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Gold and diamond buyers · CRM

Keep a record of every seller and every rate enquiry, so none is forgotten.

A CRM for a gold and diamond buyer is the single record of who enquired, what they own, what was said and what happens next. GullySales sets one up that your counter staff will actually use, and that keeps seller details protected.

Tell us what you needor call +91 80958 58589

Scope, fee, reporting and term are agreed in writing after we have read your brief and spoken to you.

Gold jewellery displayed on a neutral presentation surface

What CRM means

A CRM is the record where every enquiry, call and quote is kept against a customer, replacing separate notebooks, spreadsheets and memory. GullySales sets up or cleans an existing CRM and reports from it by enquiry outcome rather than by activity logged.

Also for gold and diamond buyers

Sales and marketing for gold and diamond buyers, the overview.

Last updated 22 Oct 2026.

For gold and diamond buyers

Where it usually goes wrong, and what we would do.

  • “The rate enquirer disappears into the call log”

    A phone number in a missed-call list is not a record. Without the item, the rate quoted and a date to follow up, the caller who sells next month sells to someone else.

  • “Details held in one partner's head go with that partner”

    The jeweller who sells scrap, the family who returns each festival, the collector with a stone, all known to one person. When that person is away, the relationship is a stranger.

  • “Sensitive details need care”

    A seller's identity documents, bank details and the fact that they are selling jewellery are private. A shared sheet open to every phone in the shop is a risk to them and to you.

  • “Staff skip long forms at a busy counter”

    A form with twenty fields is filled with nothing. A short entry made while the seller is still at the counter records more than a long one made at closing time.

What we do

What we deliver for gold and diamond buyers.

The work available for this need. We agree the deliverables and responsibilities for your engagement in writing.

  1. A short enquiry form

    A few fields for name, number, item, source and next step, designed to be filled in under a minute.

    Result: Every enquiry is logged without slowing the counter.

  2. Stages for a seller

    Plain stages such as enquired, visited, sold and not sold, each with a rule for who acts next.

    Result: You see how enquiries become sales and where they stop.

  3. Access rules

    A written note on who sees what, with identity and payment details kept out of the shared view.

    Result: Private details are held by only the people who need them.

  4. Jeweller and repeat-seller lists

    A separate view for trade sellers and for families who return, with dates and notes on past dealings.

    Result: Relationships no longer depend on one person's memory.

  5. Staff walk-through

    A session with your counter team using real examples, and a one-page reminder kept at the desk.

    Result: The team can use the record without asking for help.

How the result is measured

  • Enquiries logged in the CRM
  • Data completeness
  • Reports generated from CRM data

Recorded as a baseline before work starts, so every later report has an honest comparison.

Read the full CRM implementation and customisation page

Fields worth keeping

Keep the enquiry, the visit and the outcome in one record.

Item type and hallmark or certificate
Entered at the counter, so the record separates scrap from hallmarked jewellery and certified stones.
Seller type
Household, jeweller, collector or a returning seller, set by the person who serves them, so repeat jewellers can be called.
Rate quoted and the date
Noted with the date by the person who quoted, so a rival's higher figure can be compared with what was offered.
Outcome of the visit
Sold, not sold, will return, entered once the seller leaves, which lets the lost list be reviewed.
Consent to be contacted
Yes or no and the channel, written by the counter staff, so later messages go only to people who agreed.

Who it is for

This is written for these gold and diamond buyers.

  • Walk-in old gold buying shops in market lanes and near jewellery streets
  • Cash-for-gold counters and franchise-style buying outlets
  • Jewellers who run an old-gold exchange and buyback desk beside new sales
  • Certified diamond and solitaire buyers who work from a certificate
  • Scrap and bullion buyers who deal with jewellers and manufacturers
  • Silver and coin buyers in temple-town and festival markets
  • Door-to-door and appointment-based buyers who visit the seller's home
  • Pawn brokers who also buy outright

Not for

It is not the right fit if.

  • The shop has so few sellers that a notebook is enough for now.
  • Nobody will keep identity documents safely, so the record must not hold them.
  • You would store sellers' financial details in a tool without advice from your own adviser.

Before you decide

Agree the work. Know how to judge it.

CRM for gold and diamond buyers: use these checks to prepare, choose the scope, and review what changes.

