Welcome

What Exreach is for, how this handbook is organized, and where to start.

Exreach is an operations platform for export trading. You use it to keep companies, quotations, invoices, projects, money, and inventory in one workspace.

How to use this handbook

  1. Read Workflows first. Those articles follow a real deal from the first contact to closed profit.
  2. Open a Pages article when you need one screen. For example, open Quotations when you work on the list and the editor.
  3. Open Settings when you set up the workspace, the team, or document branding.
  4. Use Reference for numbers, currency, delete rules, and the + create menu.

Use the search box, or press Cmd+K on a Mac, to find a topic.

Open this handbook from the app

Select the book icon in the top bar. The handbook opens in a new tab. You can also open the account menu (your avatar) and select Help.

What Exreach is not

Exreach is not a generic CRM. The main path is commercial:

Quotation → Invoice → paid → Project → Books → Close project.

Opportunities help you remember follow-ups before a quotation exists. They are optional.

Open the app

If you already have an account, start with Set up your workspace.