Klaviyo is a powerful email and SMS marketing platform. If you run an e-commerce brand and need to automate campaigns at scale, it does that well. But if you run a jewelry store and want your sales associates to build real relationships with customers who walk through your door, Klaviyo is the wrong tool for the job.
This is not a knock on Klaviyo: it’s just built for a different problem. Here is why that matters, what real clienteling actually looks like, and which platforms are worth your attention.
What Is In-Store Jewelry Clienteling?
Jewelry clienteling is the practice of building long-term, personalized relationships with customers through consistent, relevant outreach. It is the digital version of the little black book jewelers have kept for decades, now accessible to your entire team.
The best clienteling platforms help associates track customer preferences, surface the right follow-up at the right time, share product images between visits, and attribute sales back to specific outreach. The goal is repeat business, not campaign volume.
This is fundamentally different from email marketing software, which is designed for broadcasting messages to thousands of subscribers. Clienteling is one-to-one. Klaviyo is one-to-many.
Why Klaviyo Falls Short for Jewelry Stores
It is built for marketers, not sales associates. When a customer walks into your store, your associate does not need an A/B test dashboard. They need to know that Mrs. Johnson loves rose gold, her anniversary is in two weeks, and she mentioned a tennis bracelet on her last visit. Klaviyo does not surface that information in a way a floor associate can act on.
It is not mobile-first for in-store use. Your team needs to pull up a client profile between customers, send a quick text about a piece that just arrived, and log notes from a conversation while standing at the case. Klaviyo was not designed for that workflow.
POS integration is limited. Connecting Klaviyo to jewelry-specific systems like The Edge, Jewel360, or RAIN is complicated and often requires custom development. Without deep POS integration, your purchase history, preferences, and inventory data stay siloed, which defeats the purpose of a connected customer experience.
It measures the wrong things. Email open rates and click-through percentages are useful for marketers. Sales attribution per associate, wishlist follow-up rates, and anniversary outreach conversion are what move the needle in jewelry retail. Klaviyo is not built to track those.
The Best Clienteling Alternatives to Klaviyo for Jewelry Stores
1. Clientbook (Best for Jewelry Retail)
Clientbook is the only clienteling platform built exclusively for jewelry stores. Every feature, integration, and workflow was designed around how jewelry retail actually works, not adapted from a general retail or e-commerce tool.
Deep POS integration. Clientbook connects natively with The Edge, Jewel360, RAIN/ASC, Lightspeed, Shopify POS, and other jewelry-specific systems. Customer data, purchase history, and product information sync automatically. Your associates always have the full picture without touching a second screen.
Brand catalog image sharing. Associates can text clients high-quality product images directly from designer brand catalogs, including Tacori and Gabriel. No other jewelry clienteling platform offers this. When a new collection arrives or you are inviting a client to a trunk show, your team can share stunning visuals in seconds from their phone.
AI that tells your team who to call. Clientbook’s AI Assistant surfaces the right clients at the right time, dormant customers who have not been in recently, stale sales opportunities, and upcoming anniversaries and birthdays. Associates don’t have to decide who to reach out to. The system tells them.
Automation that runs without you. Post-purchase follow-ups, birthday and anniversary texts, repair check-ins, and dormant-client outreach all trigger automatically. The automation handles the floor. Your team handles the relationship.
Proof it works:
- Wilson Diamonds increased contact capture from under 5 percent to 90 percent
- Goodman and Sons covered their full annual subscription cost within the first month
- Adorn saw 54 percent of associates clientele daily, 86 percent at least twice a week
Best for: Independent jewelry retailers who want to increase repeat business and build a follow-up system that works with or without their best associate in the store.
Ready to see how Clientbook works for stores like yours? Book a demo at clientbook.com/demo.
2. Endear
Endear is a strong option for luxury and omnichannel retailers. It offers personalized lookbooks, one-to-one messaging, and customer segmentation by purchase behavior. The interface is clean and works well for brands that blend online and in-store sales.
The gap for jewelry stores is specificity. Endear does not offer brand catalog integrations or the same depth of POS connectivity with systems like The Edge or Jewel360. It will handle general clienteling well. It will not handle the jewelry-specific workflows that Clientbook is built around.
Best for: Omnichannel jewelry retailers who need to connect online and in-store customer data and do not require deep jewelry POS integration.
3. Proximity Insight
Proximity is an enterprise-grade clienteling and analytics platform with appointment booking, event management, customer profiles, and performance reporting. It is designed for high-end retailers who need visibility across multiple channels and locations.
For independent jewelry stores, the pricing and complexity may be more than you need. Proximity is a strong fit if you are running a multi-location chain and need sophisticated analytics alongside your clienteling tools.
Best for: Multi-location jewelry chains with enterprise budgets and dedicated operations staff.
4. Red Ant
Red Ant offers a unified customer view with in-store messaging, appointment scheduling, and task management. It is designed for retailers who want consistent clienteling across multiple locations and channels.
Like Proximity, it is well-suited for chains. Independent jewelers may find the platform broader than their needs, and it lacks the jewelry-specific nuances, like vendor catalog image sharing, that make daily associate workflows faster.
Best for: Multi-location jewelry retailers focused on cross-channel consistency.
How to Choose the Right Clienteling Platform
Does it integrate with your POS? This is the most important question. If your clienteling tool cannot pull real-time data from The Edge, Jewel360, or your specific system, your associates will be working blind. Confirm the integration is native, instead of introducing a workaround.
Is it built for the sales floor? Your team needs a mobile-first tool they can use between customers without a training course. If the platform feels like it was built for your marketing department, it was.
Can associates send product images? Jewelry is visual. The ability to text a client a photo of the perfect piece, from your inventory or a brand catalog, is one of the most effective ways to drive visits and close sales between appointments.
Does it track what drives repeat business? Birthday reminders, anniversary outreach, wishlist follow-up, and attributed sales per associate. These are the metrics that matter. Make sure your platform measures them.
Does the automation actually run? Ask specifically: what happens if an associate does nothing? The best platforms follow up automatically so opportunities don’t disappear when your team gets busy.
The Bottom Line
Klaviyo is a great tool for e-commerce marketers. It is not a clienteling solution for in-store jewelry retail, and trying to make it one creates more friction than it solves.
If you want to increase repeat business, give your associates the tools to build real relationships, and stop losing customers between visits, you need a platform designed for that specific problem. Clientbook leads the category for jewelry stores. Endear and Proximity serve specific use cases well. But none of them match what Clientbook delivers for independent jewelers who want a complete clienteling system, not just a messaging tool.
See what Clientbook can do for your store. Book a demo at clientbook.com/demo.
Related reading:
- Want to Succeed at Clienteling? Focus on These Three Essentials
- Is Your Follow-Up Falling Flat? Here's How to Automate It the Right Way
- Seven Ways AI Can Improve Client Communication for Jewelers
- Why Bridal and Fashion Jewelry Buyers Need Different Sales Strategies
