How It Works

From lead to cash, one flow

Sighthem is a deep operations platform across the 10 stages of trade. Tap any card to see how it works.

Try It FreeLive Walkthrough
🎯01

Prospecting

Define a target market, reach the right leads, and build a quality portfolio from day one.

🌍Country Profile (206 Countries)Export brief for 206 countries: suggested Incoterms, sanctions notes, trade risk profile.
How it works
  • Public SSR page per country with economic indicators, payment suggestions, and risk level.
  • When adding a lead/customer, country-aware suggestions surface automatically.
  • Risk level (low/medium/high) feeds into the lead scoring engine.
  • Sanctions lists (OFAC/EU/UN) linked to the country profile.
🔍HS Code LookupFind 8-digit TARIC and 12-digit HS codes inside the platform, save to a workspace catalog.
How it works
  • Single search box: look up by code or description.
  • Frequently used codes are cached at workspace level for instant pick.
  • One-click picker on order and quote line items.
  • Catalog limit per workspace depends on your plan.
✉️Email Discovery & VerificationFind decision-maker emails from a domain, validate with the verification engine, keep lists clean.
How it works
  • Provide a company domain, we try CEO/sales/export@ patterns.
  • Verify individually or in bulk.
  • Verified addresses can join a campaign audience instantly.
  • Monthly verification credit pool scales with your plan.
📱Business Card Scan (Mobile)Snap a card with your phone at a fair, a lead lands in your pipeline in 10 seconds.
How it works
  • AI-powered OCR turns a photo into structured text.
  • Name, company, email, phone, role are split automatically.
  • Drops into the pipeline as a new lead, with country/sector enrichment.
  • No more piles of cards after a fair, instantly searchable in the system.
📰Sanctions BulletinsTrack OFAC/EU/UN sanctions updates in real time; automate buyer/supplier checks.
How it works
  • Admin-curated bilingual bulletins published as a feed.
  • Automatic check when adding a lead/customer.
  • On-demand scan: one click with full audit log.
  • Monthly check quota scales with the plan.
💬02

Outreach & Quote

Engage leads over WhatsApp, email and phone, draft with AI assistance, send professional quotes.

👥Lead → Customer PipelineKanban pipeline, one timeline, full interaction history, task assignment and reminders.
How it works
  • Lead and Customer share one entity; the stage changes, history persists.
  • Emails, calls, WhatsApp messages all on a single customer timeline.
  • Task assignment with push + email reminders.
  • Total lead/customer limit depends on the plan.
📞Customer CallsBrowser-based calls to 206 countries, per-minute rates, recording + playback (KVKK-compliant).
How it works
  • WebRTC dialer right in the browser; no extra software.
  • Call recording + transcript saved to the customer timeline.
  • Monthly call credit pool scales with the plan.
  • Consent flow built for KVKK / GDPR.
📥Email Mailbox + InboxEach user's own business email account inside the CRM; inbox + sent + customer timeline.
How it works
  • Connect your existing email via OAuth, or bring your own sending domain.
  • Inbox and sent threads auto-match to the customer timeline.
  • Rich text editor, inline signature, attachments, open tracking.
  • Mailbox count per workspace depends on the plan.
🤖AI Email Draft + CoworkAI drafts emails using customer context; iterate together before sending.
How it works
  • Lead/Customer history, sector and country feed the prompt.
  • Bilingual draft (TR/EN, auto-selected by the customer's language).
  • Cowork mode: refinement suggestions before you hit send.
  • Weekly prompt quota scales with plan (shared with digest + lead scoring pool).
📨Email CampaignsBuild an audience, send with templates, track opens/clicks.
How it works
  • Workspace audience: filter by country, sector, segment, tags.
  • Open/click tracked via pixel + link rewrite.
  • Managed send infrastructure, optionally with your own domain (BYOD).
  • Weekly recipient cap + daily send cap depend on the plan.
💬WhatsApp BusinessSend and receive via the official WhatsApp Business backbone from a workspace number; threads land on the customer timeline.
How it works
  • One number per workspace (Phase 1).
  • One-click messaging from a lead/customer profile.
  • Inbound messages land on history via webhook.
  • Template + media messages on the roadmap.
✅Tasks & RemindersAssign tasks on leads, get auto-reminders; daily AI follow-up suggestions.
How it works
  • Cron-based follow-up reminders (T-1, T-0).
  • AI daily follow-up suggestion pool scales with plan.
  • Push + email + in-app notification.
  • Open tasks visible on the customer timeline.
📝03

Order & Contract

Multi-currency orders, Incoterms, payment terms, sanctions checks and approvals, all in one form.

