, and track progress for every lead in your pipeline.
Real-Time Notifications
Get notified the instant a new lead comes in — by email, browser push, or both.
Analytics Dashboard
Track conversion rates, average deal size, response times, and revenue by source.
Start Managing Leads Like a Pro
Free trial includes full dashboard access — no credit card required.