CargoSurge is an all-in-one logistics ERP platform for freight forwarders, road transport companies, 3PL warehouses, and customs brokers. It includes finance, compliance, fleet management, and AI-powered operations.

Which countries does CargoSurge support?

CargoSurge is built for GCC and South Asia markets — UAE, Saudi Arabia, India, Sri Lanka, Oman, Bahrain, Kuwait, and Qatar. It supports UAE Corporate Tax (9%), VAT (5%), and regional compliance requirements.

Does CargoSurge support multi-currency?

Yes. CargoSurge supports multi-currency invoicing, payments, and FX rate management with automatic conversion to your base currency for reporting.

Is there a free trial?

Yes. CargoSurge offers a 7-day free trial with full access to all features. No credit card required.

What compliance features are included?

CargoSurge includes UAE Corporate Tax (9% CT), VAT return generation (FTA boxes 1-12), IFRS 15/16/9 accounting standards, AML/KYC screening, sanctions screening (OFAC/EU/UN), UBO registry, and enhanced due diligence workflows.

Emailing documents

Most documents are emailed to the customer directly from the platform. The email is branded, logged, and tracked.

Triggering an email

Three ways:

From the source record — e.g. on a quote, Send to customer → attaches the current quotation PDF and opens the email modal.
From the document row in Documents Center — Send via email.
Automated — some flows (invoice issued, booking confirmed) auto-email if the tenant has opted in, per integration settings.

To / Cc / Bcc — pre-filled from the customer's primary contact + billing contacts. Editable.
Subject — templated (e.g. Quotation {{quote.number}} from {{tenant.name}}), editable.
Body — rich text; the tenant's default body for this doc type, editable per-send.
Attachments — the generated document is attached by default. Add more via the attachments picker.
Reply-to — your user's email, so customer replies land in your inbox.

Email templates

Default subject + body per doc type live at /app/admin/email-templates. Requires TENANT_ADMIN. Supports the same merge variables as the PDF template — {{customer.name}}, {{quote.number}}, etc.

Delivery & tracking

Emails are sent via the tenant's configured SMTP / provider (SES, SendGrid, SMTP relay).
Sent status appears on the document row within seconds.
Bounce / failure is surfaced as a banner on the source record; the document row shows a red icon.
Open / click tracking is optional per tenant (off by default for privacy).

Customer reply

Replies go to the sender (reply-to = the user). The platform does not ingest replies automatically today — log them in the CRM manually, or use customer portal messaging instead.

Bulk send

Statements of Account can be bulk-emailed from /app/finance/statements → Send all. Each customer gets their own statement. See finance / statements.