Supplements · CRM
CRM for food and supplement ingredient providers
CRM for food and supplement ingredient suppliers. Enquiries, supplier questionnaires, samples and document requests sit next to the grade, assay data and evidence they concern.
Today
Sales can't answer the question in the enquiry without forwarding it to technical, quality and regulatory first.
A generic CRM holds a contact, a deal and a note. It can't hold an assay range, an allergen statement, a sample lot or a claim condition, which is what your customers are actually asking about.
With Worldover
Worldover CRM connects enquiries, questionnaires, samples, quotes and follow-up to the grade, documents and evidence each one concerns.
Commercial teams answer technical and regulatory questions directly, with the correct document pack attached.
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drawn from the same records as your stock and documentation, so pricing, pack sizes, grades and availability are never out of date.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 technical enquiry lands
The difference isn't another isolated tool. It's the same work running from one live record.
Where work breaks
Every enquiry becomes a relay
Sales forwards, technical replies, regulatory corrects, and the customer waits days for a paragraph.
Samples fall out of the pipeline
Sample requests are tracked in a spreadsheet, so nobody knows which are outstanding or what came of them.
Questionnaires eat expert time
The same twenty questions arrive in a new template every month and are answered from scratch each time.
- 01
A supplement manufacturer asks for assay range, allergen status, a certificate of analysis and a sample.
- 02
Today: three internal handoffs before a partial answer goes out.
- 03
In Worldover: the enquiry opens against the grade, with assay, statements and documents already attached.
- 04
The sample is raised with its lot, certificate of analysis and specification in one pack.
- 05
Follow-up, trial feedback and the eventual quote stay on the same record.
With Worldover
- 1
Enquiries open against a grade
The technical context is present from the first message, not requested later.
- 2
Samples are tracked as work
Lot, certificate of analysis, quantity, purpose and outcome are recorded against the customer.
- 3
Questionnaires draw on evidence
Held allergen, GMO, origin and audit answers populate customer templates.
- 4
Commercial follows technical
Quotes and forecasts sit on the same record as the trial that justified them.
Connected inside Worldover
One product workflow.Every consequence connected.
Your customer relationship is really a relationship with a substance. Keeping the enquiry on the substance record means sales, technical and regulatory work from one version of the answer.
Willow
Useful AI starts with live operational context.
Scoped permissions, human approval for anything material and a full audit trail of every action.
- Draft a reply to this enquiry with the assay range and current statements.
- Which samples are outstanding with this customer, and from which lots?
- Fill this supplier questionnaire from the evidence we hold.
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.