Cosmetics · CRM
CRM for cosmetic ingredient providers
CRM for cosmetic ingredient providers. Enquiries, samples, documents and application requests sit on the ingredient record, so technical selling is fast and cost to serve is visible.
Today
You send hundreds of samples a year and can't say which ones led to a formulation, let alone to an order.
Generic CRM tracks opportunities, not the technical work that creates them. In ingredients the sample and the answer are the sales process, and neither fits a pipeline stage.
With Worldover
Worldover CRM connects enquiries, sample requests, document issue and application requests to the grade, specification and trial data behind them.
Sales answers technical questions immediately, samples are followed up on purpose, and you can see what your technical support actually earns.
What's in it
What CRMdoes inside Worldover.
The operational outcomes come first. Open any area to inspect the underlying controls, records and technical detail.
01Quote ManagementCentral 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.
02Customer PortalsShare 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drawn from the same records as your stock and documentation, so pricing, pack sizes, grades and availability are never out of date.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.
03CRMContacts, 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.
One workflow, end to end
A sample request
The difference isn't another isolated tool. It's the same work running from one live record.
Where work breaks
Samples vanish after dispatch
Without a follow-up loop tied to the sample, the majority are never chased, and the reason they failed is never learnt.
Document requests are ad hoc
Specifications, certificates and declarations are emailed individually, so nobody knows who holds what.
Technical questions bottleneck on people
One or two experts answer everything, and their answers aren't captured for reuse.
- 01
A formulator requests samples of two grades for a new face cream.
- 02
Today: the sample ships with a generic pack, and nobody follows up until the salesperson remembers.
- 03
In Worldover: the request records the grade, lot, documents sent and the application it's intended for.
- 04
A follow-up is scheduled with the relevant demo formulation attached.
- 05
The outcome, whether formulated in or rejected and why, is recorded against the grade for the next enquiry.
With Worldover
- 1
Enquiries attach to grades
Every question is recorded against the ingredient it concerns, building a reusable answer library.
- 2
Samples are tracked end to end
Lot, documents, cost, follow-up and outcome are on the record, so conversion is measurable.
- 3
Documents issue from the record
Customers receive current specifications and certificates, with version and recipient logged.
- 4
Technical support is routed and measured
Application requests become tracked work with visible cost and commercial return.
Connected inside Worldover
One product workflow.Every consequence connected.
Customers evaluate ingredients on substance facts: INCI, origin, purity, compatibility, regulatory status. Because the CRM shares the substance record, sales gives the same answer as the lab, every time.
Willow
Useful AI starts with live operational context.
Scoped permissions, human approval for anything material and a full audit trail of every action.
- Which samples sent in the last six months have had no follow-up?
- What is our sample-to-order conversion by grade?
- Draft a technical response to this enquiry using our current specification and trial data.
Buyer confidence
A specialist system, without a specialist-system rollout.
Worldover combines detailed operational control with a practical route to a live first phase.
- 50+
- Enterprise customers across cosmetics, chemicals and supplements
- 4 to 7
- Point systems typically retired, most within 6 months of go-live
- 12 to 16 weeks
- To a live Phase 1, not a multi-year programme
- 1 record
- Per substance, everywhere it appears
See it on your operation
Book a 30-minute slot
Give us the essentials, then choose a 30-minute slot directly in the right person’s calendar. We’ll use your workflow, products and documents, not a generic slide deck.