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Guides

Task-oriented walkthroughs for getting the most out of TradeEximOS, one feature at a time.

CRM/Sales

Convert a quotation into an orderTurn an accepted quotation into an order, ready to become a trade job.Get started with Leads & PipelineCapture your first leads and move them through a pipeline stage by stage.Get started with Sales AI & Deal ScoringTurn on interaction analysis and read your first deal score.Send your first quotationBuild a quotation from a lead or opportunity and send it for approval.

Marketing

Automate your first follow-upBuild a workflow that reacts automatically to a form or campaign event.Build your first lead-capture formCreate a form, share or embed it, and route submissions into your CRM.Launch your first campaignBuild an audience segment and launch a campaign to reach it.Publish your first social postConnect a social account and schedule your first post.Send your first email campaignDesign, schedule and send a branded email campaign.

AI

Generate your first piece of contentBrief the AI Content Studio and get on-brand copy back.Run your first AI strategyKick off a multi-step AI plan that reasons over your trade data.Start a conversation with the AI AssistantAsk questions across your CRM, trade jobs and knowledge base.

Trade/Compliance

Bring your CHA onto a jobAssign your customs house agent and hand off their steps.Classify your first productLook up an HS code and attach it to a product.Run your first export or import jobCreate a job, assign partners, compose the checklist and activate.

Partners & Logistics

Add your first productSet up a product with HS code, specifications and pricing.Add your first trade partnerRegister a freight forwarder, bank or other partner for reuse across jobs.Upload your first certificateAttach a compliance certificate to a product or job.

Integrations

Connect your first integrationLink Salesforce, Gmail, Outlook or LinkedIn to TradeEximOS.Record your first paymentLog a payment milestone against an order and reconcile it against a bank reference.Upload your first media assetAttach an image, video or document directly from Content Studio, brand assets or a job — no separate library to set up.

Platform

Find your first answer in the Knowledge CenterSearch trade regulations, corridors and countries.Invite your teamAdd teammates and set what each role can see and do.