Never miss an enquiry or an anniversary
Every walk-in, trade-show contact and website enquiry becomes a lead with a stage, a priority and a next step. Customers’ birthdays and anniversaries come up as reminders, and you can message them on WhatsApp or email from the same screen.
Pipeline and tasks
Leads move through stages from new to won, with tasks and owners so nothing is dropped.
WhatsApp and email
Send quotes, catalogues and greetings from E-Ratna, using your own templates.
Catalogues
Pick stones or pieces, share a catalogue link, and see what the buyer looked at.
How it connects
CRM & follow-ups shares one set of data with the rest of E-Ratna, so nothing is typed twice.
- Buying & sellingPurchases and invoices for loose stones and jewellery, with multi-currency and tax built in.
- Memo & consignmentSend goods on memo to brokers and buyers, take part returns, and see what is out at a glance.
- Retail counter (POS)Fast counter bills, old-gold exchange and every way to pay, on one screen.
- Dashboard & reportsA live view of sales, stock value, money owed and metal position the moment you sign in.
CRM & follow-ups: common questions
Do website enquiries go into the CRM?
Yes. Forms on your website can create leads directly.
Can each salesperson see only their leads?
Yes. Roles and permissions decide who sees what.
Does it remind me to follow up?
Yes. Tasks and follow-up dates show up on each person’s list.
See E-Ratna with your own stock
A free 30-minute demo, no commitment. Pick a time right after you fill the form.