CRM Overview

OFreight CRM keeps customer profiles, sales ownership, and follow-ups in one place. It is designed for day-to-day sales work as well as long-term account management.

Overview

CRM is where you:

• Store clean, complete customer records
• Control ownership so the right rep works the account
• Track every touchpoint and schedule follow-ups
• Coordinate teams around key accounts

Core areas

• Customers: profiles, contacts, and accounting details
• Activities: calls, meetings, emails, and follow-ups
• Teams: collaboration groups and leadership

Suggested workflows

New customer intake

1. Create the customer record.
2. Add company or individual details and contact people.
3. Assign a Sales Rep and set the status to Lead or Prospect.
4. Log the first activity and set the next follow-up date.

Ongoing account management

1. Keep contacts and accounting details up to date.
2. Log every key interaction.
3. Review activity list daily to prioritize follow-ups.
4. Use teams to ensure coverage during handoffs or leave.