Built for

Logistics CRM is aimed at teams that need a working transportation management model.

The workspace combines Freight Inquiries, Freight Quotes, Freight Services, and Inquiry Sources with Freight Inquiry Workbench, Logistics Commercial Command Center, and Shipment Opportunity Pipeline, so teams can understand the operating model before they sign up.

  • Dispatch and logistics teams

    Use Logistics CRM to coordinate shipments, routes, carriers, tracking, and exceptions.

  • Transport managers

    Monitor execution, service quality, and cost signals from structured logistics records.

  • Customer operations

    Answer shipment status and exception questions from the same workspace dispatch uses.

Built for scale

Structured enough to grow with the team.

Start quickly without blocking the path to production operations.

  • Editable after install

    Teams can rename fields, adjust forms, add views, change pages, and extend the app after it is installed.

  • Role-aware rollout

    Review the installed app with process owners first, then invite broader teams once access and naming are validated.

  • Structured records

    The app starts from Freight Inquiries, Freight Quotes, Freight Services, and Inquiry Sources, with references, forms, and views already modeled.

  • Editable operating model

    Start with connected tables, pages, forms, and views for Logistics CRM, then tailor the workspace before rollout.

Compared

Replace disconnected trackers with one editable app.

Start with a useful operating model, then shape the installed workspace around the team implementation.

ConsiderationBeforePublished app
Starting pointBeforeBlank workspace and manual table setup.Published appInstall Logistics CRM with business tables, forms, views, and pages already organized.
Daily workBeforeTeams coordinate through separate sheets, inboxes, and status notes.Published appUse Freight Inquiry Workbench, Logistics Commercial Command Center, and Shipment Opportunity Pipeline and saved views around the same records.
IterationBeforeChanging process means rebuilding the tracker.Published appEdit the installed app as the business learns what fields, roles, and pages it needs.
RolloutBeforeProspects cannot see a clear operating model before signup.Published appTeams can review the actual logistics crm operating model before they sign up.
Rollout

Install, review, pilot, and expand.

Install the workspace, validate roles and pages, then expand rollout once the team is aligned.

  1. Step 1Install the workspace

    Create an editable copy of Logistics CRM in the workspace.

  2. Step 2Review included pages

    Open Freight Inquiry Workbench, Logistics Commercial Command Center, and Shipment Opportunity Pipeline and verify the experience with the people who will own the process.

  3. Step 3Adapt records and forms

    Tune Freight Inquiries, Freight Quotes, Freight Services, and Inquiry Sources, forms, and views to the team's terminology and controls.

  4. Step 4Invite users

    Bring in the wider team after roles, permissions, and workflow assumptions are tested.

FAQ

Fit, ownership, and rollout.

Who is Logistics CRM for?

Logistics CRM is for dispatch and logistics teams and transport managers evaluating a faster way to start transportation management work in ERP.AI.

Can we change the app after installing it?

Yes. The installed app is editable, so teams can change tables, fields, forms, pages, views, roles, and workflow behavior after reviewing the starting model.

What should we verify before rollout?

Verify roles, page routes, forms, permissions, and any process-specific fields in the installed copy before inviting the full team.

Logistics CRM

Install the published starting point. Adapt it to your operating model.

Freight forwarding and shipment logistics CRM for managing shippers, freight inquiries, shipment opportunities, quotations, charge lines, follow-up activities, and conversion performance.

Install app See live preview

The installed workspace is a separate, editable app copy.

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