From rate management and quotations to shipment tracking, job costing, and invoicing, CargoRoot brings your freight operations into one connected workflow reducing the manual work spread across spreadsheets, emails, and WhatsApp.
No credit card required. Zero minimum shipment threshold. Keep your existing Tally setup.
Freight forwarding software is designed to manage the commercial, operational and financial workflows involved in moving cargo. It helps forwarders manage rates, create quotations, coordinate shipments, track milestones, record job costs and manage billing from a connected system.
Instead of keeping rate cards in spreadsheets, shipment updates in WhatsApp and accounting in separate workflows, freight forwarding software brings these processes together so teams can work from the same shipment data.
If your agency spends its mornings searching through email rate sheets, answering "where is my container?" messages, and manually re-typing job bills into accounting, CargoRoot was built for your desk.
Teams managing ocean and air shipments who need to return professional quotes quickly and keep clients informed without hiring extra support staff.
Clearance teams tracking shipping bills, bills of entry, CFS ground rent, and port clearance handoffs.
Companies running 1 to 5 branches that require shared visibility over active jobs, quotation pipelines, and receivables without complex server setups.
Unlike legacy freight software that imposes heavy monthly minimums or penalizes smaller agencies, CargoRoot has no minimum shipment volume requirement. It works just as effectively for an agency handling 15 specialized containers a month as it does for high-volume operations moving hundreds of TEUs.
Most software forces you to purchase separate tools for sales, tracking, and billing. CargoRoot keeps every operational step inside one unbroken data thread so your pricing desk, operations team, and accountants never have to re-enter information.
Freight rates change frequently, and keeping carrier tariffs, surcharges, and local charges organized across spreadsheets and PDFs makes quoting slow and error-prone.
Add your shipping line and airline rates to CargoRoot as structured rate cards. Once entered, your team can quickly find the applicable rate, apply relevant charges and margins, and generate a quotation without rebuilding the pricing calculation every time.
Shippers accept competing quotes while your coordinator is still formatting an Excel sheet.
Turn your rate cards into professional PDF quotations with a single click. CargoRoot generates a customer-ready quote with the relevant freight charges, terms, container details, and tax breakdowns, while also maintaining an internal costing copy with the margin and pricing details your team needs to track profitability, so your sales team knows exactly what was quoted and what margin was built into it.
Operations coordinators spend up to 3 hours every morning manually checking vessel status and replying to repetitive customer chats.
Milestone updates (Gate In, Loaded on Vessel, Transshipment, Port Discharge, Gate Out) trigger directly to your client’s WhatsApp from your verified business account. Your team stops typing manual status updates.
Extra charges paid on the ground (CFS detention, container ground rent, additional transport) get approved in phone chats and forgotten when finance bills the client.
Every vendor payment is logged against the container’s master job card. CargoRoot will not let an operator close a job file until every incurred vendor expense is either billed to the customer or signed off by management.
Finance re-types line items, HSN/SAC codes, and exchange rates into Tally by hand, creating reconciliation delays and data errors.
Finalized jobs generate complete GST e-invoices that sync directly into Tally Prime via XML/ODBC. Container numbers, shipping bill details, and tax ledgers populate with zero double entry.
Introducing new software usually fails because it forces staff and clients to learn complicated new habits. CargoRoot is built to fit into the way freight forwarding already operates.
"Will our shippers have to download an app or remember another portal login?"
No. Shippers rarely log into client web portals. Milestone updates and delivery documents arrive directly in their existing WhatsApp chats from your verified business number.
"Will migration disrupt ongoing shipments?"
No. You can import your current customer records, vendor lists, and standard port pairs via clean CSV/Excel templates in minutes.
| Operational Capability | Spreadsheets & WhatsApp Web | Heavy Legacy Systems | CargoRoot |
|---|---|---|---|
| Setup Time | Immediate (Status quo) | 6 to 12 months (Consultants required) | Live and operational in 7 days |
| Pricing & Terms | Hidden costs in lost time & billing leaks | Expensive user seats & steep monthly minimums | Transparent, per-shipment model with zero minimums |
| Shipment Tracking | Manual copying from carrier sites to personal chats | Complex web portals clients rarely use | Status-Based WhatsApp Alerts Sent Automatically to Clients |
| Accounting Integration | Manual re-entry into Tally by accounts staff | Requires costly custom middleware or proprietary ledger | Integrated Invoicing & Financial Management |
| Profit Protection | None (Extra CFS/detention fees lost in chat threads) | Multi-screen audit requiring dedicated training | Automatic job locking on unbilled vendor expenses |
| Data Security | High risk (Client contacts walk away on staff phones) | Centralized, but rigid role permissions | Centralized agency database with instant user permission control |
Freight moves around the clock. You cannot shut down operations for weeks to train on a complicated system. Our implementation team handles the heavy lifting so your desk transitions smoothly.
We import your existing client directory, regular vendor accounts, standard port pairs, and ocean/air rate templates.
We connect your official WhatsApp Business number and map your billing line items directly to your current chart of accounts.
