Product Documentation
A guide to every module in Smart Freight CRM — what it does and how it fits into your workflow.
Capture leads from every channel, qualify them, and move them through your pipeline without losing visibility.
- Capture leads from web forms, calls, email, and bulk uploads.
- Track lead status through Enquiry, Interaction, and Conversion stages.
- Assign leads to sales teams and handle-by employees.
- Filter and report on leads by source, status, and date range.
Keep every customer, agent, and partner contact organized in one searchable directory.
- Store contact details, company, and onboarding status in one record.
- Search and filter contacts by type, region, or handling team.
- Bulk upload contacts and automatically flag duplicates.
- Link contacts to their related interactions, sources, and shipments.
See every deal, conversation, and transaction for a customer in a single unified view.
- Unified timeline of interactions, quotations, and shipments per customer.
- Notes and remarks history for full context on every account.
- Team-based access so the right people see the right accounts.
Manage employee records, roles, and access from a central HR module.
- Employee profiles including department, designation, and company.
- Document attachments for ID, visa, and other employee records.
- Leave setup and tracking.
- Module-level access control based on employee role.
Track where your business comes from and manage sourcing enquiries end to end.
- Log and track source enquiries with quotation currency and amount.
- Profit and loss visibility per source enquiry.
- Date range and team-based filtering for source reports.
Create, schedule, and track shipments in real time from booking through to delivery.
- Shipment records with container number, container type, and BL number.
- Status tracking including In Progress, Operations, and Arrival Notice.
- CBM tracking and quotation currency/amount per shipment.
- Profit and loss details per shipment enquiry.
Generate invoices, track payments, and manage billing without spreadsheets.
- Quotations tied directly to source and shipment records.
- Payment and account tracking with an approval workflow.
- Attachment support for payment and account details.
Monitor stock levels and warehouse activity across every location.
- Track Balance CBM, customer handle team, and slip number per record.
- Outbound handling with dropdown-based slip selection.
- Shipping mark field for identifying cargo at a glance.
Organize and track consolidated shipments in one place.
- Group multiple shipments under a single console record.
- Track consolidated cargo status alongside individual shipments.
Track every carton box from origin to delivery using QR code-based tracing.
- QR code generation and scanning per carton box.
- Full movement history tied to the parent shipment.
Turn shipment and sales data into clear reports that drive better decisions.
- Interaction, Contact, Source, and Shipment reports with matching filters to their main lists.
- Date range filters defaulting to Year-to-Date.
- Company and team-based columns across all reports.
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