THE EXPORT OS CAPABILITY MATRIX

One operating system for the way your business works.

Export OS brings the core functions of your business into one connected environment — from customer acquisition and orders to production, inventory, export documentation, shipping, payments, people and analytics.

Instead of moving information between disconnected software, spreadsheets, messages and manual processes, your business operates through one connected system.

MODULE 01 / SALES & CUSTOMER MANAGEMENT

Turn relationships and opportunities into revenue.

CRM

Know every customer. Follow every opportunity.

Customer Management

  • Customer profiles & individual customer records
  • Company records & customer contacts
  • Contact & address details (billing & shipping)
  • Customer categories, tags & notes
  • Customer history & activity timeline
  • Customer documents & status tracking
  • Customer-specific pricing & account ownership

Lead Management

  • Lead creation, capture & team assignment
  • Lead status & source tracking
  • Lead qualification, notes & follow-ups
  • Lead conversion tracking & full history

Opportunity Management

  • Opportunity creation & stage tracking
  • Expected deal value & closing date probability
  • Owner assignment, activities & follow-ups

Sales Pipeline & Activities

  • Visual sales pipeline & custom stages
  • Stage movement, filtering & conversion reports
  • Tasks, calls, meetings & follow-up reminders
  • Activity history & team due-date tracking

QUOTATIONS

Create better quotes. Move them to orders faster.

Quotation Management

  • Create, edit & duplicate quotations with auto-numbering
  • Product selection, pricing, discounts, taxes & shipping
  • Customer-specific pricing, validity periods & terms
  • Approval workflows (Draft → Sent → Accepted / Rejected)
  • Revisions, quotation history & 1-click order conversion
  • Professional downloadable & email-ready templates

SALES ORDERS & POS

From confirmed order to fulfilled business.

Sales Order Lifecycle

  • B2B, B2C, D2C, Wholesale, Retail & Export order support
  • Complete lifecycle: Draft → Confirmed → Processing → Fulfilled → Dispatched → Completed
  • Order priority, history, partial fulfillment & payment linkage

Point of Sale (POS)

  • Counter POS interface with fast search & receipt printing
  • Automatic stock deduction & real-time inventory updates
  • Customer identification & purchase history connection

Multi-Channel Synchronization

  • Unified multi-channel order management across all models
  • Channel-wise performance, product & customer sync
MODULE 02 / OPERATIONS

Keep the work moving after the sale.

INVENTORY

Know what you have. Know where it is. Know what you need.

Product & Stock Management

  • SKUs, categories, variants, attributes & unit metrics
  • Stock in, stock out, adjustments, transfers & reservations
  • Reserved vs available vs damaged stock telemetry
  • Multi-warehouse storage locations & transfer logs
  • Low-stock alerts, valuation & stock ageing analysis

PROCUREMENT

Purchase what you need, when you need it.

Supplier & Purchase Orders

  • Supplier profiles, contacts, categories & history
  • Purchase order creation, tax calculations & expected delivery
  • Purchase requests, approval workflows & material receiving
  • Supplier performance analysis & outstanding purchase tracking

PRODUCTION & PACKING

Turn orders and materials into finished products.

Production Orders & Planning

  • Production scheduling, resource planning & capacity allocation
  • Raw material requirements & shortage identification
  • Progress tracking: Planned → In Progress → Completed
  • Finished-goods entry & automatic inventory update

Packing & Box Management

  • Order-linked packing, quantity verification & box allocation
  • Packing lists, packing notes & shipment preparation
MODULE 03 / EXPORT & LOGISTICS

Take every shipment from order to destination.

EXPORT ORDER & DOCUMENTATION

Manage every export order from confirmation to dispatch.

Export Order Management

  • Buyer, consignee, multi-currency & delivery terms
  • Incoterms, commercial notes & duty classification
  • Full export lifecycle from order confirmation to port dispatch

Export Documentation Engine

  • Automated Commercial Invoices & Packing Lists
  • Order letters, purchase orders & custom compliance papers
  • Document versioning, approval workflows & digital archiving

SHIPMENT & PAYMENTS

Know where every shipment stands.

Shipment Tracking & Logistics

  • Order-linked shipment creation & courier waybill printing
  • Live dispatch tracking, carrier assignment & delivery logs

Payment & Receivables Management

  • Order-linked payment recording & allocation
  • Outstanding receivables, due payment alerts & payment ageing
MODULE 04 / CUSTOMER EXPERIENCE

Give customers a digital way to work with your business.

CUSTOMER SELF-SERVICE PORTAL

Let customers access what they need, themselves.

Customer Portal Features

  • Secure 24/7 client login & account management
  • Direct digital order placement & quick reordering
  • Real-time order history, tracking & status transparency
  • Direct invoice, packing list & shipment document downloads
  • Customer-specific pricing, terms & credit visibility

Customer Communication

  • In-portal customer conversations & live support chat
  • Customer activity logs, notes, follow-ups & notifications
MODULE 05 / BUSINESS MANAGEMENT

Run your people, finances and internal operations from one place.

