Freight Quoting in Web CRM

If your business moves things from A to B, you’re going to love the new freight system in Web CRM. Making use of existing customer and product data and using our links to MYOB and Xero * we’ll help streamline business operations by reducing redundant data entry, and maintaining accuracy.

You’re able to quote either independently, or as part of the selling process as part of raising a quotation or invoice. This means that you are able to include real-time freight pricing in your discussion on the phone with clients.

When used with our other features such as accounting and credit card interfaces, this will provide a full process all within one program.

Connecting to over 50 carriers, the feature will allow you to:

• Use your own rates and account with the carrier
• Create freight quotes – select the best rate – comparative freight quotes
• Optional automatic markup of freight costs
• Freight cost and sell prices added to quotes/sales/invoices for cost and margin tracking.
• Use the freight quote later as a consignment.

Supported Carriers

The following carriers are supported. This list is subject to change.

* Reckon and EXO supported in Hybrid CRM.