One record of the deal, from first email to final payment.
Three modules do most of the work for most export houses: the contact book that remembers, the documents that generate themselves, and the follow-up that happens whether or not anyone is free. Everything else is built around them.
A contact book that remembers the last three years
Buyers, suppliers, agents and CHAs, each with designation, engagement history and every deal they have touched. When your senior salesman is travelling, the enquiry still gets answered properly.
Documents that generate themselves, correctly
Quotation to proforma to sales order to tax invoice, each carrying the last one's data forward. Numbering follows your existing series, incoterms and currency follow the buyer, and nobody edits last month's file and forgets to change the date.
Follow-up that happens on the days nobody is free
Most enquiries are lost to silence, not to price. Sequences send the second, third and fourth touch on schedule, stop the moment the buyer replies, and tell you which subject line actually gets opened.
And the rest of the operation
Built around those three, sharing the same record of the deal.
Shipment tracking
Booking, container numbers, B/L, vessel and delivery on one timeline, with status logs your operations team updates as it happens.
Procurement & suppliers
Supplier records, purchase orders raised against the sales order, and what was actually delivered against what was promised.
Roles & approvals
Sales sees deals, not margins. Discount and credit limits route for approval, and every decision is logged.
Integrations & API
Tally and Zoho for the books, shipping-line tracking, Gmail and Outlook, WhatsApp Business, plus a REST API for the rest.
The paperwork the platform watches for you
Certificates, licences and destination-specific documents sit against the consignment, with expiry dates and a named owner for each.
The answer to "where do we stand", without asking anyone
Orders booked, containers moving, invoices outstanding and enquiries going cold — on one screen, updated by the work itself rather than by a Friday report.
See it against one of your live deals.
Bring a real inquiry to the call. Forty minutes, no slides — and an honest answer on whether the fit is there.