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.
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.
Key Features of Optigo’s CRM in Retail
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Walk-In to Loyalty
- Convert every walk-in into a database customer with mobile, email, and interest capture.
📁
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.
📊
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.
🏷️
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.
Let's Connect
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