Sales & CRM

A complete CRM built for freight forwarding — from first lead to signed shipment. Manage contacts, track opportunities, send proposals, and convert inquiries into revenue.

From Lead to Shipment

Every customer starts as a lead. iQ Freight tracks the entire journey — from initial contact through inquiry, quotation, and conversion into a live operation.

Lead Capture

Capture leads from calls, emails, WhatsApp, or manual entry. Assign to sales reps, categorize by source, and set follow-up tasks.

Inquiry

Log shipping inquiries with origin, destination, cargo details, and service requirements. Link inquiries to existing leads or contacts.

Proposal & Quotation

Generate professional quotations with route-based pricing, service breakdowns, and margin controls. Send proposals directly to customers.

Conversion & Shipment

When a quote is accepted, convert it into a live operation with one click. All data flows into the operations module automatically.

Everything Your Sales Team Needs

A full-featured CRM designed specifically for logistics — not a generic tool adapted for freight.

Leads & Opportunities

Track every potential customer through customizable pipeline stages — from first contact to won deal.

  • Lead stages and categories
  • Opportunity value tracking
  • Win/loss analysis
  • Lead source attribution

Contacts & Companies

Maintain a complete database of customers, prospects, and their key contacts with full communication history.

  • Company and contact profiles
  • Department and role mapping
  • Communication timeline
  • Document attachments

Activities & Follow-ups

Never miss a follow-up. Schedule calls, meetings, and tasks with reminders tied to leads and opportunities.

  • Task and activity scheduling
  • Overdue activity alerts
  • Activity completion tracking
  • Team activity overview

Communications Log

Record every call, email, and message with customers. See the full conversation history in one timeline.

  • Call and email logging
  • WhatsApp message tracking
  • Communication breakdown reports
  • Per-contact history

Inquiries & Quotations

Log shipping inquiries with cargo and route details, then instantly generate quotations with your pricing rules.

  • Inquiry-to-quote workflow
  • Route-based rate cards
  • Margin and markup controls
  • Quote versioning and history

Proposals

Create and send professional proposals with your branding, service details, and pricing — ready for customer review.

  • Branded proposal templates
  • Service and pricing breakdown
  • Status tracking (sent, viewed, accepted)
  • One-click conversion to operation

Your Sales Command Center

See the full picture at a glance — total leads, active contacts, pending activities, conversion rates, and communication volume. Every metric updates in real time as your team works.

Total Leads Track every lead by source and stage
Active Contacts Companies and contacts currently engaged
Pending Activities Tasks and follow-ups awaiting completion
Communications Calls, emails, and messages this week
CRM Overview This Month
47 Leads +12%
124 Contacts +5%
8 Pending 3 overdue
31 Comms This Week
Lead Trend
Conversion Funnel
Leads
Inquiries
Quotes
Won

Turn Quotes into Shipments

When a customer says yes, everything moves seamlessly from CRM to operations — no re-entering data, no delays.

One-Click Conversion

Convert an accepted quotation into a live operation instantly. Customer, cargo, route, and pricing all carry over.

  • Quote to operation in one click
  • All data pre-filled automatically
  • No duplicate entry needed
  • Linked history for auditing

Conversion Analytics

Track win rates by salesperson, route, service type, and customer segment. Know what's working and what isn't.

  • Win/loss rate tracking
  • Revenue per salesperson
  • Quote-to-shipment ratio
  • Average conversion time

Customer Retention

Monitor repeat business, customer satisfaction signals, and at-risk accounts before you lose them.

  • Repeat business tracking
  • Customer activity scoring
  • Inactivity alerts
  • Retention dashboards

Grow Revenue with Better CRM

Capture every lead, close more quotes, and track your entire sales pipeline — built specifically for freight forwarding teams.