ACCOUNT ON HOLD
Your records are safely retained. Please contact the administrator to restore access.
MK PLATFORM CONTROL
Subscriptions, access, modules and audit history.
| Client | Users | Plan | Payment | Expiry | Access | Modules | Action |
|---|
| Time | Client | Action | Reason / Reference |
|---|
JEWELOS
DAILY WORK DESK
Visits, pending follow-ups and customer occasions that need attention.
Latest showroom visitors recorded by staff
| Time | Customer | Mobile | Purpose | Interest | Staff | Next action |
|---|
Call or message before the day ends
Birthdays and anniversaries
No visit during the last 90 days
VISIT DESK
Existing number adds a visit to the customer. A new number creates a new customer.
CUSTOMER DIRECTORY
Search profiles, visit history, jewellery interests and upcoming follow-ups.
| Customer | Mobile | Area | Group | Visits | Last visit | Last interest | Next follow-up |
|---|
CUSTOMER FOLLOW-UP
Prioritise overdue work and record the result of every call or message.
SEGMENTATION
Create clear audiences for staff follow-ups and safe festival campaigns.
FESTIVAL & CUSTOMER ENGAGEMENT
Select a customer group, prepare the message and send safely from the owner’s phone.
A saved batch will not change after the queue is created.
Saved recipient counts and sending progress
| Created | Campaign | Group | Recipients | Opened | Skipped | Status |
|---|
EXPORT & PRINT
Download Excel data or produce clean A4 sheets for daily shop use.
All bills with totals, paid and due. Filter by date range.
Customers with balance due, highest first.
Daily collections split by Cash, UPI and Card.
Old-gold exchanges with weight, purity and credit.
Repair jobs with status and expected dates.
Open estimates and booked orders with advances.
Taxable value and GST collected on GST bills.
Customer details, visit totals, last interest and next follow-up.
Customers who visited on the selected date, with purpose and staff.
Open and overdue follow-ups for calling or WhatsApp action.
Customers who have not visited during the last 90 days.
Group membership and contact list for staff verification.
Batch recipients, sent, skipped and remaining totals.
ACCOUNTABILITY
Customer creation, visits, follow-ups, groups, campaigns and exports.
TEAM ACCOUNTABILITY
Add staff names and record who attended each customer, checked in and checked out.
Name, phone, role and today’s attendance
| Staff | Phone | Role | Today | Working time | Action |
|---|
Latest check-in and check-out records
PRIVACY OPERATIONS
Record customer consent, rights requests, grievances and security incidents with accountable follow-through.
Access, correction, erasure, consent withdrawal and grievances
| Received | Customer | Request | Status | Assigned | Target date | Action |
|---|
Marketing communication eligibility
Owner-only operational record
APPLICATION PREFERENCES
Choose the language and comfortable reading size for this device.
The complete interface, messages and report headings will use this language.
Increase readability without changing the professional layout.
These choices are saved in this browser and applied whenever the CRM is opened.
Import this browser’s tested CRM data once, or review recoverable customer records.
Shop GSTIN, invoice settings and a full local backup you can restore on another device.
Shown in the customer notice and rights-request records.
Every customer-relationship tool in one place.
RECEIVABLES
Overdue, today and upcoming customer balance commitments.
Create a jewellery sale. Tick GST Bill only when a tax invoice is needed.
| Item | HUID | Purity | Wt g | Rate | Making | Wastage g | Amount |
|---|
Price quotes you can convert into a bill later.
| Estimate | Customer | Amount |
|---|
Book custom orders, take an advance, and bill on delivery.
| Customer | Item | Delivery | Advance | Status |
|---|
Every finalized bill, newest first.
| Bill | Customer | Total | Paid | Due |
|---|
One customer financial record for new bills, old balances, payments and history.
| Customer | Bills | Billed | Paid | Due |
|---|
Your shop by area — clients, dues and sales for every town. Tap a place to see its customers and full history.
Log repair jobs and track them to delivery.
| Customer | Item | Expected | Status |
|---|
Today's cash, collections and closing.
| Date | Bills | Sales | Collected | Variance |
|---|
LOG PAYMENT
INVOICE LEDGER