Enquiries lose their context.
A customer asks about a bridal set, returns next week, and speaks to someone else. Keep preferences, notes and the next follow-up together so the conversation can continue.
Kaarix / Built for jewellers
Jewellery CRM.
From first enquiry
to final price.
Jewellery CRM and gold pricing workflows for your store: manage customers, follow-ups, reserved pieces and quotations, then plan controlled product pricing with RateMint.
Jewellery-specific workflows Setup & customisation
Built for the way jewellers work.Gold retailers · Jewellery showrooms · Diamond & luxury brands
More than a contact list
A valuable customer.
A lot to remember.
Your store handles much more than names and phone numbers. Kaarix brings the customer, the piece and the next action into the same workflow.
Reserved pieces need clarity.
Know which item is held, who it is for, when the reservation expires and what advance was recorded. Give the sales team a clearer view before promising a piece.
The relationship continues after a sale.
Repairs, resizing and delivery updates deserve the same attention as new enquiries. Keep service requests linked to the customer and assigned to a team member.
Jewellery CRM software in India
The daily details.
Finally connected.
Modules for jewellery customer management, sales follow-ups, reservations and the work that continues after checkout.
Customer profiles
Keep preferences, sizes, budgets, birthdays, anniversaries and purchase conversations in one customer record. Give jewellery sales teams context for a more personal follow-up.
Lead pipeline & follow-ups
Track enquiries from first contact to shortlist, quotation, advance and delivery. Assign ownership, schedule follow-ups and review overdue tasks without relying on memory.
Jewellery product catalog
Organise products by SKU, metal, purity, weight, category and availability. Keep product images and certificate details alongside the pieces your customers are considering.
Reservations & advances
Link a reserved piece to a customer, lead and salesperson. Record an advance and expiry date, then extend, cancel or convert the reservation as the sale progresses.
Quotation management
Create line-item quotations, keep price breakdowns and connect estimates to leads. Share a quotation through WhatsApp, email or a copied message as supported by the configured workflow.
After-sales & repairs
Manage repair, resize, polish and other service requests with an assigned owner and status. Keep service history visible when the customer contacts your store again.
Dashboard & inventory reports
Review active leads, follow-ups, available and reserved stock, inventory value and service requests. Discuss any additional ageing or store-level reports during setup.
Gold rates & product repricing
Support gold purity-based price calculations and product repricing using a configured rate source. Confirm the update schedule, pricing formula and making-charge rules for your store.
Team roles & activity logs
Use separate roles for admins, sales managers, salespeople, inventory, accounts and service staff. Review key lead, product and reservation activity with audit records.
See the modules that matter to your store.
Plan my walkthroughRateMint / Kaarix pricing workflow
The right rate.
A clearer price.
Bring the pricing conversation into your Kaarix implementation: metal rates, product weight, making charges and the publishing rules for your jewellery store.
RateMint is now presented here as the pricing workflow within the Kaarix offering. Shopify product mapping, approved price updates and any connection to your CRM are configured according to your implementation scope.
Try an example calculation.
Enter the rate approved for the selected metal and purity. This example uses a fixed making charge and applies the entered tax percentage to metal value plus charges. It is not a live rate feed or a binding quotation; your actual store rules are confirmed during setup.
Enter a positive rate and weight, with non-negative charges and a tax rate between 0 and 100.
Illustrative price
- Metal value
- ₹35,000.00
- Making charges
- ₹500.00
- Tax at 3%
- ₹1,065.00
Weight × approved rate + making charges, followed by the example tax calculation.
Discuss my pricing workflowMap the product data.
Agree metal type, purity, net weight, making charges and store-specific rules before calculating prices. Fixed, per-gram or percentage-based charges can be reviewed during implementation.
Review before publishing.
Plan manual or scheduled rate input, calculate the proposed changes and review them before an agreed Shopify sync. A rate feed and API access are separate setup requirements.
Build in the safeguards.
Scope invalid-rate checks, unusual price-change alerts, existing-price backups, restore handling and sync logs. Thresholds and approvals follow your store’s policy.
One enquiry. One implementation plan. Choose the CRM modules, RateMint pricing work or both. We confirm the integration, responsibilities and costs before connecting any live store pricing.
From first visit to the next occasion
One customer journey.
One place to follow it.
Replace disconnected notes with a clear sales process. Each stage gives your team the context for a useful next conversation.
- 01 / Enquiry
Remember the customer.
Create a customer record and lead. Capture what they want, their occasion, budget and the person responsible for the next conversation.
- 02 / Shortlist
Connect them to a piece.
Keep the product shortlist and reservation with the lead so the team can see the item, availability and agreed next step.
- 03 / Quotation
Keep the sale moving.
Build the estimate, record its status and follow up. Track advance and invoice steps within the agreed sales workflow.
- 04 / After-sales
Keep the relationship.
Record delivery and service requests. Give future conversations the benefit of the customer’s history instead of starting again.
Your tools. Your team.
Fit the store.
Connect the work.
A CRM rollout works best when it respects the systems you already use. Choose the integrations that solve a real operational problem.
