Request for Proposal
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Pre-Selected Vendors (1)
These vendors will automatically receive your RFP:
Insightly CRM
Insightly CRM combines customer relationship management with project management capabilities. Features include pipeline management, workflow automation, email tracking, and built-in project delivery tools.
Suggested Vendors (6)
Select additional vendors to include in your RFP:
Pipedrive
Pipedrive is a visual, deal-driven CRM designed for SMB to mid-market brokers, carriers, and small 3PLs. Its drag-and-drop pipeline interface makes it easy to track deals across customizable sales stages. Features include built-in email sync, activity reminders, contact history tracking, web forms for lead capture, and AI-powered sales assistant recommendations. The platform integrates with 500+ tools and offers mobile apps for managing relationships on the go.
Oracle NetSuite CRM
Oracle NetSuite CRM provides a complete view of customer interactions integrated with ERP and e-commerce. Features include sales force automation, marketing automation, customer service, and partner relationship management.
Microsoft Dynamics 365 Sales
Microsoft Dynamics 365 Sales is an enterprise CRM integrated with the full Microsoft ecosystem for mid-to-enterprise 3PLs, shippers, retailers, and manufacturers. It features AI-powered relationship insights, predictive lead scoring, conversation intelligence for call analysis, and LinkedIn Sales Navigator integration. Deep integration with Teams, Outlook, Excel, and Power BI enables seamless collaboration. Copilot AI assists with email drafting, meeting summaries, and opportunity analysis.
Zoho CRM
Zoho CRM offers a comprehensive sales management platform for SMB to mid-market logistics companies. It features AI assistant Zia for lead scoring and deal predictions, multi-channel communication tracking (email, phone, social, chat), workflow automation with blueprint process management, and customizable dashboards. The platform integrates with 500+ third-party apps and Zoho's own 45+ business applications. Free tier supports up to 3 users with paid plans offering advanced analytics and territory management.
Keap CRM
Keap (formerly Infusionsoft) provides CRM and marketing automation for small businesses. Features include contact management, sales pipeline, email marketing, appointments, and invoicing in one platform.
Salesforce Logistics Cloud
Salesforce Logistics Cloud extends the Salesforce platform with purpose-built features for logistics sales and operations. It provides complete visibility into shipper relationships, quoting workflows, and revenue management within the familiar Salesforce interface. Features include automated quote-to-cash processes, account-based forecasting, partner portal for carrier management, and Einstein AI analytics for customer churn prediction. Native integration with Service Cloud enables unified sales and support experiences.
Current Solutions (Exclude from RFP)
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