The Freight-Forwarder Friendly CRM
Contact Management
Organize and maintain records for customers, truckers, carriers, and shipping lines with ease.
Centralized Data Access
Store and verify KYC documents, track memberships, record licensing details, and manage branch offices from a single place.
Access critical data on freight, leads, and finance from a single platform. With information streamlined, decision-making becomes faster and more effective.
KYC
Location
Leads
Freight
Finance
Branch Offices
Sales Funnel
Get a clear view of your customer data with CargoEZ’s logistics CRM software. Access detailed KPIs, track your sales pipeline, and stay updated on every opportunity with real-time insights.
Last 30 Days
41
100%
18
43.9%
17
41.5%
16
39%
15
36.6%
13
31.7%
6
14.6%
Opportunity Management
See the full picture of your customers at a glance. From key contacts to quotes and beyond, CargoEZ equips you with real-time data to manage opportunities effortlessly.
Optimize Client Engagement & Compliance
KYC Management
CargoEZ provides you with robust KYC management to maintain regulatory compliance, mitigate risks, and gain trust with customers and partners.
Built-In Notifications
Set up task reminders to ensure you never miss an appointment, follow-up, or deadline. Stay accountable while focusing on what matters most.
Shipment Delivery Check
Due Date:
Feb 25,2025
Assigned To:
Hendry grey
Status:
Completed
Shipment Delivery Check
Due Date:
Feb 25,2025
Assigned To:
Hendry grey
Status:
Completed
Meeting with Logistics Partner
Due Date:
Apil 11,2025
Assigned To:
Abdul
Status:
Completed
Follow-up on Shipment Status
Due Date:
June 02,2025
Assigned To:
Sophie
Status:
Completed
Customs Clearance Submission
Due Date:
March 18,2025
Assigned To:
Carlos
Status:
Pending
Freight Dispatch Coordination
Due Date:
Dec 15,2025
Assigned To:
Mike
Status:
Pending
Streamlined Client Journey
Manage inquiries, nurture leads, and support clients with a process designed just for you. Adapt processes to match your business needs and close deals more efficiently.
Streamlined Operations. Centralized Insights. Full Visibility.
With CargoEZ’s logistics CRM software you’re always one step ahead. Connect once. Move your freight forever.
