About & Features
Complete overview of the Glanz CRM Platform
Glanz CRM Platform
Glanz CRM — Enterprise Edition
Generated on October 3, 2026
About the Platform
Glanz Diamond CRM is a comprehensive, enterprise-grade Customer Relationship Management platform purpose-built for the diamond and gemstone trading industry. It unifies every aspect of the diamond business — from inventory management and customer relations to financial reporting and regulatory compliance — into a single, powerful platform.
Built on modern web technology (Next.js 15, React 19, TypeScript, Supabase), the platform delivers real-time data synchronization, role-based access control, and a rich suite of tools tailored to the unique workflows of diamond traders, wholesalers, and retailers worldwide.
License & Demo Information
14-Day Free Trial
New installations start with a free demo period — no license key is required to begin, and all features and modules are fully accessible with no restrictions. Sign up through the website for a 14-day full-access trial.
- Full access to all 23 modules
- No credit card required
- Automatic activation on first launch
- Demo countdown shown in the top bar
Yearly License
After your trial, choose a plan to continue. Activate your subscription from your account settings — no technical setup required.
- 365 days of full access with an annual plan
- Activate from your account settings — no technical setup required
- Renew annually in one click
After your trial, choose a plan and activate instantly from your account — no technical setup required.
Key Capabilities
Module Reference
Detailed breakdown of all 23 platform modules and their features
Dashboard
Real-time business overview with live KPIs, revenue charts, and diamond inventory analytics.
- Live KPI cards (Total Inventory, Active Holds, Pending Memos, Monthly Revenue)
- Revenue trend line chart with monthly breakdown
- Diamond shape distribution bar chart
- Inventory status pie chart
- Carat vs. Price scatter plot
- Real-time Supabase data subscriptions
Diamond Inventory
Full lifecycle management of diamond stock with rich media, 3D viewing, and QR code support.
- Add, edit, and delete diamond records (shape, carat, color, clarity, cut, price)
- Image gallery manager with multi-photo upload
- 3D diamond viewer for immersive stone preview
- QR code generation and scanner for each stone
- Advanced filtering by shape, color, clarity, carat range, price range
- CSV/Excel export of inventory data
- Bulk status management (Available, On Hold, Sold, Memo)
CRM (Customer & Supplier)
Manage customers and suppliers with star ratings, wishlists, and full contact profiles.
- Customer profiles with contact info, purchase history, and notes
- Supplier profiles with payment terms and supply history
- Star rating system for customer/supplier quality scoring
- Customer wishlist management for preferred diamond specs
- Search and filter by name, company, country, rating
- Export customer and supplier lists
Sales
Record and manage diamond sales transactions with invoice generation.
- Create and manage sales records linked to inventory
- Generate printable sales invoices with company branding
- Track payment status (Paid, Pending, Overdue)
- Sales history with date, customer, stone, and amount
- Filter by date range, customer, and payment status
- Revenue reporting per sale
Purchases
Track diamond procurement from suppliers with purchase order documents.
- Create purchase orders linked to suppliers
- Generate printable purchase order documents
- Track payment and delivery status
- Purchase history with cost tracking
- Filter by supplier, date, and status
- Cost basis integration with profit/loss calculations
Memos
Manage consignment memo agreements with clients, including printable memo documents.
- Create memo consignment records for diamonds on approval
- Generate printable memo documents with terms
- Track memo status (Active, Returned, Converted to Sale)
- Set memo expiry dates and reminders
- Link memos to customer profiles
- Convert memo to sale with one click
Holds
Reserve diamonds for clients with time-limited hold management.
- Place holds on specific diamonds for customers
- Set hold expiry dates and durations
- Hold status tracking (Active, Expired, Released)
- Automatic inventory status update on hold creation
- Hold history per customer and per stone
- Release holds and restore availability
Certificates
Store and manage GIA, IGI, and other grading certificates linked to diamonds.
- Upload and store certificate documents (PDF/image)
- Link certificates to diamond inventory records
- Track certificate lab (GIA, IGI, HRD, AGS)
- Certificate number search and lookup
- Certificate expiry and validity tracking
- Export certificate registry
Appraisal
Create professional diamond appraisal reports for insurance and valuation purposes.
