The CRM Built for Commodity Traders, From First Buyer to Final Sales Order.
Find new buyers across export markets. Reach them on Email and WhatsApp. Close deals that flow straight into Odoo. One connected platform, and no more juggling spreadsheets, inboxes, and chat threads.
Trade Moves Fast. Your Sales Tools Should Keep Up.
Your buyers are spread across countries. Prices shift daily. Follow-ups slip through the cracks, and deals end up scattered across emails, WhatsApp chats, and spreadsheets that never talk to each other.
Smart CRM & Procurement brings every step together, so your team spends less time searching and more time closing.
Find. Engage. Convert. Grow.
1
Find
Discover buyers, traders, and new export markets for your commodities.
2
Engage
Reach them with targeted Email and WhatsApp campaigns that follow up on their own.
3
Convert
Track every opportunity through a clear, stage-by-stage pipeline.
4
Grow
Follow won deals all the way into sales orders, automatically.
Your Entire Trade Pipeline, One Glance Away.
Start every day knowing exactly where you stand. Your Home dashboard shows what's happening across your business in real time, with one-click shortcuts to find buyers, launch outreach, manage deals, and track growth.
- Live snapshot cards for Leads, Ongoing Deals, Won Deals, and total Pipeline Value
- Buyer insights including your discovery funnel, buyer geography, and top countries
- Enrichment credit balance so you always know how many buyer lookups you have available
Find the Right Buyers in the Right Markets.
Stop cold-searching the internet for leads. Search for buyers and trading companies by commodity, target market, or export region, then save the best matches straight into your workspace, neatly organized into People and Companies.
Know Who You're Talking To Before You Say Hello.
Unlock the details that turn a name into a real opportunity.
Enrich a Person: Get direct contact details, the commodities they deal in, and the companies they trade with most.
Enrich a Company: See their employee directory, primary trading countries, and trade revenue insights.
Send the Right Message to the Right Buyers.
Broadcast messages get ignored. Segments let you build sharply targeted buyer groups, so every contact only hears about what's relevant to them.
- Filter by commodity to reach contacts and companies that handle specific goods
- Filter by region using location, headquarters, or trade territory
- Stack multiple conditions to get as precise as you need
- Plug saved segments straight into campaigns for tailored outreach
Email Campaigns, Built for Trade
Reach buyers on the channels they actually use. Create, schedule, and measure every campaign from one place.
Email Campaigns
- Choose your audience by Segment, individual People, or Companies
- Write your way with Plain Text or HTML templates for announcements and follow-ups
- Schedule ahead and send at the exact date and time you choose
- See what's working with live tracking for Delivered, Read, Clicked, and Failed, plus the Meetings and Opportunities each campaign creates
Spotlight: Price Update Emailers
Always-current prices. Zero copy-paste.
Select the commodities you want to feature, and the system automatically pulls the latest prices into your email. Your buyers get fresh numbers, and your team skips the manual updates.
WhatsApp Campaigns, Built for Trade
Reach buyers on the channels they actually use. Create, schedule, and measure every campaign from one place.
- Target the right contacts** by Segment, People, or Companies
- Send faster using ready-to-go WhatsApp message templates
- Schedule delivery for the exact date and time you want
- Track results live including Delivered, Opened, Read, Failed, and Opportunities generated
Follow-Ups That Run on Autopilot
Deals are often won in the follow-up. Sequences automatically send the next message when a buyer doesn't open or reply, so no lead goes cold just because someone got busy.
- Email Only: Automatic email follow-ups when a previous message goes unopened or unanswered.
- WhatsApp Only: Automatic WhatsApp nudges when a contact doesn't respond in time.
- Hybrid (Email + WhatsApp): Start with an email and follow up on WhatsApp if it isn't opened. Two channels, one smooth conversation.
- You set the rules. Choose the wait time in hours or days, decide what triggers the next step, and let the sequence do the rest.
Picture Your Pipeline Filling Itself.
See how traders can find buyers, launch campaigns, and automate follow-ups without adding headcount.
From Opportunity to Odoo Sales Order, Automatically.
Track every opportunity through clear stages: New, Qualified, In Progress, In Negotiation, and Nurtured. See each one's current status, log calls and follow-ups, and always know what needs to happen next.
Close the Deal. Skip the Data Entry.
Turn qualified opportunities into deals by adding the deal value, status, date, and products. Then mark it Won, and it automatically becomes an active Sales Order in your connected Odoo system. No re-typing, no delays, no errors from manual handoffs.
Quote the Right Price, Every Time.
Keep your full product catalog in one place, complete with live baseline market prices ready for your outreach.
When it's time to quote, the Pricing Calculator does the math. Choose the company, the commodity, and your trade variables, and it generates the exact selling price for that prospect. Faster quotes, fewer mistakes, more confident negotiations.
Who is Smart CRM & Procurement for?
Commodity traders and exporters
looking to reach new buyers in new markets
Agro-commodity trading companies
managing large, international buyer networks
Trade sales & business development teams
who want less repetitive admin tasks and more deals
Businesses running Odoo
that want their CRM and sales orders fully connected
Everything Your Trade Sales Team Needs. Nothing It Doesn't.
Built for commodity trade.
Search, filter, and price by commodity and region, not generic sales fields.
Two channels, one platform.
Run Email and WhatsApp campaigns side by side and see all your results together.
Pricing that's never out of date.
Live prices flow into your emails and quotes automatically.
Follow-ups that never slip.
Automated sequences keep every conversation moving.
Top questions answered
Smart CRM & Procurement is a CRM built for commodity traders. It helps you find buyers, enrich their profiles, run Email and WhatsApp campaigns, automate follow-ups, manage your deal pipeline, and convert won deals into Odoo sales orders, all from one platform.
Use Find Buyer to search by commodity, target market, or export region. Save the results to your workspace as People or Companies, then enrich them to unlock contact details and trade insights.
Enrichment unlocks deeper information on a contact or company, such as direct contact details, commodities traded, trading countries, and trade revenue insights. Each lookup uses credits, and your available balance is always visible on the Home dashboard.
Yes. You can create, schedule, and track both Email and WhatsApp campaigns in the Marketing section, and even combine them in automated Hybrid sequences.
When creating a template, select the commodities you want to include. The system automatically fetches the latest prices and adds them to your email, so every message goes out with current numbers.
Yes. Sequences let you set wait times and trigger rules so follow-up emails or WhatsApp messages go out automatically when a buyer doesn't open or reply.
See It in Action With Your Own Commodities.
Book a personalized demo and we'll show you how to find buyers in your target markets, launch your first campaign, and push a won deal straight into Odoo, all in one session.