Every Relationship, One View

Track member engagement, buyer connections, and partnership opportunities across the entire coffee ecosystem

"From first inquiry to lifelong partnership — every touchpoint captured."

90
Deals YTD
$4.23M
Deal Volume
2,400+
Members Tracked
78%
Avg Engagement

Section 1 CRM Pipeline

Three distinct pipelines track every relationship type — buyer leads, member onboarding, and strategic partnerships — each with their own stages and conversion metrics.

Buyer Pipeline Legacy Portal — AI-powered matching
23
New Inquiry
15
Qualified
8
Sample Sent
5
Cupping Approved
3
Negotiating
2
Closed Won
$127K
Revenue
Member Engagement Pipeline Onboarding & activation
12
New Registration
9
Docs Verified
6
Profile Complete
4
First Interaction
3
Active
Partnership Pipeline DFI & institutional partners
5
DFI Contact
3
Concept Note
2
Proposal Submitted
1
Under Review
0
Funded

Section 2 360° Member View

Every member’s complete story in a single card — engagement history, financials, certifications, connections, and open items at a glance.

Kerchanshe Trading PLC
Exporter Premium Member since 2019
Activity Timeline
Last login — 2h ago
Last lot posted — 3 days ago
Last deal closed — 2 weeks ago
Open Items
Pending compliance docs 2
Buyer inquiry awaiting response 1
Financial Summary
Dues paid this year ETB 85,000
Invoices 3
Overdue 0
Certifications
Organic Fair Trade EUDR Pending
Connections & Impact
Buyer interactions 12
Deals closed 3
Profile views 47

Section 3 AI Lead Scoring

How the AI Spark agent ranks buyer inquiries — so exporters see the most promising leads first, every time.

Factor Weight High Score Example
Import Volume 30% >100 tonnes per year = high
Market (Premium) 25% Japan, Nordic, Australia = high
Repeat Buyer 20% Previous deals on platform = high
Certification Match 15% Buyer needs match exporter certs
Engagement 10% Profile views, events attended

AI Spark Agent auto-scores every buyer inquiry the moment it arrives. Exporters see ranked leads in their dashboard — highest-value opportunities first, with an explanation of why each lead scored the way it did.

Section 4 Communication Hub

Integrated messaging that keeps every stakeholder informed — from automated compliance alerts to post-event buyer outreach.

Automated Alerts

Certification expiry warnings at 30, 60, and 90 days. Dues reminders before and after deadlines. Event invitations based on member profile and interests.

Bulk Campaigns

“EUDR deadline reminder to all EU-shipping members” — target by certification status, region, member tier, or any OODB attribute.

Coffee Digest Newsletter

Distribution tracking for the flagship newsletter. Open rates, click-through rates, and engagement metrics per member segment.

Post-Event Outreach

After the Addis Coffee Cup: automated follow-ups to bidders, lot-winner introductions, and cupping report distribution to all attendees.

Section 5 Market Intelligence Integration

CRM enriched with real-time market data — every buyer profile gains context from global trade flows, pricing trends, and seasonal demand signals.

Buyer Research

AI auto-enrichment pulls company size, import history, certifications held, and market reputation for every new buyer inquiry.

Pipeline + Market Trends

“Japanese buyer inquiries up 34% — align with Cherry harvest”. Correlate pipeline movements with seasonal and market cycles.

Price Sensitivity

Analysis per buyer segment — which markets pay premiums for organic? Where are fair-trade certifications most valued?

Section 6 Revenue Attribution

Which CRM activities actually generate revenue? Track every deal back to its source — from AI-matched portal leads to trade fair follow-ups.

Source Deals Volume Commission
Legacy Portal (AI Match) 47 $2.3M $69K
Addis Coffee Cup 12 $450K $36K
Direct Inquiry 23 $1.1M $33K
Trade Fair Follow-Up 8 $380K $11.4K
Total 90 $4.23M $149.4K
52%
Deals from Portal
8.7%
Conversion Rate
$47K
Avg Deal Size
23 days
Avg Close Time

Section 7 OODB Data Model

All CRM data lives in Fermia’s Object Database — flexible, typed, and graph-traversable. Every entity is connected.

CRM Object Graph

CRM Lead
source
score
status
assigned_to
CRM Stage
pipeline_type
stage_name
sequence
Opportunity
value
probability
expected_close
Contact
company
email
country
Deal
volume_kg
price_per_kg
lot_ref
Commission
rate
amount
invoice_ref
Activity Log
type
timestamp
user_ref

Every ref_object_id is a typed graph edge — agents traverse from Lead → Opportunity → Deal → Commission in a single query chain.

Relationships That Create Value

From first inquiry to lifelong partnership — CRM that understands coffee trade.

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