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US Logistics & Transportation USA

Win warehousing and fulfilment contracts that take nine months to close

HelloGrowthCRM runs the long, multi-stakeholder sales cycle third-party logistics providers actually have. Your WMS keeps running the building. Setup takes about 15 minutes.

Quick answer

Does HelloGrowthCRM replace our warehouse management system?

No. HelloGrowthCRM has no inventory management, no receiving or putaway, no pick and pack, no slotting or cycle counting, no labour management and no billing against storage and handling tariffs. Everything that happens once freight is in the building stays in your WMS. HelloGrowthCRM sits in front of it and owns what a WMS was never built for: finding prospects, running site visits, issuing proposals, hitting RFP deadlines and managing renewals.
Outcome-first workflow$12 per user per month, or $10 on annual billing pricingEmail and SMS follow-up
Industry Use Cases

Managing nine-month multi-stakeholder award cycles

Tracking RFP and bid submission deadlines

Following up after facility tours and site visits

Diarising contract reviews before auto-renewal

Selling ecommerce fulfilment to growing brands

Recording which consultants and brokers refer deals

Why this page exists

Third-party logistics has one of the longest and least forgiving sales cycles in the industry. A prospect runs a site visit, requests a proposal, goes quiet for two months, reopens with a revised volume forecast, involves a procurement team nobody has met, and awards nine months after the first conversation. Any deal like that either lives in a system or it does not survive at all, and in most 3PLs it does not. HelloGrowthCRM is built for that shape. Opportunities carry every stakeholder, every proposal version, every site visit and every RFP deadline. Nothing depends on the salesperson remembering which of four contacts actually signs. Your WMS keeps running receiving, storage and outbound. This owns the nine months before a single pallet arrives.

Being clear about the boundary: HelloGrowthCRM is not a WMS. There is no inventory management, no receiving or putaway, no pick and pack, no slotting, no cycle counting, no labour management and no billing against storage and handling tariffs. All of that stays in the warehouse system you already run. What tends to be missing is the commercial side. The prospect who toured the building in April and was never called again. The RFP that closed while the proposal sat half-written. The contract that auto-renewed at last year's rates because nobody diaried the review. That is the work this handles: qualify, tour, propose, follow up, win, and renew deliberately.

Common search intent

CRM for 3PL companiesbest CRM for small 3PL providers in the UShow to track warehousing RFPs and bid deadlines3PL sales pipeline software with long sales cyclesCRM for fulfilment companies selling to ecommerce brandssoftware to manage 3PL contract renewals

Why teams evaluating CRM for 3PL companies want a simpler system

Deals involve four or five stakeholders across operations, finance and procurement, but only one contact is recorded, so the salesperson is blindsided when an unknown decision maker objects.

Proposals go through multiple versions as volumes and service levels change, and nobody can say which version the prospect is actually holding.

RFP and bid deadlines live in individual calendars. A submission window closes and the opportunity is gone, with no record that it ever existed.

Site visits are a major cost and a major signal, but there is no structured follow-up afterwards, so a prospect who toured the building goes as cold as one who never did.

Contract renewals arrive unmanaged. Rates roll over unchanged for years because the review conversation was never diarised while there was still time to have it.

Nobody can report on how much contracted revenue is in the pipeline or how long deals sit at each stage, so forecasting for capacity planning is guesswork.

Challenge → solution → result

Common 3PL Providers problems — and how this CRM solves them

Challenge: Only one contact is recorded on a five-stakeholder dealSolution: Multiple contacts per account with roles and historyResult: Late-stage decision makers are engaged, not discovered
Challenge: Nobody knows which proposal version the prospect holdsSolution: Proposal builder with version history on the accountResult: Pricing conversations start from the same document
Challenge: RFP windows close before the response is readySolution: Deadline reminders scheduled with real runwayResult: Submissions go in on time instead of not at all
Challenge: Prospects go cold in the months after a site visitSolution: Automated email sequences with SMS and WhatsAppResult: The provider is still present when the decision is made
Challenge: Contracts auto-renew at unchanged ratesSolution: Renewal review dates with advance remindersResult: Rates and service levels get negotiated deliberately

Map your workflow to the CRM instead of rebuilding it in spreadsheets

Inbound enquiry from your website, phone or a broker referralLead capture from web forms, phone and messaging into one queue
Qualifying whether a prospect fits your building and networkAI lead scoring that ranks enquiries before anyone books a tour
Managing a nine-month multi-stakeholder award cyclePipeline with stages you define, from enquiry to signed agreement
Keeping track of four decision makers on one accountMultiple contacts per account with roles and full interaction history
Issuing and revising a storage and handling proposalQuote and proposal builder with reusable content and version history
Hitting an RFP submission deadlineRecurring reminder sequences tied to the account owner
Following up after a site visit or facility tourAutomated email sequences plus SMS and WhatsApp follow-up
Diarising a contract review before it auto-renewsRenewal reminders scheduled ahead of the review window
Knowing which brokers and consultants send you dealsReferral-source tracking on every lead and closed contract
Connecting the sales layer to your WMS and finance stackNative connectors, Zapier and an open API
Email + SMS follow-up

Where 3PL contracts are actually won: the tour, the proposal and the follow-up nobody does

3PL selling is low-volume and high-value, worked by a small team over months. That changes what the channel mix needs to do. Email sequences carry the long quiet stretches between a site visit and a decision, which is where most opportunities die of neglect rather than of losing. The dialer handles the calls into ecommerce brands, manufacturers and importers, with recording and AI summaries so a conversation from two months ago is available in full. SMS and WhatsApp handle the fast confirmations around tours and deadlines. Recurring reminders turn RFP windows and renewal reviews into dated tasks rather than things someone hopes to remember. Everything is logged against the account, visible on mobile, and reported in dashboards that show what is genuinely open.

