CRM for Transportation and Logistics Providers
Simple, cost-effective program to help freight forwarders stay organized and manage Ocean, Air, Road Freight and Warehouse sales activities and performance.
No more deals lost in email...gain visibility and control with First Freight CRM.
Questions? help@firstfreight.com
2. Developed exclusively for
transportation & logistics sales
Customized for ocean, air, road,
and warehouse
Cloud-based CRM works on
Desktop and Mobile
SaaS CRM - Cost Effective
Subscription, Per User Per Month
FIRST FREIGHT CRM KEY BENEFITS
3. Manages companies, deals &
lane details like O / D, mode,
estimated volumes, rev & profit
Improves global sales visibility,
performance & collaboration
Data is securely stored in Tier 1
data centers in USA,
Amsterdam, Bangkok, Hong
Kong & Shanghai (Azure CN)
DEVELOPED FOR GLOBAL LOGISTIC PROVIDERS
4. FIRST FREIGHT CRM SALES WORKFLOW
Effectively manage and monitor your freight sales pipeline
5. DASHBOARDS FOR SALES REPS & MANAGERS
View Sales by Sales Stage, add
Calls & Meetings, get a
snapshot of sales performance
Main Navigation Menu
Drill through dashboard to access
built-in freight sales reports
Dashboards for sales reps,
managers and senior executives
6. COMPANIES, CONTACTS AND DEALS IN ONE PLACE
Fast, Freight-Friendly CRM provides you with complete visibility
and control over your sales activities and performance
7. COMPANIES AND DEALS IN ONE PLACE
View Company Details, Deals, Events, Sales Team & More
8. EASILY TRACK DEALS THROUGH SALES STAGES
Drag-and-drop Deals between stages to stay current
Click on any Deal to view lanes and lane details
9. CAPTURE LANES FOR BETTER FORECASTING
Lane details include: service type requested,
estimated volumes, revenue, and profit & origin-destination
10. CALENDAR SYNC IS EASY. AND FREE.
Sync Office 365, Exchange and Gmail calendars
11. EASILY ADD NEW CALENDAR EVENTS
Call-Planning: Add
Meetings & Calls to
help move your Deals
forward
CRM Calendar syncs
with your O365 or
Gmail Calendar every
2-3 minutes
12. NEW CALENDAR EVENTS
Indicate the type of
event (call, meeting,
trip)
Easily associate a
Company & Deal
Invite your sales
Colleagues & other
attendees to join
your call or meeting
13. NOTES ADD VALUE TO DEALS & COMPANIES
Share notes across your
organization on specific deals
Eliminate deals lost in Email or
other communications
Notes on deals help you stay
organized and on track
14. REPORTING TOOLS FOR DETAILED ANALYSIS
Built-in Reports, with myriad filters
available, show all Sales Activities &
Performance!
Activities Reports show scheduled
calls & meetings drill for detail
Deals reports show sales forecasts
by user and by sales stage, origin-
destination, industry, first shipment
date, and more!
15. DEALS REPORT WITH ADVANCED FILTERS
Deals by user, sales stage, origin-destination, industry & more!
Advanced Filters let you slice-and-dice for a clear pipeline view!
16. FREE CRM TRAINING & AND HELP CENTER
Easily access CRM support from
anywhere in the app
Help documentation available in
multiple languages
Email your CRM Admin or
help@firstfreight.com anytime
you need assistance