The Fr8Labs CRM module is designed for freight‑forwarding organisations to manage their customer relationships, sales pipeline and marketing outreach. It helps you to track leads, convert them into deals, nurture contacts and organisations, monitor sales metrics and identify account opportunities or risks. This guide introduces the main areas of the CRM module, explains the purpose of each page and summarises the data collected at each stage and reports available in the public views.

Navigation

The CRM module’s primary navigation is a vertical menu on the left side of the screen. Each item opens a dedicated page for managing records or viewing reports.

Dashboard – opens the CRM dashboard, providing an overview of leads, deals and revenue trends. Click here to learn more about the Dashboard.

Leads – displays a list of all leads. Here you can create new leads, filter or sort existing leads and access individual lead records. Click here to learn more about Leads.

Deals – shows your deal pipeline. You can view deals by stage, create new deals and convert leads into deals. Click here to learn more about Deals.

Contacts – lists all contacts stored in the system. Use this section to add new contacts or edit existing ones. Click here to learn more about Contacts.

Organisations – opens the organisations list. From here you can view companies, add or edit organisation details and access linked deals and contacts. Click here to learn more about Organisations.

Notes – accesses all notes. Use this to review, filter and create notes across the CRM. Click here to learn more about Notes.

Tasks – opens your task list, showing tasks assigned to you or your team. You can create, edit and complete tasks from this page. Click here to learn more about Tasks.

Organisation Search – provides a search tool to quickly find organisations using name, code or other attributes. Click here to learn more about Organisation Search.

Public Views – a collapsible section containing preset reports for organisations, such as Top Performing Customers, Re‑activation Priority, Engagement Priority, Overdue Customers, High Value Monthly Buyers, Customers with Increasing Value and At‑Risk Customers. Click each view to see its table of organisations and metrics. Click here to learn more about Public Views.

Workflow

The CRM module in Fr8Labs helps you manage potential and existing customers throughout the sales process, starting from the first contact Lead through to Deal a formal Quotation and the final outcome of winning or losing the opportunity.

Lead → Deal → Quotation → Deal Won / Lost

Lead

A lead represents an initial unqualified prospect. You gather basic contact details, assign status (New, Contacted, Qualified, etc.), capture the source (e.g. Email, Phone, Website), and record any early interactions. Learn more about leads here.

Deal

When a lead is qualified, you convert it into a deal to manage a potential sale. You track the organization, estimated revenue, probability of closing, stages (Contacted, Proposal Made, Negotiation, Won, Lost) and next steps. Learn more about Deals here.

Quotation

For each deal, you create a draft quotation in FMS that includes shipment details, origin/destination, mode (Air, Sea, Road), charges, validity date and payment terms. The quote is sent to the customer for approval. Learn more about Quotations here.

Deal Outcome

After sending, you mark the quote as Won or Lost. If lost, you should record a reason (Price, Timing, Service, etc.) to improve future performance.

Tips and Best Practices

• Complete key fields: Filling in information such as industry, territory and revenue enables accurate reporting.

• Use tasks and call logs: Recording tasks and calls directly in the CRM helps prevent missed follow‑ups.

• Leverage public views: Check Engagement Priority and At‑Risk Customers regularly to remain proactive.

• Keep statuses updated: Update the status of leads and deals promptly to keep pipeline reports accurate.

• Customise list views: Use column controls and the Filter button to show or hide fields and save custom filters.