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The Edge is a jewelry-specific point of sale system that, by its own count, runs in more than 4,000 active stores as of 2026. It handles transactions, inventory, repairs, and customer profiles, and it was built first to run store operations.
If your team is relying on The Edge alone to drive repeat business, you already know the gap. Customer data sits in the system, follow-up depends on someone creating and working each task, and the outreach itself happens outside it.
Below are the add-on tools Edge stores use for client outreach, and what each one covers.
Why The Edge Needs a Clienteling Layer
The Edge includes customer profiles, purchase history, birthday and anniversary fields, wishlist tracking, and associate tasks that managers can assign and track, all tied to customer records. That is a solid data foundation. What it does not include is a mobile clienteling app built around a daily contact list, one-to-one texting from the associate's own conversation thread, or a way to text clients product images from brand catalogs. The Edge can automate birthday and anniversary campaigns through direct mail and email, but those are store-wide broadcasts rather than personal follow-up from an associate.
The Edge was built as a POS system, and day-to-day relationship building is a separate job that usually needs its own tool.
Add-On Tools for The Edge, by Job
1. Clientbook: Clienteling and Repeat Sales
Clientbook is a clienteling platform and mobile app built for luxury retail, and the tool The Edge's own CRM page suggests for text-based clienteling. It connects to The Edge through The Edge's ECon connector. According to The Edge's partner page, customers, wish lists, and notes sync in both directions, and purchase history and inventory flow from The Edge into Clientbook, so associates see the client's history on their phone without re-entering it. Setup depends on how your Edge server is configured, so confirm the details for your store with Clientbook.
The Today page. Each associate opens one screen in the mobile app that lists their reminders (birthdays, anniversaries, post-purchase check-ins), open and overdue sales opportunities, their daily contact goal, and a team leaderboard. Associates see who to contact without anyone running a report.
Brand catalogs. Associates can browse and text product images from brand catalogs inside the app. Through Clientbook's Laravo integration, approved catalogs from around 30 brands, including Tacori, A. Jaffe, Gabriel & Co., Hearts On Fire, and Simon G, appear on the Products page of any Clientbook account. Separately, Clientbook's Vendor Integration program for Tacori and A.JAFFE is free for stores that carry those lines and have a POS integration, and stores enroll through their Client Success Manager. When a client's past purchase matches a piece in an enrolled catalog, Clientbook suggests related items from that catalog to share with them.
Auto messages and reminders. Birthday texts, anniversary reminders, and post-purchase follow-ups can be set to trigger from life events and sales in your POS. The routine dates go out on busy days too, and associates add the personal notes on top.
Review requests and repair notices. Stores can set Clientbook as The Edge's review source and as its SMS provider for notifications, so review requests and repair-ready texts go out from The Edge through Clientbook.
Performance tracking per associate. Managers can see outreach activity and sales attributed to follow-up for each associate, so coaching can start from numbers.
Best for: Edge users who want a purpose-built clienteling layer that drives repeat business without replacing their POS.
Want to see how Clientbook integrates with The Edge for your store? Book a demo at clientbook.com/demo. Or read our complete Clientbook + The Edge integration guide for the full technical details on what syncs, how setup works, and what your store will see on day one.
2. Podium
Podium integrates with The Edge for Google review requests and customer texting, and Podium separately offers text-to-pay on its own platform. For stores whose primary pain points are review volume and automated customer notices, it handles both reasonably well.
The review request automation warns staff if a customer got a request in the last 60 days. That is the minimum, and stores can make it longer, which helps prevent over-asking.
Podium's base Edge integration sends review invitations and automated texts for repairs, orders, birthdays, and anniversaries. Its Clienteling and Clienteling+ add-ons import contacts and sync sales and repair history, and Clienteling+ lets staff search and share store inventory from the Podium inbox. Podium serves many industries and does not offer designer catalog content.
Best for: Edge users focused on increasing Google review volume and automated customer texting.
3. SnapRetail (Edge Prime) or Constant Contact via Drive Retail
The Edge's CRM page lists Constant Contact through Drive Retail for email and SMS. SnapRetail also runs an Edge-specific program called Edge Prime, a digital marketing platform for email campaigns, social posts, and targeted promotions. Edge customers get a free Edge Prime account with SnapRetail's email and social tools and a starter content bundle. The Premium tier adds customer auto-sync from The Edge, hundreds of jewelry-specific email templates by Drive Retail, thousands of general templates, and a vendor image library.
For stores without a dedicated marketing person, ready-made templates and scheduling tools reduce the lift. Birthday promotions, trunk show invitations, and anniversary campaigns can be set up without custom design work.
