GuardenerAI for logistics is a CRM for the commercial side of freight: shipper accounts, rate requests and lanes as opportunities and custom records, carrier and agent contacts, signed agreements and invoices. It is for small and mid-sized freight brokers, forwarders and courier firms. It is not a transport management system.
Freight is won on relationships and response time. Rate requests arrive by email, lanes are priced in spreadsheets, and the account history lives in a sales rep’s head. GuardenerAI puts shippers, lanes, carriers and agreements on shared records, so the whole desk can quote, follow up and grow accounts.
Companies hold each shipper’s rating, billing details and contacts, with every rate request as an opportunity and every email you send from the record filed against it.
Add a Lanes custom object with origin, destination, mode, equipment, volume and rate, linked to the shipper, so the desk sees what each account moves.
Each request becomes an opportunity with a value and close date. An action plan lays down the follow-up so no quote goes quiet.
Send shipper agreements and credit terms for e-signature, raise invoices from the same system, and on the Max plan send a Stripe card payment link.
There is no one-click template for this industry, so you add these objects and fields yourself in Settings. It takes an afternoon, and nothing about it is fixed.
The regular routes each shipper moves, and what you charge.
Shippers, carriers and overseas agents.
Rate requests and new lane business.
Each of these is built from features in the product today. Set them up once and the whole team runs them the same way.
Shipper, carrier and rate records live in your own isolated, encrypted space with an audit trail, so the accounts stay with the company when people move on.
Read the security details →Start free in an afternoon, or have us walk you through it with data that looks like yours.
Also built for manufacturing and wholesale, moving and storage and equipment rental. See every industry.
Tell us about your team and what you want to see, and we'll reply by email to set a time.
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