We walk your pricing, operations, and billing coordinators through 3 active shipments from initial quotation to Tally invoice export.
Your operations desk begins running live inquiries, milestone tracking, and customer invoicing on CargoRoot with dedicated support standing by.
We don't do generic sales presentations. In a 15-minute live screen share, we will:
No Lock-In: Zero setup fees. Full ownership of your customer and operational data.
Short answers on Tally, WhatsApp, pricing and who it fits. More on the full FAQs page.
All FAQsFreight forwarding software is specialized operational software used by freight forwarders, logistics brokers, and customs house agents to manage shipping lines and airlines, issue quotations, track container milestones, monitor job expenses, and produce billing documents.
CargoRoot connects natively with Tally Prime and Tally.ERP 9. When a shipment file is closed in CargoRoot, sales invoices, vendor purchase bills, and credit notes are pushed directly into Tally via XML/ODBC sync, eliminating manual accounting entry.
Yes. CargoRoot is built for logistics agencies of all sizes and does not impose minimum shipment quotas or large upfront enterprise license fees. Early-stage agencies handling 10-20 shipments a month use the exact same features as multi-branch operations.
No. Mark shipment milestones in CargoRoot and keep customers updated automatically on WhatsApp. When your operations team updates a status, the corresponding notification is sent directly to the customer’s WhatsApp.
CargoRoot ties every incurred vendor charge such as CFS storage, secondary cartage, or shipping line detention directly to the master shipment job card. The system flags all unbilled expenses and prevents staff from closing the job file until those charges are invoiced to the client or approved by a manager.
Yes. CargoRoot natively supports Ocean Freight (both FCL and LCL) and Air Freight, including automatic volumetric chargeable weight calculations.
CARGOROOT
CARGOROOT ("CARGOROOT", "we", "us" or "our") provides an automation-first platform for freight forwarders. This Privacy Policy explains what personal information we collect, how we use and protect it, and the choices you have. It applies to our website, demo requests, and the CARGOROOT platform (together, the "Services").
The data controller for personal information collected through the Services is [Company Legal Name], located at [Registered Address]. If you have any questions about this policy, contact us using the details in the "Contact us" section below.
Information you give us. When you request a demo, contact us, or use the platform, we may collect:
Information collected automatically. When you visit our website we may collect limited technical data such as device and browser type, approximate location derived from your IP address, and how you interact with the site, using cookies and similar technologies (see "Cookies").
We use personal information to:
We rely on lawful bases including your consent, the performance of a contract with you, our legitimate business interests, and compliance with legal obligations.
The platform can send automated follow-ups, quotation and milestone updates and reminders over WhatsApp and email. These messages are sent on your behalf, based on the rules you configure and the contact details you provide for your customers. You are responsible for ensuring you have a lawful basis and any necessary consent to contact those recipients. Recipients can opt out of non-essential messages at any time, and we honour opt-out requests.
We do not sell your personal information. We may share it with:
We keep personal information only for as long as necessary for the purposes described in this policy, including to provide the Services and to meet legal, accounting or reporting requirements. When it is no longer needed, we delete or anonymise it.
We use appropriate technical and organisational measures to protect personal information against unauthorised access, loss or misuse. No method of transmission or storage is completely secure, so while we work to protect your information we cannot guarantee absolute security.
Subject to applicable law, you may have the right to access, correct, update or delete your personal information, to withdraw consent, and to object to or restrict certain processing. To exercise these rights, contact us using the details below. You may also have the right to lodge a complaint with the relevant data protection authority.
Our website uses cookies and similar technologies to keep the site working, remember preferences and understand usage. You can control cookies through your browser settings; disabling some cookies may affect how the site works.
We may update this Privacy Policy from time to time. When we do, we will revise the "Last updated" date above, and where appropriate we will provide a more prominent notice.
If you have questions or requests regarding this policy or your personal information, contact us at info@cargoroot.com or [Phone Number], or write to us at [Registered Address].
These Terms of Service ("Terms") govern your access to and use of the CARGOROOT website and platform (the "Services"), provided by [Company Legal Name]. By accessing or using the Services, you agree to these Terms.
By creating an account, requesting a demo, or otherwise using the Services, you confirm that you have read and agree to these Terms and to our Privacy Policy. If you are using the Services on behalf of an organisation, you represent that you have authority to bind that organisation.
CARGOROOT provides software for freight forwarders covering sales and CRM, WhatsApp and email automation, an AI assistant, quotations, operations and tracking, GST billing and analytics & reporting. We may update, add or remove features over time to improve the Services.
You are responsible for maintaining the confidentiality of your account credentials and for all activity under your account. You agree to provide accurate information and to keep it up to date. Notify us promptly of any unauthorised use of your account.
You agree not to misuse the Services. In particular, you will not:
You retain ownership of the data you and your customers put into the Services ("Customer Data"). You are responsible for the accuracy of Customer Data and for obtaining any consents required to process it, including for messages sent via WhatsApp and email. We process Customer Data in line with our Privacy Policy.
