Equisource Business Solutions
Jewellery

Technology built around how jewellery brands grow.

EBS connects customer acquisition, lead management, sales, communication and business operations into technology built around the way jewellery businesses work.

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Jewellery Customer System
Live
  1. 01
    Customer Acquisition
    SearchInstagramReferrals
  2. 02
    Lead Capture
    Enquiry · Solitaire ring
  3. 03
    Customer Intelligence
    Occasion: AnniversaryPrefers rose gold
  4. 04
    CRM & Sales
    EnquiryConsultationSale
  5. 05
    Communication
    WhatsApp · Design preview sent
  6. 06
    Operations
    DesignHallmarkingDelivery
Customer
SolitaireRose goldAnniversary
Next: anniversary reminder
One customer · One connected viewExample data

Illustrative customer system · Example data

The Jewellery Customer Journey

From discovery to customer relationship.

Jewellery businesses manage high-value customer relationships across digital channels, conversations, enquiries and sales. EBS connects the technology behind that journey.

  1. 01Discover

    Customers discover your brand through search, social, advertising, referrals and digital channels.

  2. 02Engage

    Turn interest into meaningful conversations through your website, WhatsApp and other customer touchpoints.

  3. 03Capture

    Capture enquiries, customer details, preferences and requirements in one connected system.

  4. 04Qualify

    Understand customer intent, requirements and purchase context so your team can prioritise conversations.

  5. 05Convert

    Manage consultations, follow-up and sales opportunities through a structured customer journey.

  6. 06Retain

    Build stronger customer relationships through communication, follow-up, data and repeat engagement.

Where Jewellery Businesses Get Stuck

Growth gets complicated when every customer interaction lives somewhere different.

Enquiries, customer conversations, sales activity and follow-up can quickly become fragmented across channels and teams.

Customer data is fragmented

Customer information and conversations can sit across websites, WhatsApp, spreadsheets, CRM and other systems.

Follow-up depends on people

Important conversations can depend on individual team members remembering what needs to happen next.

Sales visibility is limited

Without a connected pipeline, it's difficult to understand the status of enquiries and opportunities.

Operations become manual

Teams spend time moving information between systems instead of focusing on customers and sales.

EBS for Jewellery

Technology behind a more connected jewellery business.

EBS connects the systems that support customer acquisition, sales, communication and business operations.

Customer Acquisition

Connect search, advertising, social and digital experiences to your customer acquisition process.

Customer & Lead Management

Capture and organise customer enquiries, conversations and opportunities in a structured system.

CRM & Sales

Manage enquiries, opportunities, follow-up and sales activity through a connected CRM.

AI & Automation

Apply AI and automation to qualification, communication, workflows and repetitive business processes.

Customer Communication

Connect WhatsApp, email and other communication channels to the customer journey.

Business Intelligence

Bring customer, sales and operational information together to improve visibility and decision-making.

The Connected System

One customer. One connected business view.

Connect the systems behind acquisition, customer relationships, sales and operations so your team can work from a clearer view of the business.

EBS connected technology layerConnected
  1. 01

    Customer Acquisition

    • Search
    • Social
    • Advertising
    • Referrals
  2. 02

    Digital Experience

    • Website
    • Product Discovery
    • Enquiry
  3. 03

    Customer Data

    • Contact
    • Preferences
    • Requirements
    • History
  4. 04

    CRM & Sales

    • Lead
    • Opportunity
    • Consultation
    • Sale
  5. 05

    Communication

    • WhatsApp
    • Email
    • Follow-up
  6. 06

    Intelligence

    • Customer Data
    • Sales Data
    • Analytics
  7. 07

    Operations

    • Workflows
    • Automation
    • Internal Processes
EBS Product

Meet CaratIQ.

CaratIQ is the EBS technology platform built for jewellery businesses — bringing business workflows, customer management and intelligence into one connected system.

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Why EBS

Technology designed around your business, not the other way around.

EBS starts with how your jewellery business actually works, then connects the technology around those workflows.

Customer-centric systems

Technology designed around the way customers discover, communicate and buy.

Connected workflows

Customer acquisition, CRM, communication and operations work together.

AI where it matters

Apply AI to real business workflows and customer interactions.

Built to evolve

Technology that can adapt as your business, team and processes grow.

Ready to build a more connected jewellery business?

Tell us what you're trying to improve, automate or build. We'll identify where technology can create the biggest impact.

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