Explore every module with real demo data — from lead intake to branded client portal, invoicing, inventory, and payment collection.
Your entire operation at a glance — revenue, leads, invoices, inventory, and team activity. Updated live as your business moves.
Good morning, Alex 👋
Exclusive Ice — July 2026
Revenue
$148,200
+18%
Active Leads
47
+6
Open Invoices
$24,800
8 open
Inventory
214
items
Revenue — Last 6 Months
Pipeline
New
12
Consult
8
Deposit
6
Prod.
4
Recent Activity
New lead: Sarah J. — Engagement Ring $8,500
2m
Payment received: Marcus T. — $2,400
18m
Inventory added: 14k Diamond Tennis Bracelet
1h
Admin Dashboard — real-time business overview
16-stage pipeline from first inquiry to delivery. Assign staff, track budgets, attach reference images, log notes, and never miss a follow-up.
Leads
Client
Request
Budget
Status
Date
Sarah Johnson
Engagement Ring
$8,500
ConsultationJul 10
Marcus Thompson
Custom Bracelet
$3,200
Deposit PaidJul 8
Emily Chen
Wedding Band Set
$5,800
CAD StartedJul 5
David Rivera
Anniversary Gift
$2,100
New InquiryJul 3
$284K
Pipeline value
$148K
Won YTD
38%
Conv. rate
Leads CRM — full sales pipeline with 16 status stages
Professional branded invoices with line items, tax, discounts, and payment plans. Your clients pay through your Stripe or PayPal — revenue goes directly to you.
Invoice #INV-2026-0147
Exclusive Ice · exclusiveicellc@gmail.com
Send PDF
Billed To
Sarah Johnson
sarah.j@example.com
Details
Due: Aug 15, 2026
14k White Gold Diamond Ring
Description
Qty
Unit Price
Total
Design & CAD
1
$850
$850
14k White Gold Setting
1
$2,400
$2,400
0.85ct Round Diamond (VS2/G)
1
$4,200
$4,200
Labor & Finishing
1
$500
$500
Subtotal
$7,950
Tax (8.875%)
$705
Discount
−$200
Total
$8,455
Paid
$2,500
Balance Due
$5,955
Invoice builder — branded PDFs, payment plans, Stripe/PayPal
Track every piece — engagement rings, loose diamonds, chains, watches, and custom items. Cost basis, retail price, margin, location, and memo tracking included.
Inventory
Total Items
214
across categories
Retail Value
$892K
at full price
Cost Basis
$431K
total invested
On Memo
18
with vendors
Item
SKU
Status
Cost
Price
Margin
14k Diamond Solitaire Ring
ENR-2024-047
In Stock$3,200
$7,800
59%
Platinum Tennis Bracelet
BRC-2024-012
On Memo$8,400
$18,500
55%
Round Brilliant 1.2ct (VS1/G)
STN-2024-088
In Stock$4,800
$9,200
48%
18k Gold Chain 22"
CHN-2024-033
Sold$680
$1,850
63%
Inventory management — gems, metals, finished pieces, memos
Give every client their own branded home. They can track orders, view invoices, approve designs, send messages, and pay — all under your business name.
Exclusive Ice
Client Portal
Sarah Johnson
VIP Client
Welcome back, Sarah 💎
Your custom engagement ring is now In Production.
14k White Gold Solitaire Ring
In ProductionApproved
Design
Production
QC
Ready
Est. completion: Aug 15, 2026
$8,455
Balance Due
$5,955
Total Paid
$2,500
Pay Now
Branded client portal — your logo, your domain, your colors
Your name, your colors, your domain — everywhere. Clients never see iceOS. Branded client portals, invoices, PDFs, emails, and custom subdomains or fully custom domains.
Branding & White Label
Business Name
Exclusive Ice
Slogan
Diamonds. Craftsmanship. Yours.
Support Email
info@exclusiveice.com
Phone
(212) 555-0142
Your Logo
Brand Colors
Primary
Secondary
Accent
Your iceOS Subdomain
exclusive-ice.iceos.pro
Copy Link
White-label settings — your brand, everywhere
Every screen in iceOS is built mobile-first. Check your pipeline between appointments, send invoices from the showroom floor, and approve client orders from your phone.
Exclusive Ice
Good morning, Alex 👋
Revenue
$148K
+18%
Leads
47
Active
Invoices
$24.8K
8 open
Inventory
214
items
Recent Leads
Sarah Johnson
Engagement Ring
Marcus Thompson
Custom Bracelet
Emily Chen
Wedding Bands
From first inquiry to payment collected — everything connected in one platform.
Client submits inquiry
Via your branded inquiry page at exclusive-ice.iceos.pro/inquire — or added manually by your team.
Lead enters your CRM
iceOS creates a lead card with budget, jewelry type, notes, and assigns it to your pipeline stage.
Consultation booked
Schedule the meeting, attach reference images, and log all consultation notes on the lead record.
Invoice created and sent
Build a branded invoice with line items, payment plan, and send it directly. Client gets a payment link.
Deposit collected
Client pays via Stripe or PayPal. Payment syncs to the invoice automatically. Balance due updates.
Production tracked
Lead moves to Production stage. Vendor orders placed. Client portal shows live progress.
Order ready — balance collected
Client is notified via portal. Final payment collected. Lead converted to completed client record.
Starter is designed for solo jewelers getting started. Professional for growing businesses. Business for full-scale operations.
All plans include a 7-day free trial. No credit card required to start.
Start your 7-day free trial — no credit card required. Or book a personal walkthrough with our team.
Questions? sales@iceos.pro