Commercials (CRM) system add-on preview

الوظيفة الإضافية للنظام

نظام إدارة علاقات العملاء (CRM) للشحن والخدمات اللوجستية مرتبط بعروض الأسعار والعمليات والفواتير والمحاسبة

The IST Commercials (CRM) layer is purpose-built for shipping and logistics companies. It manages leads, customers, quotations, commercial follow-up, targets, and commissions while staying connected to quotations, operations, invoicing, and accounting inside the same IST environment.

System add-on

A shipping and logistics CRM connected to quotations, operations, invoicing, and accounting

The IST Commercials (CRM) layer is purpose-built for shipping and logistics companies. It manages leads, customers, quotations, commercial follow-up, targets, and commissions while staying connected to quotations, operations, invoicing, and accounting inside the same IST environment.

This is not a generic standalone CRM. It is the commercial control layer for shipping lines, agencies, forwarders, terminals, warehouses, fleets, and logistics teams that need sales activity connected directly to execution and revenue capture.

Capabilities

Lead and Account Management

Track prospects, customer accounts, contacts, and relationship history in a structure that reflects real shipping and logistics organizations.

Quotation Management

Create and follow quotations that are connected to the live commercial workflow instead of sitting in an isolated sales tool.

Pipeline and Target Control

Monitor opportunities, expected revenue, team targets, and commercial performance by branch, account, or salesperson.

Operations Handoff

Move approved business into execution cleanly so operations inherit the right customer, pricing, and service commitments without re-entry.

Invoice and Accounting Visibility

Give commercial teams visibility into invoicing and collections so customer conversations are based on actual operational and accounting status.

Automatic Commission Calculation

After targets and commission rules are configured, the system can calculate commissions automatically using connected quotation, invoicing, and accounting events.

Frequently asked questions

Build the system around the workflows you need first

System add-ons work best when they follow operational priorities. Start where the business pain is real, then expand into the layers that improve governance, customer service, and growth.