CRM and Quotation Management for Logistics Companies
Win more freight with a CRM built for logistics sales. Logipulse manages leads, opportunities and customer relationships, turns rate cards into accurate air, ocean and land quotations in minutes, and converts a won quote straight into an operational shipment — all on the same platform your operations and finance teams already use.
Key CRM & Quotation Capabilities
Everything a logistics sales desk needs to capture, quote, follow up and convert — connected to operations.
Lead & Enquiry Management
Capture leads and enquiries from any source and assign them to the right sales owner.
Business benefit: No enquiry is lost and every lead has an owner.
Opportunity & Pipeline Management
Track opportunities through clear pipeline stages with values and probabilities.
Business benefit: A real-time view of what is in play and likely to close.
Freight Quotation Management
Build air, ocean and land quotations with charge breakdowns, versions and approval routing.
Business benefit: Accurate, professional quotes that convert without rework.
Rate-Card Pricing
Quote from contract and spot rate cards in any currency, automatically applied.
Business benefit: Consistent, profitable pricing without spreadsheet maths.
Customer & Account Management
Maintain customer accounts, contacts, history and credit context in one place.
Business benefit: Every interaction and quote is on a single customer record.
Follow-ups & Activities
Schedule calls, tasks and reminders and log every interaction against the deal.
Business benefit: Disciplined follow-up that lifts win rates.
Email & Communication
Send quotes and correspondence and keep a record against each opportunity.
Business benefit: Faster, traceable customer communication.
Quote-to-Shipment Conversion
Convert a won quotation directly into an operational booking with no re-keying.
Business benefit: A seamless handover from sales to operations.
Sales Reporting & Forecasting
Track pipeline, conversion, win/loss and salesperson performance in real time.
Business benefit: Forecast accurately and coach the team on real data.
Multi-Branch Sales
Run branch-level pipelines and quotations that consolidate for management.
Business benefit: Local ownership with a single sales picture.
CRM & Sales Modules
Activate the sales modules your team needs. Each shares the same customer, quotation and shipment data.
Lead Management
Purpose: Capture and assign incoming demand.
Key functionality: Lead capture, source tracking, assignment and qualification.
Business value: Every enquiry is captured, owned and worked.
Opportunity Management
Purpose: Run the sales pipeline.
Key functionality: Pipeline stages, deal values, probabilities and pipeline views.
Business value: A clear, real-time view of what will close.
Quotation Management
Purpose: Quote freight accurately and fast.
Key functionality: Rate-card pricing, charge breakdowns, multi-currency, versions and approval routing.
Business value: Faster, accurate quotes that convert into bookings.
Customer Management
Purpose: Own the customer relationship.
Key functionality: Accounts, contacts, interaction history and quotation history.
Business value: One complete record per customer.
Follow-up & Activity
Purpose: Keep deals moving.
Key functionality: Tasks, reminders, call and meeting logs and activity timelines.
Business value: Disciplined follow-up and higher win rates.
Sales Reporting
Purpose: Measure and forecast sales.
Key functionality: Pipeline, conversion, win/loss, lead-source and performance reports.
Business value: Accurate forecasting and focused coaching.
How Sales Flows in Logipulse
Sales is the front end of the operation — each stage feeds the next, and a won deal becomes a shipment without re-keying.
- 01
Lead Captured
An enquiry is captured in the CRM and assigned to the right sales owner.
- 02
Qualified
The lead is qualified into an opportunity with value and pipeline stage.
- 03
Quotation
An air, ocean or land quote is built from rate cards and sent to the customer.
- 04
Follow-up
Calls, tasks and reminders move the deal forward, with every interaction logged.
- 05
Won
The customer accepts the quotation and the opportunity is marked won.
- 06
Convert to Shipment
The won quote converts into an operational booking with rates and details intact.
- 07
Account Growth
The customer record and history drive repeat business and account development.
Built for Every Logistics Sales Team
Logipulse CRM fits every role that sells and quotes freight.
