Chemicals · CRM
CRM for chemical ingredient providers
Today
Every serious enquiry becomes an internal relay between sales, technical and regulatory, and the customer waits days for a factual answer.
Generic CRM has no product knowledge. In ingredients the question is about specification, registration, supply security and price at volume, and the salesperson can answer none of it alone.
With Worldover
Worldover CRM connects enquiries, samples, document requests, contract volumes and technical questions to the substance, grade, registration and specification behind them.
Sales answers on the first call, technical time goes where it converts, and the volumes you commit stay inside what you're registered and able to supply.
USED BY 250+ INDUSTRY LEADERS
The problem
Why generic CRM failschemicals ingredient provider teams.
Answers require three people
The bottleneck isn't the pipeline, it's the referral chain behind every technical question.
Contract volumes are invisible to compliance
Committed tonnage is agreed commercially without a check against registration or capacity.
Sample outcomes are unrecorded
Nobody knows the conversion rate, so sampling is neither prioritised nor improved.
A working day
A qualification enquiry
A formulator asks for a grade meeting a purity limit, registered in the EU and Japan, at 12 tonnes a year.
Today: sales collects answers from technical and regulatory over three days.
In Worldover: matching grades, their registration status and available capacity appear immediately.
A sample is raised with lot and documents recorded, and the volume is checked against registration headroom.
The outcome of the qualification is stored against the grade, informing the next enquiry.
How it runs
How CRM worksinside Worldover.
01
Enquiries carry technical criteria
Specification, market and volume requirements are structured, so matching grades are found not remembered.
02
Samples and qualifications are tracked
Lot, documents, timelines and outcome are recorded through the qualification cycle.
03
Documents issue and are logged
Customers receive current safety data sheets and specifications, with recipients recorded for reissue.
04
Commitments are checked
Contract volumes are validated against registration scope and supply capacity before they're signed.
What's in it
The detail behindCRM.
Quote Management
Central costing matrix with detailed breakdowns and quote management per product.
Central costing matrix
A flexible costing matrix holding categories such as equipment, administration, shipping and labour.
Detailed costing breakdown
Each category breaks into line items, each with fixed and variable costs.
Costing modules
Cost against packaging ratios, vessel sizes and other real production variables.
Quote management
Manage every quote associated with a product.
Customer Portals
Share your catalogue, data and documents with customers under permission control.
Permissioned sharing
Share data and documentation with customers through a portal, with permission control over exactly what is shared.
Product catalogue
Publish a live catalogue of the products you sell, drawn from the same records as your stock and documentation, so pricing, pack sizes, grades and availability are never out of date.
Catalogue search and filtering
Customers search and filter your catalogue by product name, INCI or CAS number, function, origin, certification or grade, and open the linked SDS, CoA and specification from the listing.
Catalogue visibility control
Decide which customers or customer groups see which products, prices and documents, so distribution agreements and territory restrictions are respected automatically.
Sample and quote requests
Customers request samples, pricing or quantities straight from a catalogue listing, and the request lands against the product and account record rather than in an inbox.
Product brochures and dossiers
Generate branded product brochures and dossiers straight from the product record, pulling current specifications, certifications, origin statements and SDSs into a single shareable document.
CRM
Contacts, accounts, pipeline and activity tracking linked to platform data.
Contact management
Centralised contact and account records linked to orders, products and documents.
Account and company management
Company records with subsidiary structures, key stakeholders and account history.
Deal and opportunity pipeline
Configurable pipeline with stage management, probability and deal value reporting.
Activity tracking
Emails, calls, meetings and tasks logged against contacts and accounts.
Task management
Tasks linked to contacts, accounts and deals.
Platform data integration
CRM accounts link to products, formulations, orders and regulatory records, giving one commercial and operational view.
The difference
Why the substance recordmakes the difference.
Because the CRM works from the same substance record as regulatory and quality, an account manager can give an answer that regulatory would sign off, without waiting for regulatory to write it.
Better together
What changes when CRMshares a record with the rest of your setup.
CRM + Regulatory
Registration and classification answers are available at the point of the conversation.
Explore RegulatoryCRM + PLM
Grade specifications and customer-agreed limits are visible to the commercial team.
Explore PLMCRM + CRM (cosmetics)
One view of accounts buying across both cosmetic and chemical applications.
Explore CRM (cosmetics)Willow
What teams actually askonce the record is in one place.
- Which grades meet this purity limit and are registered in Japan?
- Which qualifications have been open for more than 90 days?
- What volume have we committed on this substance against our registered band?
Willow doesn't replace expert judgment. It removes the searching, re-keying and chasing between the systems that hold your answers.
Request a demo
We'll walk through your current workflow, then show the same workflow running on one record.
Research
Compared with the alternatives
If you're still building a shortlist, these break the market down side by side.
- ComparisonWorldover vs spreadsheets and shared drivesThe real cost of the stack most teams are still running.Read it
- ShortlistBest chemical ERPs in 2026Ranked shortlist of chemical ERPs, with pricing bands and who each one suits.Read it
- ShortlistBest AI software for chemicals in 2026Where AI genuinely changes chemical operations, and where it doesn't.Read it