Customers
Freight CRM software with deal scoring
A generic CRM knows about deals. It does not know about lanes, margins, or the quote you sent last Tuesday on Ningbo to Los Angeles. Fretie's customer layer is built into the quoting flow, so every record is grounded in real commercial activity.
Deal scoring watches your open quotes and tells you which ones are worth chasing, and win-back drafts reopen the accounts that went quiet.
Inside the app
Pipeline
Open quotes on one board.
Draft, sent, accepted. Quotes that have gone quiet get a follow-up drafted for them, and the board shows your desk which customers to call before the rate expires.
How Fretie handles it
Customer records that build themselves
Every quote, acceptance, and shipment attaches to the customer automatically. Margin rules live on the customer too, so commercial policy and history sit in one place instead of a spreadsheet and three people's heads.
Deal scoring with reasons
Open deals are scored 0 to 100 on a schedule, with the reasons spelled out: recency, response behavior, lane fit, margin. Your team starts the day knowing which quotes to push and which to let go.
Win-back on autopilot
When a customer goes dormant, the agent drafts a re-engagement email grounded in their actual history, the lanes they shipped and the service they got. You review and send. The relationship warms back up without anyone maintaining a call list.
What you get
- Customer records built from real quoting activity
- Per-customer margin rules and quote history in one place
- Deal scoring from 0 to 100 with explicit reasons
- AI-drafted win-back emails for dormant accounts
- Copilot chat over live customer and quote data
- Works alongside your existing CRM, no migration required
Questions
Is Fretie a replacement for my CRM?
For most forwarding teams it replaces the spreadsheet-plus-inbox that passes for one. If you run a company-wide CRM, Fretie complements it: the freight-specific commercial layer stays in Fretie, grounded in quotes and shipments.
How does deal scoring work?
A scheduled agent scores every open deal from 0 to 100 using signals like request recency, customer response behavior, lane fit, and margin, and shows the reasons, not just the number.
What is a win-back email?
When an account goes quiet, the agent drafts a personalized re-engagement email based on the customer's actual shipping history. Your team reviews and sends it; nothing goes out automatically.
Do margin rules really belong in a CRM?
In freight, commercial policy is the relationship: what you quote a customer is how you treat them. Keeping per-customer margin rules on the customer record means the agent prices every request consistently with your policy.
How do freight forwarders keep track of customers and quotes?
Most run some mix of the TMS, a shared inbox, and a spreadsheet, which means quote history and customer terms live in different places. A freight CRM keeps the quote, the outcome, and the customer's margin rules on one record, so the next request on the same lane starts from what you already know.
Can I ask questions about my customers in plain language?
Yes. Copilot chat runs over your live org data, so you can ask things like "which customers went quiet this quarter?" or "what's our win rate on Shanghai to Rotterdam?" and get answers from the ledger.