Jewelry CRM: every customer who asks for a price is on record, every custom order tracked
Jewelry software, program and CRM on one platform: Jewelry inventory and sales tracking software, customer management software and sales automation with WhatsApp.
Gram and labor questions from WhatsApp, model photos sent from Instagram, custom design requests from the shop floor — all in one panel. Track each order stage by stage from deposit to delivery, send quotes in USD, and report revenue by currency.
Which CRM software should be used for Jewelry? ÖzgürKod is a CRM for Jewelry businesses: Gram price questions, custom design orders and deposit tracking in one panel, including USD quotes and foreign currency reports. Setup takes minutes; try it free for 7 days.
How many of these problems happen at your counter?
A fluctuating exchange rate, custom orders written in a notebook and price questions left unanswered wear down a profession built on trust.
Prices that change every hour, replies with no record
Dozens of people ask about grams and labor every day, and there is no record of who got a price at which exchange rate. When the rate moves, the customer who came today argues at the counter over yesterday's price, and trust built over years is damaged in a minute.
Custom orders written in a notebook
Size, karat, stone and model details are written in a notebook and passed to the workshop verbally. A ring cast to the wrong size, a stone set poorly and “this is not what I asked for” disputes all come back as lost cost and lost reputation.
Deposit taken, balance forgotten
How much of the deposit was taken sits sometimes in a planner, sometimes in a phone note. When the remaining balance is calculated on delivery day, the negotiation starts all over again; work that was under-collected is noticed months later during the cash count.
Work that misses the wedding
The delivery date for wedding band and engagement set orders is not on a calendar but in the craftsman's head. When a workshop delay is learned two days before the wedding, there is no time to make up for it; a single delay turns into a bad experience told to everyone around.
A flood of “price?” comments on Instagram
The comments under display and model posts fill up with “can I get a price,” and the DM inbox piles up on top of that. Every question left unanswered on a busy day means a customer going to another jeweler who shared the same model.
Revenue in foreign currency is invisible
Purchases of pure gold and stone-set pieces are made in foreign currency, while most sales are in TL. At month end, no report clearly shows what was really earned on which job or where USD-based revenue went.
What does ÖzgürKod do for jewelers?
Scenarios built on top of general CRM tools that follow the real flow of the jeweler's counter and workshop.
From the first price question to delivery, the whole order journey
- Keep your current gram and labor prices in a price list; answer price questions in seconds with a quick reply template
- Track a custom design order in the pipeline with your own stages: Deposit → At the workshop → Stone setting & polishing → Ready for delivery; overdue work in a single view
- Attach model photos, size and karat notes to the customer card as files; the information going to the workshop is always written down
- Send quotes as PDF in TL, USD, EUR or GBP; track the deposit and remaining balance with partial payment tracking, and let AI detect the receipt sent via WhatsApp
- Send an automatic DM to comments saying “price” on Instagram; let your model posts generate saved leads
- When an order is ready for delivery, notify the customer with one click using a Meta-approved template; send holiday and seasonal announcements in bulk with segment-targeted campaigns
Gram and model questions that come in from WhatsApp, Instagram or Telegram become customer records with a source tag; messages awaiting a reply appear in one inbox.
You reply in seconds from a ready-made template using the current gram and craftsmanship pricing in your price list; outside business hours a 24/7 chatbot gives the first reply.
You give the customer who wants a custom design an appointment slot from your online appointment page; the appointment syncs two-way with your Google Calendar.
You send the quote for the model as a PDF in TL or USD; when it is approved, a deposit record is opened and the remaining balance shows on the customer record.
The order moves stage by stage through the pipeline with size, karat and stone notes. Tasks are assigned for stone setting and polishing, and overdue work stands out in the view.
When the product is ready, you notify the customer with one click using an approved template; the remaining balance is collected and the receipt is logged on the customer record, and the order is closed.
During holidays and seasonal periods, you send a bulk announcement through the campaign module to customers you select by tag and last contact date.
Not from a personal phone, but from the business line
Don't let Customer messages get lost on employees' phones; the line belongs to the business, the history belongs to the CRM.
In minutes with a QR code, or with the official WhatsApp Cloud API. You can keep using the WhatsApp Business app on your phone and connect the same number to the CRM at the same time (coexistence).
