The CRM software that runs your entire export operation
Sighthem is not a generic sales CRM; it is a foreign trade operations platform built for manufacturers and exporters who own the cargo. The entire flow runs on one screen, from finding prospects to proforma, letter of credit, customs declaration, shipment and UBL e-invoice. Stop splitting your export process across spreadsheets and disconnected tools.
From lead finding to first quote: a pipeline built for foreign trade
In exporting, the sales cycle works differently from domestic sales. Sighthem's CRM core accepts that difference from the start and tracks each prospect by country, sector and product.
- Find companies in your target market, confirm decision-maker emails with the discovery and verification service, and stop bouncing on dead addresses
- Send segmented bulk email from the campaign module, track opens and clicks, and flag interested buyers as leads
- Break the language barrier with the foreign buyer using calls and live translation, automatically attached to the customer record
- Talk through the buyer's preferred channel with the official WhatsApp API and the QR pairing mode, with every message kept on a single customer card
Proforma and order: turn the quote into an export document
When the buyer is interested, the quote becoming a proforma and the proforma becoming an order is a single flow. Because amounts, Incoterm and payment terms are set correctly from the start, they carry cleanly into the following documents.
- Create the proforma invoice with product, quantity, unit price, Incoterm and delivery terms, and capture buyer approval through the system
- Convert the approved proforma into an order with one click, with quantity and price flowing in without breakage
- Define the payment method (advance, cash against documents, letter of credit) at order level so the next steps are triggered accordingly
- Keep a record of every revision with multi-currency support and a change history, so it is always clear which version was approved
Letter of credit (L/C) and document tracking: never miss a critical date
In exporting, getting paid often depends on the right document being ready on the right date. Letter of credit and document tracking is a native module in Sighthem, not an add-on.
- Keep L/C terms and the latest shipment and presentation dates in the system, and get alerts as deadlines approach
- Collect the document set (bill of lading, commercial invoice, packing list, certificate of origin, insurance) in a single list and spot a missing document before shipment
- Track the document handover flow step by step under cash against documents, and never lose sight of which document is at the bank
- Link every document version to the order and shipment to catch discrepancies and bank reserves early
Customs, GTIP, VAT refund and inward processing: the regulatory side is built in
Exporting is more than selling; the declaration, tariff position and incentive tracking are part of the job too. Sighthem keeps these steps inside the product, so you do not have to move data into a separate customs program.
- Store the GTIP code on the product card so the correct tariff position is ready for the customs declaration
- Track the declaration process linked to the order, seeing in one place which shipment is tied to which declaration
- Collect the documents and amounts needed for the VAT refund attached to the export transaction, instead of hunting for the refund file piece by piece
- Track inputs and offsets under the inward processing permit (DIIB), and keep the commitment closure process from slipping
Shipment, packages/pallets, lot and multi-warehouse: the physical flow is tracked too
The physical shipment must be recorded just as much as the documents. Sighthem's warehouse and shipment module knows which pallet, which lot and which warehouse a product is in.
- Keep stock separate per warehouse with a multi-warehouse model, and run transfers between warehouses through the system
- Pick by FEFO with lot and shelf-life traceability, and record which lot was shipped by scanning the GS1 barcode
- Bind shipments to packages and pallets, reserve lots automatically, and prevent double shipments and missing-measurement errors
- Manage partial shipments from a single order, tracking line by line how much of each item has shipped
UBL e-invoice and reporting: GIB-compliant output, a visible operation
At the end of the process come the invoice and visibility. Sighthem produces the COMMERCIAL INVOICE for exports and the domestic e-invoice side in line with the GIB schema, and reports the whole operation.
- Create a COMMERCIAL INVOICE for exports and a UBL-TR e-invoice output for domestic sales, and import it cleanly into your accounting software
- Fill in line-level GTIP, origin and transport details on the export invoice in line with the schema, reducing GIB compliance risk
- Get the XML output from the shipment screen with one click, removing manual data entry and copy errors
- Report every stage from lead to collection, seeing which market, product and rep brought in the revenue
Access control, mobile and PWA: the team works anywhere, each with their own permissions
Foreign trade teams work scattered across the field, the office and trade fairs. Sighthem brings everyone onto the same data with the right scope through role-based permissions and mobile access.
- Give sales, warehouse, accounting and operations teams separate access with stackable permission presets, and control who sees what
- Get an installable app experience from your phone with the mobile PWA, seeing customer and shipment status instantly while in the field
- Scan business cards at the fair, create leads automatically with OCR, and skip manual data entry when you get back
- Keep the whole team in a single workspace, with tenant isolation preserved so data never leaks across workspaces
When the whole flow from lead finding to collection is consolidated on one platform, the data your team copies between spreadsheets and separate tools, and the errors that come with it, disappears; every document is fed automatically from the previous step.
When starting out, build your pipeline along the country, sector and product axes. The export sales cycle works differently from domestic sales; structuring the pipeline along these axes makes reporting and market-based prioritization easier from day one.
Teams that do not track the latest shipment and presentation dates on a letter of credit delay collection or fall into a bank reserve due to discrepant presentation. Check date alerts and the document set before shipment.
Frequently Asked Questions
What separates export CRM software from a regular CRM?
A regular CRM stops at tracking customers and sales opportunities. Export CRM software goes further and also manages foreign-trade-specific steps such as proforma, Incoterm, letter of credit, customs declaration, GTIP, shipment documents and the export invoice. Sighthem keeps these steps natively in the core of the product, not as a bolted-on module.
Is letter of credit and document tracking really inside the system?
Yes. L/C terms, latest shipment and presentation dates, the document set and the handover flow are a native module inside Sighthem. You get alerts as deadlines approach, spot a missing document before shipment and never lose track of which document is at the bank. You do not need a separate program or a spreadsheet for this.
Can it produce GIB-compliant e-invoices and export invoices?
Yes. Sighthem produces a UBL-TR e-invoice for domestic sales and a COMMERCIAL INVOICE for exports, in line with the GIB schema. On the export invoice, line-level GTIP, origin and transport details are filled in according to the schema. You can take the output as XML from the shipment screen with one click and import it cleanly into your accounting software.
How do I migrate from my existing spreadsheets and scattered files?
You can try Sighthem free for 14 days on the PRO plan, move your customer, product and shipment data in, and test it on a real flow. By building the pipeline along the country, sector and product axes, you bring a process that was fragmented in spreadsheets onto a single platform. We also have guide content that explains the migration step by step.
Why do multi-warehouse, lot and shelf-life tracking matter for an exporter?
For food, feed and similar products the buyer often asks for lot and expiry information, and in some markets it is mandatory. Sighthem separates stock per warehouse with a multi-warehouse model, picks by FEFO with lot and shelf-life traceability, and records which lot was shipped by scanning the GS1 barcode. This lets you prove traceability in case of a recall or audit.
My team works from different cities and trade fairs, is there mobile support?
Yes. Sighthem offers an installable app experience on your phone with the mobile PWA, so you see customer and shipment status instantly while in the field. You can scan a business card at the fair and create a lead automatically with OCR, avoiding manual entry when you return to the office. With role-based permissions, everyone sees only the data within their own scope.
Run your entire foreign trade operation on one platform. Try Sighthem free for 14 days on the PRO plan, no card required.
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