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CocoRoute CRMBuilt for freight forwarders · NVOCCs · 3PLs

Run every shipment from enquiry to cash, in one place.

CocoRoute is a freight forwarding CRM and business operating platform that connects sales, operations, finance and your customer portal in one place. AI takes the repetitive work, and our team sets it up with you.

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CocoRoute Freight Intelligence dashboard: shipments, containers, TEU, revenue, gross profit, volume by month, dry vs reefer, direction and home-market charts

01How it worksSix stops · one record

Six stops, three desks, one record.

Enquiry → Quote → Booking → Operations → Invoice → P&L. Sales, operations, finance and the customer read the same record; what one desk enters, the next desk inherits.

Salesstops 01 – 02

Operationsstops 03 – 04

Financestops 05 – 06

01EnquiryLands in a queue with an owner. AI reads the customer's document into it.Sales · minutes, not a day

02QuotePartner rates collected, margin visible, customer accepts in the portal.Nothing re-typed

03BookingThe accepted quote becomes the job. Ops is paged, milestones are drafted.Handoff: Sales → Ops

04OperationsCarrier events, B/L approval loop, incidents and costs, all on the job.Status without asking

05InvoiceOne click from the job. Customer approves in the portal. FX booked.Handoff: Ops → Finance

06P&LRevenue and actual cost meet the day the job closes. Commission runs.Profit, not a guess

02Built for every deskClick a step, or let it play

Each role gets its own workspace. The record underneath is the same.

Ops doesn't see margin. Finance doesn't see routing notes. The customer sees a clean, branded view of their shipment. What follows are highlights; every workspace has more screens than we show here, and the demo opens all of them.

SalesEnquiries & quotationsowners, partner rates, margin, accept in portal

booking registered

OperationsShipments & milestonescarrier events, B/L loop, incidents, handoffs

handed to finance

FinanceInvoices, bills & P&Lportal approval, vendor bills, VAT, journals

Customer portalThe same record, the customer's viewaccept quote · approve B/L · approve invoice · track · chat

Quote with the margin showing.

Sales manager · Sales staff

01 / 05

Sales › Enquiry queue

Sales › Enquiry detail

Sales › Enquiry › Forwarder quotes

Sales › Quotation detail

Sales › Quotation › Cost estimate

Step 01of 05

Enquiry queue with an owner on every row

New enquiries land verified and KYC-gated, assigned to a sales person, with the clock on the response. Nobody asks "who's following up?".

Owner · verification · response clock, on every row

+
And more in this workspacePrice review queue · Forwarder directory · Shipper records with KYC · Sales scorecard and commission · Enquiry edit history. The demo shows all of it.

03Why forwarders switchEach line maps to a screen

Forwarding was never meant to live in forty browser tabs.

Email threads, WhatsApp groups, a shared spreadsheet and a separate accounting tool. Each of these questions has a place in CocoRoute where it stops being asked.

1

“Who's following up on that enquiry?”The lead sat in an inbox for three days. A competitor quoted first.

Enquiry queue with an owner on every row and a verification gate before the first quote goes out.Sales › Enquiry queue

2

“What's our margin on this one?”The quote was rebuilt from last week's Excel. Profit is a guess until the vendor bills arrive.

Quotation builder on partner-forwarder rates, with the cost baseline and margin visible while you type.Sales › Quotations

3

“Where's my cargo?”All day, on WhatsApp. Ops types the same answer while the real work waits.

Milestones and carrier events on one timeline the customer can open themselves.Ops › Active shipments · Customer › Tracking

4

“Which version of the B/L is this?”Drafts ping-pong by email. The consignee change is in someone's sent folder.

Draft → customer approves in the portal → confirm. Every amendment is a numbered revision with a note.Ops › Bills of lading

5

“Did we make money on that job?”Known at month-end, if ever. Costs in a sheet, invoices in the accounting tool.

Job P&L the day it closes. Vendor bills and cargo costs land on the job, not in a folder.Finance › Job profit

6

“Whose leg is it now?”Multi-leg jobs get lost between desks. The second leg starts when someone remembers.

Route plan with a leg owner and a handoff queue that pages the next desk.Ops › Route plan · Pending handoffs

7

“Which WhatsApp group was that in?”The rate is in one group, the B/L in another, the customer's approval in a private chat. A week later nobody can find any of it.

Messaging that feels like WhatsApp and lives on the shipment. A group chat for every job with sales, ops and finance in it. A direct chat with each customer where quotes, documents and approvals are shared inside the thread. Internal notes the customer never sees. Attachments, unread counts, and every message kept on the job it belongs to, so the answer is always one scroll away.Messages › Shipment thread · Customer chat · Internal notes

CocoRoute shipment workflow board for a two-leg road-and-sea job: origin and destination, two legs, and Land, Documentation and Control task streams with owners

04AI that automates repetitive workAcross sales, operations and finance

AI sits across the workflow. Fewer things to type.

The CRM is the product; AI is what makes it faster. Each item below removes one specific piece of re-typing, with a confidence score you can see.

