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Clients

Know who wants which watch

Client profiles with contact types and purchase history, wish lists matched against your stock automatically, and duplicate records detected and merged. A CRM built for watch dealers, not adapted from generic sales software.

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WatchTraderHub Clients and Partners overview with contact types, lifecycle stages, and wish lists
3
Contact types
Auto
Wish list matching
Merge
For duplicate records
4
Activity note types

The spreadsheet stops scaling

01

Preferences live in your head

You remember the client who wants a Nautilus, until one day you do not, and the sale walks past you.

02

Follow-ups slip

The right watch arrives and nobody calls the client who asked for exactly that three months ago.

03

Every channel creates its own copy

The same buyer exists twice: once from eBay, once from your own records, each holding half the history.

Client profiles

One profile per client, whatever the relationship

A watch business deals with more than buyers: the collector who consigns, the dealer you trade with, the company you buy stock from. Each contact carries one type, a lifecycle stage, and everything you know about their taste, so the next conversation starts from the full history. Any of them can be on either side of a deal.

  • Three contact types: private, dealer, supplier - each can buy, sell or consign
  • Lifecycle stages from lead through active to archived
  • Source, preferred brands and styles, and contact preferences on the record
  • Purchase history and activity notes in one timeline
Client profile in WatchTraderHub showing contact type, lifecycle stage, preferred brands, and purchase history

Wish lists

The wish list checks your stock for you

Record what a client is looking for once, and the matching runs against your inventory automatically. When a watch that fits comes in, the wish shows as wanted in stock, and you know exactly who to call before the watch goes anywhere else.

  • A wish per client, with priority from low to high
  • Automatic matching against your inventory as stock changes
  • Status tracking from active to fulfilled or cancelled
  • Upcoming dates view for birthdays and follow-ups

Wanted in stock

Speedmaster under EUR 4,000

M. Keller

WI00077

Datejust 36, blue dial

A. Novak

WI00104

Any Cartier Tank

S. Brandt

No match yet

Data hygiene

Duplicates found, merges you control

Clients arrive from several channels, so duplicates are inevitable. Detection flags the likely pairs; the merge is yours to steer, field by field, so nothing from either record is lost by accident.

  • Automatic duplicate detection on name, email, phone, and company
  • Guided merge with a per-field choice of which value wins
  • Document uploads on client records, gated by role
  • Marketing consent recorded per client
2 possible duplicatesSame email, different phone
Compare side by sideEvery field from both records
MergeYou pick which value wins, field by field

Channel buyers

Imported orders find their client

An order imported from eBay, Shopify, or WooCommerce carries its buyer straight into your client list, matched to an existing record where one exists. Chrono24 has no order import, so those sales you record yourself, and they link to the client the same way. Margins on those sales show up in dealer analytics.

  • eBay, Shopify, and WooCommerce orders match buyers to client records automatically
  • Sales you record yourself link to a client too, including Chrono24 sales you enter by hand
  • Purchase history builds up per client across channels
  • Wish lists and analytics read from the same records
Channel overview in WatchTraderHub where imported orders link buyers to client records

Included on the Free plan.

The Free plan includes the full CRM alongside 15 watches; client records are not capped.

  • Free: included
  • Starter: included
  • Pro: included
  • Business: included
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Common questions

Our CRM is designed for watch dealers with three contact types (private, dealer, supplier), lifecycle stages, wish list tracking, and watch-specific preferences like favorite brands and styles. Any contact can buy from you, sell to you or consign. It integrates with our inventory and sales systems for a complete dealer platform.
Client records are created directly in WatchTraderHub. You can add contacts individually with full contact details, type, and notes. Past sales are recorded as you enter them, building up your history over time.
Track contact info, contact type (private/dealer/supplier), lifecycle stage (lead/active/inactive/archived), preferred brands and styles, wish lists with priority levels, VIP status, activity notes (calls, meetings, emails), important dates, and preferred contact method (email, phone, WhatsApp).
Our system automatically identifies potential duplicate clients based on name, email, phone, and company matching. You can review detected duplicates, compare details side by side, and merge them with full control over which fields to keep from each record.
Create wish list items for each client with specific watches or criteria they are looking for. Set priority levels (low to high), track status (active/fulfilled/cancelled), and when matching inventory arrives, you know exactly which clients to contact.
Yes. Buyers on imported channel orders (eBay, Shopify, WooCommerce) are matched to client records automatically, and sales you record yourself link to clients too, including Chrono24 sales you enter by hand. From there you get purchase history, activity notes, and wish-list matches against your stock.

Related features

Dealer analyticsInvoicing and credit notesConsignment trackingMarketplace syncAll dealer tools

Stop selling to strangers

Profiles, wish lists matched against your stock, and clean records across every channel. Free to start, no card needed.

Start with FreeCompare plans
No credit card required3-minute setupCancel anytimeGDPR compliant