📋Sales Order & QuoteMulti-line orders, multi-currency, due date and Incoterm; quote → order in one click.
How it works
  • All 11 Incoterms 2020 (EXW → DDP) with tooltip explanations.
  • Multi-currency: EUR/USD/TRY/GBP with daily FX auto-applied.
  • One click from quote to confirmed SO.
  • SO line items tied to HS codes and the workspace product catalog.
📄Proforma Invoice GeneratorBilingual TR/EN PDF proforma; generate from SO or standalone.
How it works
  • One-click bilingual PDF proforma from an SO.
  • Multi-currency + Incoterms + HS-coded line items pre-filled.
  • Standalone proforma (without an SO) is supported.
  • Monthly proforma generation limit scales with the plan.
🛡️Sanctions Screening (On-demand)Screen buyer/supplier against OFAC/EU/UN lists at order entry, with full audit log.
How it works
  • One-click scan with color-coded match alerts.
  • Result persists on the customer/order detail page.
  • Monthly check quota scales with the plan.
  • Bulletins and the compliance module live in the same workspace.
🗳️Approval HubOrders above threshold, discounts, payment-term changes, credit limits, all routed for approval.
How it works
  • Workspace-set amount threshold auto-triggers approval.
  • Separate policies for discount, payment terms, customer credit, L/C amendment.
  • Multi-level approval (manager + finance).
  • Decision and rationale captured in the audit log.
🏭04

Sourcing & Production

Track production milestones, manage IPR (DİİB) docs, secure stock with order-level reservations.

📦Purchase OrderSupplier PO with multi-currency, payment terms, Incoterm and document tracking.
How it works
  • Purchasing module gated by a plan flag.
  • PO line items linked to the product catalog; received quantities are logged.
  • Monthly PO creation limit scales with the plan.
  • Forwarder + supplier BusinessPartner FKs are wired in.
🧾Supplier Invoice 3-way MatchPO ↔ goods received ↔ supplier invoice auto-matched; variances escalate to approval.
How it works
  • Compares quantity/amount across the three sides; out-of-tolerance variances are flagged.
  • Variances escalate to the Approval Hub (finance approval).
  • Matched invoices enter the payment-ready queue.
  • Line-level audit trail.
🏪Warehouse & StockMulti-warehouse, lot tracking, movement log, CSV bulk import, low-stock alerts.
How it works
  • Warehouses + SKU cap per workspace, scaled by plan.
  • Lot-level in/out history (FIFO/LIFO optional).
  • Bulk CSV import with a template.
  • Monthly movement limit scales with the plan.
🔒SO Inventory ReservationReserve stock on order entry; release on shipment or cancellation.
How it works
  • SO line item creates an atomic reservation row.
  • Available stock auto-deducts reservations.
  • Reservations release on cancel or ship.
  • Priority rule for conflicting SOs on the same SKU.
📜IPR (DİİB) TrackingInward Processing Authorization application, line items, deadline tracking, T-30/T-7 alerts.
How it works
  • Header + IMPORT/EXPORT line items.
  • 4-timestamp lifecycle (application, approval, expiry, closure).
  • Daily sweeper sends T-30 / T-7 / EXPIRED alert emails.
  • Optional FK from SalesOrder / PurchaseOrder / Shipment.
🛠️Production & Service RecordsProduction milestones, QC notes, per-customer service records in one panel.
How it works
  • Records flow per customer / order.
  • Total records cap scaled by plan.
  • Notes + date + responsible team.
  • Marks readiness, sends a booking signal to the forwarder.
🚢05

Shipping Prep

Pick a forwarder, log the booking, prepare the doc set, AI-precheck L/C documents.

