All freight forwarding opson one platform.

Zaylo is a CRM for freight forwarders and brokers. Every enquiry, quote, contract and invoice in one connected workflow, from a request email to a signed contract and invoice.

Now onboarding founding forwarders

An outline of the Zaylo dashboard layout: sidebar, stat cards, request and proposal lists, and a sales chart.
The problem

Freight sales shouldn't be this hard

Enquiries are scattered around WhatsApp, Viber, and email. Quotes are hard to manage and run late.

Quotes, contracts and invoices live in folders and spreadsheets?

Hours disappear into manual rekeying, follow-ups and chasing.

Core features that set us apart from the competition

Explore the features that move every deal forward, from the first request to a signed, invoiced client.

  • Every request is captured and structured the moment it lands, by hand, from a client, or straight from your inbox.

  • Build and send proposals straight from a request, and see exactly where each one stands.

  • Turn a won proposal into a contract, with terms and parties carried across automatically.

  • Raise and track invoices against each contract, so billing keeps pace with the deal.

  • Shippers and carriers, linked to the requests and deals they belong to. No more digging.

  • Automate the repetitive steps from intake to invoicing. A fully automatable system that runs the routine for you.

  • Create and manage tasks so that nothing goes unnoticed

  • Shippers request insurance to be organised as a part of the proposal or ask for a referral to an agent.

How it works

A connected workflow from inbox to a quoted client

One enquiry in, one closed deal out. Zaylo runs the whole journey in a single view, so nothing is retyped and nothing slips through.

  1. 01

    Request created

    A request is created by hand, submitted by a shipper, or created from an inbound email.

  2. 02

    Ask for offers

    Invite carriers to submit an offer against your request.

  3. 03

    Create a proposal

    Create and send the shipper your quote for their request. Refer or organise insurance for the proposal.

  4. 04

    Contracts and invoices

    Contracts and invoices close the deal. Created by hand or through automation per rules you've set.

  5. 05

    Documents and Booking info

    Keep the proposal updated after its accepted status by adding related documents and booking details.

  6. 06

    Traceability

    Integrate with TMS software to keep order data flowing after the quote, and track each shipment through its statuses.

Early access

Be a founding forwarder

Zaylo CRM is in early access. Join now to shape the product around your real workflow, with hands-on onboarding and a real chance to shape an impactful product.

Zaylo already integrates with

Hands-on onboarding

We set Zaylo up on your real enquiries, not a blank demo.

A direct line to the team

Your feedback shapes what we build next.

Get in early

Move ahead of competitors still working from their inbox.

Book a demo
FAQ

FAQ-s about Zaylo CRM

  • Freight forwarders and brokers who handle enquiries, quotes and clients, from solo operators to small teams.

  • It follows the forwarding workflow end to end: request, offers, proposal, contract, invoice. You are not bending a sales CRM to fit how you work.

  • No. The whole workflow runs by hand. Automation and AI intake are optional and can be switched on step by step.

  • Yes. Clients can submit requests, and carriers can submit offers against them.

  • Yes. Your data is private to your account, your clients' and carriers' details stay yours, and we follow standard security practices. We're happy to walk through the specifics on a demo.

  • Most teams are up and running quickly. We handle onboarding with you, importing your contacts and setting up your workflow, so there's no long IT project before you can quote.

  • Zaylo is built to integrate with TMS software so order data keeps flowing after the quote. Tell us your stack on a demo and we'll confirm the fit.

  • Book a demo and we will set Zaylo up on your own enquiries, so you can see it in your workflow.

Book a demo

See how Zaylo CRM would fit your workflows

Book a demo and we'll walk you through Zaylo on your own enquiries. We reply to every request within one business day.

Phone
(372) 5671 3337