Most luxury retailers are still people + tools.
A POS, an ERP, a client book in someone's drawer and the one associate who remembers every client's birthday.
The tools each hold a slice. Your people are the glue.
That one person copies, chases and rebuilds it all by hand. When they're out, it waits.
Every week, by hand
- Copy client texts and calls into the CRM
- Find who bought the matching earrings in 2019
- Chase the special order. Again.
- Rebuild the trunk-show list by hand
If you're a client advisor
Your clients expect you to remember everything about their piece. That shouldn't depend on who's on the floor today.
Your business stops being people + tools and becomes a system.
One that learns, runs and improves itself.
What comes off your list
No more:
Copy client texts and calls into the CRMIt learns how you work.
A client texts about a ring. Their history, sizes and wishlist are already there.
No more:
Chase the special order. Again.It runs the work.
The special order gets chased. Associates get a nudge before the anniversary.
No more:
Rebuild the trunk-show list by handIt improves itself.
Trunk-show invites keep missing your best clients. It suggests a better list, you approve it.
How it works
Two weeks from first call to running on it.
You keep working. We do the building.
- Day 1Show us how you work today
- Days 2–6We learn how your business runs
- Days 7–13We build it around your tools
- Day 14Your team starts using it
Built to be trusted with the real work.
- Every change is on the record.See who changed what, and when: a person, or an agent acting for them.
- Your data stays yours.Kept separate from every other business, with a dedicated database when you need one.
- You set when agents ask.They work inside your permissions. You choose which sends, bookings and changes wait for your yes.
Before you get started.
Can we keep client preferences private?
Yes. You choose who sees each record and property, so sensitive client notes stay with the advisors who need them.
What happens when a piece changes hands?
Every handoff is recorded with who, when and why, so anyone on the floor can say where a piece is.
How long does it take to set up?
Your first workflow is live two weeks after our first call. You keep working while we build it.
You don't set it up. We do.
Bring us your by-hand list. We build the system with you and run it with you. If it isn't working in 90 days, you get your money back.