Designer Dashboard
A complete lead pipeline and CRM built for custom jewelry designers. Track every lead from first click to closed sale, with automated follow-ups, unified inbox, and real-time notifications.
A Pipeline Built for Jewelers
Five stages that mirror how you actually sell. Every lead moves through a clear path from capture to close.
New Lead
Leads land here automatically when a customer completes the quiz or submits their design.
Contacted
Move leads here after your first outreach — or let automated emails handle it for you.
Proposal Sent
Track which customers have received a quote or proposal. Follow-up emails trigger automatically.
Negotiation
Customers actively discussing pricing, options, or timelines. Snooze and revisit on your schedule.
Closed / Won
The finish line. Every closed sale is tracked so you can measure your true ROI.
Everything You Need in One Dashboard
Pipeline management, email automation, unified inbox, and notifications — built specifically for how jewelers work.
5-Stage Lead Pipeline
Every lead flows through a clear pipeline from New Lead to Closed Sale. Drag-and-drop interface makes managing your funnel fast and intuitive.
Automated Email Suite
Customizable email templates send at the right moment — design delivery and abandoned quiz recovery with no manual work required.
Real-Time Notifications
Instant alerts when customers approve designs, complete the quiz, or send messages. Stay on top of every opportunity without checking manually.
Smart Filtering & Search
Filter leads by pipeline stage, date range, budget, or preferences. Find any customer in seconds, even with hundreds of leads.
Activity Timeline
Every interaction — quiz completion, email sent, design approved, notes added — is logged chronologically for every lead.
Every Lead, Fully Qualified
Each lead arrives with their complete ring preferences, contact info, budget, and an AI-generated design — ready for your first conversation.
Automated Follow-Up
Every lead gets timely emails without you lifting a finger
Pipeline Stages
From New Lead to Closed Sale — every step is tracked
Lead Capture
Customers design on their schedule, leads arrive in your dashboard
Sarah M.
sarah.m@email.com
Style
Marquise Solitaire
Metal
18k Yellow Gold
Budget
$8,000 – $12,000
Engraving
01.30.2025