Freight Forwarders
Capture enquiries, quote air, ocean and land from rate cards and convert wins to shipments.
Logistics Sales Teams
Run a clear pipeline, follow up consistently and forecast on real data.
Customs Brokers
Quote clearance and brokerage services and manage client relationships in one place.
Transport Companies
Quote road movements and trips and track opportunities and follow-ups.
Shipping Agencies
Manage principal and agent enquiries, quotes and account relationships.
3PL Providers
Quote warehousing, distribution and value-added services from one pipeline.
Sales Managers
See pipeline, conversion and team performance and coach on real numbers.
Business Owners
Track commercial health and forecast revenue without chasing spreadsheets.
Business Benefits
Concrete commercial outcomes for logistics sales teams, not generic CRM promises.
Quote Faster
Build accurate multi-currency freight quotes from rate cards in minutes, not hours.
Win More Deals
Faster responses and disciplined follow-up lift conversion and win rates.
No Lost Leads
Every enquiry is captured, owned and tracked through a clear pipeline.
Seamless Sales-to-Operations
Won quotes convert into shipments with no re-keying or mismatched details.
Accurate Forecasting
Live pipeline, conversion and win/loss data make forecasts reliable.
Consistent Pricing
Rate-card quoting keeps pricing profitable and consistent across the team.
Stronger Customer Relationships
A complete history of quotes and interactions on every account.
Multi-Branch Visibility
Branch pipelines roll up into one consolidated sales picture.
Focused Sales Effort
See which leads, lanes and customers convert and put effort where it pays.
Sales Analytics & Forecasting
Turn day-to-day sales activity into the analytics that drive revenue decisions.
Pipeline Dashboards
See open opportunities by stage, value and owner across branches at a glance.
Quote Conversion
Track quotation volume, conversion rate and average time to win.
Win/Loss Analysis
Understand why deals are won or lost to sharpen pricing and approach.
Salesperson Performance
Compare activity, quotes and conversion across the team and branches.
Lead-Source Analysis
See which sources and lanes produce the best-converting leads.
Revenue Forecasting
Forecast expected revenue from weighted pipeline and conversion trends.
Frequently Asked Questions
Logistics CRM software is a customer relationship and sales system built for freight and logistics companies. Beyond storing leads and contacts, Logipulse builds freight quotations from rate cards, manages the sales pipeline and converts a won quote directly into an operational shipment, so sales connects to operations and finance on one platform.
More about this product
Detailed overview, platform fit and deeper answers — open the topics you want.
A CRM Built for Freight Sales, Not Generic Pipelines
Logipulse CRM is designed for the way logistics companies actually sell. A generic CRM can store contacts and deals, but it cannot build a freight quotation, price it from your rate cards, or hand a won deal to operations. Logipulse connects lead and pipeline management directly to freight quotation and the shipment lifecycle, so sales, pricing and operations work from one record instead of three disconnected tools.
The module covers the full commercial cycle: capturing leads and enquiries, qualifying opportunities, building multi-currency air, ocean and land quotations from rate cards with charge breakdowns and approval routing, sending them to customers, and tracking every follow-up and activity until the deal is won. Because quoting and operations share the same data, sales sees which quotes convert and finance bills against exactly what was sold.
Sales Challenges Logistics Companies FaceFreight is won and lost on speed and accuracy of quoting and follow-up. These are the recurring problems Logipulse is built to remove.
Generic CRM That Can't Quote Freight
- Problem
- Standard CRMs track deals but cannot build a priced air, ocean or land quotation.
- Impact
- Sales still quotes in spreadsheets, so the CRM never reflects real commercial activity.
- Solution
- Quotation built into the CRM, pricing from your rate cards with charge breakdowns and approvals.
Slow Quotation Turnaround
- Problem
- Quotes are assembled manually from rates held in spreadsheets and email.
- Impact
- Slow responses lose deals to faster competitors and lower win rates.
- Solution
- Generate accurate multi-currency quotes from rate cards in minutes and send them instantly.
