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Case studies

Built with the teams who use them, and still running.

Three jewellery businesses, three very different problems. Open a story to see where they started, what we built and what changed.

What clients say.

From the people who open it every morning.

We've been working together for a while now, and they've understood our requirements really well. Whenever something comes up, we can get it built around our needs.

Jewel Art CoNimit ParikhSales Manager, Jewelart Co

Honestly, the transition was much smoother than I expected. The team got used to it pretty quickly.

Trezza JewelsAditya KhannaOperations Manager, Trezza Jewels

The portal has been a great addition. Our customers have a much easier way to check on their orders now.

Maxmark ChicagoBinoy ShahCEO, Maxmark

What I like is that we don't have to work around the software. If we need something changed or added, it can be built the way we want it.

Aura DiamondsHarshi ShahCOO, Aura Diamonds

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Trezza Jewels LLP

Luxury jewellery manufacturer, Mumbai
1 yr+in daily production use
Multi-factorysetup, each with multiple teams
100%of orders on the platform, including customer submissions
Who they are
A luxury jewellery manufacturer in Mumbai, making to order across more than one factory. Every factory has its own design, sourcing and manufacturing teams.
The problem
Orders, CAD approvals and files were spread across email, spreadsheets and WhatsApp. Off-the-shelf CRMs offered stages like "New" and "In progress", which told nobody how a jewellery order was actually moving.
What we built
We sat with Trezza's teams and mapped how an order moves, stage by stage and desk by desk. Every column, field and status in the system came from the words their people already use.
  • Their stages, their language: quote sent, CAD approved, raised for production, QC, shipped.
  • Comments and approvals sit on the piece and the version they belong to, so the decision is still there months later.
  • Flags on the order itself for a missing certificate, an overdue approval or a late shipment.
  • A branded email to the client at every milestone, sent without anyone drafting it.

How an order moves now

  1. Request comes inFrom a client, a customer or the sales team, straight onto the order.
  2. Quote sentThe quote is approved on the order, so nobody digs through email for it.
  3. CAD approvedEach version, its comments and the client's sign-off stay together.
  4. Raised for productionEach factory sees its own queue, in its own stages.
  5. QC and shippedThe client gets a branded email at every milestone.
Quote sent 2
18k solitaireQuote v2, sent 4 MarAwaiting client
Halo ringQuote v1, with clientAwaiting client
CAD approved 2
Tennis braceletCAD v3 signed off
MK-0442 pendantCAD v2 signed off
Production 3
MK-0439Casting
MK-0435Stone setting
MK-0431Final polish
QC 1
MK-0428Final QC, v2
Shipped 2
MK-0417In transit
MK-0410Delivered 3 Mar
Internal teamsDesign sees CAD status, sourcing sees certificates and POs, manufacturing sees casting and setting.
ClientsSend requests, approve work version by version and follow shipping.
CustomersFollow their own order in a portal branded as their jeweller.

What changed

Before
  • Orders, CAD approvals and files spread across email, spreadsheets and WhatsApp
  • CRM stages like "New" and "In progress" that said nothing about a jewellery order
  • Status found by asking around
After
  • One order system across every factory
  • Stages, fields and statuses in the words their people already use
  • Approvals saved on the piece and the version they belong to
  • Clients emailed at each milestone without anyone drafting it

Honestly, the transition was much smoother than I expected. The team got used to it pretty quickly.

Aditya KhannaOperations Manager, Trezza Jewels

Maxmark

Precious metal sourcing and casting across countries
0.000 g3-decimal precision from shipment to consumption
Across the globesourcing and casting teams on one system
1,000sof pieces per shipment, ready for internal accounting and customs
The problem
Gold was sourced overseas and cast in India. Nobody could say how much metal sat at the casting facility until someone counted it. Shipments, castings and consumption were recorded in three different places, and the two teams coordinated over email and WhatsApp.
What we built
One shared system that connects the overseas sourcing team with the casting operation. Shipments, castings, consumption and finance sign-off all sit on one record, and both sides see changes as they happen.
  • Finance approves every casting against its invoice before manufacturing can use it.
  • Records stay correct when plans change. If a casting is cancelled upstream, the linked consumption entries are removed and a report lists what was removed and why.
  • Bulk upload or single entry for shipments, castings and consumption, with SKUs and bag sizes that match how the workshop receives metal.
  • A trail from shipment to consumption that auditors can filter by date, SKU, purity or facility, and export.
01 ManufacturingRaise requirementMetal, purity, quantity
02 SourcingCreate shipmentDocuments attached
03 SourcingCreate castingSKUs and bag sizes
04 ManufacturingLog consumptionAgainst its casting
05 FinanceVerify and releaseChecked against invoice
06 Always onLive balanceUpdated with every entry
On hand, 24k gold8.420 kg
In finance review3.100 kg
Consumed today1.850 kg
Casting C-2291 verified against invoice INV-4410 and released to manufacturing.

How the metal moves now

  1. Raise requirementManufacturing asks for metal, purity and quantity.
  2. Create shipmentSourcing logs the shipment with its documents attached.
  3. Create castingCastings carry the SKUs and bag sizes the workshop receives.
  4. Verify and releaseFinance checks each casting against its invoice.
  5. Log consumptionManufacturing logs use against its casting, and the balance updates.

What changed

Before
  • Nobody knew how much metal sat at the casting facility until someone counted it
  • Shipments, castings and consumption recorded in three different places
  • Two teams coordinating over email and WhatsApp
After
  • A live balance, updated with every entry
  • Shipments, castings, consumption and finance sign-off on one record
  • Both countries see changes as they happen
  • A trail auditors can filter by date, SKU, purity or facility, and export

The portal has been a great addition. Our customers have a much easier way to check on their orders now.

Binoy ShahCEO, Maxmark

Jewelart Co.

Client portal and team workspace
200+clients submitting orders directly
100%transparency across all orders
95%fewer emails and WhatsApp groups
The problem
More than 200 clients sent orders, changes and "any update?" messages through email threads and dozens of WhatsApp groups. Nobody could see everything that had been asked, and every team chased every other team for status.
What we built
A portal with each client's own logo, where they submit orders, approve designs and follow shipments, and a workspace where every employee sees only the items waiting on them and the ones they've finished.

Where the requests went

Before
Email threadsDozens of WhatsApp groups"Any update?" callsSpreadsheets per teamChanges lost in chat
After
One portal per client, with their logoOne workspace per employeeEvery request on its order

Who sees what

Clients
  • Submit orders and changes
  • Approve designs, version by version
  • Follow shipments, piece by piece
Each employee
  • Only the items waiting on them
  • The ones they've already finished
  • Nothing from other teams' queues
Management
  • Every order and every team
  • Who each order is waiting on
  • New requests as they arrive
Try the employee, client and management views on the homepage →

What changed

Before
  • Nobody could see everything a client had asked
  • Every team chased every other team for status
  • Orders and changes scattered across email and chat
After
  • 200+ clients ordering directly in their own portal
  • Full transparency across all orders
  • 95% fewer emails and WhatsApp groups

We've been working together for a while now, and they've understood our requirements really well. Whenever something comes up, we can get it built around our needs.

Nimit ParikhSales Manager, Jewelart