Export trade operations
Run your sourcing business from one terminal.
Built for product sourcing agents and small export teams, not adapted from a sales CRM for every industry.
You shouldn't need a CRM consultant to run a trade desk.
Generic CRMs need weeks of custom fields and FX workarounds. Exreach starts with quotations, projects, and dual-currency books.
Built for trade
Everything a sourcing desk needs
Modules for export trading, not generic sales stages.
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Quotations and invoices
USD pricing from factory RMB and commission. Status through paid. Convert to invoice or project in one click.
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Sourcing projects
Multi-line products, carton specs, HS codes, shipping. Track execution through delivery.
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Service projects
Inspections, factory visits, and loading billed from your rate card.
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Supplier scores
Scores and flags (factory visited, certs, samples) on company records.
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Client-ready documents
Branded Excel and PDF quotations/invoices from your org settings, not Exreach branding.
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Reconciliation and reports
Lock actual costs at delivery; gross/net P&L and project reports for accounting.
Also: dual-currency books, product catalog with quotation import, inventory on Pro, and a sales playbook for your team. Browse all features
Exreach vs a generic CRM
Dual RMB / USD, quotations to projects, and books in one workspace. Not weeks of custom fields.
See the full comparisonEnd to end
One workflow, not five spreadsheets
The full deal lifecycle, from first contact to reconciled profit.
- Companies
- Opportunity
- Quotation
- Invoice
- Project
- Reconciliation
- P&L
Product
See it in action
Screens from a trade desk built for sourcing agents.
Active quotations, ongoing projects, follow-ups, and revenue.
Quick start
Start sending quotations today
No CRM consultant. No six-week setup.
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Create your workspace
Name your company and set logo and bank details in Settings.
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Add your first customer
Add companies, contacts, and products, or import from a quotation Excel file.
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Send a quotation
Enter factory price in RMB, commission, and FX. Export PDF or Excel with your branding.
Your trade desk, not a generic CRM.
Create a workspace and run your next quotation through Exreach.
Get started free