The outbound CRM for freight forwarders
Pipelines don’t hunt.This one does.
SalesCRM AI ranks every rep’s day by your cadence rules, turns inbound RFQ emails into pipeline before anyone reads them, takes activity logs by voice, and closes every win into an account with credit terms — on the platform that already runs your quotes, jobs and invoices.
FOCUS ENGINE · VOICE LOGGING · RFQ→LEAD · WIN GATE · BOOK OF BUSINESS
“spoke to Meera, they liked the rate but need net 45, sending revised terms tomorrow…”
⚙ one gap: outcome — positive, or wait for the terms call?
“positive.”
stage history kept · Arjun · 14:12 · reason on record
“send revised net-45 terms” · due tomorrow 10:00 · will surface in My Day
- ⚙ RFQ email → lead created · assigned · 07:41
- ⚙ credit application mismatch flagged on KLINE docs
- ⚙ 3 prospects crossed the cold line · queued
- ⚙ coverage: Priya’s book 4 overdue · manager pinged
01 · THE FORGETTING MACHINE
Forwarder CRMs record deals. Nobody works them.
The quote goes out and the follow-up dies in someone’s memory. The enquiry sits in an inbox until Thursday. The account that ordered twice last quarter goes quiet, and nobody notices until renewal. None of this is a talent problem — it’s what happens when the pipeline is a filing cabinet instead of a queue.
The numbers on the right are the industry’s own scoreboard. They are not kind.
FROM THE PRODUCT · TEAM PIPELINE, JULY
The pipeline, ranked. Not just recorded.
Stages with history, cards with next actions, and a cold line that never gets embarrassed to speak up.
⚙ Priya’s book: 4 overdue → pinged 09:05
Taro Glassworks is the biggest deal on the board — $18.5k — and the most neglected: 11 days since last touch. The board says it out loud; size never buys silence.
Nova call spoken, not typed: transcribed, one gap asked, activity drafted — posted only after Arjun’s yes. Nothing writes itself into the record.
02 · THE FOCUS ENGINE
Four states. Your rules. No black-box score.
You set the cadence policy — first touch within so many days, a touch every so many days, cold after so many, closing-soon window. The engine applies it to every prospect, every morning, and ranks the queue. The rules stay readable; the ranking stays arguable.
RULE-BASED BY DESIGN · THE POLICY IS YOURS · THE QUEUE IS RELENTLESS
Never contacted
The lead landed — from an inbound RFQ email the platform turned into a pipeline card, or from your imported list — and nobody has touched it. The cadence policy says first touch within a set number of days; the queue won't let it hide.
Due & overdue
Every logged activity ends with a next action and a date. When the date arrives, the follow-up surfaces; when it passes, it escalates. No rep memory involved — the board keeps the promises.
Going cold
No touch inside your cadence window. The Focus Engine flags it by rule — first-touch days, touch cadence, cold-after — not by a black-box score you can't argue with. You set the policy; it enforces it.
Closing soon
Expected close date inside the window, real money on the line. These float to the top of the day, with the full activity history and stage record behind every card.
03 · THE MOTION
Queue. Touch. Log. Advance. Land.
My Day opens ranked: never-contacted, overdue, going cold, closing soon. Inbound RFQ emails are already on the board with an owner.
Calls, meetings, site visits, demos — worked from the top of the queue, not from whoever emailed loudest.
Speak the debrief; the assistant transcribes, asks the one missing question, and drafts the structured activity. You confirm; nothing posts itself.
Drag the card across the board. Stage history, assignment history and the reason travel with it — forecasting runs on your stage probabilities.
Winning opens the activation gate: contract, credit limit, payment terms, billing email. The deal becomes an account finance can invoice.
The full motion — cadence policy, voice logging, the win gate, manager coverage, the 14-day start.
How the board works →04 · THE FARM SIDE
New logos get the applause. Wallet share pays the rent.
The WebCargo/Freightos analysis of 500,000 quotes put numbers on what every forwarder feels: existing customers win at 22.7% versus 13.4% for new. The path from new to existing nearly doubles your win rate — which makes knowing your accounts a revenue strategy, not admin.
The Book of Business reports invoiced revenue per account and per owner from the platform’s own billing — not from what reps remembered to type. Lifecycle runs lead → prospect → account; the coverage view tells managers whose book is quietly going cold.
05 · FROM THE FLOOR
THE LOOP CONTINUES
The CRM that lives where the shipments live.
SalesCRM is a workspace of the FreighAI platform: RFQs flow from the quote desk into pipeline, won deals activate with credit terms that receivables enforces, and the Book of Business reads real invoiced revenue — because sales, ops and finance share one system of record.
THE BOARD IS LIVE
Bring your pipeline spreadsheet.Leave with a ranked Monday queue.
Import your prospects, set your cadence policy, and watch the Focus Engine rank the day — with your quotes and accounts already on the same platform.