Sourcing agents & trading houses
Source for every client, with the record to show them.
Run all of your clients from one workspace. Each deal names its client of record, so who bought what on whose behalf is never reconstructed afterwards from memory — it is declared when the deal starts and carried to settlement.
One workspace
Many clients, separated
Every client is its own book of work. Requirements, suppliers and quotes never cross between them.
Declared, not inferred
Client of record per deal
Named when the deal starts, including who is importer of record, and carried through award, purchase order and settlement.
Show your work
The client award pack
A shareable summary of what was asked, who answered, how they compared, and why this one won.
Your margin
Commission on the deal
Recorded on the post-award leg, including deals that close without a purchase order.
Show your client why this supplier won — and that nobody bought the answer.
No supplier can pay for a place in a shortlist here. Position comes from evidence, every position carries its reason, and the award pack hands your client the reasoning along with the recommendation.
How the shortlist works