01 · Operate
Every lead and every build in one calm view.
Five stages from first inquiry to customer, seven from kickoff to delivery — with the design, budget and conversation on every one.
Inquiry2
Left details, nobody has spoken to them
Sarah M.
Marquise solitaire · $8k–12k
2 min ago
Jacob T.
Oval cathedral · $5k–10k
1 h ago
Engaged1
Replied at least once
Emily R.
Cushion halo · $10k–15k
3 h ago
Profile1
Budget and size known
Priya K.
Emerald three-stone · $12k–18k
Yesterday
Booked Consultation1
In the diary
Daniel O.
Pear bezel · $6k–8k
Thu 2:00 pm
Customer1
Bought something
Mara L.
Oval east-west · $9,400
Deposit paid
Project Started
Your jeweler has started your project — design work is getting underway.
Revision
We're revising your design based on your feedback — an updated version is on its way.
Design Approved
Your design is approved and queued for production.
CAD Review
Your design is ready to see. Take a look and tell your jeweler what you think — just send a message.
Production
Your ring is in production — casting and stone setting are underway.
Ready
Your ring is ready for pickup or delivery.
Happily Ever After
Your project is complete. Thank you for letting us craft your piece!
CAD render uploaded
Moved to CAD Review. Emily can see it now.
Your design is ready to see. Take a look and tell your jeweler what you think — just send a message.
Automations
Only what actually runs.
Aria's new-lead engagement email
Once Aria is turned on, sent about 30 minutes after a shopper submits the design quiz, written around the ring they chose.
Only when the lead has an email and hasn't opted out — never more than one per lead, and always within Aria's daily limit and your AI credits.
Aria reply drafts
When a customer writes in, Aria drafts a reply in the thread for you to review.
Nothing is sent until you approve it. Aria's settings let you set her daily message limit.
In-portal stage updates
When you move a project to a new stage, the portal posts "Stage changed to …" straight into that project's client thread.
No separate email or text goes out — your client sees it the next time they open the thread.
Follow-up cadence
A recommended outreach plan per lead tier, timed from first contact — not something the product sends on its own.
- T+0 — Email — design reveal + soft consultation CTA
- T+24 hr — Email — selfie try-on nudge, if no reply
- T+3 days — Email — preliminary quote + stone options
- T+4 days — ☎ Manual call — book the consultation, not the close
- T+7 days — Email — open-ended question, if no appointment yet
- T+10 days — ☎ Manual call — short, direct appointment push
- T+14 days — Email — zero-pressure re-open, if still cold
Everything you need to close.
Stuller catalog sync
Your supplier catalog stays current on its own — a nightly sync job, plus the connection you manage in Store settings.
Leads
The pipeline above, in full: every quiz answer, budget, timeline and render attached to the lead.
Messages
One inbox for every lead and customer conversation — where Aria's reply drafts wait for you.
Contacts
The same customer record a lead points at, once the conversation outgrows the pipeline view.
Appointments
Book and track consultations straight from a lead or project.
Marketing Kit
QR code, social posts and email copy to promote your own ring builder.