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Built for
Logistics and Supply Chain CRM
Quote to delivery
Shipper conversations kept on the account
Positioning Assessment
Freight forwarders and logistics firms quote constantly, hold repeat relationships with shippers and field status questions all day. Quotes go stale, and escalations land on whoever answers the phone.
Triostack CRM tracks freight quotations by lane, weight and rate, with follow-ups when a quote is waiting. Each shipper is an account with its contacts, history and rate agreements. Consignment status notifications go out automatically on WhatsApp as the status changes, and escalation workflows route a delay or complaint to a named owner with a due time and an escalation path to a manager.
“The shipper got a status message before they thought to ask. The escalation count fell.”
Sample team scenario
A made-up scenario about Logistics and Supply Chain CRM, not a customer testimonial
All Leads
Logistics and Supply Chain CRM: every lead with its source, status and owner
In the Product
Imagine every open quote on a screen, each with a next step.
Every one.
Before they ask.
By name.
Platform Integrity
By lane and rate
One record each
Automatic WhatsApp
Owner and due time
At a Glance
What changes in a quote-heavy business.
Quotations
Tracked by lane, with follow-ups
Calls and Sheets: Sent and forgotten
Shipper history
On one account
Calls and Sheets: In several inboxes
Consignment status
Notified automatically
Calls and Sheets: Phone calls to operations
Escalations
Owner, due time and manager path
Calls and Sheets: Whoever picks up
Rate agreements
Linked to the account
Calls and Sheets: In email
Book a walkthrough of Logistics and Supply Chain CRM. We set up a sandbox so you can try Freight quotations, Shipper accounts and Status notifications before you commit.
Live Interface Tour
The screens below belong to Logistics and Supply Chain CRM: All Leads, Lead Pipeline and Lead Follow-Ups, all from the product.
Quotations
Logistics and Supply Chain CRM: shipper conversations kept on the account
Feature Breakdown
4 screens from the live product that show Logistics and Supply Chain CRM at work.
Freight quotes.
How it fits the plan
Accounts. Load shippers and their rate agreements.
Quote. Raise freight quotations by lane.
Practical tip
Put an expiry on every freight quote. A dated quote forces a follow-up.
Shipper accounts.
In real life
Peak season
Quotes do not pile up.
Status notifications.
Watch out for
Letting escalations sit in a shared inbox with no named owner and no due time.
Escalation path.
Before you start
Execution Plan
Load shippers and their rate agreements.
Raise freight quotations by lane.
Turn on consignment status messages.
Define owners and manager paths for delays.
Practical Guide
Before you start
A tip that helps
Put an expiry on every freight quote. A dated quote forces a follow-up.
A common mistake
Letting escalations sit in a shared inbox with no named owner and no due time.
Availability: What Logistics and Supply Chain CRM covers can depend on your plan and setup. Please confirm with our team which parts are live for your account, and any prerequisites, before you plan around it.
In Real Life
Scenario 01
Quotes do not pile up.
Scenario 02
History is one click away.
Scenario 03
An escalation gets an owner.
Straight answers about Logistics and Supply Chain CRM, from setup to what happens next.
Have a question about Logistics and Supply Chain CRM?
Book a free callYes, by lane, weight and rate, with follow-ups.
Yes, they go out on WhatsApp as the status changes.
Each gets an owner, a due time and a manager path if it is not resolved.
Yes, with contacts, history and rate agreements.
A CRM for logistics firms: freight quotations, shipper accounts, consignment status notifications and customer service escalation workflows, from quote to delivery.
It runs in 4 steps: Accounts, Quote, Notify and Escalate. Load shippers and their rate agreements.
The real screens on this page include All Leads, Lead Pipeline, Lead Follow-Ups and Quotations, all captured from the product.
Request a demo and ask to see Logistics and Supply Chain CRM. Our team can also walk you through setup, so your first session ends with something working.
Keep Exploring
We will walk you through Logistics and Supply Chain CRM, from Freight quotations, Shipper accounts and Status notifications, on sample data shaped like yours.
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