CRM for Jewellery Machine Manufacturers

See leads, quotes, follow-ups, and team activity in one place. Get today's to-dos, quick actions, and top products at a glance.

Track team performance, monitor sales this month, and access everything you need to run your jewellery machine business efficiently.

Quick actions include adding leads, making quotes, logging payments, and managing your daily operations from one central location.

Keep machines, variants, and spares organized in one clean catalog with images. Store specs like power, capacity, warranty, and AMC add-ons.

Track stock by location, mark fast-moving items, and manage price bands with correct taxes. One click to add any product to a quote.

Maintain detailed product information including specifications, pricing, and inventory levels for all your jewellery manufacturing machines.

Never miss an enquiry with comprehensive lead capture from website, email, calls, WhatsApp, and CSV import. Auto-assign by territory and product interest.

Track demo and site-visit status with detailed notes. Convert qualified leads to quotes in just two clicks and maintain complete lead history.

Route leads to the right sales representative based on workload, territory, or product expertise for maximum conversion rates.

Create GST-ready documents with clean quote templates featuring your logo, terms, and signature space. Correct taxes, HSN codes, and multi-currency support.

Convert quotes to proforma invoices and then to final invoices seamlessly. Track payments, due dates, and share documents instantly via email or WhatsApp.

Include optional AMC lines, maintain proper GST compliance, and log every document send for complete audit trails and customer communication.

Send simple follow-ups that work with targeted email campaigns. Create lists by product interest, city, or sales stage for maximum relevance.

Set up drip sequences for expo leads, quote follow-ups, and payment reminders. Track opens, clicks, and replies directly in the lead timeline.

Automatically stop campaigns on customer replies to avoid spamming and maintain professional communication standards with your prospects.

Be where your buyers are with WhatsApp campaigns. Create templates for pricing updates, new machine launches, and service camps.

Use buttons and quick replies for better engagement. Attach PDFs like quotes and brochures directly through WhatsApp for instant sharing.

Track clicks and replies on the contact timeline. Works for both broadcast campaigns and personal one-to-one conversations with customers.

Keep all people and companies clean and linked in one comprehensive contact system. Manage buyers, owners, and technicians in detailed profiles.

Store company details, people, roles, phone numbers, emails, GSTIN, and addresses. Maintain complete history of calls, emails, WhatsApp, and visits.

Use tags and segments for quick filtering like "CNC buyers" or "Mumbai customers". Merge duplicates safely to maintain data integrity.

Never miss a call, demo, or installation visit with comprehensive calendar management. Schedule calls, demos, installations, and service visits efficiently.

Set up auto reminders via email or WhatsApp before due times. Use team calendar views to balance workload and avoid scheduling conflicts.

Optional Google Calendar sync keeps everything in one place. Personal and team views ensure everyone stays on top of their commitments.

Manage roles, targets, and access permissions for your entire team. Give the right access to sales, service, and accounts departments.

Set up territory assignments and lead routing rules. Track targets, leaderboards, and activity logs to monitor team performance.

Invite new users in seconds with predefined role templates. Manage permissions for different access levels across your jewellery machine business.