Fees for paid plans, if any, will be as agreed with you or as described at [Pricing details / order form]. Unless stated otherwise, fees are exclusive of applicable taxes. Late or non-payment may result in suspension of the Services after reasonable notice.
The Services, including all software, content and trademarks (other than Customer Data), are owned by CARGOROOT or its licensors and are protected by law. We grant you a limited, non-exclusive, non-transferable right to use the Services in accordance with these Terms.
The Services may integrate with third-party services such as messaging, email and payment providers. Your use of those services may be subject to their own terms, and we are not responsible for third-party services.
The Services are provided "as is" and "as available". To the fullest extent permitted by law, we disclaim all warranties, express or implied, including fitness for a particular purpose. Figures shown on our website or in demonstrations are illustrative and not guarantees of results.
To the fullest extent permitted by law, CARGOROOT will not be liable for any indirect, incidental or consequential damages, or for loss of profits, revenue or data. Our total liability arising out of or relating to the Services will not exceed the amount you paid us, if any, in the [12 months] before the claim.
These Terms apply while you use the Services. You may stop using the Services at any time. We may suspend or terminate access if you breach these Terms or where required by law. On termination, your right to use the Services ends; we will handle Customer Data as described in our Privacy Policy.
These Terms are governed by the laws of India, and the courts at [City, State] will have exclusive jurisdiction, unless otherwise required by applicable law.
We may update these Terms from time to time. When we do, we will revise the "Last updated" date above and, where appropriate, provide additional notice. Continued use of the Services after changes take effect constitutes acceptance of the updated Terms.
Questions about these Terms? Contact us at info@cargoroot.com or [Phone Number].
CARGOROOT is the automation-first operating system for Indian freight forwarders - one connected platform that takes a business from first enquiry to final GST invoice, without the Excel sheets and WhatsApp chasing.
Freight forwarding in India runs on relationships, speed and follow-through. But most teams still run it across scattered spreadsheets, personal WhatsApp chats and email threads - and revenue quietly leaks through the gaps between them. We built CARGOROOT to close those gaps: to let a forwarder capture every enquiry, quote in seconds, automate every follow-up, run operations and tracking, and bill on time with GST handled - all in one place.
Software should do the chasing, reminding and invoicing so your team can focus on customers and cargo.
Shaped around how forwarders here actually work - routes, rates, WhatsApp and GST included.
No more re-keying between sales, operations and finance. Enter it once; it flows everywhere.
A clear view of pending work, un-billed jobs and revenue leakage - so nothing slips unseen.
Book a walkthrough tailored to your freight forwarding business.
Ideas on automation, operations and revenue for Indian freight forwarders - from moving off Excel to closing more shipments.
Why manual follow-ups cost forwarders deals, and how automated sequences keep every quote alive.
Tying invoices to job milestones so nothing billable ever slips through the cracks.
How a single connected system removes re-keying between your sales and operations teams.
The quiet gaps - un-chased quotes and un-raised invoices - and how to close them.
See how CARGOROOT applies to your business.
Quick answers to common questions about CARGOROOT. Can't find what you need? Our team is a message away.
Book a demo and our team will set up CARGOROOT around your routes, rates and stages. Once your account is ready, you can start capturing enquiries and sending quotes right away.
Yes - that's who it's built for. The platform stays close to how teams already think about enquiries, quotes and jobs, so people moving off Excel, WhatsApp and email can get going without a heavy learning curve.
With the instant quote calculator you pick the lane, mode and load and get an indicative quotation in well under a minute, then send it and convert the approved version into a job in one click.
Yes. Every quotation is version-controlled, so each revision is recorded with a clear approval trail - no more wondering which rate you actually sent.
You set the rules once, and CARGOROOT sends follow-ups, quotation and milestone updates and reminders automatically over WhatsApp and email - on a schedule, until the customer responds. Every message is logged against the enquiry.
The AI chatbot can capture and answer enquiries around the clock, give quick route and rate responses, and turn a conversation into a draft quotation - handing off to your team when a human is needed.
Yes. Invoicing is GST-ready with CGST/SGST or IGST handled, raised against job milestones, with controlled versioning so every revision is recorded and auditable.
We use appropriate technical and organisational measures to protect your information. You can read more in our Privacy Policy, linked in the footer.
Email us at info@cargoroot.com or use the contact form. We'll get back to you as soon as we can.
Send us a message and we'll get back to you.
Plans that scale with your freight forwarding business. Every plan runs your whole operation on one platform - automation, AI, operations and GST billing included.
Book a walkthrough and we'll recommend the right plan for your volume.
See CARGOROOT mapped onto your own routes, rates and stages - automation, AI, operations and GST billing, live on your scenario.
No generic slides - we map the platform to how your team actually works today.
Thanks - the CARGOROOT team will reach out shortly to schedule your demo.
Questions about CARGOROOT, pricing or getting started? Reach us directly, or send a message and we'll get back to you.
Whether you're moving off Excel or comparing platforms, our team is happy to help - no pressure, no jargon.
Thanks for reaching out - we'll get back to you shortly.