Freight Forwarders - Customer Shipment Cases

Planfix turns all inbound communication into tasks: email, messengers, forms, and even calls via PBX. Each message gets a responsible person, a deadline, and a place for documents. Because shipment data is stored in the task, handoffs between sales, operations, and customs stay clean. You see the entire history in one thread, so nothing is lost when staff change or shift work overlaps.

Yes. Freight forwarders often run export, import, and multimodal differently. In Planfix you create separate status sets and transition rules per object. That gives you the right steps, names, and required fields for each flow. Operators follow the flow from the interface, and management sees unified reports across all shipments without forcing teams into a single rigid process.

You share the shipment task or project with the customer and Planfix auto-provisions a Client Dashboard. The customer sees only their shipment, comments in the same thread, and files you decided to show. They can ask for status right there, and your team replies from Planfix. No extra licences, no separate portal, and no need to re-enter shipment data into another tool.

Start by mapping the channels you already use to email to task, then create a shipment task template with main fields. Add a Planner board with conditional lists so new cases appear automatically. After that you can add AI Agents to read messages and fill fields, and Client Dashboards for customers. You can do it gradually and test on a few shipments before rolling out.