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 Wholesale Businesses

In wholesale, relationships are long-term and high-value.
OptigoCRM helps you track every interaction, order, follow-up, and pending payment in one centralized system
ensuring your top clients are always attended to.

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Customer Master Profiles

Store complete details including GST, credit terms, pricing category, purchase history, and contact info.

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KYC & Document Management

Securely manage all statutory data (PAN, GST, ID proofs).

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Communication History

Full log of follow-ups, meetings, and calls.

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Customer-wise Sales Reports

Visual insights into buyer performance, preferences, and growth.

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Reorder Reminders

Automated alerts based on past order frequency or seasonality.

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Tag-Based Segmentation

Group clients by region, product interest, buying behavior for targeted marketing.

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.