Lead Management
Capture and assign leads from store visits, website forms, WhatsApp, Instagram, campaigns, and manual entries.
Kaarix CRM
Kaarix CRM for jewelry businesses that manage leads, reservations & follow-ups.
An open-source, production-ready jewelry CRM built for gold retailers, jewelry brands, and luxury jewellery businesses that need better customer management, lead tracking, product catalog visibility, reservations, quotations, after-sales service, live gold and silver pricing, WhatsApp-ready sharing, and Zoho Books workflows.
Lead
Capture
Stock
Aging
CRM
Pipeline
Open
Source
Jewelry CRM preview
Today at a glance
Gold CRM dashboard
Synced recently
Reserved
Pieces held for customers
Aging
Slow-moving inventory
WhatsApp
Lead capture flow
Service
Repair and job cards
SKU
Product
Status
Customer
Action
MG-2048
Diamond Choker
Reserved
Customer A
Follow-up
BR-6401
Bangle Set
Aging
Customer B
Review
Why Kaarix
Jewelry teams need more than a generic CRM.
Gold and jewelry businesses manage reservations, inventory movement, customer occasions, service jobs, and high-value follow-ups. Generic CRMs usually do not understand these workflows cleanly.
Reserved pieces
Keep track of pieces held for customers so teams know what is available, reserved, or pending follow-up.
Inventory aging
Identify stock that has been sitting too long and create internal actions to move it faster.
Customer occasions
Manage birthdays, anniversaries, purchase preferences, notes, and personalized customer follow-ups.
Service jobs
Track resize, repair, polish, hallmark, cleaning, delivery status, owner, and due dates.
Feature Suite
Jewelry CRM modules for daily store operations.
Kaarix can be structured around the key workflows jewelry teams handle every day — leads, customers, reservations, stock, sales tasks, and service jobs.
Reservation Tracking
Track reserved jewelry pieces, customer details, reservation value, salesperson, due date, and next action.
Inventory Aging
Highlight slow-moving inventory by date range so owners and managers know which products need attention.
Customer Profiles
Store customer preferences, purchase notes, occasions, family details, follow-ups, and service history.
Service Job Cards
Manage repair, resize, polish, cleaning, hallmark, custom order, delivery, and after-sales service work.
Reports & Dashboard
View leads, source, follow-ups, team activity, aging stock, service status, and store-level performance.
Latest GitHub Update
Now positioned as an open-source jewelry CRM.
The current repository describes Kaarix as a full-featured CRM for jewelry brands with live pricing, quotations, Zoho sync, after-sales service, audit logs, notifications, and role-based access.
Open RepositoryQuotation Builder
Build line-item quotations with live gold price calculation and WhatsApp, email or clipboard-ready sharing.
Live Gold & Silver Prices
Supports 24K, 22K, 18K, 14K gold and silver rates with India domestic pricing logic.
Zoho Books Sync
Sync contacts, items, invoices, estimates and payments with Zoho Books workflows.
CSV Product Import
Bulk import product catalog data from Zoho Books CSV export or structured inventory sheets.
Notifications
Highlight overdue follow-ups, today’s tasks, reservation expiry actions and daily CRM priorities.
Audit Logs
Track stage changes, product status updates, reservations and important CRM actions.
Role-Based CRM
Give each store role the right operating view.
A jewelry CRM should not show every screen to every person. Kaarix can be planned with role-based dashboards for owners, managers, sales teams, inventory staff, accounts, and service teams.
Owner / Admin
Full visibility across leads, stock, users, stores, reports, and integrations.
Sales Manager
Pipeline health, assigned leads, follow-up quality, and team activity.
Salesperson
Daily leads, customer history, reserved products, tasks, and reminders.
Inventory Team
Stock aging, product status, reservations, movement, and internal notes.
Accounts
Customer records, invoices, payment status, Zoho-ready data, and exports.
Service Staff
Job cards, repair status, service deadlines, customer updates, and delivery queue.
Integrations
Connect store leads, accounts, and customer channels.
Kaarix can be planned around the tools your business already uses, including WhatsApp lead flows, Instagram inquiries, website chatbot leads, Zoho Books, and exports.
WhatsApp Leads
Lead capture and assignment-ready workflow.
Instagram Leads
Inquiry routing for campaigns and social selling.
Chatbot
Website inquiries moved into CRM follow-ups.
Zoho Books
Customer, product, invoice, or export-ready flows.
Google Sheets
CSV and sheet-based migration or exports.
Custom APIs
Connect internal systems where needed.
Tech Stack
Built with a modern full-stack architecture.
Kaarix is structured as a real product stack with a Next.js frontend, Django REST backend, PostgreSQL database, Celery background jobs, Redis queueing, and Google Cloud deployment support.
Frontend
Next.js 14, React 18, Tailwind CSS, shadcn/ui and TanStack Query.
Backend
Python 3.11, Django 4.2, Django REST Framework and JWT-based authentication.
Data & Jobs
PostgreSQL 15, Celery 5, Redis 7 and Google Cloud Storage for files.
Deployment
Docker, Google Cloud Run, Cloud Build, deployment scripts and API documentation.
Setup Process
A practical rollout for jewelry teams.
The best CRM setup starts with your actual store workflow: how leads arrive, how pieces are reserved, how customers are followed up, and how service jobs are handled.
01
Workflow Mapping
Map lead sources, store roles, reservations, inventory aging, service jobs, reports, and integrations.
02
Data Structure
Plan products, customers, leads, follow-ups, tasks, reservations, service jobs, users, and reports.
03
CRM Setup
Configure modules, screens, dashboard views, permission levels, forms, and lead capture workflows.
04
Training & Support
Help the team understand daily use, follow-up discipline, reservation tracking, service status, and reporting.
Related Services
Need website, CRM, or support around Kaarix?
Kaarix can connect with website forms, product pages, dashboards, CRM workflows, and ongoing website support.
Custom CRM Development
Build custom modules, dashboards, reports, roles, and workflows for internal teams.
View CRM PageCorporate Website Development
Build a clean company website with service pages, forms, and lead capture sections.
View Website PageWordPress Monthly Maintenance
Keep your WordPress website updated, optimized, backed up, and supported.
View Maintenance PageFAQ
Common questions.
What is Kaarix CRM?
Kaarix CRM is an open-source jewelry and gold brand CRM for managing customers, leads, product catalog, reservations, quotations, inventory aging, after-sales service, live gold and silver prices, reports, integrations and role-based workflows.
Can Kaarix manage WhatsApp and Instagram leads?
Yes. The CRM can be planned to capture or organize WhatsApp, Instagram, chatbot, website form, and manual leads into a structured follow-up workflow.
Can it track reserved jewelry pieces?
Yes. Reservation tracking can include item details, customer name, assigned salesperson, reservation value, hold date, status, and next follow-up.
Can Kaarix connect with Zoho Books?
Kaarix can be planned with Zoho-ready workflows such as customer data, product data, invoice references, exports, or custom API-based integration depending on scope.
Is this only for jewelry businesses?
Kaarix is positioned for jewelry and gold businesses because the workflows are specialized: reservations, stock aging, customer occasions, service jobs, and high-value customer follow-ups.
Is Kaarix CRM open source?
Yes. Kaarix CRM is published as an open-source repository on GitHub and is positioned as an MIT-licensed CRM for jewelry and gold businesses.
Request Demo
See how Kaarix can fit your jewelry workflow.
Share your store type, team size, current CRM or spreadsheet process, lead sources, and the tools you use. I’ll help you plan the right Kaarix CRM setup.
Kaarix CRM inquiry
Elementor Pro form connected here.