Sales & Pricing Management
for Freight Forwarders
The Customer Relationship Management module in Logistaas’s transportation management system helps freight forwarders, NVOCCs, and shipping companies manage their sales process. Unlike generic CRM solutions, every detail in every feature of Logistaas’s CRM module has been designed to cater to the sales, pricing, and quotation processes in shipping and freight forwarding.
What can you do With Logistaas’s CRM ?
When looking for a CRM tool to manage the sales activities of your freight forwarding business, look no further than Logistaas’s CRM which has been designed to handle the unique sales process in freight forwarding.
Contacts Management
Manage your customer database with ease within our comprehensive transportation management system:
Specify default consignment, pickup, and delivery addresses.
Assign account managers, upload files, and add notifications that automatically show when creating shipments or invoices for specific contacts.
Sales Process
Management
Manage the sales process from A-Z on Logistaas, our freight forwarding software serves all of your employees
Create client opportunities and link to inquiries, offers, and shipments.
Inquiries and quotations management.
Reports for inactive clients, quotations analysis, and users’ activities and performance.
Log daily sales activities and set reminders for the subsequent actions.
Assign tasks to other users.
Rates Management
Manage rates associated with each client with ease when handling customers on Logistaas CRM
Upload (and manually create) tariffs.
Send rate requests to agents and vendors.
Like What You See ?
Check out our Other Features
Powering Your Logistics with Innovation
Sales & Pricing Management
Our CRM module is designed exclusively for freight professionals. Unlike generic CRMs, every detail caters to your sales, pricing, and quotation processes, ensuring efficiency and precision.
Operations Management
Logistaas streamlines operations for efficient workflow management. Seamlessly connect with carriers, automate document generation, Access dynamic reports, and more effortlessly. All within a single platform.
Finance Management
Our freight forwarding software simplifies financial management with precise accounts tracking, efficient invoicing, and seamless integration. Gain insight through dynamic profit reports—all within a single platform.
Online Customer Portal
Logistaas empowers freight forwarders to join the digital era, offering a modern, branded online portal that streamlines inquiries, quotations, bookings, shipment tracking, etc. Giving you a competitive edge over your competitors.
Integrations
Integrations are vital for every digital freight forwarder, and they’re at the heart of our product strategy. We are continually adding new integration partners and happily welcome customized integration requests. Check them out now!
Testimonials
Here’s What Our Clients Say About Us
Top 10 transport management software
Awarded as one of the top 10 transport management software solutions by Logistics Tech Outlook.
Safest websites to be recommended for users
Awarded as one of the safest websites to be recommended for users in 2022!
