JivePilot × Le Vian

Your entire business, on your phone

One pass of your calls, orders, repairs and collector relationships — organized automatically into a single view you can act on from anywhere. This is a live prototype of what JivePilot builds for you.

LE VIAN

Wednesday, July 8 · Good morning

Here's your business today.

Revenue MTD

$284.6K

▲ 18% vs last month

Open Pipeline

$1.42M

37 active deals

Needs Follow-up

12

4 overdue today

Insights
Overview
Deals
Team
Stones
Distribution
Collectors

Where this moves the needle first for a business your scale — the things that touch capital at risk, revenue left on the table, and control over inventory that's always moving.

Live Inventory Visibility

$2.4M in transit, right now

Every piece on the road across 18 shows, tracked without a single phone call — the exposure that usually lives in nobody's dashboard.

Allocation-Driven Revenue

+$180K projected this quarter

Same inventory pool, smarter placement — next show's allocation drawn from last cycle's sell-through, piece by piece.

Lifetime Repair Registry

38,400 pieces under lifetime warranty

The promise that makes Le Vian different, finally systemized — every registered piece tracked against its free-for-life repair guarantee, automatically.

Wholesale Negotiation Leverage

6 SKUs flagged before Signet's window opens

Walk into every stock-balancing conversation with the data already in hand, instead of hoping the retailer's numbers are right.

Grading Throughput

3.2 day avg turnaround · 214 in queue

Every day a stone comes off the bench faster is a day back on the show floor — turned from an ops metric into a revenue one.

Pipeline by stage
New
$410K
Qualified
$520K
Proposal
$310K
Closing
$180K
Collection performance
Chocolate Diamonds®$612K
Bridal Collection$301K
Passion Cuts$298K
Vanilla Diamonds®$210K
This week, automatically

✓ 6 collector renewal reminders sent · ✓ 3 repair certificates re-issued · ✓ 14 trunk-show leads scored and added to Potential · ✓ David Okafor's overdue repair flagged for you

Essential Deals 4 · existing collectors

Marion Kessler

Anniversary upgrade

$18.5K
EssentialDesign approved
Collector since 2016 · lifetime value $96K. Last contact 2 days ago. Awaiting her sign-off on the resized setting before stones go to the bench.
Call
Log note

The Whitfield Estate

Lifetime repair + insurance re-cert

$0*
EssentialIn service
*Covered under free-for-life repair guarantee. Relationship lifetime value: $340K. Contacted today — piece is at the bench, ETA 5 days.
Call
Log note

Roth Family Trust

Reorder — matching bracelet

$9.2K
EssentialStone selection
Third piece purchased by this family. Waiting on chocolate diamond melee selection — matched samples ready to send.
Call
Log note

David Okafor

Registered piece — free repair due

Service
EssentialOverdue 6 days
10-year collector. Repair request came in via web form and sat unrouted. JivePilot flagged it and drafted the outreach below.
Call now
Send draft
Potential Deals 4 · new business

Cartwright & Sons

Regional wholesale account

$220K/yr
PotentialSample shipped
Referred through a distributor contact. Sample case shipped Monday — follow-up call scheduled by the assistant for Friday.
Call
Log note

Priya Advani

Engagement ring inquiry

$32K
PotentialConsult scheduled
Referred by the Kessler family. Consultation booked automatically for Saturday 11am based on her reply.
Call
Log note

Neiman Boutique — Scottsdale

Retail partnership inquiry

TBD
PotentialInitial call
Inbound inquiry from the contact form, auto-routed and acknowledged within 4 minutes.
Call
Log note

LA Trunk Show — Warm Leads

14 leads, auto-scored

$410K
PotentialNurture sequence
Sign-in sheet photographed at the event and turned into ranked leads with follow-up emails already sent.
View list
Log note
108%
Quota MTD
14
Active Reps
6
Trunk Shows
Sales leaderboard this month
1

