Plan
CRM Lite Plan
Features
Lead Management
Included
Customer Database (KYC, purchase history)
Included
Follow-up Reminders
Included
Task & Appointment Scheduling
Included
Sales Pipeline Tracking
Included
Basic Reports & Dashboard
Included
Customer Engagement
WhatsApp Integration
Included
SMS & Email Campaigns
Included
Festival Campaign Templates
Included
Birthday / Anniversary Auto Wishes
Included
Offer & Scheme Notifications
Included
Sales Support
Quotation Creation
Included
Order Tracking
Included
Estimate Management
Included
Basic Inventory View
Included
Analytics
Lead Conversion Report
Included
Sales Performance Report
Included
Campaign Effectiveness Report
Included
CRM + ERP – Platinum Plan
Multi-Branch CRM
Customer Segmentation (Retail / Wholesale / VIP)
Included
Loyalty & Reward Points
Included
Advanced Sales Reports
Included
Automated Lead Assignment
Included
Inventory Management
Gold, Silver, Diamond Inventory Tracking
Included
Barcode & RFID Integration
Included
Batch & Lot Tracking
Included
Weight-based Inventory (Jewellery Specific)
Included
Stock Aging Report
Included
Metal Stock Book Transfer
Included
Manufacturing Management
Karigar Management
Included
Job Work Tracking
Included
Wastage Calculation
Included
Melting & Refining Process Tracking
Included
Production Planning
Included
Billing & POS
Jewellery POS Billing
Included
Retail Rate Auto Update
Included
Multi-Payment Mode
Included
GST & Tax Compliance
Included
Exchange & Buyback Handling
Included
Finance & Accounts
Ledger Management
Included
Daily Book / Cash Book
Included
Profit & Loss Report
Included
Balance Sheet
Included
Vendor Payment Tracking
Included
Scheme & Gold Saving Plans
Gold Saving Scheme
Included
Installment Management
Included
Auto Reminders
Included
Mature Scheme Handling
Included
Reports & Analytics
Stock Valuation Report
Included
Fast/Slow Moving Items
Included
Sales by Category (Gold/Diamond/Silver)
Included
Branch Performance Dashboard
Included
Karigar Performance Tracking
Included
| Features |
Lite Plan
CRM
15 days Free trail
|
Premier Plan
CRM + ERP
15 days Free trail
|
|---|---|---|
| Customer profiles, history & lead tracking | ✔ | ✔ |
| Complaint management with ticketing system | ✔ | ✔ |
| WhatsApp, email & telephony integration | ✔ | ✔ |
| Call logging & customer response capture | ✔ | ✔ |
| Reporting dashboards & business calculator | ✔ | ✔ |
| Automated gold rate display | ✔ | ✔ |
| Appointment scheduling & reminders | ✔ | ✔ |
| Payment & maturity reminders | ✔ | ✔ |
| Role-based user access & permissions | ✔ | ✔ |
| Inventory tracking for metals, gemstones & finished goods | ✘ | ✔ |
| Barcode/RFID, consignment & multi-branch stock control | ✘ | ✔ |
| WIP tracking, job orders & Bill of Materials | ✘ | ✔ |
| Workflow management from casting to finishing | ✘ | ✔ |
| Vendor & job work order management | ✘ | ✔ |
| Purchase orders, quotations & metal rate locking | ✘ | ✔ |
| Finance with GST compliance & reporting | ✘ | ✔ |
| Analytics, forecasting & performance dashboards | ✘ | ✔ |