The right view for each role.
Keep sales, inventory, accounts and service responsibilities clear. Access and permissions are configured as part of your setup.
Zoho Books
Connect agreed customer, product and accounting workflows. We review your organisation, sync direction and error handling before putting the integration into everyday use.
CSV & existing catalog data
Start with a reviewed product export instead of entering every item again. Field mapping and data quality checks help keep the new catalog useful.
WhatsApp, social & website workflows
Organise enquiry sources and quotation sharing. Automatic capture, chatbot handoffs and other API connections are reviewed and quoted according to the integration needed.
Kaarix implementation
Start with your store.
Build the right setup.
Hands-on help with configuration, deployment, data migration and custom workflows for jewellery businesses in India and remote teams.
- 01
Map your store.
We review your customer journey, team roles, product data, reservations and current tools. Start with the operational problem you want to solve.
- 02
Agree the setup.
Choose the modules, hosting, migration and integrations you need. I propose a scope and cost based on your actual requirements.
- 03
Import & configure.
Prepare product data, configure roles and connect agreed systems. Validate the CRM with your team’s everyday scenarios before rollout.
- 04
Train & improve.
Walk the team through daily use and confirm support arrangements. Additional reports, workflows and features can be planned as the business needs them.
What does it cost?
Your proposal depends on the modules, users, data migration, hosting and integrations you need. We agree the implementation scope and support arrangements before work begins.
Discuss my requirementsKnow what you’re building on.
Kaarix’s public repository lets your technical team explore the Next.js and Django code. Deployment, customisation, hosting and managed support are scoped separately.
Explore the source code
Built & implemented by Jagjeet SinghFull Stack Developer · Custom CRM developmentExplore my work
Around your CRM
Make the rest
work together.
Explore related development services and products if your jewellery business needs more than the core CRM workflow.
Before you choose a CRM
Good questions.
Clear answers.
Understand the product, the implementation and the integrations before deciding what your store needs.
Read the jewellery CRM guideWhat is Kaarix gold and jewellery CRM software?
Kaarix is a CRM built around jewellery retail workflows: customer records, lead follow-ups, product catalogs, reservations, quotations, reporting and after-sales service. Jagjeet Singh offers setup and customisation so the system can fit the way your business works.
Who is this jewellery CRM for?
It is designed for gold retailers, jewellery showrooms, diamond jewellery businesses and brands that need a shared view of customers, pieces and sales follow-ups. Single-store teams can start with their core workflow; businesses with several locations should discuss branch access and reporting requirements before implementation.
Can Kaarix track gold jewellery reservations and advances?
Yes. The reservation module links the product, customer and lead, with an expiry time, recorded advance and reservation status. The implementation review covers how your team creates, extends, cancels or converts holds into sales.
Can it connect to Zoho Books?
Kaarix includes Zoho Books integration code for accounting-related workflows. The exact contact, item, estimate, invoice and payment sync needs to be configured and tested for your organisation. Share your existing Zoho setup during the demo so we can agree the required direction and scope of sync.
Does Kaarix support WhatsApp and Instagram enquiries?
The CRM can organise leads by source and supports quotation-sharing workflows. Automatic lead capture, message routing or campaigns depend on the relevant integration, account access and configuration. We will confirm the specific WhatsApp or Instagram workflow you need before including it in the setup.
Can my current product data be imported?
The product module includes CSV import, including a workflow for Zoho Books product exports. Existing files need to be reviewed for field mapping, missing values and duplicates. Customer migration or other data sources can be scoped separately.
How does gold pricing work?
The product includes a configurable rate-source and purity-based pricing workflow. Provider availability, refresh frequency, currency, making charges and the formula used by your store must be confirmed during setup. The CRM should use the pricing rules your team has approved; a rate feed does not replace that review.
Is Kaarix a complete jewellery ERP or POS replacement?
Kaarix focuses on CRM, products, reservations, quotations and service workflows. If you need a complete POS, barcode process, accounting system, GST billing or statutory reporting, share those requirements separately. We will assess what can be integrated or customised rather than assume the CRM replaces your existing system.
How much does a Kaarix CRM implementation cost?
Implementation is quoted after reviewing your team, data, modules, hosting and integrations. Publicly available source code and a managed setup are different parts of the offering: deployment, migration, custom work, third-party services and ongoing support can involve separate costs. Request a demo to discuss the scope before receiving a proposal.
Can you help jewellery businesses across India?
Yes. I work with businesses in India and collaborate remotely. We can review your workflow online, agree the implementation scope and arrange team walkthroughs. Any onsite training or additional support requirements should be discussed before the project begins.
Is RateMint now part of the Kaarix page?
Yes. The RateMint offering and calculator are consolidated into this Kaarix page. CRM modules, pricing automation or both can be scoped in one enquiry. Publishing these offerings together does not imply that every integration is already configured for your store.
Can RateMint update jewellery prices in Shopify?
The implementation can be planned around your Shopify product data, approved metal rates, pricing formula and API permissions. Product mapping, review, backup and sync rules are agreed before live prices are changed.