CRM
Clients, contacts, overseas agents, and sales pipeline management
Maintain a full client master with credit limit, payment terms, billing currency, customer tier, preferred charge set, and assigned sales representative. Client data flows automatically to invoices, quotes, and customer portal access.
Record individual contacts linked to client companies and partner organisations. Store job title, email address, phone number, and notification preferences. Contacts appear in shipment party selectors and email notification recipient lists.
Manage the overseas agent and service provider network — customs brokers, co-loaders, truckers, and port operators — with country coverage, mode specialisation, accreditation status, and historical performance ratings per partner.
Detail each overseas agent's coverage countries, transport modes, commission rate, billing and settlement terms, and preferred communication channel. Profiles help operations select the right agent for every lane and mode combination.
Track leads and opportunities with estimated revenue, win probability, and expected close date. Log call and email activities, set follow-up tasks, and report win/loss rates and average deal cycle time by representative and trade lane.