Customer Relations Module
Manage every type of customer in one centralized platform - from leads and prospects to active customers and more.
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Manage all types of customers in one place
Track status of negotiations across stages-giving sales clarity and leadership full visibility.
Leads
New contacts entering the funnel.
Prospects
Qualified opportunities under negotiation.
3rd type
Your custom segment (partners/other).
Customers
Active accounts with ongoing shipments.
Unified Customer Management
Easily monitor and manage all customer interactions in a single place. The system shows negotiation status at a glance, while leadership gets full visibility across pipelines and performance.
All your customers need to know - at their fingertips
- Accounting info
- BL (Bill of Lading) info
- Attachments & documents
- Remarks & internal comments
- Customer-specific activity follow-ups
- Send emails directly from OFreight - from documents to shipment progress notifications
Sales Teams & Collaboration
Create organized sales teams to manage all related CRM activity, shipments, and accounting docs - with clear leadership oversight and flexible membership.
Leader visibility
Team leaders can view shipments and accounting documents produced by their team.
Dedicated workspaces
Pipelines, docs, and tasks scoped per-team for clean collaboration.
Role-based access
Granular permissions ensure secure data boundaries.
Multi-team membership
People can belong to multiple teams as their role requires.