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CUSTOMER RELATIONSHIP MANAGEMENT

Modaltrans has a comprehensive CRM available to store all accounts information, customer information, quotes, contracts, pricing and historic pricing as well as a multitude of other data relevant to your Sales Team. Explore Modaltrans to boost your productivity and enhance customer satisfaction.

<Contract Management>

Store negotiated rates and delivery terms in a secure database with the ability to utilize and manage the best carriers to meet your operational needs.

<Quotations>

Automate and simplify your quotation processes including calculation of routes, tariffs, costs, surcharges and proposal documents which can all be saved, sent or printed from e-document templates.

<Lead Management>

Easily manage your existing and prospective customers, add company notes, define key contacts and executives, set tasks, capture emails and upload relevant documents.

Modaltrans transport management features

Enhance quality of customer interactions

In the increasingly competitive world of logistics; technology, data, and customer management play a significant role in helping you stay competitive and generate higher revenues for your business.

Modaltrans offers enhanced customer value by recording all interactions from the initial prospecting stage to valued customer whilst offering analysis on customer value throughout.

Centralize your customer information

Using the Modaltrans CRM module will allow your sales team to gain valuable insights into their customers profiles and P&L data from historic transactions ensuring that your customers are retained and given the best service possible.

Email all relevant documents with one click, analyze and manage your interactions with your clients with ease.

The extras

Tender Module

Automatically create the required documentation to obtain the best price from your subcontractors, carriers and other partners, without the need to manually re-key the same information.

Monitor the Efficiency

Track and trace the details of agreements, revenues, costs and payments to give broad insights into the profitability of your customer relationships.

Agency and Brokerage

Modaltrans helps you to establish performance and profit sharing structures with your field agents and other associates all within the platform.

Email Management

Email Management Clients and employees are kept informed and up to date via automated emails and push notifications which can be programmed from your own custom templates.