The limitation is scope. These are one-to-many marketing tools for email blasts and social posts. They do not give your associates personal, timely text conversations with individual clients or track engagement at the associate level.
Best for: Edge users who want templated email and social marketing without hiring a marketing team.
4. Punchmark and GemFind
Punchmark and GemFind connect The Edge to your website. Punchmark, an Edge Certified Partner, uses The Edge's EDT software to sync inventory, customer records, and wishlists in both directions, and lets customers check repair status online. GemFind, The Edge's preferred Shopify partner, builds Shopify sites on The Edge's ECon connector, which syncs inventory, customers, and web sales but does not support wishlists or repair lookup. The Edge supports one of these integrations at a time.
These are website tools built for your online catalog. They matter most if your website drives real traffic. Following up with clients between visits is outside what they do.
Best for: Edge users who need their website inventory kept in sync with the store.
What to Look for in Any Edge Add-On Tool
Direct integration with The Edge. Every tool on this list connects to The Edge, but the quality of integration varies. Ask how often each data type syncs, and confirm that the fields you need, including purchase history, wishlists, and repair records, are included.
Mobile-first for the sales floor. Associates spend the day on the floor, so any tool they're expected to use needs to work on a phone between customers. A clunky mobile app usually means low adoption.
One-to-one communication alongside mass campaigns. Email blasts and social posts have their place, but the outreach that drives repeat business in jewelry retail is personal. A text from the associate who helped a client pick out an anniversary gift carries more weight than a promotional campaign.
Visibility into associate activity. Tools that track each associate's follow-up and attribute sales to outreach give managers something concrete to coach from.
Automation for the routine dates. Birthday texts and anniversary reminders should trigger automatically so they still go out on your busiest days.
How the Right Stack Looks in Practice
One setup that fits Edge stores focused on client outreach is a straightforward combination: The Edge handles transaction and operational data, Clientbook handles relationships and repeat business, and a broadcast email tool such as Constant Contact via Drive Retail handles events and promotions. Clientbook can also send The Edge's review requests and repair notices, so a separate review tool is optional. Podium is an alternative if reviews are your main focus.
Pick the tools that close your specific gaps. For stores whose biggest gap is consistent, personal follow-up between visits, that is the job Clientbook is built for.
Frequently Asked Questions
Is The Edge the same as Microsoft Edge?
No. The Edge in this article is the jewelry point of sale and store management system at theedgeforjewelers.com, used by independent jewelers for sales, inventory, repairs, and customer records. It has nothing to do with the Microsoft Edge web browser or its extensions.
Can I use Constant Contact with The Edge?
Yes. The Edge lists an integration with Constant Contact through its partner Drive Retail for email and SMS campaigns. You build a targeted customer list inside The Edge, such as clients who bought bridal in the last two years, and transfer it to Constant Contact. The Edge mentions the integration on its CRM page. Setup steps are in The Edge's knowledge base and on Drive Retail's site, and you need your own Constant Contact account.
Does The Edge integrate with Mailchimp or Klaviyo?
The Edge does not list a native Mailchimp or Klaviyo integration on its website, including its CRM and Partners pages, as of October 2026. Stores that prefer those tools can export a customer list from The Edge and import it into their email platform, which works but means refreshing the list by hand. If your store runs Shopify through The Edge's ECon integration with customer sync turned on, Edge customers sync to Shopify, and both Klaviyo and Mailchimp import customers from Shopify. Confirm which fields come across before relying on it for segmentation.
Where does texting fit if we already send email from The Edge?
The Edge already supports texting for campaigns and notices: SMS campaigns through Constant Contact, and automated notices such as repair-ready texts, which The Edge can send through Podium or through Clientbook as its SMS provider. What those don't cover is the personal follow-up an associate sends one client, like the wishlist piece that came back in or a note before an anniversary. The Edge CRM page suggests adding Clientbook for that kind of text-based clienteling and wishlist follow-up.
The Bottom Line
The Edge gives you a strong operational foundation, with client data, purchase history, and wishlists already in place.
Adding a clienteling layer to The Edge lets the routine follow-up you set up send automatically and puts the client history your best associate keeps in their head in front of everyone on the team.
See how Clientbook integrates with The Edge for stores like yours. Book a demo at clientbook.com/demo.
Related reading:
- Clientbook + The Edge: The Complete Integration Guide for Jewelry Stores
- 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
- Stop Missing Sales: Introducing Clientbook Appointments
- Why Measuring Sales Associate Performance Is Key for Luxury Retail Success
