Sales & CRM

📦 Shipment Ledger

📤 Import Excel

Total Shipments

0

Avg GP Margin

0%

Total Revenue

฿0

Total GP

฿0

📊 Ledger Dashboard & Charts Click to expand ▼

🏆 Top 3 Customers by GP

🛃 Customs Jobs

—

of total shipments

🚚 Transport Jobs

—

of total shipments

📦 Shipments vs Last Month

—

Last month: —

💰 Total GP vs Last Month

—

Last month: —

Count by Mode

GP by Mode

📅 Annual Shipment Overview

Total Shipments

—

Total Revenue

—

Total GP

—

Avg GP Margin

—

Customs / Transport

— / —

Monthly GP & Revenue (฿)

Shipments by Mode

GP by Salesperson

🏆 Top 5 Customers by GP

📋 Shipment Ledger Records

Customer

Mode

Profit

Salesperson

📅 ETD From

📅 ETD To

🚢 ETA From

🚢 ETA To

Date ↕	Customer ↕	Job No.	AWB/BL	Mode ↕	Route	Vol	ETD ↕	ETA ↕	Customs	Trans	Cost ↕	Selling ↕	GP ↕	% ↕	Sales ↕	Action
TOTAL:											0	0	0	0%

🎯 Deal Pipeline

Your Sales Process – Built for Freight Forwarding and Logistics

🔵 New Prospect0

🟡 Pitching0

🟣 Costing0

🔷 Quoted0

✅ Booked0

❌ Lost0

🏢 Client Database

Company	Address	Contact Person(s)	Sales Rep	Action

👆

Click a customer row

to see their 360° snapshot

📅 Customer Meeting

0 records

Mon

Tue

Wed

Thu

Fri

Sat

Sun

✅ Completed (counts in report) 📌 Appointed ✖ Cancelled

📞 Cold Call Records

0 records

📅 Date	🏢 Company	👤 Contact	📱 Phone	💬 First Call	🔄 Follow-up	🎯 Win %	👤 Sales	Action

🗣️ Voice of Customer

📊 Reports

🏆

Annual Accumulation

Year-to-Date GP vs Annual Target

📈 YTD Actual GP

฿0

🎯 Annual Target

฿0

⚡ Achievement

0%

Progress0%

⚙️ Manual Sales Data Entry (Admin / Manager — set targets only) Click to expand ▼

📌 Data flow: Actual Sales & GP are derived automatically from the Shipment Ledger. Only Sales Target and Target Jobs can be set here.

Month

Sales Rep

Sales Target (฿)

Target Jobs (qty)

📈 Monthly GP vs Target

📦 Jobs vs Target

💰 GP from Shipment Ledger (current Month)

GP by Mode (฿)

Shipments by Mode (Count)

Sales Performance

🎯 Deal Pipeline — GP by Stage

Performance Overview

👥 Sales Activity Report

📅

Meetings Completed

0

completed sessions

📞

Cold Calls Made

0

total calls logged

Per Sales Rep Breakdown

Sales Rep	Meetings	Calls	Deals	GP (฿)

Cold Calls & Meetings by Rep

Number of Deals per Sales Rep

GP Value per Sales Rep (฿)

📈 Year-to-Date Progress

Month	Actual GP	Target	Achievement	GP Progress Bar	Jobs Act/Tgt	MoM Growth

📋 All Deal List Click to expand ▼

	Date	Deal Title	Client	Vol	Status	GP Amount	Sales Rep	Action

🌍 Overseas Agents Directory

International freight agent contacts by country

Country	Company	Address	Contact	Email	Phone	Specialty	Priority	Network Group	Added	Remarks	Actions

🏭 Local Vendor Directory

Domestic service providers — contacts & pricing

Company	Service Type	Address	Contact	Tel No.	Email	Line ID	Added / Updated	Remarks	Actions

🏖️ Leave Management · ระบบการลา

Thai Labour Law Compliant · พ.ร.บ.คุ้มครองแรงงาน

🔍 Filter:

💾 Master Data Backup

Export all CRM data as a full JSON backup file

▼ Expand

⚠️ Restore will replace existing data of this organization with the backup file contents. Use with extreme caution.

