CRM
Waybill CRM
Freight forwarding CRM software connecting customer relationships, quotations, shipments, documents, invoicing and job profitability
Web-based CRM platform for freight forwarders that manages customer inquiries, quotations, shipments, documentation, invoicing and job costing from one
Overview
A look at syntropyinc.co
Waybill CRM is freight forwarding software built specifically for freight forwarding and logistics companies. It connects the full customer and freight lifecycle in one job record, allowing sales, operations, documentation and finance teams to work together from shared data.
The platform manages customer inquiries and converts them into margin-ready quotations through a structured workflow with rate requests and approval stages. Once approved, quotations move into shipment operations where teams track cargo movement, manage documentation including bills of lading and customs records, and control invoicing and job costs.
Waybill supports multiple shipment modes including air, sea and courier movements. It offers role-based access for different teams and is designed for both independent freight forwarders and multi-office operations, with features for office-aware access, user roles and permissions.
The platform includes job costing and margin tracking, allowing teams to view gross profit, unbilled charges and customer/vendor balances alongside operational and documentary information for complete shipment visibility.
Feature notes
- Inquiry and quotation workflow with rate requests and approval stages
- Shipment operations with cargo routing, parties and movement tracking
- Bills of lading and freight documentation generation
- Customs clearance tracking and documentation
- Job costing with sales and purchase invoicing
- Gross margin and profitability reporting
- Role-based access for sales, operations, documentation and finance teams
- Multi-office support with office-aware permissions
- Shipment event tracking and milestone management
- Support for air, sea and courier shipment modes
Compare and explore
FAQ
- What is freight forwarding CRM software?
- Freight forwarding CRM software connects customer accounts, inquiries, buying rates and quotations with shipment operations, documents, invoicing and job costing. Waybill CRM keeps the full customer and freight lifecycle tied to one job record.
- How does Waybill CRM turn an approved quotation into a freight job?
- Customer, cargo, route and pricing details from the approved quotation remain available as work moves into shipment operations, giving the operations team a structured job record.
- Can Waybill CRM create bills of lading and shipment documents?
- Yes. Waybill CRM uses structured freight job data to support house and master bill details, general documents and shipment reports.
- Does Waybill CRM support air, sea and courier shipments?
- Yes. Waybill CRM supports air, sea and courier movements, with routing, cargo and document fields designed for freight operations.
- Can Waybill CRM track job costing and freight margin?
- Yes. Sales invoices, purchase invoices, receipts, payments, expenses and cost sheets can remain tied to operational activity for clearer job-level margin reporting.
Leave a review for Waybill CRM
No reviews of Waybill CRM yet. Run the first inspection.
Reviews are free and are never paid for. Open the reviews
Reviews and notes · Change log · Share the profile · Maker of this product? Claim the profile · Report a fault
Waybill CRM has a free listing. The owner can unlock the full profile with a paid launch for $5:
- Founder story (locked)
- Milestones (locked)
- Demo video (locked)
- Dofollow website link (locked)
Comparable tools
- MeantimeDR 2 · 0 community votes
- Dopamine AIDR 0 · 0 community votes
- Apollo.ioDR 85 · 0 community votes
- ConnectVault.aiDR 7 · 0 community votes