The chatbot answers common questions and collects customer information; a member of your team takes over the conversation whenever you want.
Send an announcement or reminder to the customer group you choose with a Meta-approved template; see how many people it reached and how many read it.
Auto-reply to a “price?” comment on your post and send the details by DM; the person who commented also lands in the inbox.
Don't track everything yourself; let it tell you what matters
It reads messages, surfaces who is waiting for a reply and what's at risk, and starts your day with a summary.
Know who to get back to first
- Message analysis: urgency, satisfaction, buying intent and risk; complaints and urgent requests are separated.
- Awaiting reply: unanswered conversations and messages requesting an appointment in one list.
- Today's tasks: a short morning summary showing who you need to follow up with that day.
- Ask a question: type questions like “How many new customer came in this month?” and get answers from your data.
AI features run on accounts with AI analysis turned on; when it's off, messages, appointments and follow-ups run on rules.
Messages, order, payment collection and your team — in one account
When a customer writes, their history, open quote and balance are on the same card. You don't need to make your team install a second app.
Customer cardMessages, appointments, quotes, payments and notes on one card; even if the team member changes, the history stays with the business.
Team and permissionsAssign records to team members; if you want, each person sees only their own customers.
Track it from ad to customerLeads from Meta ad forms land in the record together with their source.
Full power on your phoneThe panel is mobile-friendly; reply to a message, reschedule an appointment, add a note from your phone.
The tools you need in one place
Click any one to explore it in detail.
Unified inbox
WhatsApp, Instagram DMs and comments, Messenger, Telegram, TikTok and web chat on one screen.
Appointments and reminders
An online booking page, WhatsApp reminders, and a calendar that updates with “Coming / Cancel / Another time” replies.
Lead Pool and sales process
Track leads by temperature and stage, so you never miss a record whose follow-up date has passed.
Quotes and deals
Prepare an itemized quote in minutes, send it as a PDF, and track its status.
Payments and payment collection
Deposit, partial payment and balance; see who owes how much on their card.
Team task tracking
Assign work to a person, slot it into their free time, and catch overdue work with a notification.
Chatbot
24/7 answers to common questions, information collection and handover to your team.
WhatsApp campaigns
Bulk messages to the group you choose with an approved template; delivered and read tracking.
Metrics and reports
New leads, response times, won and lost records on a single dashboard.
Product and service catalog
Enter your services and prices once; use them in quotes and in chat.
Wherever your Customer write from
Messages from every channel land in the same inbox; the conversation is assigned to one of your team members and merges into the customer card.
- WhatsAppCloud API or QR
- InstagramDMs and comments
- MessengerYour Facebook page
- TelegramYour Telegram bot
- TikTokDM
- Web chatThe widget on your site
- Meta ad formsWith the ad source
Connect Telegram with your own bot token, Instagram and Messenger with your Meta account, and WhatsApp with a QR code or via the Cloud API. Unified inbox →
What should you look for when choosing a CRM for Jewelry?
Before you decide, evaluate your candidates against these 5 criteria.
5 criteria
- A module ready for your industry. Instead of adapting a generic CRM for months Jewelry choose a system that is ready on day one for your workflow (record fields, tags, reminder templates).
- WhatsApp and Instagram integration. In Turkey customer most communication comes through WhatsApp and Instagram; a CRM that does not offer a unified inbox through the official API leaves half the work outside.
- Automatic reminders and follow-up. Appointment, payment and repeat reminders should live in the system, not in memory; every missed reminder is lost revenue.
- Turkish-language support and TL pricing. Dollar-based foreign tools carry exchange rate risk and an English-only support barrier; TL pricing and Turkish-language setup support make total cost predictable.
- Free trial and cancellation without commitment. Try it with your own data before you decide: choose a solution that requires no credit card, offers at least a 7-day free trial and can be canceled whenever you want.
Jewelry program, software or CRM?
Most business owners search for the solution they need as “Jewelry program,” “Jewelry software,” “Jewelry inventory and sales tracking software” or “Jewelry customer management software.” “CRM” is the international name for this solution, and the need is the same: keep customer information in one place, never miss a request, and bring order to your work.
As a Jewelry automation, ÖzgürKod gathers customer messages from WhatsApp, Instagram and the web in one panel and handles quote and payment collection tracking on the same screen. We also cover industry-independent selection criteria in our CRM software selection guide.
