Product Guide
Sales & Marketing
Sales — CRM & Quotations
Capture leads, run a pipeline, and send proforma invoices and quotations that flow into orders.
What it does
A trade-native CRM: leads, accounts, opportunities and a sales pipeline, plus quotations and proforma invoices built for exporters and importers.
How it works
Leads arrive from forms, campaigns or manual entry and move through your pipeline stages. When a deal is ready, turn it into a quotation or proforma invoice — which converts into an order, and then into an export or import job. Nothing is re-keyed along the way.