CRM for Logistics & Transportation
Client management, automated quoting, and shipment tracking for freight and logistics operations.
Logistics runs on speed and accuracy. When your CRM can't talk to your TMS and your quoting lives in spreadsheets, you lose deals to competitors who respond faster. We build integrated systems that turn your operations into a competitive advantage.
Challenges We Solve
Common pain points in logistics & transportation, and how a custom CRM eliminates each one.
The Challenges
- Client and shipment data across multiple disconnected systems
- Manual quoting process loses deals to faster competitors
- No visibility into customer profitability by lane or mode
- Inbound calls about shipment status consume team capacity
Our Solutions
- Unified client profiles with shipment history and preferences
- Rapid quoting engine with rate management integration
- Customer profitability analysis by lane, mode, and account
- Self-service tracking portal reducing inbound calls
Quote Faster, Win More
Rate management, lane history, and automated proposals mean your sales team responds to RFQs in minutes, not days. Customer-specific pricing and volume discounts are calculated automatically.
- Rapid quoting with rate management integration
- Lane history and carrier performance tracking
- Customer-specific pricing and volume discount management
- RFQ response automation with branded proposals
- TMS integration for real-time shipment visibility
Customer Self-Service
A branded portal where customers track shipments, download PODs, and submit booking requests. Your team handles exceptions instead of answering 'where's my freight?' all day.
What Our Clients Say
“Integration with our TMS was critical and they nailed it. CRM and transportation management finally speak the same language.”
Rajiv Patel
Director, Global Express Shipping
Newark, NJ
“Cross-selling advisory services to our tax clients was ad hoc before. Now the CRM flags opportunities based on client profile and we've grown advisory revenue 40%.”
Howard Chen
Principal, Chen & Partners
New York, NY
“Our agents write more policies because the CRM handles all the follow-up. Quoting integration with our carriers means proposals go out in minutes, not days.”
Laura Donovan
Sales Manager, Heartland Insurance Partners
Omaha, NE
“We built our product but managed sales in spreadsheets. The irony wasn't lost on us. Custom CRM with Stripe billing integration transformed our revenue operations.”
Emily Chang
VP of Sales, CloudStack Solutions
San Francisco, CA
“Intake, conflict checking, and matter management in one place. Our paralegals saved 15 hours per week on administrative tasks alone.”
Katherine Wells
Managing Partner, Wells & Associates
Washington, DC
“We tracked everything in Notion and Google Sheets before this. Now our pipeline, projects, and time tracking are all connected. Revenue forecasting actually works now.”
Amanda Walsh
Managing Director, Stratosphere Consulting
Atlanta, GA
“We tried Clio, MyCase, and PracticePanther. None of them fit our personal injury workflow. Custom was the only option that actually matched how we operate.”
Anthony Russo
Partner, Russo & DeLuca Attorneys
Newark, NJ
“Fleet management, customer quoting, and load tracking integrated. Our dispatchers handle 40% more loads because the CRM eliminates manual coordination.”
Victor Okafor
Operations Director, Okafor Logistics Group
Atlanta, GA
Ready to Transform Your Logistics & Transportation CRM?
Book a free discovery call and we'll walk you through a solution tailored to your specific challenges.