A CRM that knows
freight.
Customers, vendors, carriers and contacts — each with every inquiry, quote, shipment, email and payment attached. Not a generic sales tool bolted onto your operations: the CRM is your operations.
Relationships, with the history to back them
One inquiry inbox
Requests from email, your web form and the customer portal arrive in one list — duplicates spotted.
Customers with context
Ratings, contacts, files, assigned team and every deal they've ever done, on one page.
Vendors and carriers
Agents, trucking companies, sea lines and airlines with ratings and contacts.
Global reference data
Thousands of ports, airports and terminals plus commodity codes, ready to use.
Clean data
Merge duplicates and import or export customers, vendors and contacts with Excel.
Why deals are lost
Every cancelled inquiry and quote keeps its reason — and the reasons add up in analytics.
Search by quote number, customer, container or bill of lading.
One search box across the whole workspace. Whatever the customer quotes on the phone, you find the deal before they finish the sentence.
- Assigned team added to every new quote
- Customer ratings — VIP, regular, suspended
- Vendor ratings — trusted, regular, blocked
- History of every change
Frequently asked questions
What makes a freight forwarding CRM different from a normal CRM?
A forwarder's customer relationship lives in quotes, shipments, rates and documents, not just in contacts and emails. DO IT ALL SOFT keeps customers, vendors and carriers in the same workspace as the operations, so every record already carries its deal history.
Can I import my existing customers and vendors?
Yes. Customers, vendors and contacts can be imported from Excel, and we help you set up your data during onboarding.
Does it manage vendors and agents too?
Yes. Vendors, agents, sea lines and airlines have their own records with contacts and ratings, and they are linked to the costs on your quotes.
Can different teams have different access?
Yes. Roles and departments decide who sees which customers and deals, so each team works with exactly what it needs.
Related features
Connect Gmail, Microsoft 365 or any IMAP mailbox and work email inside DO IT ALL SOFT, linked to quotes and shipments, with AI that spots new inquiries.
Build freight quotes with several options and the margin on every line. Compare, confirm and turn the winning option into a shipment in one click.
Live analytics for forwarders: win rate, response times, top customers and lanes, profit per TEU and per kg, team performance and profit and loss.
See everything.
Focus on strategy.
Start without stopping your business. Free trial up to 90 days — no setup fee, no hidden fees.