Sales representativeQualify the customer inquiry
Record the customer, route, cargo profile, shipment mode and key requirements in one lead.
Freight forwarding CRM software by Syntropy
Freight forwarding CRM software from inquiry to margin.
Waybill CRM connects customer relationships, freight quotations, shipment management, documents, invoicing and job profitability—so sales, operations and finance work from one reliable freight job record.
- Web-based workspace
- Role-based access
- Built for multiple offices
Inquiry-to-quotation workflow
Turn every freight inquiry into a margin-ready quotation.
Capture the customer, cargo and trade lane once. Waybill CRM keeps that information connected through buying-rate requests, commercial review and quotation approval, ready for a controlled handover to freight operations.
Rate coordinatorCompare buying rates
Send a structured rate request, compare vendor pricing and availability, and keep every response tied to the same inquiry.
Quotation controllerApprove and issue the quotation
Confirm the selling rate, routing, charges, terms and validity before releasing the approved quotation.
One record from inquiry to margin
See the complete freight forwarding workflow move live.
Waybill CRM carries customer, cargo, route and price data from sales into operations, documentation, customs and finance. Follow each operational handoff as the connected freight record moves live.
01
Living freight operations map
See one freight job become a closed, profitable shipment.
Follow the data handoff from customer inquiry and buying rates through quotation, shipment control, documents, billing and realized margin. Each card appears only when the prior connection completes.
02
Milestones & exceptions
Make the next operational action obvious.
Track vessel, rail, port, customs and delivery events in sequence. Teams see the latest update, location and accountable owner without chasing messages.
✓Booked
✓Gate-in
✓Loaded
✓Departed
5Arrival
6Delivered
Latest: Vessel arrival · Jebel AliCustoms team next →
03
Job costing & margin
Know the margin before the job closes.
Connect customer invoices, vendor bills, receipts and payments to shipment charges so finance sees profitability and exposure in one view.
Customer revenue$9,840
Direct job cost$7,120
Gross job margin · 27.6%$2,720
Sales invoice linkedVendor costs reconciledReceivable tracked
Waybill product tour
See the complete freight forwarding CRM workflow inside Waybill CRM.
Follow one record from customer inquiry and rate request to quotation, shipment execution, documents, invoicing and final margin.
Product walkthrough
Watch the product tour ↗
From customer inquiry to freight job control.
See how commercial data becomes operational job data while documentation and accounts continue working from the same record.
01Qualify the inquiry and compare rates
02Approve the quotation and open the freight job
03Execute, document and measure margin
Tools for every freight role
One freight CRM. The right workspace for every team.
Sales, operations, documentation, finance and administrators each get the tools they need while customer, quotation, shipment and financial data stay connected in Waybill CRM.
01 · Sales
Sales & customer management
Qualify inquiries, request buying rates and issue approved freight quotations with customer, cargo and trade-lane details connected.
Explore the commercial flow ↘
02 · Operations
Freight job operations
Move approved quotations into freight jobs, then manage parties, cargo, routes, milestones, shipment status and exceptions.
See shipment control ↘
03 · Documents
Freight documentation
Create bills of lading, shipment reports and operational documents directly from structured freight job data.
04 · Finance
Job costing & freight accounts
Track sales and purchase invoices, payments, receivables, payables and job margin against each shipment.
05 · Administration
Offices, users & access
Control users, roles, employees, attendance, payroll and permissions across one or multiple offices.
Built for freight forwarding teams
Freight CRM software for independent and multi-office forwarders.
Independent forwardersReplace disconnected spreadsheets, inboxes and chat threads with one searchable freight job record.
Growing multi-office teamsStandardize inquiries, quotations, shipment operations and reporting while keeping each office accountable.
Trade and logistics operatorsCoordinate cross-border cargo, shipping documents, charges and partner activity from one operational workspace.
Waybill CRM answers
Waybill CRM questions, answered.
What is freight forwarding CRM software?
Freight forwarding CRM software connects customer accounts, inquiries, buying rates and quotations with shipment operations, documents, invoicing and job costing. Waybill CRM keeps the full customer and freight lifecycle tied to one job record.
How does Waybill CRM turn an approved quotation into a freight job?
Customer, cargo, route and pricing details from the approved quotation remain available as work moves into shipment operations, giving the operations team a structured job record.
Can Waybill CRM create bills of lading and shipment documents?
Yes. Waybill CRM uses structured freight job data to support house and master bill details, general documents and shipment reports.
Does Waybill CRM support air, sea and courier shipments?
Yes. Waybill CRM supports air, sea and courier movements, with routing, cargo and document fields designed for freight operations.
Can Waybill CRM track job costing and freight margin?
Yes. Sales invoices, purchase invoices, receipts, payments, expenses and cost sheets can remain tied to operational activity for clearer job-level margin reporting.
Is Waybill CRM suitable for multi-office freight forwarders?
Yes. Office-aware access, user roles and permissions help branches and operational teams work within one controlled system while keeping office responsibility clear.
See Waybill with your workflow
See how Waybill CRM turns one inquiry into a profitable freight job.
Show us how your team handles customer inquiries, freight quotations, shipments, documents and billing. We’ll demonstrate the Waybill CRM workflow that matches your operation.
Book a Waybill CRM demo