CocoLabsEvery enquiry, quote and customer in one place.
CocoRoute is a CRM built for forwarding sales and operations teams. Enquiries arrive, quotes go out in minutes, follow-ups happen on time, and the manager can see the whole pipeline without asking.
What today looks like, and what changes
Four things every team told us. On the left, the way it is done now. On the right, what CocoRoute does about it.
One comes by WhatsApp, one by email, one by phone. A week later nobody can find the rate that was quoted.
Every enquiry becomes a card, from new to won, whichever way it came in. The history stays on the card.
Each quote starts from a blank sheet. Same lanes, same surcharges, typed again, with a different mistake each time.
Pick the lane and the charges you saved last time. Send a clean PDF with your logo on it.
The customer said “call me Thursday”. Thursday came and went. The shipment went to the forwarder who called.
A follow-up date on every enquiry. Today’s calls sit in one list until each one is done.
“How many quotes are open this week?” is answered by asking everyone in the office.
Open quotes, what closed this month, and who has what, on one screen for the manager.
What CocoRoute does
Eight things it does well. Press one to read how it works and who it is for.
What each person gets
The same product, a different screen for each job.
Sales executive
Enquiries, quotes, follow-ups- Your enquiries and your Today list
- Quotes out in minutes, from saved lanes
- Every conversation logged on the customer
Operations
From enquiry to delivery- The full history of a job before you pick it up
- Customer contacts and terms in one profile
- No chasing sales for the details
Owner or manager
The whole picture- Open quotes and what closed, by person
- Overdue follow-ups before they cost a customer
- Numbers without a meeting
From the first message to the end of the day
One ordinary working day, step by step.
By WhatsApp: 2 × 40ft, Jebel Ali to Mombasa. The sales exec adds it in thirty seconds.
Built from last month’s quote on the same lane. The PDF is in the customer’s inbox.
Call Al Noor Trading about last week’s quote. Done, and noted on the card.
The card moves to Won. Operations opens it and finds everything they need.
Fourteen open quotes, three won today, one follow-up overdue. No questions asked.
Things you can rely on
Not marketing numbers. How the product is actually made.
What people ask before they start
Is it only for sea freight?
Can I import my customer list?
Does it replace my operations system?
Who sees what?
How is it priced?
The other products
Separate products for separate jobs. They share a team, not a login.
See CocoRoute with your own work in it.
A thirty-minute demo, on your data if you like. No slides.