Customer Profiling

Customer Relationship Management (CRM) should be an integral part of any forwarding company's job to maximise sales from existing customers and target new customers, so therefore CRM is an integral function of NetFreight.

This means that users of NetFreight do not have to use a standalone 3rd party CRM package such as 'Goldmine' or 'ACT', which is not specifically designed for freight forwarders and does not link to their operational forwarding system and therefore requires 'double-keying' of certain details.

NetFreight's CRM facility is aimed squarely at the freight forwarder or logistics provider and categorises companies by Type, Location and Industry, enabling sales staff to target specific types of companies in specific locations and specific industry sectors by phone, email, fax or post, whilst keeping a history of all communications for subsequent follow-up.

Quotation Control

For most forwarders, quotations are an important and essential part of the process of moving goods internationally for existing and prospective customers, so the quotation facility is included in NetFreight for that very reason.

Quotations can be entered manually within NetFreight using a similar data-entry screen as an actual job, or produced automatically using the contract rates previously entered manually or downloaded from the shipping lines, airlines and trucking companies.

Quotations having been produced through NetFreight can be emailed, faxed or printed for posting, and if accepted can be converted to actual jobs at the press of a button. Those quotations not accepted can be listed for follow-up, and if declined then the reason can be entered for further analysis.

Task Management

All communications with customers and prospective customers can be stored within the CRM facility in NetFreight so that a full history can be seen by the user.

If a follow-up is required, then the user can enter a reminder within NetFreight to prompt the user when the time comes.

In addition there is an internal messaging facility within the CRM function in NetFreight to alert other individual users or groups of users by department, branch office or company.

Remote iPhone & iPad Access

Because NetFreight is web-based, it lends itself well to being used on the Apple iPhone and iPad and any other web-enabled device.

Indeed, as NetFreight supports 'Safari' and the iPad screen is a similar size as most laptops, NetFreight can be used in full on the iPad as it if it were a PC workstation or laptop.

On the iPhone, because of the limited size of the screen, then full operation can only be accomplished by expanding the view on the iPhone, which is not practical. Therefore we have developed a number of iPhone 'Apps' for looking up customer and job details without the need for expanding the view at all.