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
- Logistics-Specific CRM
- 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.
- Centralized Customer Data
- 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.
- 360-Degree Customer View
- 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.
- Customer Analysis through Logistics Lens
- 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.
- Targeted 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.
- Mobile App Accessibility
- 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
- Centralized Customer Data
- All customer data is transparent and available centrally.
- Easy Customer Data Maintenance
- Allows for easy maintenance of customer data, including via a mobile app.
- Customer Analyses through Freight Forwarding Lens
- Provides customer analyses specifically tailored for the logistics industry.
- Segmentation of Target Groups
- Enables the segmentation of customer groups for targeted sales campaigns.
- Customer Location Display
- Shows customer locations for targeted travel planning.
- 360-Degree View of Customers
- Stores all customer and acquisition information centrally, allowing for shared knowledge across branches and departments.
- Storage of Classic Contact Details
- Includes storage for standard contact information.
- Storage of Business Positions
- Allows recording of business roles within customer organizations.
- Storage of Birthdays
- Enables the tracking of customer birthdays for personalized engagement.
- Storage of Relationships to Other Contacts
- Allows linking contacts within the same or different organizations.
- Visit Report Logging
- Enables the documentation of customer conversations in an electronic file.
- Visibility of Technical Information
- Shows past transactions, such as whether an air freight prospect has used sea freight or other branches.
- Integration of Offers and Stored Rates
- Allows viewing of previously offered and agreed-upon pricing.
- Tracking of Transport Volumes and Sales
- Provides data on the volume and value of business conducted, broken down by routes and modes of transport.
- Monitoring of Payment Practices
- Enables the tracking of customer payment behavior.
- Graphical Depiction of Customer Development
- Visualizes the overall trend of a customer's business.
- Campaign Management
- Allows for sending newsletters to many customers with a few clicks.
- Documentation of Customer Conversations with Visit Reports
- Facilitates recording interactions with customers.
- Operation via Mobile Devices
- 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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