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
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
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.
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.
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.
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.
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.
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
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.
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ExploreA 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.
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.
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.
Voice Agent for Follow-Up
AI calls third-party logistics prospects a day after the first conversation, answers the obvious questions, and books the next step so nobody has to chase manually.
Smart Compose for Buyer Messages
AI writing assist for enquiry replies, quotation covering notes, and follow-up messages — consistent wording, sent faster.
Automated Follow-Up Sequences
Trigger SMS, WhatsApp, and email reminders on a schedule you set once, so every open 3PL opportunity gets worked until it is won or closed out.
AI Lead Scoring
Rank incoming third-party logistics enquiries by value, source, and response speed so the team works the best ones first.
All AI features included on every paid plan. No add-ons.