CRM & Sales overview

The CRM module runs sales and account management for forwarders. Freight-specific: lanes, mode mix, volume estimates, and rate-card opportunities — not a generic SaaS CRM.

Record types

• Lead — inbound enquiry or outbound prospect, not yet qualified.
• Account — qualified customer, with contracts, credit, and shipments.
• Contact — person at an account.
• Opportunity — specific sales pursuit (RFQ, tender, new lane).
• Activity / task — interactions (calls, emails, meetings), with due dates.

Relationship with operations

CRM is the commercial layer; operations live in forwarding / road / warehousing. When a lead converts to an account, any subsequent booking posts against that account. Sales sees the operational health (on-time %, disputes, ageing) on the account view — no context gap between sales and ops.

Multi-entity visibility

In multi-tenant groups, accounts can be shared across entities with configurable visibility rules. A customer shipping on both EU and US tenants shows a consolidated global view to sales, while billing stays per-entity.

Integrations

• Email — Gmail / Outlook connect; activities auto-logged.
• Calendar — meetings booked and logged.
• LinkedIn Sales Navigator — enrich contacts.
• Tender platforms — RFP-IT, Freightos, etc., can feed leads.

See integrations.