CRM
2 min Watch
Adi Ben Mayor
Co-Founder and CPO at Monada
Monada allows you to create a fully customizable sales workflow that fits your freight forwarding process. You can manage leads throughout every step of the pipeline—from first contact to signed contract—while keeping all relevant data in one place.
For each lead, you can track essential details such as tradelines of interest, preferred transportation modes (air, sea, land), required services, and estimated monthly cargo volume. This helps your team stay informed and tailor quotes more accurately.
Monada supports both list and Kanban views for managing your pipeline. The list view offers a structured format for high-level sorting and searching, while the Kanban view provides a visual representation of each lead’s stage, allowing for easier progress tracking and intuitive drag-and-drop updates.
You can filter and segment your accounts using a wide range of criteria—pipeline stage, transport mode, service type, account network, account value, and more. This flexibility enables you to focus on the most relevant opportunities and make data-driven decisions across your sales process.
In addition, Monada simplifies daily operations by allowing you to generate quotes and contracts directly from the platform, log all customer interactions, and set follow-up reminders to ensure consistent engagement.