LogiCRM
// 04 · CLIENTS & CRM

A freight-native CRM, not a generic sales tool.

Most CRMs were built for software deals and retrofitted to freight. LogiCRM's CRM was built around the way a forwarder actually works — leads, clients, assignment, activity timelines, multiple emails per contact, custom fields, bulk import — without the fluff of a sales suite.

Lead → client lifecycle
Distinct Lead and Client entities with a clear promotion path.
Client data
Company block: name, IDNO, VAT/TVA, address, postal code, city, country.
app.logicrm.io/clients
LogiCRM clients pipeline with lead-to-client lifecycle
// EVERYTHING INSIDE

Every feature, in plain language.

4 feature groups · 22 capabilities. No jargon, no asterisks.

/ 01

Lead → client lifecycle

5 FEATURES
  • Distinct Lead and Client entities with a clear promotion path.
  • Client status pipeline: Pending → Processing → Snoozed → Closed.
  • Snooze with a reason and a 'snooze until' date — no lead forgotten, none cluttering your pipeline.
  • Source tracking: form submission or bulk import, so you know what your acquisition is doing.
  • Lead → Client conversion timestamped for funnel analytics.
/ 02

Client data

5 FEATURES
  • Company block: name, IDNO, VAT/TVA, address, postal code, city, country.
  • Contact block: person name, phone, website.
  • Banking block: bank name, BIC, IBAN.
  • Multi-email per client with a primary designation — one record, every address.
  • Per-organisation custom fields, targeted by form type (lead, client, offer, partner, transporter).
/ 03

Team workflow

6 FEATURES
  • Assign leads and clients to sales-team members with automatic notifications.
  • Team leads see everyone's book; sales managers manage their own plus oversight.
  • Logistics managers only see clients tied to their own assigned offers — automatic data segregation.
  • Activity timeline per client: offer created, sent, quoted, contracted, signed, documented, closed.
  • Internal notes on every record with user attribution and timestamps.
  • Email history matched to clients via sender/recipient mapping.
/ 04

Bulk lead import

6 FEATURES
  • Upload Excel or CSV files of leads with hundreds or thousands of rows.
  • Multi-stage pipeline: Analysing → Mapping → Validated → Importing → Completed or Failed.
  • Auto-detected columns with a manual mapping override.
  • Per-row validation with clear error reporting.
  • Duplicate detection with counts of valid, duplicate and invalid rows before you commit.
  • Rollback on failure so a botched import never corrupts your pipeline.
// NEXT MOVE

See LogiCRM running on your real lanes.

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// 20 MINUTES · NO SLIDES · YOUR LANES