Vendor bill · AI capturefields

supplier-invoice.pdf

Reading…

Vendorname on the invoice98%

Amounttotal, as printed99%

CurrencyISO code99%

VATamount + treatment94%

Due datefrom terms97%

Jobmatched booking ref91%

05Your customers' portalSame shipment, two views

One record, seen from both sides of the counter.

What you mark internal stays internal. Everything else, the customer can act on without emailing you.

Your team sees

Everything, with the internals.

Cost baseline, actual costs, margin and commission
Sourcing notes, partner quotes, agent kickback
Route plan, leg owners, handoffs, incident evidence
Vendor bills, payment batches, journals, VAT, audit log
Chat threads, with internal-only messages marked

Your customer sees

A clean, branded view they can act on.

Enquiries and quotations, accept in one click
Tracking with port milestones and documents
Bill of lading drafts to approve or send back with a note
Invoices to approve or reject, statement and balance
Chat with their sales rep on the shipment, requests, KYC

06Built to hold upOnly what you can verify on a call

Boring where it should be boring.

ISOLATIONYour workspace is completely separateYour own data, users and configuration, separated from every other customer. Technically, a dedicated database and sign-in per organisation.

ACCESSRoles, permissions, per-module switchesSeven staff roles, about 220 granular permissions, and per-role switches for whole modules.

AUDIT7-year finance log, 5-year operations logEvery invoice, payment, journal and permission change writes an audit row. Deleting anything with money on it goes through review.

BACKUPSPoint-in-time recoveryManaged Postgres in the Singapore region, snapshots before every release and daily. A deploy never hard-deletes.

DOCUMENTSServer-rendered PDFsInvoices, statements and bills of lading render from one template each. What the customer sees is what they download.

YOUR DATAExport anything, subscribe to anythingCSV from every finance screen. Webhooks for invoice, payment and shipment events.

07Demosandbox.cocoroute.co

Try CocoRoute with a real demo workspace.

A working forwarder you can open as Admin, Sales, Operations or Finance. Enquiries in every state, jobs from booking to delivery with their milestones, costs and documents, carrier bookings waiting for operations, and invoices from draft to overdue. Change anything. It resets every night and sends no email to anyone.

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Demo accounts

OrganisationCocoroute Sandbox

Sign inone click, no password

DesksAdmin · Sales · Ops · Finance

Customers · vendors8 · 6

Enquiries · quotations16 · 14

Jobs · invoices10 · 9

Resetsnightly · 02:00 UTC

Outbound emailsuppressed

08We set it up with youFour weeks

Provisioning takes minutes. Moving your team takes weeks. We do both.

Nobody emails you a login link and wishes you luck. Your company exists on CocoRoute in about five minutes; the next four weeks are about your people.

WEEK 1Discovery and import

We map your workflow and import customers, rate history, open shipments and outstanding invoices from Excel or your current system. Roles, number formats and milestone templates are set before anyone logs in.

WEEK 2Branding and integrations

Your logo and invoice format on every PDF, your sending domain on every email, tracking wired. Sales dry-runs quotes on real enquiries.

WEEK 3Training and go-live

Two 90-minute sessions, sales and ops, then finance. First real enquiries land, with your onboarding lead in a shared channel.

WEEK 4First closed shipment

Enquiry → quote → shipment → invoice → payment, end to end. Your old system stays live until you say otherwise.

09Common questionsAsked on most first calls

Q1Is my data separate from other forwarders on CocoRoute?

Yes. Your company's workspace is completely separated from other customers, with its own data, users and configuration, at yourcompany.cocoroute.co. Technically that is a dedicated database and sign-in per organisation. Support access is time-boxed, read-only and logged in your own audit log.

Q2Does it replace my TMS or my accounting tool?

CocoRoute brings shipment operations, invoicing, vendor bills, VAT, payments and job profitability into one system. It exports CSV from every finance screen and posts events to webhooks for anything downstream. There is no Cargowise or Magaya integration today; if you need one, say so on the demo.

Q3What tracking is built in?

Shipsgo container, bill-of-lading and booking-number tracking, on the shipment and per leg on multi-leg routes. Events land on the milestone timeline your customer can see.

Q4How long does go-live take?

Provisioning your company takes minutes. Moving your team takes two to four weeks: import, branding, two training sessions, first closed job. Your old system stays live until you switch.

Q5What does it cost?

Per company, based on team size and monthly volume. We quote it on the demo rather than guess it here.

Q6Can I try it before talking to anyone?

Yes. The demo workspace above is a full demo forwarder with real screens and seeded data, reset every night. Nothing you do there sends email to anyone.

Q7Where is it hosted, and can I self-host?

Managed Postgres and application containers in the Singapore region, with point-in-time backups. Cloud only; self-hosting is not offered.

10Request a demoReply within one business day

Thirty minutes. Your shipments, on our screen.

Bring one real job and one real supplier invoice. We'll run both through CocoRoute end to end, and you'll know by the end whether this is for you.

A reply from a person within one business day
A price for your team size and volume, on the call
Demo access included with our reply

In a hurry? Email hello@cocoroute.co.