A deal desk for a trading business

This one is for a wholesale trading business of our own, and its offers arrive as WhatsApp messages. Someone has to price each one, tell the right buyers and invoice the deal once it closes.

The business stays unnamed here, and the picture is a sketch rather than a screenshot.

A deal desk lives on speed. An offer that sits unread in a chat thread can be gone by the time anyone prices it.

The work also needs a record: what was offered, what it was worth, who heard about it and what was invoiced. A chat thread keeps none of that in a form anyone can search later.

We started from our CRM chassis, the codebase behind Lead Tracker, and added a WhatsApp bridge that runs on Fly. The bridge captures inbound offers and turns each one into a deal on the desk.

From there the desk carries the deal: pricing lookups on the goods, a blast to the buyers who should see it, and invoicing when it closes.

Because the desk shares the chassis, roles and invoicing were in place from the first day, and the new work went into the parts only a trading desk needs.