Shippers, carriers, quotes and lanes beyond the TMS
CRM for logistics and freight companies
Shipper accounts with their lanes, volumes, rates and contract dates, carrier relationships with capacity and performance, quotes tracked to win or loss by lane and a sales pipeline that shows where next quarter's volume comes from.
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OrderLine: the logistics and freight companies edition, in your browser
One of twelve industry systems we build from, each with its own screens, workflow and vocabulary. OrderLine carries orders and stock synced from the ERP, plus the pipeline, inbox with SMS and email, quotes the customer accepts online, schedule, editable automation flows, reports and a phone view. Sample data in your browser only. Your build carries your own stages, fields and rules.
Use Expand in the demo toolbar for a full screen view, press Escape to close it, or open the logistics and freight companies demo on its own page.
Who this is for
Built for logistics and freight companies
Freight forwarders, freight brokers, 3PLs and transport operators with 5 to 200 staff, whose transport management system runs shipments but whose sales, quoting and account relationships sit in email and spreadsheets.
Quote tracking by lane
Every quote with its lane, mode, rate and margin, and the outcome, so pricing decisions are based on win rates by lane rather than instinct.
Account and contract management
Volumes against contract, rate review dates and renewal pipeline, with a report of accounts whose volume is falling.
Carrier relationship management
Carriers with lanes, capacity, insurance and compliance dates, performance from the TMS and a preferred carrier list per lane.
Service issues logged against accounts
Claims, delays and complaints with root causes and credits, visible to the account manager before the quarterly review.
Pipeline
The stages work moves through
A starting point we adjust to your process in the first design week. Each stage can require fields, trigger messages and create tasks.
- Lead
- Qualified
- Rate request
- Quote sent
- Trial shipments
- Contracted
- Active account
- Contract renewal
Records
What the system keeps track of
Real record types with the fields your team uses, related to each other so one screen shows the whole picture.
Integrations
Connected to the tools you already run
Two way where both sides edit the data, one way where they do not, monitored for twelve months as part of the build.
- TMS sync (CargoWise, MercuryGate, Descartes, custom)
- Xero, QuickBooks or NetSuite
- Microsoft 365
- Rate management tools
- Carrier compliance data
- Power BI
Questions we get asked
How much does a logistics CRM cost?
A logistics CRM with shipper and carrier accounts, quotes by lane, pipeline, contracts and service issues is typically 12,900 to 22,900 US dollars fixed, delivered in seven to ten weeks. A sales pipeline and quote tracker on its own starts at 5,900. There are no per-user fees, so operations staff and dispatchers can be given access too.
Does it integrate with our TMS?
Yes, where the TMS has an API or exports. Shipments, volumes, revenue and carrier performance sync to the account records so account managers see reality without opening the TMS. The CRM does not replace the TMS; it manages the relationships and the sales around it.
Can it analyse quote win rates?
Yes. Every quote records the lane, mode, rate, margin and outcome, including the competitor rate when known. Reports show win rate and margin by lane, customer type and salesperson, which is where most freight companies find their pricing is either too high or leaving money on the table.
Does it manage carrier compliance?
Yes. Carrier records hold insurance, authority, licence and audit dates with expiry reminders, plus performance metrics from the TMS. Carriers with lapsed compliance are flagged so operations do not tender them loads. Insurance certificates and authority documents are stored on the carrier record, so an auditor or a customer's compliance team can be shown the file for any load without searching email.
Does it work as a transportation CRM?
Yes. Transportation and freight companies get shippers and consignees, lanes with rates, quotes, loads, carriers and proof of delivery in one CRM, with the transport management system connected for live status. Sales sees which customers ship which lanes and when volume drops, so account managers call before a shipper quietly moves freight elsewhere.
More in manufacturing, distribution and logistics
Tell us how your logistics and freight companies business works. We will quote the CRM that fits it.
A 30 minute written brief from you, a fixed price and a two page scope from us within two business days. No call required, no obligation.