CRM modülü
Prospective shippers, interactions, meeting notes, rate quotes, and account conversions stay in one shared customer profile.
Freight CRM & Shipper Retention
Empower sales teams with complete shipper rate history.
Centralize prospect leads, call logs, past freight rates, and customer conversions. Never lose track of shipper inquiries or negotiated margins.
Hot Opportunities
Quote Stage Tracking
Shipper Conversion
Capabilities
CRM
Lead Sourcing & Trade Lane Pipelines
Track incoming shipper inquiries by trade lane, transport mode, and origin/destination pairs.
Instant Shipper Account Conversion
Convert winning prospects into verified corporate shipper accounts with tax IDs and payment terms in one click.
Historic Quotation Repository
Access previous ocean, air, and road quotes instantly to negotiate with complete price transparency.
Visual Sales Funnel & Win Rates
Monitor rep activities, follow-up alerts, and conversion metrics across your sales organization.
Workflow
Workflow
Capture Lead
Log prospect inquiries, requested routes, cargo specs, and target dates.
Audit History
Review past quotes and competitor rate benchmarks before pricing.
Dispatch Quote
Send branded PDF quotes and track shipper response times.
Convert to Account
Transition won opportunities into operational accounts with payment terms.
Workspace Screens
Workspace Screens
Shipper Master Cards
Corporate addresses, contacts, credit limits, and historical shipments.
Sales Activity Pipeline
Kanban view of active negotiations, scheduled calls, and follow-ups.
Historic Rate Log
Every rate offered across seasons, carriers, and equipment types.
Business Impact
Business Impact
Connected Modules
Connected Modules
Website freight requests feed directly into the CRM pipeline.
CRM data populates shipper details and payment terms automatically.
Credit limits and accounting tax data sync with company profiles.
Live Demo
Turn prospect inquiries into loyal shippers.
Equip your freight sales team with unified rate memory, follow-up alerts, and automated account conversion.