Identify, organize, analyse your prospects and engage with potential leads

The eFreight Suite’ s CRM module helps you Operate Quote to Cash cycle seamlessly with customer profiling to get a clear view of potential business. Maintain trade lane rates with validity dates and manage shipping documentations.

Initiates Order Booking and customer revenue related activities with Contract Management, Rate Request, shipment follow up and daily reporting capabilities.

Experience the digital transformation of freight forwarding

Booking Acceptance

  • Provision to record a booking and update all the shipment details.
  • Mapping of agreed rates from the quote or the contract
  • Capture pickup/delivery info as per the INCO terms

Shipment Follow-up

  • Follow-up with the shipper for the cargo readiness
  • In case of nomination, follow-up with the agent for shipment details and update the customer
  • Update from the trucker/customs broker for transportation/customer clearance respectively
  • Auto Trigger various shipment milestones to the customer

Rate Request

  • Option to send Rate Request to the agent/vendor for the services required
  • Provision to update the rates received from them

Customer Contract Management

  • To maintain rates for the different trade-lane for single or multiple services valid for a specific timeline
  • Option to maintain special rates agreed with the customer

Document Follow-up

  • Follow-up with the customer for receiving original/soft copy shipping documents as per the requirement

Daily Status Report

  • Option to trigger Daily Status Report to the customer with the shipment details along with the latest updates
  • Customize DSR as per the customer’s requirement

Purchase Order

  • To maintain PO item details by ordered qty or weight along with expected pickup/delivery date
  • Follow-up with the supplier for order readiness
  • Provision for customer to approve the PO to execute
  • Option to view PO status (ordered vs booked vs shipped)
  • EDI connection with vendor for PO management

Booking Automation

  • Automatic export booking creation if the nomination is received within our group
  • Option to accept booking through EDI from the customer/agent

Denied Party Screening

  • Provision to screen/validate the denied party
  • System will lock the shipment execution if its blocked customer
  • Approved in place to handle the exceptions

Tariff Management

  • To maintain standard sell and buy rates
  • To capture special rates agreed with the customer
  • To create quote from the standard/special rates

SLI submission

  • Provision to submit SLI online by the customer
  • Option to compare the SLI submitted and confirm

World’s best CRM software for freight forwarders