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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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.
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.
Quote with the margin showing.
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.
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.
Two legs, road → sea, each with its own ownerLand · Documentation · Control streams, every task waits for the one before itAI 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.
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.
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
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
Boring where it should be boring.
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.
Not ready to talk?
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.
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.
Your logo and invoice format on every PDF, your sending domain on every email, tracking wired. Sales dry-runs quotes on real enquiries.
Two 90-minute sessions, sales and ops, then finance. First real enquiries land, with your onboarding lead in a shared channel.
Enquiry → quote → shipment → invoice → payment, end to end. Your old system stays live until you say otherwise.
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.
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.