Logistics CRM: Accounts, Lanes, Rates and Lost-Quote Reasons

A logistics CRM should know each account's lanes, weekly volume, agreed rates and credit limit, and tell you why the quotes you lost were lost. Describe your sales process to Mythex and it builds the CRM with a real database, logins for your sales and operations staff, and a live preview you change by chatting.

Who it's for

Freight forwarders, hauliers and courier companies whose rate cards live in email attachments, whose credit limits sit with the accountant, and whose sales team cannot say whether they lose on price or on transit time.

What you can build

Accounts with regular lanes and weekly volumes
Agreed rates per lane with review dates
Credit terms and credit limit per account
Contacts split into shipping, finance and decision-maker
Quote pipeline: sent, trial lane, won, lost with reason
Volume alerts when an account goes quiet

Organise accounts by lane

In logistics the useful unit is not the customer but the lane: origin, destination, freight type and frequency. Record each account's regular lanes with the agreed rate, the weekly volume you expect and when the rate is due for review. When fuel or carrier costs move, you can see every rate that needs revisiting in one list instead of hunting through email.

Lane, rate and review date
Expected weekly volume
Rate review list when costs change

Why quotes are lost

Record a reason every time a quote fails: price, transit time, capacity or no reply. After a few months the pattern is clear, and it tells you whether to renegotiate with carriers or fix operations. Track trial lanes as their own stage, since a shipper testing you with two pallets a week is the start of most good accounts.

Credit and contacts

Logistics customers pay on terms, and an account that doubles its volume can exceed its limit within a month. Store credit terms and limit per account and show current exposure from open invoices. Split contacts by role so the shipping clerk gets booking confirmations, finance gets statements and the decision-maker gets the rate review.

Credit limit against open invoices
Contacts by role
Notes on payment behaviour

Spotting accounts going quiet

A regular shipper whose weekly volume drops by half is usually testing a competitor. Ask for an alert when an account's consignments fall below its usual level for two weeks, so someone calls while there is still time to keep the business. Import consignment counts weekly from your operations system if they live elsewhere.

A prompt to start from

Make a CRM for my logistics company. Accounts have regular lanes (origin, destination, freight type) with agreed rates, weekly volume and a rate review date, plus credit terms and credit limit. Contacts have roles: shipping, finance, decision-maker. Quotes move through sent, trial lane, won and lost with a reason. Alert me when an account's weekly volume drops below half its usual level.

Questions

Can the CRM store rates per lane?

Yes. Each account can hold several lanes with their own rate and review date. A list of rates due for review helps when costs change.

Can it track credit limits?

Yes. Store the limit per account and, if invoices live in the same app or are imported, show current exposure against it.

Can I import our existing customer list?

Yes. Export accounts and contacts to CSV and ask Mythex for an import. Add lanes and rates after the import so they are checked by someone who knows them.

Do I need to know how to code?

No. You describe the fields and stages you use and Mythex builds them. Adjust it later by chatting.

Is it free?

The Free plan needs no card and gives daily credits to build and publish. Pro is $25/month and adds a custom domain, code editing and export.

Templates to start from

Waitlist Landing Page Template — Countdown, live counter, lead admin
Sales Pipeline CRM Template — Drag-and-drop deals with forecasting
Account Health Dashboard Template — Renewal view with risk scores
Hiring Pipeline Tracker Template — Kanban stages with AI copilot
Plumbing Business Site Template — Quote calculator with lead dashboard
Build Cost Estimator Template — Five-step calculator with lead capture
Applicant Tracking System Template — Drag-and-drop pipeline with scorecards
CRM Dashboard Template — Contacts, pipeline, and deal tracking