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

World’s best CRM software for freight forwarders