Cargo owner profile
The forwarder records typical cargo, shipping instructions, filing deadlines and agreed payment terms. These details help flag exceptions when a new request arrives.
Custom Development
CRM for International Freight Forwarding
When cargo moves by sea, rail or road through several agents, each leg has its own rate, confirmations and document deadlines. We’ll build a CRM that shows those dependencies on the shipment record so the forwarder can explain what is confirmed and what has changed.
- QuotesRate versions and validity periods.
- Bookings by legAgents, handover deadlines and dependent legs.
- Document packConfirmed dates and missing documents.
What changes when multiple partners handle a shipment
- Each shipment has its own requirements, such as temperature control, dangerous goods handling, oversized cargo or insurance.
- Routes span several legs and partners in countries with different rules.
- Customs and transport paperwork must be accurate because mistakes can cause delays and fines.
- Clients want real-time status updates and alerts about risks.
- Rates change, and turnaround on a quote can influence the customer’s choice.
Quotes, bookings and tracking by leg
These modules can be included in the project. We’ll agree on the scope and workflow rules after reviewing your processes.
Quote versions
Agent rates, currencies, validity periods, included charges and assumptions can be stored separately. Once the shipment is booked, the operations specialist can see exactly which quote the client accepted.
Multimodal shipment record
Each leg has an assigned provider, planned and actual dates, a handover point and dependent bookings. A schedule change shows which downstream actions need review.
Document pack
The route has a checklist of transport and supporting documents. The bill of lading, invoice and information for the broker each have a readiness status and deadline.
Customer updates
The operations specialist can distinguish a provisional estimate from a confirmed milestone. Once confirmed, the CRM prepares an update with the revised date and the person responsible for the next leg.
Shipment cost control
Finance compares the cost of services by leg with the agreed customer price. Unconfirmed port or agent fees remain visible until reviewed.
CRM Workflow Examples
How teams can divide responsibilities and handle exceptions after rollout.
A container shipment is rescheduled
The operations specialist receives the revised vessel departure date and checks the document cutoff and the truck booking out of the port. They update the affected legs and notify the client once the date is confirmed. The earlier plan stays in the record.
Updating an air freight quote
The agent sends a rate with a different validity period. The pricing specialist updates the quote, flags unconfirmed charges and keeps the previous version on the request for reconciliation after booking.
What to Include in the First Release
We’ll start with a route where booking changes or missing documents often hold up your team. We’ll define what pricing, operations and finance staff can edit, how a rate version links to a booking and how data is sent to the customs broker.
Once we agree on the requirements, we design the screens, build a pilot, and try it against the agreed use cases. We plan the rollout and follow-on modules with your team.
Discuss the First PhaseDevelopment FAQ
How do we record rates in different currencies across shipment legs?
Each leg can have a buy rate, currency, validity period and list of included costs. The customer quote is saved as a separate version with the agreed exchange rate source and date.
Will the CRM file customs declarations?
The CRM can track the document checklist and handoffs to the broker. Filing and data exchange depend on the broker’s existing process and the interface of the relevant system.
Let’s discuss a shipment with several legs
Show us where your team reviews rates, documents and bookings after a schedule change.