Quotation to booking. Pipeline to revenue. CRM built into your TMS.
Automatically route quotations, track pipelines, and measure sales revenue, all built into your TMS with zero custom setup.
Expires
7 days
Ocean Freight
Hamburg → Jeddah
Bunker Surcharge
Tariff rule #14
THC (Origin)
Port of Hamburg
Quotation Management
Quotation Engine with Automated Tariff Pricing
Quotations pull pricing directly from your tariff rules, multi-currency, multi-level, with automatic exchange rate conversion. Accepted quotes convert to confirmed bookings with zero data re-entry.
Expires
7 days
Ocean Freight
Hamburg → Jeddah
Bunker Surcharge
Tariff rule #14
THC (Origin)
Port of Hamburg
Quotation Management
Quotation Engine with Automated Tariff Pricing
Quotations pull pricing directly from your tariff rules, multi-currency, multi-level, with automatic exchange rate conversion. Accepted quotes convert to confirmed bookings with zero data re-entry.
Tariff-Linked Pricing
Rates pulled automatically from your tariff templates. Multi-currency with source currency preservation and exchange rate conversion.
Approval Workflow
Internal approval status tracking with delegation. Quotations move from draft to assigned, finalized, accepted, or declined, with reason tracking on rejections.
Quote-to-Booking Conversion
Accepted quotations convert to confirmed bookings automatically. All pricing, cargo details, and party information transfer without re-entry.
West Africa
POL: Lagos · Any cargo
Sarah M.
● Matched
Mediterranean
POL: Piraeus · Any cargo
Ahmed K.
Active
Americas
Continent: Americas
David L.
Active
47
Assigned today
2.4m
Avg response
0
Unassigned
Sales Automation
Sales Assignment & Delegation Rules
Delegation rules route incoming quotations to the right salesperson by port, country, cargo type, and transport mode. Sales performance is measured on real booking revenue, not just pipeline forecasts.
Sales Automation
Sales Assignment & Delegation Rules
Delegation rules route incoming quotations to the right salesperson by port, country, cargo type, and transport mode. Sales performance is measured on real booking revenue, not just pipeline forecasts.
West Africa
POL: Lagos · Any cargo
Sarah M.
● Matched
Mediterranean
POL: Piraeus · Any cargo
Ahmed K.
Active
Americas
Continent: Americas
David L.
Active
47
Assigned today
2.4m
Avg response
0
Unassigned
Geographic Routing
Rules match by POL, POD, country, and continent, quotes for West Africa go to your Africa team, Mediterranean quotes to your EU desk.
Time-Based Rules
Rules have start and end dates with conflict detection. Seasonal or campaign-specific assignments activate and expire automatically.
Revenue-Based Performance
Top 10 salespersons ranked by actual revenue generated. Win rate, acceptance duration, and source breakdown on the CRM dashboard.
Nordic Cars AB
$18k
Eurotech Autos
$9k
Baltic RoRo
$26k
Gulf Freight
$34k
Apex Logistics
$21k
Meridian Auto
$48k
$284,600
Total pipeline
25
Open deals
67%
Win rate
Pipeline & Analytics
Pipeline with Full Booking and Revenue History
Track prospects from first inquiry to closed deal, then see shipment volumes, invoice totals, and payment history, all from the same customer record. Lead conversion and revenue metrics update in real time.
Nordic Cars AB
$18k
Eurotech Autos
$9k
Baltic RoRo
$26k
Gulf Freight
$34k
Apex Logistics
$21k
Meridian Auto
$48k
$284,600
Total pipeline
25
Open deals
67%
Win rate
Pipeline & Analytics
Pipeline with Full Booking and Revenue History
Track prospects from first inquiry to closed deal, then see shipment volumes, invoice totals, and payment history, all from the same customer record. Lead conversion and revenue metrics update in real time.
Lead-to-Customer Lifecycle
Inquiries captured as Person or Organization contacts with callback scheduling and status workflow: Open → In Progress → Closed or No Interest.
Decline Reason Tracking
When quotations are rejected or declined, the specific reason is recorded, enabling pattern analysis on lost deals.
Revenue & Payment Visibility
Per-customer invoice totals, payment history, and outstanding balance visible directly from the CRM record.
Roles
Agent
18 users · Standard access
Access Control
Role-Based Access for Agents, NVOCCs, and Partners
Multiple role types with 250+ granular permissions. Agents see their own customers, NVOCCs see partner data, regional managers see multiple agents, all with strict data isolation.
Access Control
Role-Based Access for Agents, NVOCCs, and Partners
Multiple role types with 250+ granular permissions. Agents see their own customers, NVOCCs see partner data, regional managers see multiple agents, all with strict data isolation.
Roles
Agent
18 users · Standard access
Role-Based Access
Distinct role types for administrators, carriers, agents, NVOCCs, terminals, and more, each with different data visibility.
250+ Permission Flags
Granular control over every action: read/write quotations, manage delegation rules, configure sales assignments, access reports.
Multi-Tenant Isolation
Strict data isolation between business entities. Cross-tenant access granted explicitly through relationship configuration.
Quote Request
Portal Registration
Rate Inquiry
Lead Capture
Web Inquiries Flow Directly into Your CRM
Website forms, Digital Portal registrations, and quotation requests create CRM records automatically. Assignment rules route every inquiry to the right team member. No lead goes unattended.
Quote Request
Portal Registration
Rate Inquiry
Lead Capture
Web Inquiries Flow Directly into Your CRM
Website forms, Digital Portal registrations, and quotation requests create CRM records automatically. Assignment rules route every inquiry to the right team member. No lead goes unattended.
Automatic Record Creation
Every web form submission and portal registration creates a CRM contact instantly. No manual entry, no missed leads.
Smart Routing Rules
Inquiries are assigned by geography and cargo type to the right salesperson the moment they arrive.
Zero Unassigned Leads
Fallback rules and real-time dashboards ensure every inquiry has an owner within minutes of submission.
Give your customers direct access to their shipments.
Your customers get a branded portal to submit bookings, track shipments by VIN, download documents, and view invoices, without calling your team.
Common Questions