Loggerise

CRM

Logistics CRM Software: From Quote to Order Management

Digitize your logistics sales processes. Multi-currency quote preparation, customer tracking and one-click conversion of an approved quote into a load are all in Loggerise.

Loggerise Logistics CRM: A Seamless Bridge From Sales to Operations and Smart Quotation Management

In the world of logistics, competition is measured in seconds. The secret to sales success in businesses is not just offering a good price; it is presenting the right quote at the right time and keeping communication with the customer alive. Loggerise CRM (Customer Relationship Management) Module goes far beyond being a classic address book.

End the lack of communication between your sales team and your operations team. Manage the process that turns a prospect (Lead) into a loyal business partner—from quote to order—on a single platform.

1. Error-Free, Fast and Professional Quotation Management

Copy-paste mistakes, wrong exchange rates or lost files in quotes prepared in Excel become a thing of the past. Switch to a professional structure that inspires confidence in your customers and reflects your corporate identity.

  • Version Tracking and Revision: Did your customer negotiate the price? Save every change made to the quote as a new version. Protect your profitability by carrying out retrospective price analyses.
  • PDF Download and Email: Without dealing with template designs, create official quotes featuring your company logo and signature as a PDF with a single click and send them to your customer through the system.
  • Multi-Currency: We put an end to exchange-rate confusion for companies sailing in international waters. Offer your customer quotes in USD, EUR or GBP; let the system track the current parity in the background.

2. Sales Funnel and Status Management (Pipeline)

Monitor your sales team’s performance and pending business potential with a bird’s-eye view. Knowing which quote is at which stage lets you forecast your cash flow.

Manage your quotes with drag-and-drop logic or status buttons:

  • Draft: In the preparation stage.
  • Sent: Awaiting customer approval.
  • Accepted/Approved: The customer has approved; ready for operations.
  • Rejected: The cancellation reason is entered (e.g., High Price) and the data is kept for market analysis.

3. The Magic Touch: One-Click Transition to Operations

The greatest added value the Loggerise CRM system provides to logistics companies is that operations begin the moment the sale ends.

  • Zero Data Entry: When the quote moves to the “Accepted” status, all you need to do is press the “Convert to Order” button.
  • Instant Action: All load details, routes and prices in the quote are automatically transferred to the Load Management module. The operations team starts planning the vehicle without re-entering data. Time loss and transfer errors are eliminated.

4. Corporate Memory and Customer Interactions

Even if your sales representatives change, your customer data and history stay with the company. The question “Who last spoke with this customer, and when?” will no longer go unanswered.

  • Activity History: Record phone calls made, emails sent or meeting notes on the customer card.
  • Smart Reminders: Set reminders such as “Call next Tuesday for a freight rate update.” Let the system alert you right on time and increase your deal-closing rate.

Frequently Asked Questions

We have answered the questions on your mind. For more, you can get in touch with our team.

No. Loggerise's biggest advantage is integration. When the quote moves to the "Accepted" status, all you need to do is click the "Convert to Order" button. All load, route and price information in the quote is automatically transferred to the Operations/Load Management module. Operations begin with zero data entry.

You do not need to deal with template designs. Using the data you enter, the system creates a corporate PDF file featuring your company logo and signature. You can download this file with a single click or send it to your customer directly by email through the system.

Absolutely. We provide multi-currency support for export and import processes. You can offer your customer quotes in any currency you wish; the system tracks the current parity in the background.

No. Thanks to the "Version Tracking" feature, every change you make to the quote (price or detail update) is saved as a new version. You can review your old prices and revision history retrospectively at any time.

Yes. Thanks to the "Corporate Memory" feature, even if your staff changes, the phone calls, meeting notes and email history with the customer remain stored in the system. This way, you avoid any disruption in customer relations.