Logistics CRM

Logistics CRM software built for freight teams.

Manage prospects, customer onboarding, relationship history, documents, tasks, and follow-ups in one organized workspace — from first contact to first load.

7-day free trial · No payment required · Annual per-seat pricing starts at $129.

The gap in freight sales

Freight relationships need more than a generic CRM.

Generic CRMs track leads. Logistics teams need to track lane history, cargo risk, insurance expiration, onboarding documents, tender activity, and dormant accounts. FreshToFr8 brings those details together without turning into a TMS.

Fewer lost prospects

Every lead gets an owner, stage, and next action instead of living in an inbox or spreadsheet.

Faster onboarding

Required documents and operational details are tracked as a checklist, not scattered across email threads.

Proactive customer health

Dormancy, missing follow-ups, and stalled onboarding surface automatically as tasks and notifications.

Cleaner handoffs

Relationship history, documents, and tasks stay attached to the account so any team member can pick up where another left off.

Built for logistics workflows

Pipeline, onboarding, and relationship tracking in one place.

FreshToFr8 is not a TMS. It is the relationship and workflow layer around your freight: who you are talking to, what has to happen next, and whether an account is actually ready to load.

Pipeline management

Track every prospect and customer through ten pipeline stages from Identified to Active Customer. Owners, last contact, and next action are visible on every card.

Onboarding checklists

Turn credit apps, W-9s, insurance, contacts, and cargo value checks into a structured checklist with live progress and Ready for Freight enforcement.

Relationship tracking

Keep companies, contacts, communication history, notes, and account documents in one place so handoffs between team members never lose context.

Follow-ups & tasks

Assign tasks with due dates, priorities, categories, and reminders. Overdue and urgent flags surface accounts that need attention before they go quiet.

Customer document center

Store insurance certificates, contracts, SOPs, and claims against each customer record with version history, expiration alerts, and renewal tracking.

Ask Your Workspace

Ask the built-in AI assistant plain-language questions about prospects, customers, follow-ups, and onboarding status — scoped to each user's permissions.

Calendar & Outlook sync

Optional Microsoft Outlook integration keeps meetings, follow-ups, and reminders in sync so nothing falls through the cracks.

Role-based workspace security

Admin and Team Member roles, private-by-default records, and explicit View / Edit / Manage sharing keep each company's data isolated and controlled.

From prospect to active customer

One consistent workflow for every account.

  1. 01

    Capture the prospect

    Log the company, contacts, lanes, commodities, and owner so nothing starts in a notebook.

  2. 02

    Qualify and follow up

    Move the account through pipeline stages with due dates, tasks, and reminders that keep it from going quiet.

  3. 03

    Onboard with checklists

    Collect credit, insurance, W-9, cargo values, and operational details in a tracked onboarding flow.

  4. 04

    Stay ready for freight

    Mark the account Ready for Freight, then monitor awards, activity, dormancy, and renewals over time.

Security & isolation

Your company's data stays your company's.

Every company gets its own isolated workspace. Records are private by default and shared deliberately at View, Edit, or Manage levels. Tenant isolation and permissions are enforced in the database, not just in the interface.

  • Row Level Security in the database
  • Admin and Team Member roles
  • Audit history for pipeline, onboarding, and document changes

Built for logistics, not just sales

Cargo value, insurance, lanes, and renewals included.

Stay lightweight

FreshToFr8 complements your TMS; it does not replace it.

Turn logistics relationships into freight-ready accounts.

Start a 7-day free trial and see how pipeline management, onboarding checklists, and relationship tracking work together in FreshToFr8.