From first call to first shipment.
Follow every lead, conversation and quotation in one place, and see where you win and where you lose.
- 01Leads
- Stages and categories
- 02Communication
- Calls · Email · WhatsApp
- 03Quotes
- Inquiries and quotations
- 04Analysis
- Sales dashboard
Leads and opportunities
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Leads
Stages and categories you define, assignment to sales reps, and import from Excel.
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Opportunities
The value, stage and outcome of every opportunity.
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Activities
Tasks and scheduled follow-ups for each team member.
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Sales analytics
A sales performance dashboard and a commission report.
Contacts and communication
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Contacts and departments
Company and contact profiles with their departments.
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Communication log
Calls, email and WhatsApp messages in a timeline per contact.
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Email
Send from ready templates, and see when a message was opened and when its link was clicked.
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Proposals
Structured proposals for each customer.
Inquiries and quotations
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Inquiries
From the app or entered by staff, with origin, destination, cargo and the services needed, including customs clearance.
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Quotations
Priced items and services the customer accepts or rejects in the app.
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Shipping calculator
General rates and calculator settings customers use in the app to work out a cost themselves.
Related modules
See the system on your own company’s data.
A live walkthrough with our team, or a free 3-day trial with no credit card. Setup and training are free on every plan.