A CRM that lives where your trades, contracts and finances already are
opsPhlo CRM brings counterparties, brokers, agents and suppliers into the same system as your contracts, positions, shipments and ledgers. No more relationship data trapped in spreadsheets or a disconnected sales tool, just one record of every party you trade with.
Relationships and trade, finally in one place
In commodity trading, a counterparty is rarely just a customer. The same party may buy from you, sell to you, broker a deal and carry credit exposure all at once. A generic CRM cannot see that, because it never touches your contracts or your ledger.
opsPhlo CRM is built into the same platform as your CTRM and ERP. Every contact, company and counterparty sits next to the live contracts, open positions, outstanding invoices and shipment history that define the relationship, so your traders and your finance team work from a single, trusted view.
Built for how trading relationships actually work
Manage the full lifecycle of every commercial relationship, from first contact and pipeline through to active contracts, credit and after-sale service, all without leaving opsPhlo.
360-degree counterparty view
See every contact, contract, position, invoice and shipment for a party on one screen, so anyone picking up the relationship has the full history.
Pipeline and opportunity tracking
Track leads, enquiries and deals through configurable stages, with full visibility of expected volumes and values feeding straight into planning.
Activity and communication log
Capture calls, emails, meetings and notes against the right counterparty, building a shared, auditable record across your whole desk.
Credit and exposure in context
Surface a counterparty's credit limit, outstanding balance and live exposure beside the relationship, so commercial and risk decisions stay aligned.
Contract-aware records
Relationships link directly to purchase and sale contracts, so the move from opportunity to signed deal happens in one continuous flow.
Configurable to your desk
Fields, stages, roles and permissions adapt to how each desk works, whether you run agricultural softs, metals or bulk commodities.
A CRM, not another silo
Bolt-on sales tools create a second system to maintain and a second version of the truth. Names get duplicated, credit data falls out of date and traders stop trusting it. opsPhlo CRM avoids that entirely because it shares the same master data as your trading, inventory and finance modules.
- One master record for every counterparty, shared across the whole platform.
- Commercial, operations and finance teams work from the same live data.
- Start with CRM today and add trading, inventory or finance modules over time.
- Total Cost of Operation less than one-fifth of traditional systems like SAP.
An integrated CRM beats a standalone one
Having every counterparty, their contracts and their balances on one screen changed how our desk works. There is no second tool to update and no argument about whose numbers are right.
Pair CRM with the rest of opsPhlo
CRM is one module in a modular platform. Add what you need, when you need it, and everything shares the same counterparty and data foundation.
Trading
Turn an opportunity into a purchase or sale contract without leaving the platform, then track the position through to settlement.
Explore TradingFinancial Management
Connect each relationship to invoices, payments and credit, so commercial and finance teams see the same live position.
Explore Financial ManagementReporting & Dashboards
Build pipeline, activity and counterparty dashboards on the same data that powers your trading and finance reports.
Explore ReportingQuestions, answered
How is opsPhlo CRM different from a generic sales CRM?
A generic CRM tracks contacts and a sales pipeline but has no knowledge of your contracts, positions, inventory or ledger. opsPhlo CRM sits inside the same platform as your CTRM and ERP, so every relationship is shown alongside the live trade and finance data that defines it.
Can we use opsPhlo CRM on its own first, then add other modules?
Yes. opsPhlo is modular by design. Many clients start with a quick go-live on one or two modules and add functionality over time. Because CRM shares the platform's master data, adding trading, inventory or finance later requires no migration of your counterparty records.
Does the CRM show credit and exposure for each counterparty?
Yes. When you run opsPhlo CRM with the finance and risk modules, each relationship surfaces its credit limit, outstanding balance and live exposure, keeping commercial and risk decisions aligned in one place.
Can it be configured to how our desk works?
Fields, pipeline stages, roles and permissions are all configurable, so opsPhlo CRM adapts to agricultural softs, metals, minerals, bulk goods and the way your particular desk operates.
See opsPhlo CRM in your trading context
Book a demo and we will show how counterparties, contracts and finance come together in one connected platform, in low-cost, easy-to-implement steps.