Customer Relationship Management

Strengthen Relationships. Increase Loyalty. Drive Repeat Sales.
Optigo’s CRM module is built to help jewelry businesses — both wholesale and retail — deliver personalized experiences, manage customer data efficiently, and stay connected with every client. Whether you're handling B2B buyers, high-volume retail customers, or online shoppers, Optigo gives you all the tools to build stronger, lasting relationships.

For Retail Businesses

Retail jewelry businesses need fast access to customer data, shopping preferences, and post-sale engagement tools.
Optigo helps your front-end and marketing teams engage every walk-in or repeat customer with precision.

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Walk-In to Loyalty

Convert every walk-in into a database customer with mobile, email, and interest capture.

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Event Alerts & Reminders

Send automated birthday, anniversary, and festival offers.

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Customer Feedback Collection

Record satisfaction, complaints, and suggestions right from POS.

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Purchase History

Know what they bought before — and recommend intelligently during repeat visits.

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Loyalty Points & Gift Schemes

Run retention programs seamlessly.

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Marketing Integration

Send WhatsApp campaigns, SMS alerts, and personalized emails directly from CRM.

Unified Insights for All Business Models

Whether you operate retail, wholesale, online, or all three — OptigoCRM gives you real-time, consolidated insights across touchpoints.

Advanced Tools:
Custom dashboards with CRM KPIs (New leads, Repeat %)
Customer funnel analysis from first inquiry to order
Sales team performance by customer type
Centralized notes and attachments
Support & service ticket tracking

Results You Can Expect

Higher customer retention and loyalty
Improved conversion rates from inquiries
Personalized selling experience for every customer
Faster support and query resolution
Better campaign performance with segmentation
Optigo’s CRM isn't just about managing contacts — it’s about deepening every customer relationship.