Export trade operations

Run your sourcing business from one terminal.

Exreach is built for product sourcing agents and small export teams, not adapted from a sales CRM for every industry.

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  • No credit card
  • Workspace ready in minutes
  • Dual RMB / USD
app.exreach.app/dashboard
Exreach dashboard showing active quotations, invoices, and ongoing projects

You shouldn't need a CRM consultant to run a trade desk.

Most platforms are built for wide markets. You end up configuring pipelines, custom fields, and currency workarounds before you send your first quotation. Exreach ships with the workflow sourcing agents already use: companies and suppliers, opportunities, quotations and invoices, sourcing and service projects, reconciliation, and books.

Built for trade

Everything a sourcing desk needs

Purpose-built modules for export trading, not generic sales stages with workarounds.

  • Quotations and invoices

    USD client pricing from factory RMB + commission. Status workflow through paid. One-click convert to invoice or project.

  • Sourcing projects

    Multi-line products, carton specs, HS codes, shipping. Track execution through delivery.

  • Service projects

    Inspections, factory visits, cargo loading, shipping arrangement, billed from your rate card in Settings.

  • Supplier intelligence

    Scores and flags (factory visited, certs verified, samples ordered) on company records.

  • Client-ready documents

    Branded Excel and PDF quotations/invoices from your org settings, not Exreach branding.

  • Reconciliation and reports

    Lock actual costs at delivery; gross/net P&L and project reports for accounting.

Also: deal pipeline with Kanban, dual-currency books, product catalog with quotation import, and a sales playbook for your team.

End to end

One workflow, not five spreadsheets

The full deal lifecycle, from first contact to reconciled profit.

  1. Companies
  2. Opportunity
  3. Quotation
  4. Invoice
  5. Project
  6. Reconciliation
  7. P&L

Product

See it in action

A trade terminal designed around how sourcing agents actually work.

app.exreach.app/dashboard
Exreach dashboard showing active quotations, invoices, and ongoing projects

Active quotations, ongoing projects, follow-ups, and revenue at a glance.

Quick start

Start sending quotations today

No pipeline consultant. No six-week implementation.

  1. Create your workspace

    Name your company and set your logo and bank details in Settings. Your workspace is ready in minutes.

  2. Add your first customer

    Add companies, contacts, and your product catalog, or import products from a quotation Excel file.

  3. Send a quotation

    Enter factory price in RMB, commission, and exchange rate. Export a PDF or Excel with your branding, not Exreach's.

Your trade desk, not a generic CRM.

Create a workspace and run your next quotation through Exreach.

Get started free