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.
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 Wholesale
👤
Customer Master Profiles
- Store complete details including GST, credit terms, pricing category, purchase history, and contact info.
📁
KYC & Document Management
- Securely manage all statutory data (PAN, GST, ID proofs).
💬
Communication History
- Full log of follow-ups, meetings, and calls.
📊
Customer-wise Sales Reports
- Visual insights into buyer performance, preferences, and growth.
⏰
Reorder Reminders
- Automated alerts based on past order frequency or seasonality.
🏷️
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.
Let's Connect
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