Method comparison for Jewelry
Notebook/Excel, a general-purpose CRM and ÖzgürKod side by side.
| Criteria | Notebook / Excel | General (foreign) CRM | ÖzgürKod |
|---|---|---|---|
| Mesajlar | Scattered across phones | Mostly an extra module or extra fee | WhatsApp, Instagram and web in one inbox |
| Reminders and follow-up | Left to memory | Needs setup and integration | Follow-up date, notification and tasks ready |
| Customer history | Between notebook, phone and email | Yes, with generic fields | On one card: messages, quote, payments, notes |
| Teamwork | It’s unclear who is handling what | Extra cost per user | Assignment, tasks and record-based permissions |
| Language and pricing | — | Usually $ pricing, English support | TL pricing, local support in Turkish |
| Starter | Invisible cost in time | Long setup, exchange rate risk | 7-day free trial |
Starts at 2.500 ₺ / month
7-day free trial · No setup fee · Upgrade your plan any time
An unanswered price question is the first step toward an order going to a competitor.
If your average sale is ₺4,000: the monthly cost of your subscription is not even a single sale.
Frequently asked questions
Have another question? Write to us and we’ll look at your workflow together.
What does a CRM do for jewelers?
Jeweler CRM brings price questions from WhatsApp and Instagram, custom design orders, and deposit and balance records together in one panel. Who quoted which model, which order is at the workshop, whose delivery date is approaching — your team watches it all on the same screen. Work that used to be trusted to a notebook and memory gets recorded; forgotten balances, mixed-up delivery dates and unanswered customer questions largely disappear.
How do I keep up with price questions when the gold price keeps changing?
You keep your current gram and craftsmanship prices in the price list in the panel; you reply to incoming questions in seconds with a quick reply template. Updating prices is up to you — the system does not fetch exchange rates on its own, so the price at the counter and the price given in a message never diverge. Outside business hours a 24/7 chatbot gives the first reply and hands a conversation that gets serious over to your team according to the rule in the visual flow.
How do I track custom design orders?
You define the pipeline stages according to your own workshop flow: for example Deposit → Casting → Stone setting → Polishing → Ready for delivery. The model photo the customer sends, plus size and karat notes, are stored as files on the order record; a task is opened for the craftsman, and work with an approaching delivery date or falling behind in its stage stands out in a separate view. When it is ready for delivery, you notify the customer with one click using an approved template.
Can I send bulk campaigns to my customers on WhatsApp?
Yes. You send holiday, seasonal and new collection announcements in bulk with Meta-approved templates. You target by segment, tag, source or last contact date; rate control paces sending gradually, duplicate prevention stops a second message to the same person, and the campaign stops automatically if the error rate rises. The report shows how many people were reached and how many replies came in.
Is my customer and order data safe and KVKK-compliant?
Yes. In a jewelry business, the customer portfolio and purchase history are the most commercially sensitive information. In ÖzgürKod, role-based permissions mean each employee sees only the data they are authorized for; who accessed which record and when is logged in a KVKK (Turkey's personal data protection law) compliant way. When staff change, the account is closed, and the customer list stays in your company's panel, not on personal phones.
Can I quote and report in foreign currency?
Yes. You prepare PDF quotes in TL, USD, EUR or GBP; USD pricing, which is common for stone-set products and custom designs, is directly supported. Deposits and installment payments are tracked in the quote's currency; you get sales and payment collection reports by currency. So at month end, the USD equivalent of your revenue and which job actually earned what are clear.
Jewelry software and CRM the same thing? Which one is ÖzgürKod?
In practice they describe the same need. Businesses usually search for "Jewelry software", "Jewelry software", "Jewelry inventory and sales tracking software“ or “customer management software”; “CRM” is this solution is the international name. ÖzgürKod delivers all of these names on one platform: customer communication, appointments, quotes and orders, payment collection and reporting are all in one place. So whatever term you search with, the solution you reach is the same; you don’t need to set up separate software.
Solutions for similar businesses
Manage your next custom order without a notebook
7-day free trial, no card details required. On day one, connect WhatsApp and Instagram and gather messages in one panel; follow your first order stage by stage from deposit to delivery.