Lead → offer → margin model
Requirement, costing, margin, quotation, order and repeat purchase in one connected flow.
CRM architecture
CRM for trading companies, designed around margin.
Many CRMs are set up to count leads. A trading business lives on the margin of each deal and on repeat purchase. I design CRMs that follow a deal from first inquiry to margin to the next order.
What I do
What's included
Product ≠ Offer data design
One product, many time-bound supplier offers. Price, stock and MOQ live on the offer, never on the product.
Follow-up automation
Reminders and follow-ups that run from the CRM, so quotes don't go quiet.
How it works
From map to running system
01 · MAPMap the deal flow
How an inquiry becomes an offer, an order and a repeat order today.
02 · MODELDesign the data model
Products, supplier offers, requirements and sourcing requests as separate things.
03 · FLOWDefine stages and rules
Stages, required fields and who approves what.
04 · REPORTReport on margin
Pipelines that show expected margin, not just lead counts.
Guardrails
Where a person stays in charge
The CRM is the source of truth; people own the commitments. Prices and margins on an offer are confirmed by a person before a quotation goes out.
FAQ
Questions
Why start from margin instead of leads?
Because a lead with no margin is a cost. A trading pipeline is only useful if it shows what you would actually keep.
What does “Product ≠ Offer” mean?
A product is what you sell; an offer is a specific supplier's price, stock and minimum order for it at a point in time. Mixing them breaks quoting and reporting.
Do you build the CRM yourself?
I design the architecture, data model and rules. The build can be done on an existing platform or by a development partner, depending on the business.
Is this only for FMCG?
No. It fits most B2B trading where offers change over time and margin differs deal by deal.
Also
Other services
AI automation & agents
Agents that handle the desk work, with humans on every commitment.
- Support & sales agents
- Workflow automation
- Approval rules & guardrails
Performance marketing & growth
Acquisition that is tracked from first click to margin.
- Funnels & conversion
- Tracking & attribution
- AI content systems
Let's talk
Let's map what your business can hand to agents.
30 minutes. Your workflows, what to automate first, and where a person must stay in charge.
Book a call