Logistics CRM
Answer every rate request from one inbox, keep each lane as a record and follow up before the quote expires.
No credit card required.
From rate request to award
Every rate request answered from one inbox.
Shippers ask by email, message and phone. Everything lands on the same record, so the next rep sees the last quote. See a freight broker sales process.
- The request lands in one inbox.Email and message channels arrive in the shared inbox with an owner.
- The lane is a record.Origin, destination, equipment and frequency are fields on a lane record.
- The quote has lines and an expiry.Linehaul, fuel and accessorials on separate lines, in the shipper’s currency if needed.
- Follow-up happens before expiry.A task reminds the rep while the price is still valid.
Lanes
Make the lane a record of its own.
- One lane, many quotes.Every quote on a lane stays linked, so pricing history is one click away.
- Rates move, quotes expire.Each version carries its own expiry, and the old price never gets resent by mistake.
- Lost lanes have reasons.Price, transit time or capacity: the reason is recorded and reported.
- Loads stay in your TMS.Dispatch, tracking and carrier pay live where they already do.
Annual bids
Spot freight and the annual bid, kept apart.
Spot quotes move in hours, annual bids in weeks. They run in separate pipelines with their own stages.
- RFP in The bid opens a deal Lanes in scope are linked to it.
- Rounds Each round is a quote version Pricing changes stay on the record.
- Award Awarded lanes are marked The shipper’s annual business is visible.
- Before renewal A rule opens next year’s bid The team starts before the shipper sends the RFP.
How a brokerage runs it
One rate request. Lane, quote, follow-up.
A rate request comes in by email, message or phone. The lane gets its own record, the quote carries linehaul, fuel and accessorials, each version has an expiry, and a follow-up task lands before it lapses. Dispatch stays in your TMS.
Clear boundaries
The TMS keeps the loads. The CRM keeps the customer.
- LoadsSenitix CRM does not dispatch, track loads or pay carriers; your TMS does.
- CurrenciesQuote in other currencies and report in your own.
- Lane win rateWin rate by lane and customer shows where your pricing lands. See quote follow-up.
Plan details are on the pricing page.
Logistics CRM questions
What is a logistics CRM?
It manages shippers and the selling around them: rate requests, lanes, quotes with an expiry, follow-ups and annual bids. Loads stay in your TMS. Our guide to what a CRM is covers the basics.
Is a CRM the same as a TMS?
No. A TMS dispatches and tracks loads and pays carriers. A CRM wins and keeps the shipper. Brokers and 3PLs usually run both.
Can we keep lanes as records?
Yes. A lane is a custom record with origin, destination and equipment, and every quote on it stays linked.
Can a quote have linehaul, fuel and accessorial lines?
Yes. Each is a line on the quote, and the quote can be priced in the shipper’s currency.
How do we keep spot and contract freight apart?
Run spot quotes and annual bids in separate pipelines with their own stages and reports.
Can we see why we lose lanes?
Yes. A loss reason is recorded on every lost quote, and reports show the pattern by lane and customer.
Start with your busiest lanes.
Connect your inbox, import your shippers and send the next quote with an expiry date on it.
No credit card required.