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.
The following carriers are supported. This list is subject to change.
|Cope Sensitive Freight|
|Deliver Express (Transtex / Total)|
|Metro Security Couriers|
|Toll Express / NQX|
* Reckon and EXO supported in Hybrid CRM.