Bring the right evidence

List the records your team uses and show how an enquiry becomes an order today. Bring examples of duplicate entries, missing owners, and reports that require manual correction.

Make the scope clear

Agree the stages, required fields, access roles, and integrations before configuring the system. Separate software subscriptions from setup, data work, and training.

Check the work in use

Ask the people who will use the CRM to complete a real handover and find the next action without help. Check that the management report can be traced back to individual records.

Know when to change course

If the process is unclear, buying a more complex CRM adds more places for confusion. Start with the minimum fields and rules the team can use consistently.

These are discussion points, not a fixed package. GullySales confirms the deliverables, responsibilities, fee, and term in writing after reading your brief and speaking with you.

How it works

How the CRM work runs

The work itself, in order. How an engagement starts, from your brief to a written scope, is set out on our method page.

  1. 1

    Sales journey agreement

    Your sales lead explains how an enquiry becomes an order, using open deals as examples. We agree which steps belong in the CRM and identify decisions needing your approval.

  2. 2

    Configuration approval

    You approve stage definitions, required fields, ownership rules, and access. Unresolved choices are settled before configuration starts.

  3. 3

    Test environment decision

    We confirm whether your plan provides a trial copy or separate pipeline. Where neither is available, changes to the live system need an agreed approach before work proceeds.

  4. 4

    Connection and rule checks

    Enquiry connections are checked before automations are activated separately. Your nominated owner verifies where records arrive and which person receives each task.

  5. 5

    Sales team acceptance

    The people handling enquiries test open deals from entry through closure. Required corrections are resolved before you approve the switch.

  6. 6

    Switch and ownership handover

    The agreed configuration goes into use, and your CRM owner receives the final record. Any post-switch corrections included in the scope are documented before handover closes.

Where this fits

Three pieces of sales work, in this order.

This work sits inside sales management. A target, a review routine and someone who owns the number.

  1. Step 1

    Sales audit

    Find where deals are being lost and what to fix first.

    Start here if you cannot say where orders are lost.

  2. Step 2

    Sales process design

    One written way to sell, from first enquiry to repeat order.

    Start here if every salesperson sells differently.

  3. Step 3 · you are here

    Sales management

    A target, a review routine and someone who owns the number.

    Start here if the team has targets and no routine.

Tell us what you need Your brief is read before we call. Scope, fee and term in writing.

FAQ

Questions owners ask before they call.

Not here? More answers, or ask on WhatsApp.

Tell us what you need
Do we need paid software?
Not always. A well-built shared sheet suits a small shop, and a CRM tool suits a growing one. We pick by the size of your team and how many enquiries you handle, not by fashion.
Should the CRM store identity documents?
Keep the minimum, and take advice from your own adviser on what you must record and for how long. Marketing records need contact and source, not documents. Store required records where your adviser directs.
Can the CRM show the rate we quoted?
Yes, as a note against the enquiry with the date. It lets you see how a quote compared with the market when the seller returns, and settles disputes calmly.
How long should seller records be kept?
Check with your own adviser, since legal requirements differ by trade and state. Keep only what the shop needs and what the law requires, and limit who can see it. A longer record than needed puts sellers' private details at risk.
How much does it cost?
There is no price list, because the work differs by business. The fee is scoped after we have read your brief and spoken to you, and put in writing before anything starts, split into our time, your media spend and production.
How long is the contract?
The term is agreed in writing after we have spoken, along with the fee and the reporting. It is never a default twelve months, and renewal is decided on the numbers against the baseline recorded at the start.
Who will actually do the work?
The person you speak to before anything starts. We work from one office in Nagarbhavi, Bengaluru, with no account managers in between.
What do you need from us?
Your brief, and a conversation. After that, access to whatever this work touches, such as your website, your accounts or your enquiry record, and time with the people who handle your enquiries.
What if we are not happy with the work?
Tell us and the plan changes. Everything is reported against the baseline, so a number that is not moving is visible to both sides. The term is in your written scope, and the refund and cancellation policy sets out the rest.

More for gold and diamond buyers

Related work to consider.

Closest to this: leads and follow-up

Also for gold and diamond buyers

Or start from the overview: sales and marketing for gold and diamond buyers.

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