Features

Everything you need to run a professional sourcing operation.

One platform that replaces WhatsApp chaos, scattered spreadsheets, and manual follow-ups — with a clean system your clients will actually trust.

01

Client Portal

Clients get their own secure dashboard. View quotations, track shipments, check payment status. No more 'what’s the update?' WhatsApp messages.

  • Each client sees only their own data
  • Reduces daily status questions to zero
  • Builds trust through radical transparency

02

Quotation Management

Create structured, professional quotes in minutes. Cost breakdown, margin visibility, reusable templates. Faster client approval.

  • Full cost breakdown per line item
  • Reusable templates save hours per week
  • Clients approve inside the portal

03

Order Management

Turn approved quotations into trackable orders. Clear stages, supplier notes, timeline visibility. Nothing falls through the cracks.

  • Clear order stages from confirmed to delivered
  • Supplier notes and documents per order
  • Full timeline visibility for you and your client

04

Shipping Tracking

Keep clients informed with clean, reliable shipping status updates. Manual stage updates that take seconds, not hours of WhatsApp back-and-forth.

  • Simple manual stage updates (no API dependency)
  • Clients see status live in their portal
  • Replaces long WhatsApp threads instantly

05

Payment Tracking

Log deposits, track balances, record payment milestones per order. Clear visibility for you and your clients.

  • Log deposit and final payment per order
  • Outstanding balance visible at a glance
  • Clients see their payment history

06

Product & Supplier Records

Build a reusable knowledge base. Save supplier details, product specs, and pricing history for faster future sourcing.

  • Supplier contact and rating history
  • Product specs and images stored per SKU
  • Speeds up repeat order turnaround

07

Multi-Client Workspace

Manage 3, 10, or 20 clients without mixing files or conversations. Organized pipelines, better follow-up discipline.

  • Completely isolated data per client
  • Pipeline view across all active orders
  • Built for solo agents scaling up

08

Landing Page Builder

Present your sourcing agency professionally. Create a branded page, capture leads, connect them to your portal. Pro+ feature.

  • Branded agency page in minutes
  • Lead capture form connected to your workspace
  • Custom domain support on Pro+ plans

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