ON THE ROAD TO DIGITALISATION IN FREIGHT FORWARDING INDUSTRY


Fully-packaged ERP & CRM Solutions for your business!


Free Demo​​​​​​​​   User Guide

Challenges in Operations Management for Freight Forwarding Companies

Why do Forwarders need Freight Management Solutions (FMS)?
  • Work with many parties in logistics supply chain.
  • Deal with many information from customers' requirements, booking, pricing with carriers, transportation activities, to documentation...
  • Many duplicate and wasting time activities.
  • Manage huge number of customers/vendors, hard to scale up.
  • Follow up with many activities from many vendors/carriers.
  • Company's departments need to communicate each others frequently to update shipments' situation.


Freight forwarders

​We have conducted in-depth research and analysis, enabling your software to meet needs more effectively & cost-effectively!


Based on a deep research foundation and practical experience accumulated through close cooperation with Freight Forwarder businesses, SotaFMS is developed to provide a precise, flexible and suitable solution for the specific business requirements of the industry, thereby helping to optimize the process and increase sustainable value for customers.

An Extensive Solution Tailored for Freight and Logistics Enterprises

With our intelligent integrated system, we offer a one-stop solution that caters to all the needs of freight forwarding businesses, big or small, simple or complex.

  1. Customer and Sales Employee CRM Management 
  2. Quotation Management
  3. Pricing Management
  4. Order (Booking) Management
  5. Job Management (House B/L, Master B/L) 
  6. Debit Note, Credit Note
  7. Financial Accounting  ​
  8. Instant Reports

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Freight Forwarding Company

About Sota FMS


SotaFMS CRM

​​​ CRM - Customer and Sales Staff Management

    • Manage sales opportunities using a Kanban interface.
    • Manage customer lists by sales staff.
    • Track customer care progress (plan outreach, calls, emails, meetings, quotes).
    • Divide and manage teams by region, service group, and industry.
    • Report revenue and profit by individual sales staff.
    • Set customer care KPIs such as Calling, Meeting, Sign






Leads

Potential customers

Opportunities

Potential sales

Quotation

Price proposal

Booking & Shipment

Sale confirmation


Quotation Management

This feature helps logistics businesses manage supplier relationships efficiently, customize and compare pricing with ease. By streamlining pricing processes and reducing manual effort, it enables strategic purchasing decisions, enhances financial performance, and strengthens competitive advantage. 

  • Compare selling/buying prices, and preview the order's profitability.
  • Send quotations to customers.
  • Facilitate internal communication with departments.
  • Track the quantity and status of submitted quotations.
 SotaFMS Vendor pricing list

Pricing Management

  • Centralized management of pricing data from multiple suppliers and carriers.
  • Efficient supplier relationship management with easy price customization and comparison.
  • Streamlined pricing process to reduce manual effort and support strategic purchasing decisions.
  • Clear, user-friendly interface for quick price updates and usage anytime.
  • Full display of related information including suppliers/service providers, routes, costs, POL/POD, and price validity.

Order (Booking) Management 


  • Initiate bookings directly or seamlessly convert them from existing quotations.
  • Shipping bookings encompass comprehensive client details, internal operational information, and granular shipment specifics.
  • Facilitate the efficient dispatch of booking confirmations to clients via the integrated email system.
  • Empower clients to monitor the real-time status of their orders on the website using a unique booking reference number.
Quotation management

Job Management , House B/L, Master B/L  

Job

  • Seamlessly integrated with other modules (CRM, House/Master B/L) to synchronize data and reduce repetitive tasks.
  • Centralized document management by job, including Invoice, Packing List, B/L, C/O, Manifest, etc.
  • Support for uploading, viewing directly, or generating document templates from the system.
  • Track profit by shipment with clear and controllable access permissions.

House B/L

  • Automatically links to each Job and collects complete cargo details such as volume, packages, and consignee information.
  • Supports customizable print templates for HBL, HBL Origin, and E-Manifest, with issuance status tracking.
  • Manages buying/selling exchange rates and profit for each individual HBL.
  • Automatically generates Debit/Credit Notes based on each HBL.
  • Flexible HBL search and filtering for easy management.


Master B/L

  • Automated system links with Jobs and retrieves data from internal B/L entries.
  • Ensures the consistency of the subsequent circuit with the documentation and payment workflow.
  • Provides full control over conversion and schedule settings.
  • Supports customizable templates to facilitate operations.

Debit Note

  • Seamless integration between Jobs and House B/L to automatically generate Debit Notes and accurately track revenue by shipment
  • Easy invoice tracking and customer receivables management, with multi-currency and flexible exchange rate support
  • Direct integration with the Accounting module for invoice creation and ledger posting within the system
  • Supports printing/sending Debit Notes via email and tracking changes through audit logs

Credit Note

  • The system integrates Jobs with House/Master B/Ls to automatically generate Credit Notes, ensuring accurate cost control per shipment.
  • It offers easy tracking of invoices and complete cost capture, preventing missed expenses.
  • Supplier payables are monitored in detail, with full support for multi-currency transactions and exchange rate flexibility.
  • Seamless integration with the Accounting module enables direct invoice creation and posting from the Credit Note screen.

Accounting & Finance

  • Seamlessly integrates with other modules and supports both automatic and manual accounting options
  • Comprehensive management of financial operations: cash accounting, banking, VAT, payroll, and e-invoicing
  • Ensures data accuracy, supports automatic reconciliation, and complies with accounting regulations
  • Provides standardized financial reports to support effective decision-making for businesses

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SotaFMS kế toán

Instant Reports

  • Provide a diverse reporting system.
  • Quick and easy access to information.
  • Accurately monitor business performance.
  • Support making the right and informed decisions for businesses.

Benefits of using SotaFMS module

Benefits of SotaFMS

Automation

Improve your system's automation up to 65% with FMS

Boost your sales

improve your sales to 200%, keep up with your customers relation

Operation

Improve your team's efficiency to a new level

Reduce wasting

Cut off up to 60% wasting time of operation

Fully integrated with other SotaERP Apps


 Email Marketing

Effectively create and track email campaigns to quickly reach your potential customers        


 HRM

Efficiently leveraging resources, enhancing human resource capabilities, fostering employee-company cohesion, and aligning with the organization's common goals.


 Invoicing

Turn quotes into professional-looking invoices in one click.

Case study

 Why choose us?

Experienced in IT industry

Our personnel with over 20 years of experience in IT industry have been providing a wide range of comprehensive IT services, from consulting to implementing meeting the highest level of requirements

Innovative Technology Stack

Eliminate manual paperwork processes. Save operating time. Automatic/Semi-automatic working steps are repetitive in nature according to a rule. Reduce personnel costs. Standards and unification of operating procedures of departments.

Tailored Solutions

At Sota Solutions, we're experts at creating custom solutions just for you. We get your logistics struggles and make sure our solutions fit perfectly, making your work smoother and better.

Transform your business with Sota Solutions

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