Customer Management
- CRM
- Customer Timeline
- Activity
- Health Score
Built for freight forwarders
One Platform.
Every Freight Operation.
CRM, quotations, shipments, operations, finance, analytics and business intelligence — built specifically for air and sea freight forwarders.
Air & sea · Multi-tenant SaaS · Role-based access
Freight teams waste hours switching between spreadsheets, WhatsApp and disconnected software.
Excel
WhatsApp
Email
→
Freightinel
Connected workflow
From first contact to closed shipment — one chain.
CRM
Quotes
Shipments
Operations
Finance
Business Intelligence
Capabilities
Everything your forwarder needs — without feature bloat.
Six connected areas. One operational workspace.
Sales
- Quote Builder
- PDF Export
- Approval Workflow
- Quote → Shipment
Operations
- Kanban
- Status Tracking
- Operations Radar
- Tasks
Analytics
- Business Intelligence
- Customer Signals
- Revenue View
- Margins
Finance
- Profit Tracking
- Pipeline
- Multi-Currency
- Forecast View
Administration
- Roles & Permissions
- Multi-Tenant
- In-App Support
- Platform Backoffice
Operations Radar
Every file has a status.
Freightinel shows which ones need action.
Automatic alerts from live shipment status — orphan files, stuck customs, delivered-but-not-closed. No extra data entry. No Monday-morning spreadsheet archaeology.
- Priority-ranked operational warnings
- Threshold-based status delays
- Data quality alerts (missing customer)
- Built from Kanban status logs
Business Intelligence
Know which customer you'll lose — before you lose them.
Business intelligence signals derived from your live operational data.
Sleeping Customers
Spot dormant accounts before revenue quietly disappears.
Margin Pressure
See when volume holds but profit starts to slip.
Growth Opportunity
Identify accounts accelerating — ready for upsell.
VIP Risk
High-value clients going quiet get flagged first.
Operations Dashboard
Your morning briefing — before the first coffee.
- Live KPIs
- Country Map
- Shipment Status
- Air / Sea Split
- Revenue Trends
Why FREIGHTINEL
Built for forwarders who are done juggling tools.
Full operational visibility
One workspace for CRM, quotes, shipments, operations and finance — no tab switching.
Faster quote-to-shipment flow
Accepted quotes convert to live operations in a single connected workflow.
One platform, one truth
Sales, ops and management work from the same live data — not parallel spreadsheets.
Less operational chaos
Radar and intelligence surface risk before it becomes a Monday morning fire drill.
How it works
From customer to quote, shipment to business intelligence — one connected flow.
Create Customer
Create Quote
Convert to Shipment
Manage Operations
Close Shipment
Analyze Performance
Product tour
See Freightinel in action.
Dashboard
CRM
Operations Radar
Kanban
Finance
Business Intelligence
Module deep-dive
Every module solves a real forwarder problem.
Open any module — you'll see the line you hear on the floor, the real problem, and how Freightinel fixes it.
Dashboard “Before your coffee cools — know what needs attention today.”
Problem
Managers open four different screens every morning: active shipments, status mix, mode split, pipeline. Everything is late and disconnected.
Solution
Freightinel Dashboard unifies live KPIs, volume trends, status distribution, air/sea split and the country map in one operational command center.
On screen
Stat cards → volume chart → status donut → map → weekly AIR/SEA breakdown.
This is your operational pulse — one click to any module.
Customer CRM ““When did we last quote this customer?” should not be a 10-minute Excel hunt.”
Problem
Contact details, risk notes and shipment history live in different places. Sales and operations see different versions of the same account.
Solution
A single customer card with shipper/consignee, contacts, risk status, account owner, live metrics and full quote/shipment history — with one-click intelligence.
On screen
Customer list → detail view → health score → link to Business Intelligence.
Your customer becomes a living portfolio card, not a spreadsheet row.
Quotations “An accepted quote that never becomes a shipment is revenue still hanging in the air.”
Problem
Quotes sit in PDFs, statuses hide in email threads, and accepted jobs reach operations too late.
Solution
DRAFT → SENT → ACCEPTED workflow, PDF export, air/sea fields (ports, airports, containers). One-click conversion to shipment at BOOKING_PENDING.
On screen
Quote list → status filter → PDF → convert to shipment.
Quotes are where operations begin — Freightinel keeps that handoff tight.
Shipments “Correct AWB, wrong customer linked — one mistake, three months of invoice disputes.”
Problem
Shipment records are incomplete: missing customer links, no quote relation, unclear ownership.
Solution
AWB, route, customer, cost/sale/profit, operation owner. Create from accepted quotes or manually — customer required. Filter orphan shipments instantly.
