ZetrixwebLead Pipeline & Trader Assignment
Leads with activities, notes, follow-ups, and closures - each assigned to the right trader with full history.
Case Study · MaaKrupa CRM
MaaKrupa CRM: every lead-management KPI up 25-30%.
A purpose-built CRM for commodity-trading canvassing operations: lead pipeline, live commodity rates by port, workforce assignment, and automated daily task management that now saves the team days of coordination every month.
Live in production, actively evolving
Laravel · Tailwind · MySQL
Agriculture & commodity trading
25-30%Lead processing efficiency gained
25-30%Faster follow-up and closing
Days savedMonthly, via automated task management
All KPIsAssignment-to-closure, measurably improved
The Brief
Canvassing operations were running on memory and spreadsheets.
A commodity-trading operation needed one system for the entire canvassing workflow: capture leads, assign them to the right trader, track every follow-up against live commodity prices, and know at any moment who owes what action today. Off-the-shelf CRMs don't model port-wise live rates, trader assignment, or expiry-driven follow-up cycles - so we built one that does.
What We Built
One system for the whole trading-floor workflow.
Live Commodity Rates by Port
Port-wise live product pricing feeds the pipeline, so every conversation happens against current numbers.
Automated Daily Tasks
Task templates auto-assign the day's work per employee and log completion - the coordination that used to eat days.
Workforce Management
Attendance, salaries, and documents for the whole team, in the same system as the work itself.
Roles & Permissions
Role-scoped access with an activity log on every record - who did what, always answerable.
Reports & Exports
Excel and PDF exports plus push notifications, so management sees the numbers without asking for them.
LaravelTailwind CSSMySQLViteWeb PushExcel/PDF Export
Outcomes
Measured against the KPIs that matter on a trading floor.
Every stage of lead management - processing, follow-up, closing, and workforce assignment - improved 25-30% against the pre-CRM baseline, and automated task management now saves the team days of manual coordination every month. The product is under active feature development, so these numbers are still moving.
30%Lead processing, up to
30%Follow-up & closing, up to
30%Assignment efficiency, up to
Running your operations on spreadsheets and memory?
Tell us the workflow. We'll show you what a purpose-built system would change.