I am a small business involved in physical commodity trading internationally.
This involves buying products, mostly FOB from 1 geography, at a defined price, and selling it to cutomers globally on a CFR to port basis using the global container freight market. The inputs for the FOB price would be made by me. The inputs for the freight costs would need to be made either by me or by third party companies so may need to be restricted in some way. Both of these inputs need to be able to be edited frequently ( daily ).
The CRM should be able to send bespoke/customised offers to individual customers, in certain regions in the world, based on information in the CRM ( name of buyer, company name, payment term, currency, product expected margin, finance and insurance cost ). The bespoke offer must include a price which is calculated from combining the inputs of FOB price, the freight , the expected margin and costs including a currency exchange rate drawn from the daily xe.com rate. There could also be a second element of 'freight insurance' but that will come at a later stage.
It should be possible to send these bespoke offers both via Email ( a formal offer ) and a much shorter more informal offer via Whatsapp to the customers.
The CRM should also be able to easily issue invoices to customers once a deal is agreed and provide a summary of the deals done each week on a Friday to me so that the payment deadlines can be tracked. It should also automatically send out a reminder to customers of the due date 2 days prior to that date.
I currently run something basic from a spreadsheet but this now needs more integration and to become easier to use. I've shared an example of this spreadsheet.
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