ACCOUNTS & FINANCIALS

Keep your financial operations connected.

Invoicing & Ledgers

  • Tax invoice creation, customer statements & payment logs
  • Receivables, payables & order-linked financial tracking
  • Outstanding invoice alerts & financial summary reporting

TEAM, HR & PAYROLL

Give every person the right access to the right work.

User Roles & Permissions

  • Role-based access control (RBAC) & custom user permissions
  • Department assignments, responsibility tracking & task ownership

HR, Workforce & Payroll

  • Employee profiles, attendance records & work allocation
  • Salary structure configuration & payroll processing
  • Employee-wise compensation records & payroll history
MODULE 06 / MARKETING & GROWTH

Turn your customer data into growth.

EMAIL & ADS MARKETING

Reach the right customers with the right message.

Email Campaign Engine

  • Email campaign creation, scheduling & audience selection
  • Behavioral & order-history based customer segmentation
  • Delivery, open rate, click & engagement analytics

Ads & Attribution Management

  • Ad campaign tracking & customer acquisition logs
  • Sales attribution reporting & ROI tracking
MODULE 07 / AUTOMATION & WORKFLOWS

Stop moving information manually.

WORKFLOW AUTOMATION ENGINE

When something happens, let the next thing happen automatically.

Triggers & Actions

  • Triggers: Record created, order confirmed, payment received, stock threshold reached, production done
  • Actions: Auto-create records, assign tasks, trigger webhooks, generate documents, send notifications
  • If/Else conditional rules, status-based logic & cross-module automation

Custom Process Configuration

  • Drag-and-drop workflow builder around your exact operating model
  • Custom pipelines, custom stages, custom fields & status logic
MODULE 08 / INTEGRATIONS & DEVELOPER PLATFORM

Connect Export OS with the rest of your technology stack.

APIs, WEBHOOKS & DEVELOPER TOOLS

Make your business systems work together.

Developer Capabilities

  • REST & GraphQL API endpoints for data retrieval & updates
  • Real-time event webhooks for third-party system sync
  • Pre-built connectors for Amazon, Shopify, DHL, Stripe, Tally & SAP
MODULE 09 / ANALYTICS & REPORTS

Turn business activity into business clarity.

BUSINESS INTELLIGENCE

See the business behind the numbers.

Comprehensive Operational Reporting

  • Sales, revenue, channel & customer performance analytics
  • Inventory valuation, turnover & stock-out forecast reports
  • Production efficiency, material consumption & fulfillment metrics
  • Exportable reports with date filtering, grouping & sorting
MODULE 10 / CONFIGURATION & SETUP

Software that adapts to your business.

MODULAR & ADAPTIVE ONBOARDING

Start with what your business needs.

Flexible Operating Models

  • Activate modules relevant to your business & expand over time
  • Adaptive setup tailored for Manufacturing, Wholesale, B2B, Retail or Export
MODULE 11 / COLLABORATION & TASKS

Give your team one place to work together.

TEAM CHAT & TASK MANAGEMENT

Connect the people behind your operations.

Contextual Operational Workspaces

  • In-app team chat around specific sales orders & projects
  • Task creation, due dates, priority assignments & automated notifications
OPERATIONAL ARCHITECTURE

Your business doesn't operate in modules. Your software shouldn't either.

The real value of Export OS is not simply the number of capabilities inside the platform. It is the connection between them. A single customer order automatically moves multiple parts of the business forward.

1

01. Customer Order

Order is recorded and connected directly to the customer profile.

2

02. Inventory Reservation

Available stock is checked and reserved across fulfillment hubs.

3

03. Production Trigger

If stock is insufficient, production requirements are auto-generated.

4

04. Packing & Containering

Packaging requirements & CBM load plans are calculated.

5

05. Export Documentation

Commercial invoices & packing lists generate from live transaction data.

6

06. Dispatch & Logistics

Shipment is dispatched with courier waybills & live tracking.

7

07. Customer Self-Service

Buyer accesses invoices & tracking transparently through their portal.

TAILORED OPERATIONAL MODELS

One platform. Different ways of doing business.

Export OS can be configured for different business models and operational structures.

Manufacturing

Sales → Orders → Materials → Production → Inventory → Packing → Shipment

Wholesale

Customers → Quotations → Orders → Inventory → Fulfilment → Payments

Retail

POS → Customers → Inventory → Sales → Payments

B2B

CRM → Quotations → Orders → Fulfilment → Invoices → Payments

B2C / D2C

Customer → Order → Inventory → Fulfilment → Shipment → Payment

Export

Customer → Export Order → Production → Packing → Documentation → Shipment → Payment

NEXT-GEN COMMERCE OPERATING SYSTEM

Your business is already connected in real life. Now connect it in software.

Bring your operations together, automate repetitive work and give your team a system built around the way your business actually works.

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