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Find accounts that purchased the product or a related item before.


Include buyers who received or requested a quote but did not buy at the time.


Create a selected list from product interest, purchase and quotation activity.


Present the products and commercial details buyers need to evaluate.


See the sent email and the buyer’s response alongside the customer record.

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Assign a task with a due date and the customer context your colleague needs.


Set up email and task steps for buyers who need more time to decide.


Review what was sent, opened or discussed before contacting the account again.


Know whether the deal is being quoted, negotiated, prepared or delivered.


Review the products, quantities and prices behind the opportunity.


Use owners, tasks and expected dates to identify deals waiting on action.




Review what the buyer purchased, asked for and was quoted before you call.


See emails, notes and tasks tied to the contact and company.


Use owners and followers so the right colleagues know who is handling the account.



It helps salespeople decide whom to contact, what product to discuss and what to do next. CreamSoda connects customer interests, past purchases, offers, email activity and deals so importer, exporter, distributor and trade-agent teams can work from shared context.
You can build buyer lists using recorded product interests, purchase history and quotation activity. Select the people who have a reason to hear about the products in an offer, then send a targeted email rather than a general blast.
Yes. Keep email activity with the customer, assign follow-up tasks and use configured sequences. When interest becomes a deal, track its owner, stage and expected dates.
No. CreamSoda is the sales workspace around your product opportunities, not a call-center dialer or a replacement for inventory and accounting software. Use it with your existing systems—or as your sales workspace if you do not have an ERP.