- Generate formal appraisal documents
- Record appraised value, date, and appraiser details
- Link appraisals to inventory stones
- Appraisal history per diamond
- Printable appraisal certificates
- Track replacement value vs. market value
Quotation Builder
Build and send professional diamond quotations with custom pricing and branding.
- Drag-and-drop quotation line items
- Apply custom discounts and markups per line
- Company-branded printable quotation PDF
- Save quotation drafts and templates
- Convert quotation to sale
- Multi-currency support
Rapaport Calculator
Calculate diamond prices using Rapaport price list with discount/premium adjustments.
- Rapaport price lookup by shape, carat, color, clarity
- Apply percentage discount or premium to Rap price
- Calculate per-carat and total stone price
- Compare multiple stones side by side
- Save calculation history
- Export calculation results
Analytics
Deep business intelligence with sales trends, inventory turnover, and customer insights.
- Sales performance charts by period, shape, and customer
- Inventory aging and turnover analysis
- Top customers and suppliers by volume
- Revenue vs. cost margin analysis
- Diamond shape and quality distribution reports
- Exportable analytics data
Compliance
Track regulatory compliance, KYC records, and conflict-free sourcing documentation.
- KYC (Know Your Customer) record management
- Conflict-free diamond sourcing documentation
- Compliance status tracking per customer/supplier
- Document upload for compliance evidence
- Compliance audit trail
- Regulatory reporting exports
Email Box
Integrated email client for managing business communications within the CRM.
- Compose and send emails to customers and suppliers
- Inbox, Sent, and Draft folder management
- Email thread view with full conversation history
- Attach invoices, quotations, and documents
- Search emails by sender, subject, or content
- Link emails to CRM contacts
Activity Log
Complete audit trail of all user actions and system events across the platform.
- Chronological log of all create, update, delete actions
- Filter by user, module, action type, and date range
- IP address and session tracking per action
- Export activity log for compliance reporting
- Real-time log updates
- Searchable log entries
User Management
Role-based access control with full user lifecycle management and audit trails.
- Create, edit, and deactivate user accounts
- Role assignment (Admin, Manager, Sales, Viewer)
- Permission-based module access control
- User audit trail per account
- Password reset and account security management
- Active session monitoring
Inventory Aging
Monitor how long diamonds have been in stock to optimize turnover and pricing.
- Aging buckets (0–30, 31–60, 61–90, 90+ days)
- Visual aging heatmap by stone
- Identify slow-moving inventory
- Aging alerts for stones over threshold
- Export aging report
- Filter by shape, color, clarity, and age range
Supplier Payables
Track outstanding payments to suppliers with aging and payment scheduling.
- Outstanding payables per supplier
- Payment due date tracking
- Partial payment recording
- Payables aging report
- Payment history per supplier
- Export payables for accounting
Profit & Loss
Financial P&L reporting with revenue, cost, and margin analysis by period.
- Revenue vs. cost breakdown by period
- Gross margin calculation per stone and overall
- Monthly and yearly P&L summaries
- Filter by date range and category
- Visual P&L charts
- Export P&L report to CSV
Diamond Comparison
Side-by-side comparison of multiple diamonds to assist buying and selling decisions.
- Compare up to 4 diamonds simultaneously
- Side-by-side attribute comparison (carat, color, clarity, cut, price)
- Price per carat comparison
- Visual quality grade indicators
- Add stones directly from inventory
- Export comparison as report
Consignment
Manage diamonds received on consignment from suppliers for sale on their behalf.
- Record consignment agreements with suppliers
- Track consignment stone status (Available, Sold, Returned)
- Commission and fee calculation
- Consignment settlement reports
- Link consignment stones to inventory
- Printable consignment memo documents
Customer Portal
Self-service portal for customers to browse available inventory and track their orders.
- Customer-facing diamond browsing interface
- View available stones with specs and pricing
- Track order and memo status
- Download invoices and certificates
- Secure customer login
- Wishlist management from portal
Settings
Platform configuration including company info, branding, and system preferences.
- Company name, address, and VAT/Tax ID configuration
- Company info used across all printable documents
- App name and branding customization
- Language preference (English / Thai)
- Notification and alert preferences
- User profile and password management
Glanz CRM — Enterprise Edition · October 3, 2026
glanzcrm.com — Diamond merchant management for Thailand