Key Features

1. Adding New Clients

To create a new client profile:

1. Navigate to Clients > New Client.

2. Enter key company information:

   • Company name

   • Type: Shipper, Consignee, Importer, Exporter, Agent, Buyer

   • Country, Address

   • Contact Persons (multiple supported)

   • Email, Phone, Tax ID

3. Assign to sales staff or a specific department.

✅ Each client gets a unique ID and can be grouped by industry, trade lane, or priority level.

2. Bulk Client Import

To migrate or upload many clients at once:

1. Go to Clients > Import.

2. Download the Excel template.

3. Fill in columns for Company Info, Contact, and Tags.

4. Upload and verify the file.

✅ This feature saves time during mass onboarding or CRM migration.

3. Contact & Access Control

Each client record supports multiple contacts with:

• Designated role (Owner, Sales Contact, Finance Contact)

• Permission to access quote requests or shipment tracking (via client portal)

Access Levels:

✅ You decide what each client sees — ensuring control over sensitive pricing or vendor info.

4. Client Activity Tracking

Within each client’s profile, you can view:

• Quote requests and their status (Sent, Viewed, Accepted)

• Shipment records and profit margin per job

• Invoices issued and payment status

• Internal notes by sales or operations teams

✅ This supports account-level performance review and history-based selling.

5. Client Tags & Grouping

You can assign tags or labels to help categorize clients:

• Type: VIP, New, Inactive, High Volume

• Region: Asia, EU, US

• Mode: FCL clients, LCL clients, Airfreight-only

These tags are useful for segmentation, filtering, or targeted campaigns.

6. Client Portal Access

Freightek includes a Client Portal (available on Pro plans or higher):

• Allow clients to:

  • Search rates (if permitted)

  • Request new quotes

  • View quote history

  • Track shipment status

  • Download documents (e.g., Arrival Notice, BL copy)

✅ Login credentials are managed by your team and sent via secure email.

7. Assigning Sales Reps & Territory

You can assign each client to:

• One or more salespeople

• One branch or office

• A region, based on business strategy

This makes it easier to evaluate sales performance and client engagement per territory.

Client Dashboard Overview