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CRM for freight and logistics

For forwarders and hauliers who quote all day.

Rates are requested by email, phone and WhatsApp, quoted quickly and then left. Socianet keeps every quote in one pipeline with a follow-up.

Send us your sheetBook a free pipeline audit
A typical boardSample data

Enquiry 3

Sample Imports: palletsOwner: A. Okafor
Reply today
Example Foods: chilledOwner: J. Patel
Call at 2pm

Quote sent 2

Demo Ltd: weekly runOwner: A. Okafor
Follow up Thursday

Booked 1

Test Co LtdOwner: J. Patel
Done

Where the leads come from

Email
Phone
WhatsApp
Referrals

Where they leak

  • Quotes sent with no follow-up
  • Regular customers who quietly stop booking
  • No record of why a quote was lost

A typical pipeline

Stages named for the way you sell.

This is a starting point. We build yours around how your team works.

  1. Enquiry
  2. Rate requested
  3. Quote sent
  4. Follow-up
  5. Booked

What we set up

Ready when the team logs in.

Set up for you in seven days.

Guide: following up after a quotation

Quote follow-ups on a timetable
A reason recorded for every quote won or lost
A reminder when a regular customer goes quiet
One inbox for the sales desk

What changes

The same team, with one place to work from.

Every deal has an owner

Nobody asks "who has this one?". The name is on the deal, with the next step and its date.

Each person sees their own

Open one screen and know what to do today. No hunting through tabs.

The manager sees everything

One dashboard for the whole team, so the weekly review takes minutes.

Pipeline, shared inbox, automations, calendars, reports and a mobile app, with unlimited seats. See the product

Straight answers

Questions we get from freight and logistics.

Does it replace our transport management system?

No. It manages enquiries, quotes and follow-up. Jobs and invoicing stay in your transport system.

Can the whole desk share one WhatsApp number?

Yes. The team answers one number from a shared inbox, once Meta approves the business.

What does it cost?

Core is £197 a month, Growth £347 and Managed £497, each with unlimited seats. No VAT is added.

How long does setup take?

Seven days from kickoff. We import your data, connect your channels and train the team.

Can we cancel?

Core and Growth are month to month with 30 days' notice. Managed has a three-month minimum.

Other industries

Not quite your business?

Financial services and fintechProperty and lettingsRecruitment and staffingClinics and aestheticsEvents and exhibitionsTrades and home servicesInsurance and brokersCar sales and dealershipsSoftware and B2B servicesWholesale and distributionVenues and hospitalityEducation and trainingProfessional and business services

Send us your spreadsheet. In 48 hours it is a live pipeline.

Free, with no obligation. We sign an NDA on request and delete your data if you do not go ahead.

Send us your sheetTake the 2-minute Leak Score