Customers and schemes
Know every customer, and keep them coming back.
Each customer’s bills, old gold and dues in one place, with their KYC documents kept private. On Growth, run kitty schemes with a passbook link for every member, give loyalty points and follow up leads. Your team answers customers from one shared WhatsApp inbox.
- Member
- Meena Joshi
- Each month
- ₹5,000
- Paid
- 7 of 11 months
Next payment due Mon 5 Oct. A reminder goes on WhatsApp the day before.
Every customer’s history in one place
See what a customer bought, the old gold they gave and what they still owe, before you quote.
- Search by name or mobile number
- Bills, old gold and dues
- KYC documents, kept private
- Customer since
- March 2024
- Last visit
- Fri 25 Sep · INV-0142
- Bought this year
- ₹4,62,936
- Old gold given
- 11.175 g fine
- Dues
- None
Kitty schemes
Run monthly gold kitty schemes. CaratOS tracks each member’s payments, reminds them on WhatsApp before each one is due, and gives every member a private passbook link.
- Monthly schemes with a bonus month
- A passbook link for each member
- Redeem against a bill
- Scheme
- Swarna Bachat 11 + 1
- Paid
- 7 of 11 · ₹35,000
- Next
- ₹5,000 on Mon 5 Oct
A private link for Meena, shared on WhatsApp.
Loyalty points and gift vouchers
Give points on every bill and take them off the next one. Sell gift vouchers for weddings and festivals, taken off the bill when they’re used.
- Points on every bill
- Gift vouchers
- Your own rule for points
- Your rule
- 1 point for every ₹1,000
- Earlier this year
- 84 points
- From INV-0142
- +378 points
- To spend on her next bill
- ₹462 off
Leads and a WhatsApp inbox
Every enquiry on your shop’s WhatsApp in one inbox your team shares, with leads to follow up. It works as soon as the shop’s phone is linked with a QR code, like WhatsApp on a computer.
- One inbox for the team
- Turn a chat into a lead
- See who answered, and when
- KJ Kavita Jain Do you have 22K jhumkas under 15 g?10:42 am New lead
- MJ Meena Joshi Can I pay the next instalment by UPI?9:15 am
In CaratOS
Your schemes, at a glance
What you hold for members, who has paid this month, who is late and who matures next.
Mehta Jewellers is a sample shop; the names and figures are examples.
Guides
Read before you choose
- Jewellery shop management software: running the whole shop in one place A day in a jewellery shop and where software helps: rates, old gold, dues, the galla, staff limits, schemes, karigars, GST and your data, in one place.
- Jewellery billing software in India: what to look for before you buy What jewellery billing software in India must handle: karat rates, making, old gold, 3% GST, HUID and split payments. A checklist and demo questions.
In your plan
Customers and schemes, plan by plan
Starter ₹1,199 a month, GST included
- Customers and their history
- KYC documents, kept private
- A credit limit for each customer
- A WhatsApp inbox your team shares
Growth adds ₹3,999 a month, GST included
- Kitty schemes, with a passbook link for each member
- Loyalty points and gift vouchers
- Leads to follow up from WhatsApp chats
Before you decide
Try it on your own terms
Prices on the website
Starter ₹1,199 and Growth ₹3,999 a month, GST included. No sales call needed.
See pricingRequest 15 days on Starter
No card needed. Your dashboard is view-only while approval is pending. Your 15-day Starter trial begins when CaratOS approves your request.
Request a free trialYour data stays yours
Export bills, stock and customers to Excel at any time, even after the trial.
Your dataSupport only when you allow it
CaratOS support comes in only when you switch it on, and you see every visit.
Team and accessQuestions about customers and schemes
Can CaratOS staff see my shop?
Only named CaratOS support staff, and only when you switch support on. While they’re in, you see a banner on every screen. Each visit ends after 2 hours and is listed in Settings. KYC documents stay hidden unless they record a reason.
Is my data safe?
Your shop’s data is kept separate from every other shop’s, and all traffic is encrypted (HTTPS). You can export your data at any time.
Can each staff member have their own login?
On Growth, yes: it includes 5 people, including you, and each person gets a role, such as salesperson or accountant, and sees only what that role allows. Starter has one login, for you. Both plans add a free read-only login for your CA.