Nothing slips through the cracks.
Tasks, notes, reminders and notifications are not add-ons — they're native to every entity in the system. Link a task to an offer, a client or a contract. Watch it from your phone. Get a digest in your inbox. Stop losing follow-ups.
Every feature, in plain language.
3 feature groups · 18 capabilities. No jargon, no asterisks.
Tasks
- Eleven task types including Call, Email, Meeting, Todo, Follow Up, Deadline, Document Preparation, Quote Follow Up, Contract Review, Shipment Coordination and Client Onboarding.
- Four statuses (Pending, In Progress, Completed, Cancelled) and four priorities (Low, Medium, High, Urgent).
- Link any task to any entity — offer, contract, client, partner — via generic relations.
- Assignment to team members with due dates and start dates.
- Watchers list so stakeholders get notified without being assignees.
- Task comments thread with user attribution.
- Recurring tasks with daily / weekly / monthly patterns.
- Blocking relationships (task A blocked by task B).
Notes & attachments
- Internal notes on clients, offers, contracts, partners — with user attribution and timestamps.
- Generic document attachments on any entity with file metadata (title, description, MIME type, size).
- Upload history per user for traceability.
Notifications
- Notification system covering tasks, emails, clients, offers, quotes, contracts, partners and system events.
- Priority levels with user-configurable minimum thresholds.
- Category-based preferences so nobody gets spammed.
- Digest frequency: real-time, hourly, daily, weekly or never.
- Quiet hours with start/end times.
- Action URL embedded in every notification for one-click jump to the source record.
- Read/unread tracking with timestamps for ops visibility.
Related modules.
Quote any mode, in under a minute.
The offer is the beating heart of LogiCRM. One data model handles every transport mode, every Incoterm, every pricing scenario — from a single FTL between Bucharest and Rotterdam to a multimodal project cargo via three continents. Built to replace the Excel + inbox workflow that kills margin.
Explore /13Work that runs without you typing it.
The parts of a forwarder's day that should never be manual — sending status updates, drafting contracts, replying from a shared inbox, threading every email back to the right deal — LogiCRM does on its own. Your team focuses on margin and exceptions; the platform handles the keystrokes.
ExploreSee LogiCRM running on your real lanes.
Bring a real client, a real lane, a real margin problem. We'll show you how it would look in LogiCRM — in twenty minutes.