Enquiry pipelines from WhatsApp, quotations with validity dates, exporter accounts, lane-level opportunities, GST invoicing and outstanding by age. From ₹899/user/month.
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Quick answer
Most enquiries begin as a WhatsApp message from an exporter in a cluster town: hosiery from Tiruppur, textiles from Surat, hand tools from Ludhiana. They go to two or three forwarders at once, and the first clean quotation usually sets the reference price. Larger shippers run a formal rate exercise, but even there the relationship with the despatch team decides who gets the enquiry first.
Enquiry received, rate sourced from lines or overseas agents, quotation sent with a validity date, follow-up, negotiation, booking confirmed. From that point the job file and documentation belong to your forwarding system. What returns to the CRM is account context: shipped volume, lanes, invoice status and outstanding.
Ocean rates are revised on a known cycle and local charges shift with them. A quotation that states its validity gives the exporter a reason to confirm and gives you the right to requote without an argument. Without it, forwarders spend the first week of each month honouring numbers they can no longer buy.
Does WhatsApp run on the company number so enquiries survive an executive resigning? Can quotations carry validity and automatic follow-up? Can you raise GST invoices and see outstanding beside the sales history? Is pricing per user with no seat minimum? And does the tool sit alongside your forwarding software instead of demanding you replace it?
| Capability | WhatsApp and Excel | Forwarding software | HelloGrowthCRM |
|---|---|---|---|
| Enquiry pipeline with owners | No | Partial | Yes |
| Quote validity and follow-up | No | Partial | Yes |
| Lane-level opportunities | No | No | Yes |
| WhatsApp on the company number | No | No | Native |
| Dialer with recording | No | No | Native |
| GST invoicing and ageing | Partial | Yes | Yes |
| Field visit check-in | No | No | Yes |
| Job file and documents | No | Yes | Stays in your system |
Every team in this space loses revenue to the same recurring gaps. Here is what they cost you and how HelloGrowthCRM closes each one.
Enquiries arrive on personal WhatsApp numbers and vanish when a sales executive resigns.
The company business number feeds a shared inbox tied to the account, so every enquiry, quotation and commitment stays with the company and any colleague can pick up the thread.Business number inbox
A quotation goes out and nobody follows up until the exporter has already booked elsewhere.
Quotations carry a validity date and an automatic follow-up sequence across WhatsApp and email that stops on reply, so quiet quotes are chased while the rate still stands.Quote follow-up
Freight is financed for the customer and the outstanding is only chased when cash gets tight.
GST invoices sit on the account with ageing and scheduled reminders, so collection is a dated task with an owner rather than an uncomfortable call somebody eventually makes.Outstanding ageing
Two executives quote the same exporter different rates on the same lane in the same week.
Accounts have owners and lane-level opportunities show every open quotation, so duplicate quoting is visible before it reaches the customer and damages the rate conversation.Account ownership
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Free Forever • No Credit Card Required
Free Forever • No Credit Card Required
Prefer email? Write to sales@hellogrowthcrm.com