Elena Marchetti

Manhattan flagship GIA Certified

$412K
118% of quota
2

Sofia Delgado

Trunk show lead Chocolate Diamond® Specialist

$276K
104% of quota
3

James Whitcombe

Wholesale accounts

$298K
96% of quota
4

Marcus Chen

Onboarding, week 2 New Hire

60%
Checklist done
HR & staffing, automatically

✓ Commission statements calculated for all 14 reps · ✓ 2 trunk show staffing conflicts auto-flagged (PTO overlap in Scottsdale) · ✓ Onboarding checklist auto-assigned to Marcus Chen, day-by-day · ✓ GIA continuing-education renewal reminders sent to 3 reps before their credits lapse

214
In Grading
3.2d
Avg Turnaround
86
Certified /wk
Stone pipeline
Sourced
$1.8M
Received
$1.1M
Grading
$640K
Certified
$510K
Buyer trips

Antwerp Diamond Exchange

Buyer: Rachel Osei · Aug 3–8

$2.1M
Confirmed

Brazil Mine Partner Visit

Buyer: Tomas Vidal · chocolate diamond source

$3.4M
Itinerary drafted
Grading queue gemologist assigned

Lot #BR-2291

4.8ct fancy brown rough parcel

2 days
Dr. Elena Novak · color grading in progress

Lot #VN-1187

Vanilla Diamond® melee, 12.3ct total

5 days · overdue
Marcus Ide · clarity grading, flagged for review

Lot #PC-3350

Passion Cut rough, 6.1ct

1 day
Awaiting GIA certificate issuance
Design matching, automatically

✓ 18 loose stones auto-matched to open Bridal Collection design specs this week, ready for setting assignment · ✓ Kimberley Process chain-of-custody verified for 100% of lots received this month · ✓ Melee sorted and grouped by color/clarity band without a gemologist touching a spreadsheet

$2.4M
On the Road
18
Shows Active
34%
Avg Sell-Through
Trunk show engine event memo

Inventory shipped out on memo for 1–2 day events. Retailer provides floor space and takes commission on what sells; everything unsold ships back or rolls to the next show.

Kay Jewelers — Houston Galleria

Event: Jul 6–7 · in progress

$340K
28% sold through so farDay 2 of 2

Jared — King of Prussia

Event: Jul 12–13 · upcoming

$410K
Manifest confirmedShips Thursday

Macy's — Herald Square

Event closed Jul 2–3

$280K
Return reconciliation1 SKU discrepancy flagged

Long's Jewelers — Boston

Event: Jul 15–16 · upcoming

$95K
Allocation draftedIndependent jeweler

✓ Show manifests auto-generated and matched to shipping labels for every event · ✓ Unsold inventory auto-reconciled against the manifest the moment it's returned — Macy's discrepancy flagged same day, not next month · ✓ Commission owed to each retailer calculated automatically post-event · ✓ Next show's allocation auto-suggested from last cycle's sell-through, piece by piece

Core collections wholesale sell-in

Permanent-display staples sold outright to retail partners, who carry the inventory risk — with stock-balancing agreements to swap out slow movers.

Signet Jewelers

Kay + Jared core display

$2.9M
Sell-in YTDSwap window opens in 9 days

Macy's

Core display, permanent case

$1.1M
Sell-in YTD6 SKUs slow-moving

Independent Doors

42 regional accounts

$800K
Sell-in YTDCurrent

✓ SKUs auto-flagged as slow-moving after 120 days on the case, no one has to eyeball a sell-through report · ✓ Stock-balancing swap proposals drafted automatically ahead of Signet's next window · ✓ Purchase orders reconciled against shipped inventory line by line

Top Collectors by lifetime value
WE

The Whitfield Estate

Last purchase Mar '25 Certified

$340K
Lifetime
MK

Marion Kessler

Last purchase Nov '24 Certified

$96K
Lifetime
DO

David Okafor

Collector since 2016 Certified

$71K
Lifetime
RF

Roth Family Trust

Last purchase Jan '25 Certified

$54K
Lifetime
PA

Priya Advani

New inquiry Prospect

New
Every collector, protected

Every registered piece is tracked against its free-for-life repair guarantee and certificate on file — so nothing falls through the cracks as your collector list grows.

Tap any tab above the phone screen, and tap a card to expand it — this is a working prototype, not a screenshot.