Logis CRM

Better CRM Solutions For Customs House Clearance Agents

Simpleified steps for your business to track the job status and manage the customers

About Us

Streamlined CRM software designed to simplify customer and job management.

  • Create and manage quotations effortlessly.
  • Initiate and track job assignments with ease.
  • Generate professional invoices in seconds.
  • Automate payment follow-ups for better cash flow.
  • Access detailed reports including outstanding balances and GST summaries.
  • Securely store all customer and job-related documents online.
  • Monitor vendor payments and maintain clear records.

We are a specialized CRM software provider focused on delivering streamlined, easy-to-use solutions for Customs House Agents (CHA) and logistics professionals. Our platform is built to simplify day-to-day operations, improve visibility, and boost profitability—without the complexity of traditional systems.

Logis CRM offers a suite of services designed to strengthen customer relationships, streamline future job referencing, and manage electronic documents with ease.

01 How does Logis CRM help with quotation and invoice generation?

Logis CRM allows you to create and send professional quotations and invoices in just a few clicks. It streamlines your billing process and ensures accuracy across all customer transactions.

02 Can I manage job creation and track expenses for different shipment types?

Yes! You can create jobs and monitor expenses for air import/export and sea import/export operations. Logis CRM helps you maintain detailed cost records for each job, improving financial visibility.

03 How does payment follow-up and reminder setup work?

Logis CRM automates payment follow-ups by sending reminders to customers based on due dates. You can customize schedules and notifications to ensure timely collections and reduce outstanding balances.

04 Is vendor payment tracking available?

Absolutely. You can track payments made to vendors, monitor due dates, and maintain a clear record of all transactions to ensure smooth operations and accountability.

05 Can I easily access job-related and company documents?

Yes, Logis CRM provides secure cloud-based storage for all job, customer, and company documents. You can retrieve files instantly from anywhere, keeping your operations organized and efficient.

06 What types of reports can I generate?

Generate comprehensive reports including payment profiles, profit and loss summaries, and GST input/output statements. These insights help you make informed business decisions.

07 Can customers check their job status themselves?

Yes! Logis CRM provides a job status link that customers can use to view real-time updates on their job progress, enhancing transparency and customer satisfaction.

Services

Explore our core offerings designed to streamline operations and enhance customer experience.

Quotation & Invoicing

Create, send, and manage quotations and invoices with ease and accuracy.

Job & Expense Tracking

Monitor job progress and associated costs across import/export operations.

Document Management

Securely store and retrieve customer, vendor, and job-related documents anytime.

Customer Job Portal

Provide clients with real-time access to job status through a dedicated portal link.

Pricing

Choose the plan that fits your business needs—from basic tools to full-featured service management.

Free Plan

0 / month

  • Quotation & Invoicing
  • Basic Job Tracking
  • Document Management
  • Customer Job Portal

Enterprise Plan

3000 / month

  • Quotation & Invoicing
  • Full Job & Expense Tracking
  • Document Management
  • Customer Job Portal
Buy Now