Frequently asked questions

CargoRoot is a complete freight forwarding management platform, not just a CRM. It covers your entire business in one place: lead capture and CRM, WhatsApp and email automation, AI-powered quotations, job and operations management, live shipment tracking, GST billing, document management, and revenue analytics. Every module shares the same data, so your sales, operations, and finance teams always work from a single source of truth.

With CargoRoot's instant quote builder, your team can generate a complete, priced quotation in under 60 seconds. Pick the route, mode, and cargo details and the platform pulls your rate cards, applies your margins, and creates a version-controlled quote ready to send. Every revision is tracked, approved quotes convert to jobs in one click, and there is no re-keying of data between sales and operations.

Yes. Owners and managers get a unified control dashboard showing pending enquiries, active quotes, open jobs, uninvoiced milestones, and overdue follow-ups across every team member and branch in real time. You can drill into any item directly from the dashboard without chasing your team for status updates, giving you complete visibility over the entire business from one screen.

Plans start with a fixed number of users and scale as your team grows. Growth supports multi-branch teams with role-based access. Enterprise offers unlimited users and custom role configurations.

CARGOROOT is 100% cloud-based — no installation required. Your team accesses it from any browser on any device. All data is stored securely with regular backups.

CargoRoot connects to your WhatsApp Business and email accounts to send automated follow-ups, quotation updates, milestone notifications, and payment reminders on a schedule you control. Your team sets the rules once: when to follow up, what to say, and when to escalate. The platform handles the rest, logging every message against the enquiry automatically. No manual typing, no missed follow-ups, and every conversation is fully trackable.

CargoRoot's AI assistant works 24/7 to capture enquiries, answer common rate and routing questions, and convert conversations directly into draft quotations. It understands freight context including ports, modes, and cargo types, and hands off to your team when a human touch is needed. It also assists with internal tasks like summarising shipment history and suggesting follow-up actions based on enquiry status.

Yes. You can set the tone, content and timing of WhatsApp and email follow-ups. Templates can include the customer name, shipment details, quote reference and next steps, personalised for each enquiry.

Automation handles repetitive tasks — follow-ups, reminders, status updates — so your team focuses on relationships, negotiations and closing. It amplifies your team, it does not replace them.

Yes, fully. CargoRoot generates GST-compliant invoices with CGST/SGST or IGST applied automatically based on the transaction type. Billing is tied to job milestones so invoices are raised at the right time and never forgotten. Every revision is version-tracked and auditable, and all invoices are reconcilable against jobs and purchase bills for clean financial reporting.

CargoRoot's revenue protection layer continuously monitors your pipeline and flags gaps before they become losses: enquiries with no follow-up, quotes awaiting a decision beyond your threshold, jobs completed but not invoiced, and milestones crossed without billing. Owners get a real-time leakage dashboard showing exactly where money is slipping through so it can be recovered before the month closes.

Yes. CARGOROOT supports proforma invoices, commercial invoices and credit notes. All are version-controlled and tied to a specific job and milestone so you always know what was sent and when.

Tally integration is available on the Enterprise plan. We also support export formats compatible with common accounting packages. Contact sales to discuss your specific requirements.

CargoRoot is designed specifically for teams making this transition. The interface mirrors how freight teams already think: enquiries, quotes, jobs, invoices. There is no steep learning curve. Most teams are fully operational within 3 to 5 business days. Your existing rate cards, customer data, and workflows can be imported, and our onboarding team guides you through the entire setup step by step.

Most teams are live within 3 to 5 business days. We map your routes, rates, stages and team structure during the setup session so CARGOROOT is ready for your workflow from day one.

No. You can start with new enquiries and shipments immediately. Data migration from Excel or other systems can happen in the background while your team is already operational on CARGOROOT.

CARGOROOT tracks milestones such as booking, gate-in, sailed, arrived and delivered. Updates can be entered by your operations team or pulled automatically where carrier API integrations are available.

Yes. CARGOROOT sends automated milestone updates to customers via WhatsApp and email. A tracking link lets customers check status without calling your team.