About CargoSoft CRM
CargoSoft CRM is a customer relationship management software from DAKOSY that provides solutions for the logistics and shipping industries. It combines an applications portal, a comprehensive overview of the entire DAKOSY world, and various support tools so users can efficiently manage their customer interactions. This software allows users to access a wide range of services and applications, ensuring valuable insights and tools are at their fingertips. CargoSoft CRM is designed to facilitate better communication and coordination within logistics operations. Key capabilities: applications portal customer insights service management support tools performance tracking Best for: logistics professionals that need to manage customer relationships and operational efficiency.
CargoSoft CRM by DAKOSY is a specialized customer relationship management solution designed primarily for logistics, freight forwarding, and supply chain management companies. Built by DAKOSY, a well-established name in digital logistics solutions, CargoSoft CRM provides a focused suite of tools that support the commercial processes in the freight sector—from lead generation and sales tracking to customer service and documentation management. The software’s primary purpose is to streamline customer engagement, improve workflow transparency, and drive operational efficiency in a complex and fast-paced industry. The user interface of CargoSoft CRM is highly functional, albeit more utilitarian than visually modern. The interface is structured to align with logistics operations, using tabs, forms, and data grids that are familiar to users in the shipping and freight sectors. Navigation is straightforward, with a well-organized sidebar that grants access to modules such as client management, quotation handling, activity logging, and document repositories. While not as sleek as consumer-oriented CRMs, the design focuses on practicality, ensuring that even users with minimal tech expertise can quickly become proficient.
Pros & Cons
- Tailored to the specific needs of freight forwarding.
- Provides a single, accessible source for all customer information.
- Offers a 360-degree understanding of customers and their history.
- Enables analysis of logistics-related data for informed actions.
- Streamlines customer management and sales campaign execution.
- May not be suitable for businesses outside of logistics.
- Specialized features might require dedicated training.
- Insights depend on accurate and up-to-date information.
- Effectiveness may rely on seamless integration with other CargoSoft systems.
Features
Key features
Tailored specifically for logistics service providers, differentiating between import/export, transport modes, and logistics-related relationships. This ensures the CRM caters to the unique needs of the freight forwarding industry.
Provides a unified database accessible from any location, crucial for international freight forwarding companies with multiple branches. This ensures all authorized employees have a consistent and up-to-date view of customer information.
Stores all information about a customer or acquisition centrally, including contact details, business positions, relationships, visit reports, and technical transaction history across different modes and branches. This comprehensive view facilitates better understanding and personalized interactions.
Enables customer analysis by bringing together various logistics-related data such as offers, rates, transport volumes, sales (broken down by routes and modes), and payment practices. This allows for data-driven decision-making in customer discussions and sales campaigns.
Facilitates the segmentation of target groups for sales campaigns and displays customer locations for optimized travel planning. This helps in creating more effective and geographically focused marketing and sales efforts.
Allows for easy maintenance of customer data via a mobile app, enhancing flexibility and enabling on-the-go updates for field service and other employees. This ensures data remains current regardless of location.
Additional features
All customer data is transparent and available centrally.
Allows for easy maintenance of customer data, including via a mobile app.
Provides customer analyses specifically tailored for the logistics industry.
Enables the segmentation of customer groups for targeted sales campaigns.
Shows customer locations for targeted travel planning.
Stores all customer and acquisition information centrally, allowing for shared knowledge across branches and departments.
Includes storage for standard contact information.
Allows recording of business roles within customer organizations.
Enables the tracking of customer birthdays for personalized engagement.
Allows linking contacts within the same or different organizations.
Enables the documentation of customer conversations in an electronic file.
Shows past transactions, such as whether an air freight prospect has used sea freight or other branches.
Allows viewing of previously offered and agreed-upon pricing.
Provides data on the volume and value of business conducted, broken down by routes and modes of transport.
Enables the tracking of customer payment behavior.
Visualizes the overall trend of a customer's business.
Allows for sending newsletters to many customers with a few clicks.
Facilitates recording interactions with customers.
Enables access and use of the CRM on mobile devices.
Pricing
Countries & Languages
Interface languages
Billing currencies
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About CargoSoft CRM
CargoSoft CRM is a customer relationship management software from DAKOSY that provides solutions for the logistics and shipping industries. It combines an applications portal, a comprehensive overview of the entire DAKOSY world, and various support tools so users can efficiently manage their customer interactions. This software allows users to access a wide range of services and applications, ensuring valuable insights and tools are at their fingertips. CargoSoft CRM is designed to facilitate better communication and coordination within logistics operations. Key capabilities: applications portal customer insights service management support tools performance tracking Best for: logistics professionals that need to manage customer relationships and operational efficiency.
CargoSoft CRM Details
CargoSoft CRM's In-App Market Place
Does CargoSoft CRM have an in-app market place?
Yes
How many Mini-Apps in the marketplace?
1
Mini Apps
N/A
Pricing Options
Accepted Payment Currencies
USD ($), EUR (€), GBP (£), JPY (¥), AUD (A$), CAD (C$), CNY (¥), INR (₹), RUB (₽), BRL (R$)
Pros & Cons
- Tailored to the specific needs of freight forwarding.
- Provides a single, accessible source for all customer information.
- Offers a 360-degree understanding of customers and their history.
- Enables analysis of logistics-related data for informed actions.
- Streamlines customer management and sales campaign execution.
- May not be suitable for businesses outside of logistics.
- Specialized features might require dedicated training.
- Insights depend on accurate and up-to-date information.
- Effectiveness may rely on seamless integration with other CargoSoft systems.
CargoSoft CRM's Support Options
Email Address
info@cargosoft.deContact
+49 421 985000Documentation
https://cargosoft.de/en/products/crm/#dokumentationCargoSoft CRM's Alternatives
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