CRM Customers

Customer records are the heart of OFreight CRM. Each profile combines identity details, sales ownership, accounting data, notes, and related shipments so your team has one place to work from.

All Customers list showing status filters and key actions

All Customers list (placeholder screenshot)

What you can do

  • Create and maintain customer profiles
  • Assign Sales Reps and manage ownership windows
  • Track status (Lead ? Prospect ? Customer)
  • Store contacts, accounting details, notes, and attachments
  • See all quote requests and shipments tied to a customer

Find and open customers

You can access customer records in three ways depending on what you need.

All Customers list

Use this list when you need a complete view of every customer in the system.

  1. Go to CRM > Customers > All Customers.
  2. Use the Status filter (All, Free, Lead, Customer).
  3. Use grid filters to refine by email, status, or dates.
  4. Click a customer name to open the full record.

The list is designed for quick scanning. Use Remaining Days to identify customers that may need reassignment and Status badges to prioritize leads or prospects.

My Customers list

Use this list to focus on customers assigned to you.

  1. Go to CRM > Customers > My Customers.
  2. Filter by status if needed.
  3. Open the customer to view or update details.

This view keeps you focused on the accounts you own, which helps ensure follow-ups happen on time.

Customer search

Use search for quick lookup.

  1. Go to CRM > Customers > Search.
  2. Type at least 3 characters.
  3. Open the matching customer record.

If a customer is Free, Sales users can claim it with Assign.

Create a customer

Creating a customer takes only a few minutes, and the quality of the record will improve pricing, scheduling, and billing later.

  1. Go to CRM > Customers > All Customers.
  2. Click Add.
  3. Enter a Customer Name (required).
  4. Complete General Information and Contact Information.
  5. Add any Contacts for the account.
  6. Fill Accounting Information if you have it.
  7. Click Save or Save and Assign.

If you select Save and Assign, the customer becomes owned by you and the assignment expiry is set automatically.

Customer details view with tabs for General, Accounting, Comments, and Activities

Customer details view (placeholder screenshot)

Manage sales ownership

Sales ownership controls who can edit and work a customer. It also keeps the sales pipeline organized.

Assigning a customer

  • In the list view, click Assign on a Free customer (Sales roles only).
  • Inside a customer record, choose a Sales Representative and click Update.

Changing status

  • Lead: early-stage, evaluating.
  • Prospect: qualified and progressing.
  • Customer: active client.
  • Free: unassigned and available to claim.

When you set the status to Free, OFreight clears the Sales Rep and expires the assignment immediately.

Assignment expiration

When a Sales Rep is selected, OFreight sets the assignment 90 days ahead. You can adjust the date if your policy requires it.

For Iran customers, a National Code is required before saving or updating sales ownership.

General information

This tab captures the customer's identity and commercial profile. A complete profile makes quoting and compliance faster.

General Information tab with company details, source, and industry

General Information tab (placeholder screenshot)

Customer Information

  • Source (Web Site, Portal, Exhibition, Email Campaign, LinkedIn, Facebook, Instagram, Others)
  • Type: Company or Individual
  • Country
  • Industry Type
  • Company or Full Name (English + Persian)
  • Contact Creation Date
  • Client Grade (A, B, C)
  • Remarks

Contact Information

  • Email
  • Mobile
  • Tel
  • Fax
  • Website

Contacts and people

The Contact List lets you store multiple people for the same account. This prevents delays when the main contact is unavailable.

  1. Click the + button to add a new contact row.
  2. Fill in name, email, mobile, and an optional note.
  3. Use the trash icon to remove a contact.

Tip: Add at least one operational contact (shipping docs) and one financial contact (billing).

Accounting information

Use this tab for billing and legal details that finance teams rely on.

Accounting Information tab with registration and address fields

Accounting Information tab (placeholder screenshot)

Fields include:

  • Accounting Code
  • Registration No
  • National Code
  • Economical Code
  • Zip Code
  • Address (English)
  • City/Province (Persian)
  • Address (Persian)

Comments and attachments

General Comments

Use comments to store relationship history and internal notes.

  1. Enter a message in General Message.
  2. Click Post General Message.

Each comment shows the author and timestamp for visibility across the team.

General comments panel showing notes and authors

General Comments (placeholder screenshot)

Attachments

Attach supporting documents such as company IDs, contracts, or pricing files.

  • Attachments are available on existing customers only.
  • Uploaded files remain linked to the customer record.

The All QR & Shipment tab displays every quote request and shipment linked to the customer. It helps you understand volume, lanes, and recent activity at a glance.

Related shipments tab with quote requests and bookings

All QR & Shipment tab (placeholder screenshot)

Best practices

  • Keep contact details current to avoid delays on urgent shipments.
  • Use clear status transitions so pipeline reports are accurate.
  • Add remarks for special handling requirements or preferences.
  • Attach documents that pricing or operations will need later.

Tips and troubleshooting

  • Customer list looks empty: refresh the list or change the status filter.
  • Can't assign a customer: only Sales users can assign Free customers.
  • Can't edit a record: you may need sales management access or be the assigned Sales Rep.
  • Iranian customers won't save: National Code is required.

Was this page helpful?