A Unified CRM for Freight Brokers and 3PLs

CRM, calls, email, documents, and AI. TMS integration (McLeod, Descartes, Truckmate), shipper/carrier relationship tracking, and RFQ pipelines are available through our feature request system.

Start freeBook a callMtazamo wa bei

How logistics companies operate

Freight brokers and 3PLs balance shipper relationships with carrier capacity. Most use a TMS (McLeod, Descartes, Truckmate, MercuryGate) for operations — the sales CRM layer is typically bolt-on.

Changamoto ambazo tunaziona

  • TMS tools are ops-focused; sales CRM is a separate tool
  • Shipper relationship context lives outside the TMS
  • RFQ handling scatters across email and spreadsheets
  • Carrier performance data isn't visible during opportunity pursuit
  • Service-recovery cadences aren't systematic

How KamoCRM applies to Logistics & Freight

KamoCRM provides the sales CRM layer alongside your TMS. Calls via RingCentral, email, and documents thread to the shipper or carrier account. The AI assistant answers staff questions from your service catalog and rate cards.

Ni nini kinachojumuishwa katika kila operesheni ya KamoCRM

Mamlaka ya jukwaa moja kila sekta. Chini ni kile kilichojengwa leo.

CRM & Sales

The relationship core, adaptable to your deal flow.

  • Leads, contacts, and account management
  • Customizable pipelines (Orders, Agreements, Applications, Bookings, Subscriptions, Service Requests, Procurements, Engagements, Commitments, Signups, Allotments)
  • Imports, exports, and de-duplication
  • Sales analytics and lead reporting

Communications

Calls, video, messaging, email — unified on customer records.

  • RingCentral integration for business phone and SMS
  • Native HD video conferencing (Janus WebRTC) with recording, screen share, breakout rooms, E2E encryption — KamoMeet
  • Email integration with Google Workspace, Microsoft 365, Zoho Mail, Exchange, IceWarp, and custom IMAP/SMTP
  • Real-time team messaging with presence
  • Calendar sync via CalDAV

Documents & Knowledge

Work together on documents, capture institutional knowledge, and put AI on top.

  • Real-time collaborative document editing
  • Secure file storage (MinIO) and media library
  • Knowledge base with approval workflows
  • Version control and history

AI

An assistant grounded in your knowledge base, not a generic chatbot.

  • AI chat assistant
  • RAG-powered semantic search across your knowledge base and data
  • Predictive insights and recommendations

Admin, White-Label & Security

Multi-tenant from day one, with your brand on every surface.

  • Multi-tenant organizations with department and team management
  • Role-based access control (RBAC)
  • Single sign-on: Google, Microsoft, Apple
  • Full white-label branding (logo, colors, domains, email)
  • Per-organization feature toggles
  • End-to-end encryption on video and data at rest
  • SOC 2 and GDPR aligned; 99.9% uptime SLA
  • Kubernetes-native (RKE2) on YugabyteDB

Billing & Commerce

Billing for customers who resell or charge through the platform.

  • Stripe billing integration
  • Subscription and one-time charge handling
  • Commerce and market pipelines
Maombi ya kuomba

Industry-specific features for logistics companies — available via request

Haya mambo hayakujengwa leo. Mfumo wetu wa ombi la kipengele unakuwezesha kupiga kura juu ya vipaumbele, maendeleo ya desturi ya mdhamini, au kuwafanya kujengwa kwa kupelekwa kwako.

  • TMS integration (McLeod, Descartes, Truckmate, MercuryGate)
  • Shipper relationship management with service-history visibility
  • Carrier capacity tracking with performance scoring
  • RFQ pipeline with document/spec handling
  • Lane and commodity-specific pricing analytics
  • Multi-modal support (TL, LTL, intermodal, ocean, air)
Kujifunza kuhusu maombi ya kipengele

Questions about KamoCRM for logistics companies

Does KamoCRM replace McLeod or Descartes?
No. TMS tools own dispatch, load tracking, and settlements. KamoCRM provides the sales CRM layer. TMS integration is requestable.
Can we track carrier performance?
Custom fields model performance today. Dedicated carrier performance tracking with on-time/claims metrics is requestable.
How does RFQ handling work?
Documents and custom pipelines handle RFQs today. A structured RFQ pipeline with document handling and lane-pricing logic is requestable.
Does it handle international freight?
Custom pipelines model international modes. Deep customs and forwarding workflows are typically handled by specialized TMS; integration is requestable.
What's included vs requestable?
Included: CRM, RingCentral, KamoMeet, email, documents, KB + AI, white-label. Requestable: TMS integration, carrier scoring, RFQ workflow, multi-modal routing.

KamoCRM for related industries

ManufacturingA unified CRM for B2B manufacturersWholesale & DistributionA unified CRM for B2B distributorsRecruiting & StaffingA unified CRM for recruiting firmsFranchise BusinessesA unified CRM for franchise systems
Angalia viwanda vyote

Integrations logistics companies rely on

See KamoCRM for Logistics & Freight

Kuanza bure kwenye jukwaa la umoja. Tafadhali chagua vipengele maalum vya sekta unahitaji juu.

Kuanza bureMaombi ya Desturi