DDS Freight CRM – Features

DDS Freight CRM integrates the various stages that the commercial processing of customers involves for a commission agent.
DDS Freight CRM’s main functionalities are:

  • Visit agendas.
  • Visit reports.
  • Multi-criteria searches and filters for identified traffics.
  • Automatic mailing lists for e-mail/mail campaigns.
  • Customer and prospects, payment terms and balance management.
  • Customer event management (visits, call for tender, call to/from customer and so on).
  • Automatic sharing of customer data internally for information and/or action purposes.
  • Simplified and automated entry, tracking and fulfillment of quotations.
  • Advanced quotation creation/modification search, traceability and history.
  • Advanced management of purchases, purchase and sale tariffs (flat rates, bands and so on).
  • Integration of external documents into Client/Supplier sheet.
  • Secured access to commercial information, user and/or group-based authorization.