Customer Management

Understanding your customer has never been easier. With Swim you will know exactly who your clients are, what they purchase and what they want.

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Customer Management with Swim Jewelry Software
  • CRM

    Full customer relationship management with lead tracking, customer database, communications, profiling and analysis tools

  • Extensive Details

    Including birthday, anniversary, finger sizes, gold preference, age, how they found the store, spouse information and more

  • Communications

    Record, track and schedule all communications (including phone, letters, appointments, email and text messages)

  • Customer Profile

    View purchase history with pictures, spending habits, preferences, frequency of visits, average spend, interests and comments

  • Customer Loyalty

    Identify, retain and reward your loyal customers. Run one or multiple loyalty programs. Use barcoded plastic cards or smartphone loyalty card.

  • Reminders

    Reminder system by email, text message or letter for all sales, layaways, repairs, important dates, loyalty program and wishlist.

  • Wishlist

    Record customer’s wish list with reminder dates and contact person

  • Referral System

    Track report on and reward referrals.

  • Data Clensing

    Easily edit, update and merge customer information.

  • Track Sales Opportunities

    Track Customer Opportunuties

  • View Sales Opportunities

    View Sale Opportunities

  • Spending Habits

    Customer Spending Habits