Logistics and freight
Answer rate requests first and follow up every quote
Freight forwarders and logistics providers win on response time. IbixOS captures rate requests from every channel, keeps lane quotes and revisions in order, and shows each shipper's credit exposure.
Day one dashboard
Ready at go liveRate requests and response time
Quote win rate by lane
Revenue by customer and trade lane
Overdue receivables
Quotes expiring this week
The problem
What gets in the way today
Rate requests pile up
Requests arrive in shared inboxes and wait for someone to pick them up.
Quotes expire silently
Quotes pass their validity date with no follow up.
Exposure in another system
Shipper credit and receivables are held by finance only.
How IbixOS solves it
Workflows that are ready at go live
- 1
Rate request capture
Requests from email, WhatsApp and web forms land on the shipper's account with an owner.
Inbox and WhatsAppMarketing engine
- 2
Lane quotes with approvals
Quotes with validity, revisions and approval for margins below target.
Quotes and orders
- 3
Follow up before expiry
Tasks and reminders go out before each quote expires.
Customer 360
- 4
Credit per shipper
Credit limits, receivables and payment history from the ERP on every account.
Credit and receivables
Modules used
The parts of IbixOS this runs on
Inbox, Teams chat and WhatsApp
Email, WhatsApp and internal Teams chat land on the right customer record, so nobody sells from a private inbox.
Marketing engine
Campaigns, forms, audiences and website tracking that feed qualified leads straight into the sales pipeline.
Quotes, approvals and orders
Build quotes from live price lists, route discounts and terms for approval, and track every revision until the PO arrives.
Customer 360 with group hierarchy
Every call, message, quote and invoice on one timeline. Parent and child companies roll up so you see the whole group.
Credit and receivables
Payment terms, credit limits and a credit score from real payment history, visible to sales before they quote.
Book a demo
See IbixOS run on your own catalog
Tell us a little about your team. A product specialist will reply within one working day to set up a 45-minute session.
- A live walkthrough with your own products and a sample customer journey
- A four-week rollout plan for your team and systems
- Pricing: a monthly fee per user plus AI usage, sent as a written proposal
Or email crm@ibixos.com