Get up to 30% Lifetime Discount + Free Migration
Get up to 30% Lifetime Discount + Free MigrationGet Access Now

Sales & Customer Relationship
Management (CRM)

A Sales and CRM built for freight forwarders, designed to turn sales data into actionable insights and drive commercial growth.

It helps teams manage leads, track customer relationships, and monitor sales performance in one centralized platform built around the real workflow of logistics businesses.

Full screen
Sales CRM features overview

Transform Your Freight Forwarding Sales with Data-Driven Insights

Sales dashboard and freight forwarding insights
Click to expand

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.

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 and selling rates, giving full visibility into the commercial structure of every quote.

This enables full analysis of:

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

This structured data helps companies refine strategies and maximize profitability.

Freight Sales System
Click to expand

Structured CRM Designed for Logistics

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

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

Sales Team Management Dashboard

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

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 Interactions
Click to expand

Everything your sales team does, recorded in one place

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.

1

Number of quote requests generated

2

Conversion rate from quote to booking

3

Profitability of their bookings

Advanced Sales Intelligence

& Reporting

Freight reporting built for real commercial complexity

Turn complex freight sales data into clear, actionable insights with powerful reporting across quotes, bookings, profitability, and team performance.

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 profits in any selected currency, making it easier to evaluate performance across international operations.

Advanced sales intelligence and reporting dashboard
Click to expand

Professional Quotations for Email Communication

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

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.

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, the system automatically delivers the quotation straight to the customer dashboard.

Customers access pricing immediately after publication.

No emails needed — approvals happen inside the portal.

Convert quotations into bookings in one seamless flow.

Customer Portal Dashboard

Transform Your Operations with
OFreight

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

Get immediate access, no credit card required.