🚢Shipment EntityPartial/full shipments per SO, status lifecycle, container/AWB tracking.
How it works
  • DRAFT → BOOKED → IN_TRANSIT → ARRIVED → DELIVERED + CANCELLED state matrix.
  • Mode + POL/POD + Incoterm FK + tracking type (ISO 6346 container / AWB).
  • Forwarder + customs agent BusinessPartner FKs.
  • Auto SO sync; monthly shipment cap scales with the plan.
🏢Forwarder PortfolioForwarder firms + 12-month performance overlay (transit days, on-time, damage, avg freight).
How it works
  • BusinessPartner of type LOGISTICS.
  • Metrics auto-aggregated from shipment data.
  • Get 3 quotes per shipment; pick by side-by-side comparison.
  • Performance ranking shown inline on the quote screen.
📁Document Set (CI/PL/COO/ATR)Commercial Invoice, Packing List, COO, ATR/EUR.1, insurance policy, one panel.
How it works
  • Per-shipment document slots.
  • Monthly document upload cap per workspace.
  • Share with the customs agent via a one-click link.
  • B/L, Telex Release, presentation document tags.
🏦Letter of Credit (L/C) TrackingL/C application, SWIFT, presentation, payment, one timeline with deadline + discrepancy alerts.
How it works
  • LetterOfCredit entity with a built-in bank picker.
  • Document submission tracker (each presentation document logged).
  • Deadline + discrepancy alerting engine.
  • Multi-bank coordination (issuing + advising + confirming).
🧠AI L/C Document PrecheckBefore bank presentation, let AI audit the doc set and catch discrepancies.
How it works
  • autoValidate (10 structured rules, UCP 600) always on.
  • AI content review with UCP 600 + ISBP 821 expert reasoning.
  • Shares the weekly AI prompt pool.
  • Output is a structured discrepancy list.
🗺️06

In Transit

Track container/AWB live for ETA, auto-notify the buyer, keep email and doc flow tight.

🛰️Container TrackingThird-party API tracking for container/AWB, ETA updates, 13-event-type timeline.
How it works
  • Pluggable architecture supporting multiple tracking providers.
  • Bound to Shipment.trackingNumber + B/L; one-click "Refresh Now".
  • ETA changes auto-write back to Shipment.eta.
  • Idempotent upsert: no duplicate events.
📲Buyer ETA NotificationETA changes are auto-sent to the buyer via email or WhatsApp.
How it works
  • Container tracking event → notification trigger.
  • Bilingual template (selected per buyer language).
  • WhatsApp template message (Phase 2 roadmap).
  • Activity recorded on the buyer's timeline.
👁️Email Tracking (Open/Click)See whether sent emails were opened and which links were clicked, right on the timeline.
How it works
  • Tracking pixel + link rewrite collect open/click metrics.
  • Customer detail shows "last opened" + "clicked link" rows.
  • Campaign reports aggregate open/click rates.
  • On/off toggle per plan.
📍07

Delivery

Capture POD, manage the demurrage/detention timer, track short-shipments separately.

📍POD (Proof of Delivery)Delivery receipt, signature/photo, status DELIVERED, confirmation pushed to the buyer.
How it works
  • POD attachment slot on the shipment detail page.
  • Status auto-transitions to DELIVERED.
  • Buyer receives an automatic confirmation email.
  • POD is also added to the doc set (audit).
⏰Demurrage / Detention TimerCounter starts the moment free time ends; the extra cost attaches to the shipment.
How it works
  • Free time defined per mode + carrier.
  • Counter + daily rate accrue the cost.
  • Demurrage loss report (in stage 10 Analytics).
  • Optional alerts to buyer and forwarder.
📦BackordersTrack short-shipped items as a separate SO; show a unified summary to the buyer.
How it works
  • SO line short-ship → backorder SO created automatically.
  • Backorder SO carries its own ETA.
  • Buyer view combines original + backorder status.
  • Cancel or fulfill decisions made in one panel.
💰08

Collection

Follow due dates, post L/C and wire receipts, get a true multi-currency ledger view.

