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.
Contact Us
  • 5th Floor, iSprout Business Centre, SM Towers, No. 2/88, OMR, Seevaram, Perungudi, Chennai, Tamil Nadu 600 096.

© 2026 Smart Freight CRM

Made with love  by TOXUM