Your Shop Desk
Precious Metals and Gold IRA · Custom Shop Desk CRM

A Custom CRM for Gold IRA and Precious Metals Dealers

For dealers helping people move retirement money into metals or buy coins and bars outright. Yours would book the education call fast, show where every rollover is stuck and remember the buyer after the first order.

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A Shop Desk set up the way a precious metals and gold ira business would run it
A Shop Desk set up the way a precious metals and gold ira business would run it

Shown: Kestrel Home Loans, a demo desk with invented customers. Yours wears your name and your words.

The line

From the First Call to Paid, in Precious Metals and Gold IRA Words

Every gold IRA rollover moves down the same line. We name each stop the way your crew already does.

  1. 01Inquiry
  2. 02Education Call
  3. 03Account Opened
  4. 04Rollover Requested
  5. 05Funds Received
  6. 06Metals Purchased
  7. 07Shipped to Depository

A gold IRA rollover on your desk hangs off the investor and their account.

So the card asks for what you actually need, and nothing a precious metals and gold ira business would never fill in.

  • Rollover source
  • Amount to roll over
  • Custodian paperwork status
  • Metals chosen
  • Depository
  • Rep assigned
Where it leaks

Where Precious Metals and Gold IRA Businesses Lose Work

Education Calls That Never Book

People request the free guide and then never get on the phone. Without a quick follow up, they call the next dealer in their feed.

Rollovers Stuck With the Old Custodian

The transfer paperwork sits with the old plan for weeks. The client gets nervous and nobody can tell them where things stand.

Cash Buyers Forgotten

Someone buys a few coins and never hears from you again. The next purchase goes to whoever reached out.

What we would build

Fitted to How You Already Work

  • Book the Education Call

    Guide requests get a text back in your voice with a link to pick a time. Your reps see a full calendar, not a pile of cold leads.

  • A Rollover Tracker

    Each rollover shows where it is between the old plan, the new custodian and the depository. Stuck ones rise to the top.

  • A Client Order Page

    The client sees their paperwork status, what was bought and where it went. Fewer where's my money calls for your reps.

  • Consent, Opt Outs and Access

    We set up consent, opt outs and who on your team sees account details with you. Every message wording is yours to approve.

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Questions

What Precious Metals and Gold IRA Owners Ask

Does it tell clients what their metals will be worth?
No. The desk tracks orders, paperwork and follow up. It makes no claims about prices or returns.
Can it track a rollover from start to finish?
Yes. Each step from request to funds received to metals shipped has its own stage. You see which ones are stuck and for how long.
Can I see which reps close the most calls?
Yes. Every lead has a rep, and the board shows booked calls and funded accounts by rep.
How long does a custom desk take?
Most businesses are running on their desk in about six weeks. A simple fit can be faster, and we tell you up front which one you are.
Do we own it?
Yes. The software, the data and the accounts are in your business name. Nothing of yours is ever held hostage.

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Tell Us How Your Precious Metals and Gold IRA Business Runs

We will tell you honestly what a desk fitted to it would take.

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