GoldCRM

Features

Billing & point of sale Stock & inventory Gold & silver rates Old gold & exchange Purchasing & vendors Karigar job work & custom orders Customer CRM & loyalty Gold savings schemes Repairs & service Accounts, GST & reports WhatsApp, notifications & integrations Staff mobile app Gold loans
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A smiling woman wearing traditional Indian gold jewellery

WhatsApp, notifications & integrations

WhatsApp Receipts, Reminders & Integrations for Jewellers

Receipts, reminders and payment links reach customers automatically.

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Customers expect a receipt on WhatsApp and a reminder before an instalment is due. GoldCRM sends them from your own WhatsApp Cloud API, SMS gateway or email, using templates you can edit.

Outbound messages are queued, retried and logged, and every event can also go to your other systems through signed webhooks or scoped API keys.

What you can do

  • Invoice PDFs, scheme instalments and repair-ready messages by WhatsApp, SMS or email
  • Daily reminders: instalments due, overdue balances, follow-ups, repairs due, maturities
  • Editable message templates per channel
  • Razorpay payment links with automatic matching
  • In-app notifications with unread counts for your team
  • Signed webhooks and scoped API keys for your other systems
  • Rate feed integration that proposes rates for approval

How it works

WhatsApp, notifications & integrations, step by step

  1. 1

    Connect

    Add your WhatsApp Cloud API, SMS gateway or email settings.

  2. 2

    Choose

    Pick which events send messages on which channel.

  3. 3

    Relax

    Messages go out, retry on failure, and every delivery is logged.

FAQ

Questions about whatsapp, notifications & integrations

Which WhatsApp do I need?

The WhatsApp Business Cloud API from Meta, with your own number and approved templates. Your credentials are stored encrypted and are never shown again after saving.

Works with

Related features

Customer CRM & loyalty

Remember every customer, every occasion, every follow-up.

  • Customer 360°: purchases, outstanding, schemes, repairs and orders
  • Leads with owners, sources, follow-ups and conversion
  • Calls, tasks, appointments and a daily “My day” agenda
Learn more

Gold savings schemes

Monthly instalment schemes your staff can run without spreadsheets.

  • Fixed-amount or gold-weight schemes with bonus instalments or weight
  • Dated instalment schedules, grace days and missed-instalment tracking
  • Instalment reminders by WhatsApp, SMS or email
Learn more
Gold coins

See whatsapp, notifications & integrations with your own data

A walkthrough with your products, your rates and your branches — no slides.

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