Shared customer view
Sales funnel stages
Licensing and customer records
Freight and finance context
Keep customer information, freight opportunities, documentation and follow-ups connected in a sales workspace designed for freight forwarding teams.
CUSTOMER RECORDS
Contact Management
Organize customer, trucker, carrier and shipping line records with clear ownership and status.
ONE CUSTOMER VIEW
Centralized Customer Data
Keep contact details, branch offices, KYC documents, memberships, licenses and connected business information in one place.
KYC
Location
Leads
Freight
Finance
Branch Offices
PIPELINE VISIBILITY
Seven-Stage Sales Funnel
See every opportunity across New, Contacted, Interested, Quoted, Negotiation, Approved and Won.
FREIGHT CONTEXT
Opportunity Management
Track contacts, routes, quote information, ship dates, owners and opportunity status together.
CUSTOMER COMPLIANCE
KYC and Compliance Records
Store and verify KYC documents, licenses, memberships and supporting customer documentation.
NEXT ACTIONS
Follow-Up Notifications
Create reminders for appointments, follow-ups and deadlines, then assign responsibility and status.
Shipment Delivery Check
Due Date:
Feb 25,2025
Assigned To:
Hendry grey
Status:
Completed
Appointment with Alejandro
Due Date:
Feb 15,2025
Assigned To:
Rajesh
Status:
Pending
You have an appointment Today
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
LEAD PROGRESSION
Enquiry and Lead Management
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.
MANAGEMENT VIEW
Dashboard Visibility
Review pipeline stages, opportunity statuses and relevant KPIs from the CRM dashboard.
See How CargoEZ Works
See how contacts, opportunities, reminders, KYC records and freight context come together in one connected platform.
From New Enquiry to Won Freight Business
Move opportunities through a clear, shared process using CargoEZ's verified sales funnel stages.
01
New
Create the opportunity and record the customer's initial freight requirement.
02
Contacted
Assign an owner and record the first customer interaction.
03
Interested
Qualify the opportunity and add relevant freight details.
04
Quoted
Connect the opportunity with quotation information and customer activity.
05
Negotiation
Track communication, changes and the current commercial status
06
Approved
Record customer approval and prepare the operational handoff.
07
Won
Move confirmed business into booking and freight operations.
Benefits of Freight CRM Software
Give freight sales, customer service and management teams clearer customer information and a more consistent sales process.
Typical Generic CRM
CargoEZ Freight CRM
General contact and deal records
Customer records connected to freight opportunities
Standard deal value and closing date
Origin, destination, route, ship date and quote context
Compliance records often kept separately
KYC, membership and licensing records
Generic sales stages
Seven-stage freight sales funnel
Sales data separated from freight systems
Relevant lead, freight and finance context
Manual sales-to-operations handoff
Structured opportunity and customer handoff
Built for Freight Sales and Customer Teams
Connect Freight CRM With the Rest of CargoEZ
Keep customer and sales context available as work moves into rates, operations, accounting, customer communication and reporting.
Logistics Accounting
Customer, invoice and finance information
Freight Operations
Booking, shipment and operational workflows
Customer Portal
Updates, documentation and communication
Freight Analytics
Lead, contact, freight and finance insights
Rate Management
Rate search, comparison and quoting context