Cargo Perfex CRM

The Cargo Module for Perfex CRM streamlines freight and logistics management, enabling businesses to handle shipments, track deliveries, manage customer orders, and generate reports—all within Perfex CRM

The Cargo Module for Perfex CRM is a powerful solution designed to streamline freight, logistics, and shipment management. Fully integrated within Perfex CRM, this module allows businesses to efficiently handle cargo operations, track deliveries, manage customer orders, and generate detailed reports—all from a single platform.

With an intuitive dashboard, businesses can create and manage shipments, assign delivery personnel, update tracking statuses, and notify customers in real time. The module supports automated invoicing, secure document storage, and advanced reporting, making it an essential tool for logistics companies, freight forwarders, and cargo service providers.

Key Features:
1) Seamless Shipment Management – Create, track, and manage cargo shipments with ease.
2) Real-time Tracking & Updates – Keep customers informed with live tracking status notifications.
3) Automated Invoicing & Billing – Generate invoices and manage payments directly from Perfex CRM.
4) Customer & Order Management – Maintain client records, shipping history, and communication logs.
5) Secure Document Storage – Store shipping documents, invoices, and customer records securely.
6) Custom Reports & Analytics – Generate reports on shipments, revenue, and performance insights.
7) Multi-User Role Management – Assign roles and permissions for staff, agents, and customers.
The Cargo Module enhances operational efficiency, improves customer experience, and simplifies logistics processes, making it an essential tool for businesses in the cargo and freight industry.