Sales & CRM

A Sales and CRM built for freight forwarders, designed to turn sales activity

OFreight sales and CRM preview

Transform Your Freight Forwarding Sales with Data-Driven Insights

Built for sales growth

OFreight is not just an operations and documentation platform for freight forwarders. It is designed with a strong focus on sales growth and customer relationship management, enabling freight forwarding companies to organize their sales processes, manage customer interactions, and gain powerful insights into their business performance.

Powered by actionable data

With OFreight, companies can collect and analyze valuable data from every stage of the sales cycle — from the first lead to the final booking — helping management and sales teams improve performance, increase conversion rates, and grow their business with confidence.

Built for the Freight Forwarding Sales Process

Freight forwarding sales is unique. It involves enquiries, quotes, rate negotiations, and detailed shipment planning before a deal is secured.
OFreight is specifically designed to support this process.

Every quote request can be registered in the system, whether it is created by a salesperson, sales assistant, or directly by customers through the OFreight Customer Portal.

For each enquiry, OFreight records both buying rates and selling rates, giving companies complete visibility into the commercial structure of every quote.

This allows companies to fully analyze:

  • • Profitability of each quote
  • • Success and loss ratios
  • • Reasons for losing business
  • • Pricing strategies and competitiveness

This structured data enables companies to continuously improve their sales strategies and maximize profitability.

Structured CRM Designed for Logistics

The CRM module of OFreight follows modern CRM standards and best practices, while also adapting to the realities of the freight forwarding industry.

Step 01

Lead

A potential customer before any quotation request.

Step 02

Prospect

A customer who has submitted a quote request and is actively evaluating your offer.

Step 03

Customer

A client who has confirmed a booking and started doing business with your company.

Powerful Sales Team Management

Managing a freight forwarding sales team requires visibility, coordination, and clear performance metrics.

OFreight offers a unique Sales Team Management system that allows companies to structure and monitor their sales teams efficiently.

Sales managers and senior management gain full visibility over the team's activities and performance.

Create multiple sales teams

Structure your organization across offices, markets, or business units.

Assign a sales manager

Each team can have its own sales manager responsible for performance and coordination.

Track salesperson performance

Monitor the activity and results of every salesperson across the organization.

Monitor team activities and results

Leadership gains clear visibility into team productivity and commercial outcomes.

Track Sales Activities & Customer Interactions

OFreight enables sales teams to manage and record all customer interactions in one centralized system.

Customer meetings
Phone calls
Follow-ups
Sales reports and notes

The CRM module is fully integrated with OFreight’s task management system, enabling managers to track execution, review follow-ups, and guide teams toward sales targets with better operational control.

Flexible for Senior Sales Professionals

OFreight understands that experienced sales executives may prefer focusing on closing deals rather than recording every activity.

Even if senior sales professionals do not log every meeting or call, their performance can still be accurately measured using key indicators such as:

1

Number of quote requests generated

2

Conversion rate from quote to booking

3

Profitability of their bookings

This ensures fair and practical performance evaluation for both junior and senior sales teams.

Advanced Sales Intelligence & Reporting

Sales reporting in freight forwarding is complex due to multi-currency pricing, changing rates, and varying shipment costs.

OFreight provides one of the most advanced sales reporting systems in the industry.

Companies can generate powerful insights from their sales data, including:

Profitability of each quote and shipment

Lost business analysis

Sales performance by team or individual

Quote-to-booking success ratios

Sales results by trade lane, commodity, or customer

OFreight also allows companies to analyze their profits in any selected currency, making it easier for management to evaluate business performance across international operations.

Turn Sales Data into Strategic Growth

By combining CRM, pricing analysis, sales activities, and performance reporting in one platform, OFreight helps freight forwarders replace fragmented workflows with a structured commercial system built for growth.

Sales teams become more organized

Managers gain better visibility

Companies make smarter decisions based on real data

OFreight helps freight forwarding companies move from manual, disconnected sales operations to a data-driven commercial model with stronger visibility, better discipline, and smarter decisions.

Digital Quotations Through the Customer Portal

For companies using the OFreight Customer Portal, the quotation process becomes fully digital. Customers can submit quote requests directly through the portal, providing shipment details quickly and efficiently.

Once your sales team adds the selling rates in OFreight, the system automatically sends the quotation to the customer's dashboard.

View the quotation instantly

Once your sales team publishes the quotation, customers can immediately view the full pricing details directly in their portal dashboard.

Confirm the rate

Customers can review the quotation and confirm the rate directly within the platform without needing email confirmations.

Submit a booking request directly from the portal

After confirming the quotation, customers can immediately submit a booking request, allowing the shipment process to begin faster.

This digital workflow transforms your company into a fully digital freight forwarder, reducing email communication, improving transparency, and accelerating the sales process.

Professional Quotations for Email Communication

For companies using Essential and Pro plans without the customer portal, OFreight still provides a powerful quotation experience.

Once the selling rates are entered into the platform, OFreight automatically generates a professional and beautifully formatted quotation document.

Send the quotation directly from OFreight

Sales teams can send the quotation directly from OFreight using the registered email.

Download or print the quotation

The quotation document can be downloaded or printed when needed.

Attach it to external emails

The quotation can also be attached easily to external emails if required.

This ensures that even traditional quotation workflows remain structured, professional, and efficient.

Transform Your Operations with
OFreight

Run Your Freight Forwarding Business Faster & Smarter with a Single Easy to Use Platform