Leads & Follow-ups Slip Through
- Problem
- Enquiries and follow-ups live in inboxes and personal notes with no pipeline.
- Impact
- Lost leads, missed follow-ups and no view of what is in the pipeline.
- Solution
- Capture every lead, manage a clear pipeline and schedule follow-ups and activities.
Quotes Disconnected From Operations
- Problem
- A won quote is re-entered by operations to create the shipment.
- Impact
- Re-keying, errors, and invoices that do not match what was quoted.
- Solution
- Convert a won quotation into an operational shipment in one click, with no re-entry.
No Conversion Visibility
- Problem
- There is no record of which quotes convert and which are lost.
- Impact
- No win/loss insight, weak forecasting and unfocused sales effort.
- Solution
- Track quote status, conversion and win/loss to focus effort where it pays.
Fragmented Multi-Branch Sales
- Problem
- Each branch runs its own spreadsheets and pricing.
- Impact
- Inconsistent quoting and no consolidated view of sales performance.
- Solution
- Branch-level pipelines and quotations that consolidate into one sales picture.
Why Logistics Companies Choose Logipulse CRMWhat sets Logipulse apart from generic CRMs and spreadsheet-based sales.
Freight-Native Quoting
Build priced air, ocean and land quotes from rate cards inside the CRM.
Business value: A CRM that reflects real commercial activity, not just deal notes.
Quote-to-Shipment
Convert a won quotation into an operational booking in one click.
Business value: No re-keying and invoices that match what was sold.
One Platform
Sales, operations, documentation and finance share one record.
Business value: No disconnected tools or duplicate data entry.
Multi-Currency Quoting
Quote international business in its own currency with automatic handling.
Business value: Accurate pricing across borders.
Sales Connected to Your Whole OperationLogipulse CRM is the commercial front end of one logistics platform. Sales, quotation, operations, documentation, customs, transport and finance share one record — so a won quote becomes a shipment and then an invoice with no duplicate data entry.
Sales & CRM
Capture leads, manage the pipeline and own customer relationships.
Quotation
Build and send rate-card quotes that carry straight into bookings.
Operations
Won quotes convert into air, ocean and land shipments with no re-entry.
Documentation
Shipment documents flow from the same record the sale created.
Customs & Transport
Clearance and delivery run on the shipment the quote became.
Accounting
Finance bills against exactly what sales quoted and operations delivered.
Logistics CRM & Quotation Software at a GlanceLogistics CRM and quotation software is a sales system built for freight companies that manages leads, opportunities and customer relationships, builds priced air, ocean and land quotations from rate cards, and converts won quotes into shipments. Logipulse provides this as part of one logistics ERP, so sales connects to operations and finance.
Who uses it
- Freight forwarders
- Logistics sales teams
- Customs brokers
- Transport companies
- Shipping agencies
- 3PL providers
Key benefits
- Faster freight quoting
- Higher win rates
- No lost leads
- Seamless quote-to-shipment
- Accurate sales forecasting
Key capabilities
- Lead and pipeline management
- Freight quotation from rate cards
- Follow-ups and activities
- Quote-to-shipment conversion
- Sales reporting and forecasting
Business outcomes
- More deals won
- Faster sales-to-operations handover
- Consistent, profitable pricing
- Consolidated multi-branch sales
- Reliable revenue forecasts
Related Logistics Solutions
Logipulse is a connected logistics ERP. Explore the modules that share the same customer, shipment and financial data.
Freight Forwarding Software
Won quotes become air, ocean and land shipments managed end to end.
Freight Accounting Software
Bill against exactly what sales quoted, with receivables and profitability.
Customs Clearance Software
Quote and deliver clearance and brokerage on the same platform.
Transport Management System
Quote and run road movements, trips and proof of delivery.
Turn Enquiries Into Shipments, Faster
See how Logipulse unifies CRM, freight quotation and quote-to-shipment conversion on one platform. Book a personalised demo or start a free trial today.