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CRM AND OPERATING SYSTEM FOR FORWARDERS

Run every shipment from enquiry to cash, in one place.

CocoRoute is the CRM and operating system for freight forwarders. It connects sales, operations, finance and your customer portal on one record per shipment. AI takes the repetitive typing, and the CocoRoute team sets it up with you.

Go to cocoroute.co ↗Talk to us
MADE FORFreight forwardersNVOCCs3PLsSales, ops and finance teams
The problem

What today looks like, and what changes

Four things teams told us. On the left, how it is done now. On the right, what CocoRoute does about it.

TODAYEnquiries wait in inboxes and WhatsApp

One comes by WhatsApp, one by email. Nobody is sure who is following up, and a competitor quotes first.

WITH COCOROUTEAn owner on every enquiry

Each enquiry lands in a queue with an owner and a response clock. It is verified before the first quote goes out.

TODAYMargin is a guess

The quote is rebuilt from last week’s spreadsheet. Profit is unknown until the vendor bills arrive.

WITH COCOROUTEMargin while you quote

The quotation builder shows the cost baseline and margin as you type. The customer only sees the line items.

TODAYCustomers chase status all day

“Where’s my cargo?” arrives on WhatsApp, and operations types the same answer while the real work waits.

WITH COCOROUTETracking the customer can open

Milestones and carrier events sit on one timeline. The customer sees it in their own portal, without asking.

TODAYProfit is known at month end, if ever

Costs sit in a sheet and invoices in a separate accounting tool. Nobody can say what a job earned.

WITH COCOROUTEJob profit the day it closes

Vendor bills and cargo costs land on the job, so revenue and actual cost meet when the job closes.

Features

What CocoRoute does

Press a card to read how it works and who it is for.

Who it is for

What each person gets

The same product, the right screen for each job.

Sales

Enquiries and quotations
  • An enquiry queue with an owner on every row
  • Partner rates on the enquiry and the margin while you quote
  • The customer accepts in the portal and the job is booked

Operations

Shipments and milestones
  • Milestones and carrier events on the timeline the customer sees
  • Bills of lading approved by the customer in the portal
  • Incidents, costs and handoffs kept on the job

Finance

Invoices, bills and profit
  • Invoices issued from the job and approved in the portal
  • Vendor bills read from the carrier’s PDF
  • Job profit the day the job closes
A day with CocoRoute

One ordinary working day

Step by step, from the first task to the end of the day. Illustrative.

09:05
An enquiry arrives

The customer sends a packing list for 2 × 40ft, Jebel Ali to Mombasa. AI reads it into an enquiry, and it lands in the queue with an owner.

09:40
Quote sent

Partner rates come back onto the enquiry. The sales exec builds the quote with the margin showing and sends it.

11:00
Accepted in the portal

The customer accepts the quotation in one click. It becomes a booking, operations is paged and the milestones are drafted.

15:40
A carrier bill comes in

Finance uploads the carrier’s PDF. The vendor, amount, VAT and job come back filled, and finance checks them instead of typing.

17:30
The owner looks

Job profit shows revenue and actual cost for every closed job, worst first. No questions asked.

Built the right way

Things you can rely on

Not marketing numbers. How the product is actually made.

One record per shipmentSales, operations, finance and the customer read the same record, from enquiry to cash.
Your data stays yoursEach company has its own separate workspace, with a dedicated database and sign-in.
Each desk sees its partOperations does not see margin, finance does not see routing notes, and internal messages stay internal.
Set up with youThe CocoRoute team imports your data, brands your documents and trains your staff. Your old system stays live until you switch.
Questions

What people ask before they start

Does it replace my operations or accounting system?
It brings shipment operations, invoicing, vendor bills, VAT, payments and job profit into one system. CSV exports and webhooks feed anything downstream. There is no Cargowise or Magaya integration today.
Is my data separate from other forwarders?
Yes. Each company has its own workspace at its own address, with a dedicated database and sign-in. Support access is read-only, time-limited and logged in your own audit log.
Who sees what?
Each desk has its own workspace, and roles and permissions decide what each person sees. Whole modules can be switched on or off for a role. The customer only sees what is not marked internal.
How long does it take to start?
Your company is set up in minutes. Moving your team takes two to four weeks: import from Excel or your current system, branding, training and a first closed job. Your old system stays live until you switch.
How is it priced?
Per company, based on team size and monthly volume. We quote it on the demo call.
Also from Enqufy Connect

The other products

Separate products for separate jobs, built and run by the same team.

CocoMioAttendance, leave, learning and career growth, for HR teams and employees.Learn more →CocoTradoClient money per currency and two-signature payments, for buying agents.Learn more →HoardexAdvertising inventory without Excel and PPT, for outdoor media teams.Learn more →GSTSyncIMS and GSTR-2B matched to your books, for CA firms and finance teams.Learn more →EnqufyAn enquiry becomes a shared, role-based workflow, for teams.Learn more →

See CocoRoute with your own work in it.

Tell us how your team works today, and we will show you what changes.

Talk to usGo to cocoroute.co ↗