⚙️ App Settings

▼ Expand

🏢 Organization Info (Read-only from Database)

Company Name

—

Tax ID

—

Address

—

System IDs: 🏢 Org: — 👤 User: —

🖼️ Organization Logo

No logo
uploaded

📁 Choose Logo File

PNG, JPG, SVG · Max 500 KB · 1 logo only

System / Company Name

📍 Company Address

👤 Contact Person

📞 Phone Number

🪪 Business Tax ID

👤 My Account

▼ Expand

Username / Name

—

Login Email

—

Role

—

Last Sign-in

🔖 System Identifiers

🏢 Org ID: — 👤 User ID: —

🔐 Change Password

Current Password

New Password

Confirm New Password

👥 Team Management (org_admin only)

▼ Expand

Name	Email (Login ID)	Role	Action

➕ Add New User

📧 An invitation link will be sent via email. Click the link to set your password (valid for 72 hours)

🔑 Transfer Org Admin

Transfer org_admin rights to another member — after the transfer, your role becomes Manager and the page will reload.

⭐ Subscription Details

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💬 Support Messages

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📈 Sales Simulation

Saved

Total GP / Month

—

Annual GP

—

× 12 months

Active Accounts

—

Avg GP / Account

—

per month

Top Account

—

2026 Monthly GP

12-Month GP Projection

Total GP per month across all accounts

GP by Salesperson

Monthly contribution share

Top Accounts

Ranked by monthly GP

📧 Marketing Email Prompt

เลือก Template Type → กรอกข้อมูล → Copy Prompt ไปใช้กับ AI

📂 Template Type

Templates

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📝 Prospect Info

Company Name

Contact Person

Industry / Trade

Service to Highlight

Additional Notes

🏢 Our Company Detail (saved context for all users)

Company Name & HQ

Key Services / Expertise

Strengths / Advantages

Branch Offices

👁 Prompt Preview

← เลือก Template ทางซ้ายก่อน

📋 Booking Instruction

Fill in shipment details and generate a structured instruction to send to the Ops team

🚢 Shipment Details

Customer / Shipper *

Mode of Transport *

Incoterms

POL (Origin)

POD (Destination)

ETD

ETA

Commodity

Weight / Volume

Carrier (if specified)

Agent (if specified)

Profit Sharing (if applicable)

Special Instructions / Remarks

📎 Documents Attached

Quotation Accrual P&L CI & PL Reserved Booking Cost from Agent MSDS Other

👤 Sales in Charge

📧 Summary Shipment Instruction Live preview

To: your operations team

Subject: [Booking Instruction] —

📂 Recent Booking Instructions

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Overview

📦 Shipment Ledger

Total Shipments

0

Avg GP Margin

0%

Total Revenue

฿0

Total GP

฿0

Count by Mode

GP by Mode

Total Shipments

—

Total Revenue

—

Total GP

—

Avg GP Margin

—

Customs / Transport

— / —

📋 Shipment Ledger Records

✅ To-Do List

🎯 Deal Pipeline

🏢 Client Database

📅 Customer Meeting

📞 Cold Call Records

🗣️ Voice of Customer

📊 Reports

📈 Monthly GP vs Target

📦 Jobs vs Target

💰 GP from Shipment Ledger (current Month)

🎯 Deal Pipeline — GP by Stage

👥 Sales Activity Report

📈 Year-to-Date Progress

🌍 Overseas Agents Directory

🏭 Local Vendor Directory

🏖️ Leave Management · ระบบการลา

⚙️ Leave Type Settings (Admin Only)

🏖️ New Leave Request

💾 Master Data Backup

⚙️ App Settings

👤 My Account

👥 Team Management (org_admin only)

📈 Sales Simulation

📧 Marketing Email Prompt

📋 Booking Instruction

🚢 Shipment Details

🔧 Service Scope (fill detail per item)

📎 Documents Attached

👤 Sales in Charge

📂 Recent Booking Instructions

🎯 Create New Deal

🏢 Add Customer

📅 Add Meeting

📞 Add Cold Call

📦 Add New Shipment