Industry preset · Sales and support
CRM for Logistics & freight
Every shipment starts as a quote and ends as a customer who calls when a pallet is late. Stretto keeps the quote, the shipment and the claim on one timeline.
Setup mode is chosen for you. Change it any time in settings.Logistics & freight pipeline board
Pipeline stages, preloaded
- 01Inquiry
- 02Quote sent
- 03Negotiation
- 04Booked
- 05In transit
- 06Delivered
Objects switched on
- Contacts
- Companies
- Leads
- Deals
- Tickets
- Tasks
- Shipments (custom)
Anything not listed is hidden from the sidebar, not deleted. Turn it on in settings.
Properties added
- Lane (origin to destination)
- Mode: road, sea, or air
- Incoterm
- Monthly volume
On top of the standard contact, company, deal and ticket properties.
How teams in Logistics & freight use it
01
Quote follow-up on autopilot
A quote with no reply for three days creates a task for the rep and a nudge email from a sequence. Booked lanes stop the sequence automatically.
02
Claims that see the account
A damage claim ticket opens on the same company as the deal. Support sees the contract terms. Sales sees the open claim before the renewal call.
03
Dispatch on the calendar
Pickup dates live on the deals calendar. Drag a card to a new day and the shipper gets the updated confirmation.