10+
Years of experience
700+
Projects Delivered
60+
Zoho Experts
98%
Clients Satisfaction
How We Streamline Your Logistics Operations
Faster Quotes
& More Bookings
Centralize freight inquiries from emails, calls, and website forms in Zoho CRM. Our team sets up quote ownership, rate approvals, and automated follow-ups to help your sales team respond faster and turn more requests into confirmed bookings.
Connected Shipment
Data & Timely Updates
Keep shipment milestones and customer records connected in one place. Our integrations and automated alerts help your team identify delays, answer delivery questions, and keep customers informed throughout the shipment journey.
Unified Sales
& Operations
Connect your CRM, transportation, and accounting systems with integrations tailored to your workflows. CRMOZ keeps customer details, agreed rates, and shipment requirements aligned, reducing duplicate entry and simplifying handoffs between sales, dispatch, and billing.
Automated Documents
& Faster Invoicing
Keep bills of lading, proof of delivery, and carrier invoices organized around each shipment. Our team configures document reminders, approval workflows, and invoice triggers to reduce paperwork and help you bill customers promptly.
Clear Freight
Costs & Margins
Bring shipment revenue, carrier charges, and additional fees into connected reports. Our custom dashboards help you compare estimated and actual margins, identify cost overruns, and make informed pricing decisions across customers, routes, and shipments.
More Capacity
& Consistent Service
Handle growing shipment volumes with automated task assignments, follow-ups, and service escalations. CRMOZ builds shared workflows that give every request a clear owner and next step, helping your team deliver consistent service with less manual effort.
Logistics CRM Solutions for Every Business Type
Freight Forwarders
Custom Brokers
Ocean Freight
Courier Services
Road Freight
Warehousing
Rail Freight
Air Freight
Connect Every Step of Your Logistics Workflow
Efficient logistics depends on smooth coordination from the first freight inquiry to final delivery and payment. CRMOZ connects your sales, operations, and customer service workflows through tailored Zoho solutions and integrations. Keep shipment requirements, customer communications, and financial records aligned so your teams spend less time chasing information and more time moving freight.
Capture freight requests from your website, email, phone calls, and partner referrals in one organized sales pipeline. Keep pickup and delivery locations, cargo details, transport requirements, requested dates, and quote history linked to each customer.
Set up workflows to assign inquiries, coordinate rate approvals, and remind sales representatives to follow up on open quotes. Once a quote is accepted, pass the agreed rates and shipment instructions to operations without reentering the same information.
With integrations to your transportation management and accounting systems, connect shipment milestones, delivery documents, and invoice status to customer records. Give your team the context to answer questions faster and manage repeat bookings more efficiently.
Keep sales, dispatch, customer service, and billing teams aligned around shared customer and shipment records. Make agreed rates, special handling instructions, delivery windows, and previous communications accessible to the people responsible for each job.
Configure tasks and notifications for booking handoffs, missing documents, schedule changes, and delivery exceptions. Assign clear ownership so urgent requests reach the right person and unresolved issues remain visible.
Connect carrier updates and customer support requests through the relevant integrations. Help your teams coordinate changes, resolve delivery questions, and keep customers informed without searching through scattered emails and spreadsheets.
Gather Magic Quadrant Sales Force Automation 2024 - Visionary
Nucleus Research SFA Technology Value
Matrix 2025 - Leader
G2 Enterprise
Grid Report 2024 - Leader
G2 Enterprise
Grid Report 2024 - Highest user adoption
Forbes
Best CRM Software 2024
From Disconnected Freight Operations to Connected Logistics
Challenge
When freight requests, carrier rates, shipment documents, and invoices sit in separate systems, every handoff requires extra work. Sales teams struggle to send quotes quickly, dispatchers chase missing instructions, and customers repeatedly call for shipment updates. Missing proof of delivery delays invoicing, while unrecorded additional charges make it difficult to understand the actual profit on each shipment.
What We Built
CRMOZ can design a connected Zoho solution around your sales, operations, and finance workflows. Freight inquiries would enter a shared CRM pipeline with assigned owners, quote approvals, and follow-up reminders. Integrations with your existing transportation and tracking systems would bring available shipment updates into customer records. Custom portals could let customers submit requests and access documents, while carriers upload delivery confirmations. Connected billing workflows and dashboards would help teams track outstanding invoices, additional charges, and shipment profitability.
Expected Business Impact
Your team could respond to freight requests faster, reduce repeated data entry, and coordinate handoffs with fewer missing details. Customers would receive more consistent updates, and finance could prepare invoices sooner once delivery documents are complete. Management would gain clearer visibility into sales opportunities, shipment exceptions, and margins by customer or lane. Improvement targets would be agreed during discovery and measured against your current performance.
Logistics Solutions for Every Stage of Growth
Launch
Best for: Small freight brokers, carriers, and logistics teams
Estimated timeline: 2–4 weeks
Key features:
- Freight inquiry and lead management
- Quote and sales pipeline tracking
- Customer and carrier records
- Shipping requirements and lane history
- Website request form integration
- Email templates and follow-up reminders
- Basic sales dashboards
Included: CRM setup, core workflow configuration, import of agreed customer data, and user training.
Scale
Best for: Growing logistics companies connecting sales, shipment coordination.
Estimated timeline: 4–8 weeks
Key features:
- Quote approval and rate request workflows
- Sales-to-operations handoffs
- Shipment milestones and exception alerts
- Customer and carrier portals
- Shipping document and POD collection
- Invoicing and payment tracking
- Customer service workflows
- Operational performance dashboards
Included: Zoho CRM configuration with selected portal, document, finance, and reporting integrations based on your workflow.
Transform
Best for: Freight forwarders, 3PL providers, and transportation companies with multiple branches
Estimated timeline: 8–12+ weeks
Key features:
- Multi-branch workflows and access controls
- Custom logistics applications
- TMS, WMS, and ERP integrations
- Carrier and tracking API connections
- Automated document and billing handoffs
- Customer and lane profitability dashboards
- Data migration and deduplication
- Advanced exception and approval workflows
Included: Solution architecture, custom development, agreed system integrations, testing, phased rollout, and team training.
Reviews
Zoho Inventory Configuration
Zoho CRM specialist
"We worked with Oleksandr on a complex Zoho CRM integration involving multiple software systems. The team was professional, efficient, and exceeded our expectations in both quality and execution. Excellent communication and dedication from start to finish. I highly recommend Oleksandr for any CRM project."
ZOHO Creator Client Portal Integration
"Incredible work by Yana and the OZCRM team. They delivered a perfect solution for our business through a thoughtful and well-staged process, guiding us every step of the way. Their attention to detail, clear communication, and technical expertise made the entire experience seamless. Thanks Yana!"
