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Use the products linked to each buyer’s history to decide what to include. Select the specifications and packs that fit their current requirements.
Send your selected buyers the product details, quantity and terms. Follow up on their questions, counteroffers and order enquiries.
See the products, specifications and terms from earlier offers and deals before making your next proposal.
Assign an owner and add colleagues as followers, so the team knows who is handling the account and can find the background.
Track each opportunity through the steps your team actually follows, with the right owner and expected close date.
Create a task or send an email, then update the action’s status as the discussion progresses. Purchase-based suggestions use sufficient relevant history; enquiry and reply suggestions use recorded customer activity.
Set up a stage change to create a task to check availability, answer a buyer question or confirm a delivery date. Assign the colleague responsible.
Set up buyer emails around recorded deal stages. Keep supplier and buyer conversations available with the current terms and details.
See the itemized costs behind the expected-profit calculation. Update the figures as quantities, prices and terms are agreed.
Keep claims and invoice-payment status with the deal, so the team can follow up on unresolved issues after delivery.
Compare received offers for the same product using compatible quantity units. Review pack details, price, currency and terms together.
Find contacts linked to past offers and purchases of the product. Ask suitable buyers what they need now and keep their answers with the opportunity.
Yes. CreamSoda is for independent agents and agencies trading physical products with business buyers. It brings supplier offers, buyer history, quotations and sales follow-up into one CRM.
Colleagues with access to the account can review contacts, earlier offers, deals and conversations before replying. Shared history and a clear account owner make it easier to continue the relationship when another broker takes over.
See contacts linked to the offer’s products through earlier offers and purchases. Check each buyer’s current requirements, then choose who to contact and which products to propose.
Bring a supplier offer and tell us how you choose buyers and follow up today. We’ll walk through product-related contacts, buyer history, offer comparison and next steps using your agency’s workflow.
Yes. Record deal costs and review calculated profit, with claims and invoice-payment status available for follow-up. Claims track problems and their assigned value. Add a claim amount to the deal’s Costs section if you want it included in profit.
