A CRM built for how freight forwarders actually sell
Most CRMs are built for generic sales teams and retrofitted for freight. Navexim's CRM is built freight-first — AI email-to-lead capture, lane-based rep routing, and a pipeline that matches how a forwarding deal actually moves from inquiry to won business.
Every lead, one board, freight-native stages
New, Qualified, Quoted, Negotiation, Won, Lost — tracked automatically as quotes move through their own lifecycle.
Paste an inquiry email, get a structured lead
Every extracted field carries a confidence score, so your team knows what to double-check before it's trusted.
Thanks, Mark
From first inquiry to won business
AI email-to-lead capture
Paste a raw inquiry email and Navexim extracts company, contact, origin/destination, mode, cargo details, cargo-ready date, Incoterm, and HS code automatically — each field scored for confidence so your team knows what to double-check before it's trusted.
Lane-based rep routing
Define trade-lane ownership by origin, destination, and mode, with priority order and a backup owner per lane. A built-in route simulator shows exactly which rule wins for any given lane before you rely on it.
Freight-native pipeline
New, Qualified, Quoted, Negotiation, Won, and Lost — a pipeline that matches how a forwarding deal actually moves, not a generic sales-CRM pipeline retrofitted for freight.
Lead-to-quote conversion
Convert a qualified lead straight into a quote, pre-filled from its route, cargo, and Incoterm data — no re-keying what the lead already captured.
Rep performance dashboard
Track win rate, pipeline value, average first-reply time, and quote-to-win conversion per rep, with funnel visibility from inquiry through to won business.
SLA policies & automation rules
Configure response-time targets and escalation ladders per policy, and set automation rules for what should run automatically versus need approval — control that scales with your team as it grows.
Common questions
How does AI lead capture work?
Paste a raw inquiry email into Navexim and it extracts structured fields — company, contact, route, cargo, Incoterm, and more — each with a confidence score, so low-confidence extractions get a second look before you act on them. Manual entry is always available too.
What is lane-based routing?
Lane rules assign lead ownership by trade lane (origin, destination, mode) with priority order and a backup owner. A route simulator lets you test any lane and see exactly which rule would win, so ownership is deterministic, not guesswork.
Does converting a lead to a quote require re-entering data?
No — converting a lead pre-fills a quote directly from the route, cargo, and Incoterm details already captured on the lead.
Are SLA policies and automation rules fully automatic?
SLA policies and automation rules are configurable — you set response-time targets, escalation ladders, and which actions should run automatically versus need approval. This gives you a control layer to define exactly how your team wants the CRM to behave.
Ready to transform your freight forwarding operations?
Streamline your workflows, delight your customers, and protect your margins. See Navexim run your operations in a live, guided demo.