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A CRM built for how metals actually change hands

A metals customer is a seller today and a buyer next year. The quote moves with spot. The paperwork is regulated. A generic CRM holds none of that, so the real records live in a ledger and a phone.

CRM setup for a precious metals dealer, refiner, buyer or vault in Southwest Florida: spot-linked quote fields, compliance fields required at the right stage, and the seller-to-buyer follow-up, built in your own account in two to four weeks from a written scope.

Send me the situationHow it works

Answered personally, usually the same day. If a CRM is not what you need, I will say so.

  • For dealers, refiners, buyers and private vaults.
  • An operator who has run a CRM inside this trade
  • Fields, stages and follow-up rules specific to it
  • Scoped in writing, priced before work starts

Twelve

companies operated, six of them his own

Two

CRM platforms run inside his own companies today, GoHighLevel and Zoho

3,984

inbound calls transcribed and graded to see what the CRM was missing

136,737

legacy contacts cleaned and loaded into working audiences

What the CRM has to hold in precious metals

Quotes tied to spot

A quote field that records the spot price and the premium at the moment it was given, so a callback two days later starts from the right number and the margin is visible on every deal. The stages around it are the sales pipeline setup.

Compliance fields that are actually filled

ID captured, form type, transaction threshold flags. Required fields at the right stage, so the record is complete before the deal closes rather than reconstructed later. If the records are in an older system today, the CRM migration moves them with the fields intact.

The seller who becomes a buyer

A tag and a sequence for the customer who sold a coin collection in March. Six months later they are your best prospect for bullion, and the CRM should know it before you do. That sequence is the metals version of lead follow-up automation.

Walk-in, phone and web in one list

Counter traffic is logged the same way as a web form, with a source. The report shows what brings people in, which for most dealers is not what they expected.

Asked by precious metals owners

Do you understand the metals business?
The metals business is one I operate from the inside: I run a gold-buying company and I serve as COO of a private vault. The CRM setup comes from doing this, not from a case study.
Can the CRM show live spot price?
A CRM records the spot price at the time of a quote, which is what matters for the deal. Live price display belongs on your website, and I build that too, but it is a separate thing from the CRM.
Is our customer data safe in GoHighLevel?
Customer data for a metals dealer is held in your own account under your credentials, with staff access you control. For a regulated trade I also set retention rules so records are kept as long as the law requires and not longer than you want.

Where to start

CRM setupYour CRM, on whichever platform fits, configured to how your business actually sells.Sales pipeline setupStages that match your real sales conversation, with a value and a date on every deal.Missed-call text-backA text within a minute of every missed call, with a way to book. Works from the truck.Lead follow-up automationA reply in a minute and a sequence that runs until they answer or say stop.

Other industries

Luxury retailJewelers, watch dealers, galleries and boutiques.ConstructionGeneral contractors, roofers, pool and seawall companies, remodelers and specialty trades.Legal servicesSolo and small firms, practice groups, and the referral networks that feed them.Real estateBrokerages, teams, apartment locators and property management groups.

Tell me what is in the way.

One form. Read by the person who would do the work. If a CRM is not the answer, you will hear that first.

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