60% to 70%
Of a sales or pricing executive's day spent in email, not the CRM. Source: TaskHarmony customer research, US mid-market forwarders.
The freight forwarder CRM that fills itself in from email.
Built for US mid-market freight forwarders. Auto-populates from your inboxes, so the pipeline reflects what your team actually worked.
From the team behind systems at Google Pay and Uber.
70%
Of air-export enquiries arrive incomplete. Quotes start before the data is captured.
Under 1 hour
Air-export quote turnaround at a US mid-market forwarder using TaskHarmony, down from 1.5 days. Source: design-partner rollout.
How are US freight forwarders using this CRM today?
A US mid-market forwarder
Uses TaskHarmony as the CRM behind their NVOCC sales desk. Auto-populated enquiries replaced the spreadsheet that nobody updated.
An Ocean Transportation Intermediary (OTI) on the West Coast
Captures every nomination case in one pipeline. The VP Sales now sees lane-level activity across executives in real time.
A multi-regional forwarder
Rolling out auto-quotation on top of the rate sheet digitization layer. Auto-quotation lives inside the CRM, not as a bolt-on.
Why don't generic CRMs work for freight forwarders?
The deal lives in dozens of inbox threads. Generic CRMs ask sales reps to retype it; reps don't, so the leadership view is wrong by Tuesday morning.
In US mid-market forwarders, sales and pricing executives spend 60 to 70 percent of their day in email and 15 to 20 percent in CargoWise. The fields that matter, POL, POD, mode, incoterms, sell-rate, and the outcome of every enquiry and nomination, never make it into a generic CRM without a rep typing them in twice.
How does sales leadership see the pipeline today?
Shipped today
Enquiry pipeline, customer 360, pricing history
The operational layer your sales team uses every day, auto-populated from your inboxes.
- Enquiry pipeline (kanban and list, urgency sort, close and reclassify with undo).
- Customer 360 with volume trends, top routes, product mix, and incoterms.
- Full pricing history per customer, per lane.
- Every quote outcome captured automatically, no rep retyping.
Rolling out next
Leadership view: slipping deals, churn risk, cold enquiries
Slipping deals by executive, churn-risk customers, cold enquiries past SLA, and which lanes are missing target margin.
On the roadmap
Quarterly signals and account enrichment
- Trade-lane focus given current rate volatility.
- Customer concentration risk.
- Win and loss patterns by lane and executive.
- Outbound targeting by import and export volume.
- New-quote enrichment with prospect caliber and lifetime value.
How does a freight forwarder CRM auto-populate from email?
1
Connect your inboxes
Link the inboxes your sales and pricing teams already work in. Microsoft 365 or Google Workspace, admin consent only. No CSV imports, no rep training.
2
Auto-population fills your CRM
Every enquiry, quote, and rate sheet becomes a structured CRM record in seconds, with POL, POD, mode, incoterms, cargo, ready date, and sell-rate extracted automatically.
3
Pipeline, finally legible
The pipeline your sales team already worked, finally captured. Customer 360, pricing history, and quote outcomes ship today. Sales-rate and win-rate intelligence at the leadership level layer on top of this, rolling out next.
Auto-quotation drafts sit on top of this. Mode-gated per client (off, draft-only, live).
Twenty minutes with a founder. A candid read on whether this fits your forwarding desk.
Talk to a founderWhich freight forwarders is this CRM built for?
Built for US mid-market freight forwarders moving international cargo. Ocean and air, import and export.
Lean enough that hiring an in-house tech team to fix this is not on the table. That is exactly who we exist for.
In scope
- FMC-licensed NVOCC
- FMC-licensed Ocean Freight Forwarder (OFF)
- IATA-accredited (CNS) air cargo
Out of scope
- Freight brokers
- Trucking carriers
- 3PL warehousing
- Last-mile
What does a freight forwarder CRM ship with today?
Auto-population from forwarder inboxes
Classification and field-level extraction from Microsoft 365 and Google Workspace, with case linking. Every enquiry becomes a structured record with POL, POD, mode, incoterms, cargo, ready date, and sell-rate captured. No rep retyping.
Enquiry pipeline
Kanban and list views with urgency sort, close (won, lost, no outcome), and reclassify with undo. Customer 360 and pricing history built in.
Auto-quotation drafts
Per-client mode gating: off, draft-only, or live. Draft replies sit in the executive's outbox with carrier rates attached.
Rate sheet digitization
Manual upload and Google Sheets sync. Carrier rate sheets become structured rates ready for lookup and quotation.
Customer 360 with pricing history
Volume trends, top routes, product mix, recent cases, pricing history, shippers, incoterms, all in one place.
Is it safe to send shipping data to an AI CRM?
- 1
Your data is locked with a key only you control.
- 2
No human at TaskHarmony can read your data.
- 3
You can cut off access in one click.
- 4
Customer data is never used to train any LLM, ours or the vendor's.
Most SaaS holds your valuables and the key. We hold your valuables; you hold the only key. Your encryption key lives in your own Azure Key Vault and never leaves it.
What your IT team can verify in your Azure portal
- Key Vault access policy lists only the application's Managed Identity, no human accounts.
- Key properties: Exportable: No, permitted operations limited to Wrap and Unwrap.
- Audit logs show only WRAP and UNWRAP operations, no EXPORT or GET.
- Removing the app's identity from the access policy revokes decryption immediately.
SOC 2 Type II in progress. US data residency by default.
For deeper questions, write to security@taskharmony.co.
Frequently asked questions
A freight forwarder CRM has to capture POL, POD, sell-rate, nomination cases, and enquiry outcomes from email without rep retyping. TaskHarmony does that out of the box for US mid-market forwarders, with sales-rate and win-rate visibility for leadership. Generic CRMs cannot, because they were not built for freight.
Still have questions?
Talk to a founderTalk to a founder.
A candid read on fit. Twenty minutes.