CRM

CRM & Sales Pipeline

Win more business and build stronger customer relationships. A CRM designed for logistics companies with built-in pipeline management, lead scoring, and a full 360-degree customer view.

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CargoSurge CRM — leads, pipeline, and customer 360 view

Customer intelligence dashboard with pipeline, leads, and 360-degree customer view

Key Features

Lead Management

Capture leads from web forms, emails, and referrals. Track every lead through your sales funnel.

Lead Scoring

Automatically score leads based on engagement, company size, and trade lane fit to prioritize outreach.

Contact Management

Maintain a centralized contact database with roles, preferences, and communication history.

Customer 360 View

See everything about a customer in one place — shipments, invoices, credit status, and interactions.

Pipeline Automation

Automate stage transitions, follow-up reminders, and task assignments as deals move through your pipeline.

Activity Tracking

Log calls, meetings, emails, and notes against contacts and leads for complete relationship history.

Quotation Management

Create and send branded quotations directly from the CRM with automatic follow-up scheduling.

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Try CargoSurge free for 7 days. No credit card required.

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