CRM
From lead to loyal customer
A freight-native CRM wired to live shipment data — so your sales team sees the full customer relationship, not just what they typed into a form.
Your Pipeline, Always Current
Forwarding is 70% farming, 30% hunting. The CRM shows both — every open deal on one board, every existing customer ranked by re-engagement urgency.
| Name | Organization | Status | Mobile No | Assigned To |
|---|---|---|---|---|
| MR TAN WEI LIANG | PACIFIC TRADE PTE LTD | New | 6218 4502 | Sarah |
| MS LIM YI XUAN | MERIDIAN CARGO CO. | New | 9123 8876 | Sarah |
| MR RAJAN KUMAR | BLUECREST INT. | New | 6345 7812 | Sarah |
| MS PRIYA NAIR | SUNLINE LOGISTICS | New | 9234 5610 | Sarah |
| — | GREENFIELD SUPPLIES | Disqualified | — | Sarah |
| MR ANDRE LIM | EASTPORT TRADING | New | 8877 3341 | Sarah |
| Organization Name | Days Since Last | Purchase Pattern | Lifetime Value | Shipments |
|---|---|---|---|---|
| COASTAL FREIGHT PTE. | 14 | Frequent Buyer | SGD 98,420 | 84 |
| ORIENT BRIDGE LOG. | 14 | Frequent Buyer | SGD 5,260 | 42 |
| SEALANE TRANSPORT P. | 30 | Monthly Pattern | SGD 3,870 | 28 |
| NEXUS CARGO, INC | 33 | Regular Buyer | SGD 1,540 | 21 |
| HARBOR PEAK EQUIP. | 39 | Monthly Pattern | SGD 7,130 | 17 |
| TRADEWIND LOGISTICS | 44 | Regular Buyer | SGD 2,310 | 8 |
Contacts and organizations
Every organization and contact in the CRM is linked to its commercial history in the FMS — shipments, orders, revenue — so salespeople see the full relationship without switching systems.
Cross-team lead search
Search across every lead in the company, but see only the basics for leads owned by someone else — enough to check 'is this prospect already being worked?' without exposing the full pipeline.
Customer re-engagement priorities
Your CRM sees every customer's shipment history from the FMS — so sales knows exactly which existing customers are overdue for re-engagement, their cadence, their last order, and when to call next.
Deal pipeline
Every open deal on a single board, with filters by trade lane, mode, and volume. Configure your own triggers so the right department gets notified the moment a deal advances to the next stage.
Deal stacks
Stack related deals into a single parent pipeline — a project contract with multiple shipments, a trade-lane customer with recurring volume, or a framework agreement breaking into spot quotes. Track value, progress, and conversion at the stack level.
Lead capture
A freight-aware lead record: owner, source channel, first-touch date, company and contact, and the first qualifying fields the pipeline needs. Entered through the CRM interface or the chat bot on WhatsApp or Telegram.
Every Touchpoint, Captured
Field sales lives in chat, not a browser. The CRM captures pipeline activity from WhatsApp, Telegram, and voice notes — so nothing gets lost between the port visit and the desk.
One chronological view on every lead and deal: bot-captured chat and voice messages, manual call and meeting notes, stage changes, and follow-up tasks — fully auditable, coachable, and handover-friendly.
Type a short command in WhatsApp or Telegram to create a lead, update a deal, or search your pipeline. The CRM updates in real time, no app switching required.
Send a voice note from the road. AI extracts the lead, tags the source, schedules the follow-up, and files it to the right pipeline stage — no typing, no re-keying.
From Quote to Won Deal
Build the quote, send a branded PDF, convert to a booked shipment — one flow, zero re-keying between sales and ops.
Quotation builder
A single page for the full quote: shipment details, tariff rates, charges, markup, and template save-and-load — tuned for forwarders who quote ocean, air, import, and export without changing tools.
Quotation PDF output
Branded PDF output straight from the quote — your logo, your footer, your terms, and the pricing laid out the way customers expect. One click to generate, one click to send.
Quote-to-shipment handoff
When your sales team works from the CRM and a pricing team compiles the quote, the handoff to ops is where information bleeds. One click converts the CRM-linked quote into a booked shipment — pricing, parties, routing, and margins carry over intact.
Sales Reporting
Default funnel dashboards, saved views, and custom reporting — so your pipeline review takes five seconds, not an hour in Excel.
Pipeline reports and saved views
Default funnel dashboards show deals by stage, owner, conversion rate, and activity volume — with saved views and custom scripting for anything the defaults don't cover.
Deals by pipeline stage
Open value, count, and conversion at each step — filterable by owner, team, and branch.
Conversion by channel
Lead and deal conversion by source channel — see which lead sources actually close.
Works With
See CRM in Action
No scripted demos. We walk through Fr8Labs CRM with your actual sales workflows — pipeline, activity capture, quotes, and customer re-engagement. 30 minutes, one call.