Move off Excel + Outlook. Set up in 30 days. From the shipper’s first enquiry to the final invoice — all in one place, priced for growing forwarders.

A new shipper emails you, three days pass, your competitor already quoted. The lead is lost before sales even saw it.
No templates, no margin discipline. Every quote is a copy-paste from last week’s Excel — wrong cargo, wrong port, embarrassing.
“Where’s my cargo?” on WhatsApp, all day. Your ops team can’t do real work because they’re typing the same answer.
A returning customer fills out the same form. Sales doesn’t know they shipped 12 times last year. No memory, no loyalty.
Cocoroute owns the layer your shipper sees — enquiry, quote, tracking, invoice — and the operational layer your team works in. They’re the same data, not two systems pretending to sync.
Enquiries land, KYC-verified, auto-routed to a sales person who owns them. No more “who’s following up?”.
Templates, AI-suggested rates from your own shipment history, profit-margin visible while you build the quote. Your sales team prices like a senior every time.
Auto-pulled from Shipsgo. Multi-leg milestones. Your shipper sees the same timeline you see — same data, same source of truth.
Invoice + payment + credits flow back to the customer record. Repeat shipments get priced from real cost — the data closes the loop.
6 hotspot-annotated steps — enquiry to repeat business. Use ← → arrows to navigate. Close any time.
We’d rather you self-select out than spend a week of your time in a sales process that ends in “we’re going with Cargowise instead.”
We walk through your current workflow, import your customer + rate history from Excel or your TMS, and configure your invoice templates.
Your colours, logo, and email templates go live. Shipsgo + carrier connections are wired. Sales team starts dry-running quotes in the staging org.
Two 90-minute training sessions: sales + ops. First real enquiries land. Your dedicated onboarding lead is online for every question.
Enquiry → quote → shipment → invoice → payment end-to-end, all in Cocoroute. Your team owns the workflow from this point.
No — Cocoroute sits alongside your TMS and owns the customer-facing layer: enquiries, quotations, customer chat, shipment tracking visible to shippers, and finance. We integrate where it makes sense (Shipsgo for live tracking, more carrier APIs coming). If you don’t have a TMS today, Cocoroute is enough for most forwarders shipping under 500 TEU/month.
Yes — Shipsgo is wired in today. Container, BL, and booking-number tracking all auto-pull. We’re adding more carrier APIs (CMA CGM, Maersk, ONE) over the next two quarters. If you need a specific one prioritised, tell us when you book the demo.
Per-tenant database scoping — every row is tagged with your organisation ID and the API enforces it at the controller layer. We’re ISO 27001 + AEO certified. Backups are encrypted; production data never leaves Cocoroute systems. SOC 2 Type II is in progress for Q3 2026.
Per-seat for your team + a small per-shipment fee on top. Pricing scales sensibly: a 5-person forwarder pays substantially less than a 50-person one. We’ll quote you a specific number on the demo based on your team size and monthly volume — no surprise upgrades, no “contact sales for enterprise” wall.
Cloud-only today. Self-host adds operational complexity that most forwarders don’t want — we run hardened multi-region infra so you don’t have to. If you’re a regulated enterprise that genuinely needs on-prem, talk to us during the demo and we’ll see what we can do.
Week 1 of onboarding is dedicated to migration. We import customer records, historical rates, open shipments, and outstanding invoices from your current system. Excel + CSV is the most common starting point and the easiest. For Cargowise/Magaya we use their export tools then map to our schema. No downtime — your old system stays live until you’re ready to switch.