Learn how to use the Jewelry CRM system effectively

Getting Started

Welcome to Jewelry CRM! This guide will help you get started with managing your jewelry business effectively.

Dashboard Overview

The dashboard provides a quick overview of your business performance including:

  • Total customers and recent additions
  • Active leads and conversion rates
  • Sales performance metrics
  • Staff activity summary

Navigation

Use the sidebar to navigate between different sections of the CRM. The main areas include:

  • Dashboard: Overview and quick stats
  • Customers: Customer profiles and history
  • Leads: Sales pipeline management
  • Staff: Team management
  • Reports: Analytics and insights
  • Settings: System configuration

Managing Customers

The Customers module helps you maintain detailed records of all your customers.

Adding a New Customer

  1. Navigate to the Customers page
  2. Click the "Add Customer" button
  3. Fill in the customer details
  4. Save the customer profile

Customer Profile

Each customer profile contains:

  • Contact information (phone, email, address)
  • Purchase history
  • Communication logs
  • Preferences and notes

Lead Pipeline

Track and manage your sales leads through various stages of the sales process.

Pipeline Stages

  • New: Fresh leads that need initial contact
  • Contacted: Leads you've reached out to
  • Qualified: Leads showing genuine interest
  • Negotiation: Active discussions about purchase
  • Won/Lost: Final outcome of the lead

Moving Leads

Drag and drop leads between stages or use the status dropdown in the lead profile to update their status.

Reports & Analytics

Access detailed analytics and reports to understand your business performance.

Available Reports

  • Sales Report: Track revenue over time
  • Customer Report: Customer acquisition and retention
  • Lead Report: Conversion rates and pipeline health
  • Staff Performance: Team productivity metrics

Exporting Data

Use the export button on any report to download data in CSV or PDF format for further analysis.

System Settings

Configure your CRM to match your business needs.

General Settings

  • Business information and branding
  • Currency and regional preferences
  • Notification preferences

User Management

  • Add and manage staff accounts
  • Set user roles and permissions
  • Configure access controls