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IMS
Jewelry Inventory Management
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IMS — CRM
Begin a session
Capture the appointment, link the customer, track every interaction.
Choose customer type
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New Customer
First visit — capture name, phone and appointment details.
Existing Customer
Search by name or phone and open the session cockpit.
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New customer details
Only Name, Lead Type and Purpose are required — the rest can be added later.
Full Name
Phone
(optional)
Gender
(optional)
Select gender
Female
Male
Other
Prefer not to say
Lead Type
Select type
Walk-in
Reference
Exhibition
Cold Call
Personal Network
CTA
Referred by
Purpose of Visit
Select purpose
Occasion
Bridal
Gift
Daily Wear
Birthday
(optional)
Anniversary
(optional)
Nationality
(optional)
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Find customer
Search by name or phone number.
Start typing to search customers