Freight forwarding CRM

A freight forwarding CRM that follows the deal into the shipment.

Generic CRMs stop at 'closed won'. Forwarding sales lives in lanes, modes, rate validity and margin — and the real outcome is the booked shipment and the profit it makes.

Freight-native sales flow

Inquiry to margin, on one thread.

  1. 01

    Inquiry

    RFQs arrive by email; DESTIN AI recognizes lane, mode and cargo details.

  2. 02

    Lane & mode

    Origin, destination, equipment and service level are captured once.

  3. 03

    Quote

    Rates from your library with buy, sell and gross margin per line, numbered per company.

  4. 04

    Booking

    An accepted quote hands its facts to the booking.

  5. 05

    Shipment

    Operations picks up the same record — nothing is retyped.

  6. 06

    Margin

    Actual job profit is compared with what was quoted.

Accounts

Customer health at a glance.

Open shipments

See what's moving for each customer right now.

Unpaid balance

Know who owes what before you quote the next move.

Quote history

Won, lost and pending quotes by lane.

Prospecting

Research target shippers and build outreach lists inside the same system.

Follow-ups

DESTIN AI drafts follow-ups on open quotes for you to review.

Portal access

Invite customer contacts to see their own shipments and invoices.

FAQ

Frequently asked questions

How is a freight CRM different from a generic CRM?

It models lanes, modes, equipment, rate validity and margin, and connects the quote to the booking and shipment so you can see real profit, not just pipeline.

Can we import our customer list?

Customer and party data can be brought in during onboarding.

Does DESTIN include prospecting?

Yes, prospect research is included. Paid enrichment data may be metered under fair-use allowances.

Can DESTIN AI send follow-up emails?

It drafts them. A person reviews and sends.

Do salespeople see margin?

Access is role-based, so you decide who sees cost and margin.

Connect sales to the shipments it creates.

We'll trace one inquiry all the way to job profit.

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