CRM and marketing for wedding businesses

CRM & marketing for wedding jewelry businesses

Bring jewelry appointments, sizing and custom-order milestones into one wedding-business workspace, with real staff behind your marketing and customer support.

Open the wedding jewelry businesses workspace Try free for 3 days

Keep style decisions and order milestones together

Record the client’s style, sizing and ordering priorities in the CRM. Share the agreed scope and planned installments, then assign design approval, production and pickup tasks without mixing different clients’ files.

Your client workflow

The software adapts to jewelry appointments, sizing and custom-order milestones. Each client record connects inquiries, service packages, proposals, event records, messages and follow-up work so you can move from the first conversation to a clear booking and delivery plan.

From first inquiry to the next referral

1. Capture an inquiry from your lead page and record permission for follow-ups.
2. Save the client in your CRM and move the inquiry through your pipeline.
3. BMG prepares your six-email follow-up sequence so the conversation can move toward a consultation.
4. Share proposal choices, a contract, questionnaires and payment details in one private client portal.
5. Manage the booked event, files, tasks, timeline and client conversation.
6. Prepare the thank-you note, Google review link and referral page.

Marketing before the booking

Your workspace includes a 30-day social content plan with expert advice and calls to action, photo folders, Facebook and Instagram publishing controls, and Google Ads campaign drafts. Real staff oversee the work and provide customer support. Clients connect their own provider accounts and approve delivery and ad spend.

What is available now?

Saved CRM contacts, customizable pipeline stages, editable follow-up scripts, proposals, contract signing, invoice drafts, planned installments, questionnaires, scheduling pages, client portal messaging, event management and reports are available in the software. Real email delivery, automated delivery schedules, social publishing, advertising and QuickBooks payment verification require provider activation and authorization. Draft invoices are not payment receipts. Calendar subscriptions and Zapier polling are available; two-way calendar and inbox synchronization require separate activation.

Price and support

$297 per month after a 3-day trial confirmed at checkout. Ad spend, gifts and disclosed add-ons are separate. Call 1-800-497-2186 for support.

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