On screen
Shipment list → orphan filter → create from quote → detail notes.
Every file has an owner. Operations runs on trustworthy data.
Operations Kanban ““Customs or loaded?” — fifteen WhatsApp messages, or one drag.”
Problem
Status tracking lives in phone calls and Excel. DELIVERED gets confused with CLOSED. Finance reads the wrong numbers.
Solution
Full lifecycle from QUOTED to CLOSED. Drag-and-drop with role-based forward/back permissions. Every move is logged automatically.
On screen
Kanban columns → move card → status history → DELIVERED vs CLOSED.
Operations becomes visible — delays cannot hide.
Operations Radar ““Any stuck files?” in the Monday meeting — why should that take twenty minutes?”
Problem
Kanban shows everything but not what is dangerous: orphan files, customs delays, delivered-but-not-closed shipments.
Solution
Radar computes alerts from live status logs — no extra data entry. Priority-ranked warnings for data quality, stuck statuses and closure gaps.
On screen
Summary cards → alert list → threshold table → jump to shipment.
Dashboard counts. Radar tells you which file is on fire.
Business Intelligence “Your biggest customer has been silent for three months — how would Excel warn you?”
Problem
Portfolio decisions are gut-driven: who is sleeping, growing, losing margin, or blocking pipeline?
Solution
Customer-level signals: activity decline, dormant accounts, VIP risk, pipeline stuck, growth, margin pressure, concentration risk. Health scores and exportable insights for leadership.
On screen
Signal cards → health table → customer detail → recommended action.
Radar saves the file. Intelligence saves the customer.
Finance ““Good month” — but is that profit in EUR, TRY, or still in transit?”
Problem
Revenue reports ignore operational reality. DELIVERED is treated as done. Currencies mix. Accepted quotes vanish from view.
Solution
Completed (CLOSED) vs pending profit, multi-currency, air/sea split, period filters, accepted-quote pipeline and customer breakdown.
On screen
Period selector → completed/pending cards → trend chart → pipeline box.
Separate completed and pending profit — management and ops read the same numbers.
Routes & Map “Which corridor actually makes you money — TR–DE or CN–TR? Guessing is expensive.”
Problem
Route analysis is manual. Corridor reports take hours. Air vs sea split is guesswork.
Solution
Interactive map, corridor rankings, AIR/SEA filters, country distribution. Export CSV or PDF in one click.
On screen
Map → mode filter → top corridors → export.
Geography mirrors your operation — and informs sales strategy.
Tasks ““I’ll handle it” — the most expensive sentence in freight operations.”
Problem
Customs docs, AWB issuance and carrier confirmations live in personal notes and verbal handoffs.
Solution
AIR/SEA tasks with assignee, due date and TODO / IN_PROGRESS / DONE. Turn radar alerts into actionable work.
On screen
Task list → create → status change → overdue highlight.
Freight is movement — discipline is a task list that the whole team sees.
Notes & Communication “If customer context lives in WhatsApp, your company memory lives in someone’s phone.”
Problem
Operational conversations are invisible to the team. Context detaches from customers, quotes and shipments.
Solution
Notes linked to customers, shipments or quotes. Visibility rules: private, mentions, or whole team. Tags and @mentions built in.
On screen
Add note from shipment detail → choose visibility → mention teammate.
Knowledge stays inside the file — not inside someone’s pocket.
Roles & Multi-Tenant “A junior user rolls back a status — without permissions, you are not running software, you are running risk.”
Problem
Everyone sees everything. Finance and intelligence are wide open. Tenants need isolation.
Solution
USER, ADMIN, SUPERADMIN, BOSS roles with scoped access. Finance and BI for leadership. Multi-tenant SaaS with platform backoffice for subscriptions and support.
On screen
User roles → intelligence access gate → tenant backoffice.
Right person, right screen — how serious SaaS is supposed to work.
Operational management layer
Keep operations organised.
Run freight professionally.
Whatever systems you already use, Freightinel sits on top as your operations layer. Manage quotes, shipments and customer files in one workspace — raise team performance and grow relationships with operational business intelligence.
- CRM, quotes and shipment management
- Live Kanban with clear status control
- Operations Radar for proactive alerts
- Business intelligence on profit, pipeline and customers
One control layer for your operation — alongside the tools you already have.
Book a DemoStop managing freight.
Start controlling it.
Tell us about your operation. We'll set up a trial or walk you through a live demo.
- Whatever tools you already use — Freightinel is the layer above your operation.
- From quote to close, every step is visible — your team works from the same picture.
- Radar catches risk early; business intelligence grows customers and margin.