KamoCRM

A Unified CRM for Freight Brokers and 3PLs

CRM, calls, email, documents, and AI. TMS integration (McLeod, Descartes, Truckmate), shipper/carrier relationship tracking, and RFQ pipelines are available through our feature request system.

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How logistics companies operate

Freight brokers and 3PLs balance shipper relationships with carrier capacity. Most use a TMS (McLeod, Descartes, Truckmate, MercuryGate) for operations — the sales CRM layer is typically bolt-on.

Common challenges we see

  • TMS tools are ops-focused; sales CRM is a separate tool
  • Shipper relationship context lives outside the TMS
  • RFQ handling scatters across email and spreadsheets
  • Carrier performance data isn't visible during opportunity pursuit
  • Service-recovery cadences aren't systematic

How KamoCRM applies to Logistics & Freight

KamoCRM provides the sales CRM layer alongside your TMS. Calls via RingCentral, email, and documents thread to the shipper or carrier account. The AI assistant answers staff questions from your service catalog and rate cards.

What's included in every KamoCRM deployment

The same unified platform powers every industry. Listed below is what's actually built today.

CRM & Sales

The relationship core, adaptable to your deal flow.

  • Leads, contacts, and account management
  • Customizable pipelines (Orders, Agreements, Applications, Bookings, Subscriptions, Service Requests, Procurements, Engagements, Commitments, Signups, Allotments)
  • Imports, exports, and de-duplication
  • Sales analytics and lead reporting

Communications

Calls, video, messaging, email — unified on customer records.

  • RingCentral integration for business phone and SMS
  • Native HD video conferencing (Janus WebRTC) with recording, screen share, breakout rooms, E2E encryption — KamoMeet
  • Email integration with Google Workspace, Microsoft 365, Zoho Mail, Exchange, IceWarp, and custom IMAP/SMTP
  • Real-time team messaging with presence
  • Calendar sync via CalDAV

Documents & Knowledge

Work together on documents, capture institutional knowledge, and put AI on top.

  • Real-time collaborative document editing
  • Secure file storage (MinIO) and media library
  • Knowledge base with approval workflows
  • Version control and history

AI

An assistant grounded in your knowledge base, not a generic chatbot.

  • AI chat assistant
  • RAG-powered semantic search across your knowledge base and data
  • Predictive insights and recommendations

Admin, White-Label & Security

Multi-tenant from day one, with your brand on every surface.

  • Multi-tenant organizations with department and team management
  • Role-based access control (RBAC)
  • Single sign-on: Google, Microsoft, Apple
  • Full white-label branding (logo, colors, domains, email)
  • Per-organization feature toggles
  • End-to-end encryption on video and data at rest
  • SOC 2 and GDPR aligned; 99.9% uptime SLA
  • Kubernetes-native (RKE2) on CockroachDB

Billing & Commerce

Billing for customers who resell or charge through the platform.

  • Stripe billing integration
  • Subscription and one-time charge handling
  • Commerce and market pipelines
Requestable

Industry-specific features for logistics companies — available via request

These aren't built natively today. Our feature request system lets you vote on priorities, sponsor custom development, or get them built for your deployment.

  • TMS integration (McLeod, Descartes, Truckmate, MercuryGate)
  • Shipper relationship management with service-history visibility
  • Carrier capacity tracking with performance scoring
  • RFQ pipeline with document/spec handling
  • Lane and commodity-specific pricing analytics
  • Multi-modal support (TL, LTL, intermodal, ocean, air)
Learn about feature requests

Questions about KamoCRM for logistics companies

Does KamoCRM replace McLeod or Descartes?
No. TMS tools own dispatch, load tracking, and settlements. KamoCRM provides the sales CRM layer. TMS integration is requestable.
Can we track carrier performance?
Custom fields model performance today. Dedicated carrier performance tracking with on-time/claims metrics is requestable.
How does RFQ handling work?
Documents and custom pipelines handle RFQs today. A structured RFQ pipeline with document handling and lane-pricing logic is requestable.
Does it handle international freight?
Custom pipelines model international modes. Deep customs and forwarding workflows are typically handled by specialized TMS; integration is requestable.
What's included vs requestable?
Included: CRM, RingCentral, KamoMeet, email, documents, KB + AI, white-label. Requestable: TMS integration, carrier scoring, RFQ workflow, multi-modal routing.

See KamoCRM for Logistics & Freight

Start free on the unified platform. Request the industry-specific features you need on top.

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Logistics CRM: KamoCRM for Freight Brokers & 3PLs (2026) | KamoCRM