Commercial · Revenue

CRM that speaks freight, not generic SaaS

Pipeline, accounts, and activities grounded in lanes, carriers, and live shipment context — so sales sees what operations sees, and forecasts match what actually moves.

CRM / Accounts / Acme Logistics Synced
Lead Qualify Proposal Negotiate Closed

Annual FCL program · Asia → US West Coast

Owner: you · Last touch 2h ago · 6 open shipments

$1.24M TCV 78% win prob.
Activity
  • Quote revision sent — Derya Quoting (Maersk + niche line)
  • Ops flagged delay on SHA origin — AI Employee task opened
  • Call logged · renewal Q3 discussed

Illustrative UI · Integrates with Derya Quoting, AI Employee, email & TMS

Pipeline
Lane & commodity aware
Context
Quotes, jobs & inbox
Platform
Quoting + AI Employee

Why generic CRM breaks on a freight desk

Salesforce-style stages weren’t built for FCL lanes, carrier mix, or shipment exceptions.

Generic CRM

Built for software sales, not cargo

Stages that don’t match how you win freight. Opportunities disconnected from job numbers, quotes, and the messy reality of lanes and carriers.

  • Manual copy-paste between CRM and TMS
  • Forecasts that ignore open shipments
  • Commercial and ops on different planets

Derya CRM

Revenue tied to real freight

Accounts, deals, and activities sit on the same context your desk runs — so pipeline reviews finally match operations.

  • Shipments, quotes, and exceptions in one thread
  • Stages you can map to how you actually sell
  • Ready handoff to AI Employee when things move

Everything revenue needs on a forwarding desk

From first meeting to renewal — without bolting on another generic tool or retraining the team on abstract pipelines.

Pipeline & stages

Model deals by lane, trade, commodity, or account team — not a one-size-fits-all funnel copied from B2B SaaS.

DealsForecast

Accounts & org charts

Map decision-makers, day-to-day ops contacts, and finance — per account and per lane where it matters.

B2B

Shipment-aware context

See open jobs, recent quotes, and exceptions next to the account — fewer “what’s the job number?” moments.

TMS

Email-native activity

Log touches where they happen: threads, meetings, and Derya-suggested follow-ups so the timeline stays honest.

Gmail / M365

Handoff to AI Employee

When a deal lands or an issue spikes, kick off execution with the right shipment and customer context — no re-keying.

Automation

Works with Derya Quoting

Opportunities link to rate work and carrier strategy — so commercial and pricing stay aligned before and after the win.

Rates

Reporting & ownership

Slice pipeline by owner, region, or lane. Compare quoted vs. won where data allows — fewer spreadsheet exports.

Analytics

Permissions & audit

Keep sensitive margin and account data with the right teams — with a clear trail for handovers and reviews.

Governance

One thread from quote to renewal

Derya CRM sits beside Derya Quoting and AI Employee — so the story of a customer doesn’t break across three systems.

Rate & win Book & execute Invoice & renew Upsell next lane

Connects with

Derya Quoting AI Employee Email TMS Carrier portals Documents

From demo to first pipeline in days

We scope lanes and accounts with you — not a six-month “digital transformation.”

1

Map your motion

Stages, regions, and how you actually win — not a generic template.

2

Connect context

Hook up email and systems so accounts populate with real shipment and quote data.

3

Train the desk

Short sessions so reps live in one place instead of five tabs.

4

Iterate fast

Adjust stages and fields as your trade mix changes — without a ticket queue.

See CRM with the full Derya stack

Walk through pipeline, accounts, and handoff to Derya Quoting and AI Employee — tailored to your lanes and how your team sells.

Schedule a demo