Best next step

See how email, SMS, tasks, and billing fit your workflow in one demo.

Built for SMS and email follow-up

How it works

1

Connect your enquiry sources

Point your website enquiry form, phone number and messaging channels at HelloGrowthCRM. Every enquiry lands in one queue with its source recorded, so a consultant referral is distinguishable from an inbound search enquiry later.

2

Model the real award cycle

Name your pipeline after the actual motion: qualified enquiry, site visit booked, proposal issued, RFP submitted, procurement review, contracted. Add every stakeholder to the account with their role, so nobody is a surprise at signature.

3

Automate the long quiet stretches

Attach email sequences to opportunities after a site visit and reminder sequences to RFP deadlines and contract review dates. The prospect who toured in April hears from you in May and June without anyone deciding to make it happen.

4

Report, then hand operations to the WMS

Dashboards show contracted revenue in the pipeline, stage ageing, win rate and referral source, which is what capacity planning actually needs. Once a contract is signed, receiving, storage, fulfilment and tariff billing stay in your WMS.

Pricing

$12 per user per month, or $10 on annual billing

Flat per-user pricing with no sales-edition upgrade path and no separate charge for the dialer, sequences or reporting. Monthly billing is $12 per user per month; annual billing brings it to $10 per user per month. There is a free forever plan, which suits a single-building 3PL where the owner handles every commercial conversation. Setup takes about 15 minutes. Growth Engine, our optional managed RevOps service, is available if you would rather have someone else build and run the pipeline.

What a 3PL needs from a sales CRM versus what a generic CRM gives you

RequirementHelloGrowthCRMGeneric CRM
Clear separation between sales pipeline and warehouse operationsBuilt as the layer in front of your WMS, with no attempt to replace inventory or tariff billingBlurs operational and commercial data so neither view stays clean
Multi-stakeholder accounts with rolesUnlimited contacts per account with roles and full interaction historyContact-centric models that make one person the de facto account
Proposal versioning across a long cycleProposal builder with reusable content and version history on the accountQuoting is an add-on module or pushed to a third-party tool
Deadline and renewal reminders with real runwayRecurring reminder sequences on RFP windows and contract reviewsCustom date fields plus a report someone must remember to run
Forecasting that supports capacity planningDashboards covering contracted revenue in pipeline, stage ageing and win rateReport builders that need admin time before showing anything useful
Pricing that suits a small commercial teamFlat per-user pricing with a free forever plan and no sales edition upgradeSeat minimums and tier jumps that penalise a second seller

Why long logistics cycles need a system rather than discipline

A nine-month sales cycle defeats memory in a way a nine-week cycle does not. Over that span the salesperson runs dozens of other conversations, the prospect changes personnel, volumes get re-forecast, and the original proposal stops matching what is being discussed. None of this is unusual, and none of it is recoverable from notes. It requires a record that accumulates rather than a person who remembers.

The multi-stakeholder problem compounds it. Operations wants capability, finance wants unit economics, and procurement wants a defensible process. These groups often want different things and rarely appear at the same time, so a provider engaging only the operations contact builds a strong relationship with someone who does not decide. Recording every stakeholder with their role turns this from a late-stage surprise into a coverage question you can actually manage.

Site visits deserve specific attention because they are the most expensive activity in 3PL selling and the least systematically followed up. A tour costs real management time and signals genuine intent, and yet the standard pattern is one thank-you email and then silence. A structured post-visit sequence, running over the months when the prospect is genuinely deciding, is close to free and consistently outperforms the alternative of waiting to be called.

Renewals are the last and quietest loss. Logistics contracts often continue for years on original terms because opening the conversation feels like inviting a tender. In practice the opposite is true: a provider who initiates a review with three months of runway controls the framing and usually keeps the account, while one who lets the date pass discovers the customer has been quietly quoting elsewhere.

Frequently asked questions

No. HelloGrowthCRM has no inventory management, no receiving or putaway, no pick and pack, no slotting or cycle counting, no labour management and no billing against storage and handling tariffs. Everything that happens once freight is in the building stays in your WMS. HelloGrowthCRM sits in front of it and owns what a WMS was never built for: finding prospects, running site visits, issuing proposals, hitting RFP deadlines and managing renewals.

Give your long sales cycle somewhere to live

Keep your WMS exactly as it is. Add the commercial layer it was never built to be. Track every stakeholder, keep proposal versions straight, hit RFP deadlines, follow up after site visits, diarise renewals before they roll over, and see contracted pipeline value on one dashboard. Setup takes about 15 minutes, the free forever plan costs nothing, and paid seats are $12 per user per month or $10 on annual billing.

AI & Intelligence

AI Features Built for 3PL Providers

HelloGrowthCRM ships 12 AI agents across 3 autonomy levels — from fully autonomous voice calling to assistive smart compose. Every AI action is logged and reversible.

Explore AI Agents

All AI features included on every paid plan. No add-ons.