# TaskHarmony

> The CRM for freight forwarders that fills itself in from email. Built for US mid-market FMC-licensed Ocean Transportation Intermediaries (NVOCC and Ocean Freight Forwarder desks) and IATA-accredited (CNS) air-cargo forwarders. Auto-populates from your inboxes; sales-rate and win-rate intelligence at the leadership level.

## What ships today

- CRM for freight forwarders that auto-populates from inboxes (classification, field-level extraction, case linking).
- Enquiry pipeline (kanban and list views) with customer 360 and pricing history for ocean and air sales teams.
- Auto-quotation drafts for ocean and air, export and import. Per-client mode gating: off, draft-only, or live.
- Rate sheet digitization (manual upload and Google Sheets sync).
- Customer 360 with pricing history, volume trends, top routes, product mix, and incoterms.

## Rolling out next

- Leadership view: slipping deals by executive, churn-risk customers, cold enquiries past SLA.
- Quarterly trade-lane signals and customer-concentration risk.

## On the roadmap

- Account enrichment: outbound targeting by import and export volume; new-quote enrichment with prospect caliber and lifetime value.

## Buyer ICP

Managing Director or VP Sales at a US mid-market freight forwarder (typically 100 to 1000 staff). Not for freight brokers, trucking carriers, 3PL warehousing, or last-mile.

## Data security

Customer data is encrypted with a Customer Master Key that lives in the customer's own Azure Key Vault. No human at TaskHarmony can read customer data. Customer data is never used to train any LLM. SOC 2 Type II in progress. US data residency by default.

## How is this different from CargoWise or Magaya

CargoWise and Magaya are operations platforms with bolt-on CRM modules. TaskHarmony is the CRM, built around the sales motion at FMC-licensed forwarders. Sales-rate intelligence and the enquiry pipeline live here as first-class surfaces.

## Pricing

Consultative. Custom proposals follow a discovery call. There is no published price list. The CTA in every pricing-curious context is "Talk to a founder".

## Contact

- Sales: sales@taskharmony.co
- Security: security@taskharmony.co
- Phone (US): +1 (415) 570-8253
- LinkedIn: https://www.linkedin.com/company/108093974/

## Founders

- Divyam Goel, Co-founder and CEO. Previously built systems at Google Pay and Uber. https://www.linkedin.com/in/divyamgoel
- Vaibhav Sawlani, Co-founder and COO. Operations and go-to-market. Drove early rollouts with US mid-market freight forwarders. https://www.linkedin.com/in/vaibhavsawlani/

## Site

- Homepage: https://www.taskharmony.co
- Privacy: https://www.taskharmony.co/privacy
- Terms: https://www.taskharmony.co/terms