Freight quote builder
Build multi-charge quotes by lane and mode with margin visibility before you send.
CRM
Win more freight, quote faster, follow up on time
Track every lead from first contact to won deal with freight-specific quoting, structured pipelines and follow-up reminders — all connected to your forwarding operations.
Core Capabilities
A CRM that speaks freight, not generic sales
Built around lanes, modes and charges — so your quotes are accurate and your pipeline reflects real logistics deals.
Pipeline management
See every deal by stage, owner and value with a drag-and-drop pipeline view.
Follow-up automation
Reminders and tasks trigger automatically so no quote goes cold.
Quote-to-booking
Convert a won quote into a live forwarding booking without re-keying data.
Customer 360
Every quote, shipment, invoice and interaction on a single customer record.
Email & activity log
Log calls, emails and meetings against each account and contact.
Sales Workspace
From enquiry to booking on one screen
Sales teams work the whole deal in one place — capture the enquiry, price the lanes, send the quote and watch it move through the pipeline.
When a quote is won, it becomes a live booking in the Freight Forwarding module with all charges and party details carried across.
- ✓Lane and charge templates for faster quoting
- ✓Margin shown on every quote line
- ✓Approval routing for discounts and exceptions
- ✓Shared visibility across the sales team
CRM · Pipeline
Open deals128
Win rate34%
Quoted$4.2M
Hanse Freight — Ocean FCLWon
Nordic Cargo — AirQuoted
Delta Logistics — RoadProposal
How it works
Four steps from lead to live shipment
A clear path that keeps sales and operations working from the same record.
1
Capture the lead
Log enquiries from web, email or referral with source and lane detail.
2
Build the quote
Price lanes and charges with live margin, then send from the platform.
3
Follow up
Automated reminders keep every quote moving until it's won or closed.
4
Convert to booking
A won quote becomes a live forwarding shipment in one click.
Who it's for
Built for the people who win the freight
Sales teams, freight brokers and business development managers who quote and close logistics deals.
Sales teams
Freight brokers
Business development
Branch sales managers
Key account managers
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Connects to Freight Forwarding
Won quotes flow straight into live bookings with no re-entry.
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Connects to Financials
Quoted charges feed billing and shipment-level P&L.
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Feeds Business Intelligence
Pipeline and win-rate data appear in commercial dashboards.
✉
Email & alerts
Automated follow-ups via email and in-platform notifications.
Frequently Asked Questions
Answers about this module
Scope, deployment, integrations and how this module connects to the wider platform.
Yes. Quoting is built around lanes, modes and charge lines rather than generic products, and a won quote becomes a live forwarding booking.
A won quote converts to a shipment in the Freight Forwarding module in one click, carrying charges and party details across.
Yes. Margin is shown on every quote line and roll-up, so sales can price with visibility before sending.
Approval routing can require sign-off on discounts or exception pricing before a quote is issued.
Explore the suite
The other 7 modules
Every module shares one database, so they work together without re-entry. Explore what else is part of Zybo Cargo Suite.
See how a quote becomes a live booking
Book a walkthrough of the CRM and see the one-click hand-off from won quote to live forwarding shipment.