Freight forwarding CRM
Every customer, every conversation, one record.
Berel’s freight forwarding CRM keeps contacts, deals, shipments, emails and calls on one timeline per customer. Agents log the activity for you, so nothing depends on someone’s inbox.
The whole relationship, in order.
Blue marks what the agent does at each step. Your team approves what goes out.
- 1LeadCreates the contact from the first email
- 2QuoteLinks every quote and follow-up to the deal
- 3WinMoves the deal and opens the shipment
- 4ShipLogs updates and documents on the timeline
- 5RetainFlags customers who have gone quiet
Freight CRM features
Customer and contact records
Companies, contacts, roles and preferences in one place, shared by sales, operations and finance.
Activity timeline
Emails, calls, meetings, quotes, shipments and invoices on one timeline per customer.
Automatic logging
Agents read your mailboxes and file each email under the right customer, deal or shipment.
Deals and pipeline
Track opportunities by lane, mode and stage, from first request to first shipment.
Follow-up reminders
Get reminded when a quote is waiting or a customer has not shipped in a while.
Account health
See volume, margin and open invoices for every account at a glance.
Freight forwarding CRM FAQ
Does Berel log emails automatically?
Yes. Connect your shared and personal mailboxes and the agents file each email under the right customer, deal or shipment.
Do sales and operations see the same record?
Yes. Everyone works from one customer record, with the same history, contacts and preferences.
Is CRM included in every plan?
Yes. CRM is part of every Berel plan.
Can I bring my existing customers?
Yes. Import companies and contacts from a spreadsheet. The migration service can move the rest on Forward, Scale and Enterprise.
More freight forwarding software capabilities
See the CRM with agents at work.
Book a demo on your own lanes, or talk to sales about pricing and migration.