📅Due Date Tracking & RemindersCustomer ledger, due-date reminders, overdue alerts; collection assigned to the team.
How it works
  • Order due date → cron alerts (T-7, T-1, +1, +7).
  • Customer detail shows open amount + oldest due date.
  • Email / WhatsApp follow-up templates ready to send.
  • Approval Hub: credit-limit overrun escalates from here.
🏦L/C Payment FlowL/C paid / unpaid status, SWIFT record, presentation date.
How it works
  • Payment event recorded on the LetterOfCredit timeline.
  • Bank confirmation upload.
  • Presentation date → payment-window calculation.
  • Multi-bank coordination (issuing + advising + confirming).
💱Multi-currency LedgerPer-customer multi-currency balance + daily FX conversion to your base currency.
How it works
  • Workspace base currency + customer original currency.
  • Daily FX (central bank) auto-conversion.
  • Multi-currency statements line by line.
  • Receipts keep the original currency; conversion is per movement.
🔁09

After Sales

Handle returns and complaints, segment customers into A/B/C tiers, trigger re-orders.

🏷️Customer Segmentation (A/B/C)Auto A/B/C tiering by revenue + payment history; usable as a campaign filter.
How it works
  • Based on 12-month revenue + DSO.
  • A: top 20%, B: middle 50%, C: rest.
  • Email campaign targets and quote priority use this segment.
  • Re-segment cron runs monthly.
🔁Re-order TriggerIf a customer hasn't ordered in X months, a warm-up task is dropped into the pipeline.
How it works
  • Compares customer last_order_at vs average order frequency.
  • Cron-based suggestion.
  • Push + email to the assigned user.
  • Email/WhatsApp templates ready to send.
📈Annual Customer ReportPer-customer 12-month operations summary PDF: orders, revenue, product mix.
How it works
  • Order count, revenue, product/HS mix, average due time.
  • Bilingual PDF export.
  • Email send option (campaign templates).
  • Schedulable for year-end / period-end.
📊10

Decision Support

Country/product/HS sales, forwarder performance, DSO and margin analysis, one dashboard.

📊Trade DashboardPipeline conversion, top country/product/sector, team KPIs, on one screen.
How it works
  • Lead → Quote → Order → Shipment conversion rates.
  • Top country + product + sector bar charts.
  • Team KPIs (calls placed, emails, tasks completed).
  • Workspace-customizable widget set.
🚛Forwarder Performance ReportPer-forwarder 12-month on-time, average transit, damage and cancellation rates.
How it works
  • Aggregated from shipment data per forwarder.
  • On-time rate, average transit days, cancellation rate.
  • Ranking shown inline when collecting quotes for new shipments.
  • Damage rate driven by dispute records.
💰DSO + Margin AnalysisDays Sales Outstanding + FOB→CIF cost breakdown + net margin %.
How it works
  • DSO computed per customer / order.
  • Cost breakdown: freight + insurance + customs + demurrage.
  • Net margin % visible line by line.
  • Filters: country, product, period.
🧠AI Weekly DigestMonday morning: what should you do this week? An AI brief tailored to your workspace.
How it works
  • Hot leads, at-risk receivables, delayed shipments.
  • Bilingual email + in-app summary.
  • Drawn from the weekly AI prompt pool.
  • Per-workspace on/off + cron-hour setting.
⏱️Demurrage Loss ReportWhich shipment, which delay, how much money lost, a monthly brief.
How it works
  • Aggregated demurrage events.
  • Forwarder and carrier breakdown.
  • Customer and period filters.
  • A negotiation lever against the same carrier on the next quote.
Live Walkthrough

What it looks like on real screens

Real interface views of the six core flows. Pick a tab and step through.

Score the lead in your pipeline, act at the right moment, convert into a customer card in one click.

SighthemLeadsCustomersOrdersE-InvoiceL/CEmailCampaignsCallsReportsSearch customer, lead, orderAYLead to CustomerAll countriesRisk: all+ New LeadNew Lead3Acme TradingDE€42k★ 87Pacific FoodsJP$18k★ 87Atlas SteelIT€95k★ 87Qualified2Pacific FoodsJP$18k★ 87Atlas SteelIT€95k★ 87Proposal1Atlas SteelIT€95k★ 87Negotiation1Nile CottonEG$23k★ 87
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Pipeline View

Every lead on one screen, filterable by country and stage. Risk level surfaces as a badge.

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