CRM for Transportation and Logistics Providers Simple, cost-effective program to help freight forwarders stay organized and manage Ocean, Air, Road Freight and Warehouse sales activities and performance. No more deals lost in email...gain visibility and control with First Freight CRM. Questions? help@firstfreight.com

1. CRM for Transportation and Logistics

2. • Developed exclusively for
transportation & logistics sales
• Customized for ocean, air, road,
and warehouse
• Cloud-based CRM works on
Desktop and Mobile
• SaaS CRM - Cost Effective
Subscription, Per User Per Month
FIRST FREIGHT CRM – KEY BENEFITS

3. • Manages companies, deals &
lane details like O / D, mode,
estimated volumes, rev & profit
• Improves global sales visibility,
performance & collaboration
• Data is securely stored in Tier 1
data centers in USA,
Amsterdam, Bangkok, Hong
Kong & Shanghai (Azure CN)
DEVELOPED FOR GLOBAL LOGISTIC PROVIDERS

4. FIRST FREIGHT CRM SALES WORKFLOW
Effectively manage and monitor your freight sales pipeline

5. DASHBOARDS FOR SALES REPS & MANAGERS
• View Sales by Sales Stage, add
Calls & Meetings, get a
“snapshot” of sales performance
• Main Navigation Menu
• Drill through dashboard to access
built-in freight sales reports
• Dashboards for sales reps,
managers and senior executives

6. COMPANIES, CONTACTS AND DEALS IN ONE PLACE
Fast, Freight-Friendly CRM provides you with complete visibility
and control over your sales activities and performance

7. COMPANIES AND DEALS IN ONE PLACE
View Company Details, Deals, Events, Sales Team & More

8. EASILY TRACK DEALS THROUGH SALES STAGES
Drag-and-drop Deals between stages to stay current
Click on any Deal to view lanes and lane details

9. CAPTURE LANES FOR BETTER FORECASTING
Lane details include: service type requested,
estimated volumes, revenue, and profit & origin-destination

10. CALENDAR SYNC IS EASY. AND FREE.
Sync Office 365, Exchange and Gmail calendars

11. EASILY ADD NEW CALENDAR EVENTS
• Call-Planning: Add
Meetings & Calls to
help move your Deals
forward
• CRM Calendar syncs
with your O365 or
Gmail Calendar every
2-3 minutes

12. NEW CALENDAR EVENTS
• Indicate the type of
event (call, meeting,
trip…)
• Easily associate a
Company & Deal
• Invite your sales
Colleagues & other
attendees to join
your call or meeting

13. NOTES ADD VALUE TO DEALS & COMPANIES
• Share notes across your
organization on specific deals
• Eliminate deals lost in Email or
other communications
• Notes on deals help you stay
organized and on track

14. REPORTING TOOLS FOR DETAILED ANALYSIS
• Built-in Reports, with myriad filters
available, show all Sales Activities &
Performance!
• Activities Reports show scheduled
calls & meetings – drill for detail
• Deals reports show sales forecasts
by user and by sales stage, origin-
destination, industry, first shipment
date, and more!

15. DEALS REPORT WITH ADVANCED FILTERS
Deals by user, sales stage, origin-destination, industry & more!
Advanced Filters let you slice-and-dice for a clear pipeline view!

16. FREE CRM TRAINING & AND HELP CENTER
• Easily access CRM support from
anywhere in the app
• Help documentation available in
multiple languages
• Email your CRM Admin or
help@firstfreight.com anytime
you need assistance ☺

17. SALES MANAGEMENT HIERARCHY FOR
GLOBAL LOGISTICS PROVIDERS
Granular CRM user control & security

18. CRM ADMIN PANEL
Easily manage users and customize dropdowns for your sales stages,
industries, company types, sales regions & more

19. COST EFFECTIVE SOLUTION
Specialized SaaS CRM for transportation & logistics
Choose monthly or annualized billing – per user per month

20. OUR PROMISE TO YOU
Performance Peace of Mind Exceptional Support
First Freight CRM
firstfreight.com

21. Questions? Help Getting Started?
Please contact: help@firstfreight.com
firstfreight.com