Ambi for Logistics
The CRM for logistics teams that fills itself in.
Ambi reads your team's email and calls and keeps every lane, rate quote, shipper RFP and volume commitment current, with the sentence behind each change. Your reps quote and win freight; the CRM keeps up on its own.
Jessica Turner, VP Operations, Lakeshore Freight: "Thanks for the walkthrough. We're happy to go ahead at $48,000. Can we start by Nov 15?" Ambi updates the Lakeshore Freight deal: stage Approved, amount $48,000, Start date Nov 15, 2026, Next step Send order form, Contact Jessica Turner, VP Ops.
Where the CRM breaks in logistics and freight.
The work happens in email and on calls. The CRM finds out late, or never.
- 01
Rate quotes live in the sent folder
Dozens of lane quotes go out a week. Which ones won, and at what rate, is anyone's guess.
- 02
Shipper RFPs have hard deadlines
Bid rounds, lane lists and award dates arrive by email and get missed when one person is out.
- 03
Volume promises never reach the forecast
A shipper says 40 loads a week on a call. The CRM still shows the pilot.
A day with Ambi in logistics and freight.
Example: a day at a 40-person freight brokerage. Names and companies are made up; every step is something Ambi does today.
- 7:30 AMEmail to deal update
Overnight awards on the board
A shipper awarded two lanes by email overnight. Ambi moved both deals and set the rate and weekly volume from the award.
- 9:45 AMTasks from promises
The RFP round, with its dates
Round two of a shipper RFP is due Thursday. Ambi set the date and created the tasks for the new lanes.
- 1:20 PMDrafted follow-ups
Quotes that went quiet
Seven lane quotes with no reply in three business days, each with a short check-in drafted.
- On the roadPhone app
The phone app between visits
Approve a stage move, read the deal brief before walking into a shipper, and see which follow-ups are due today.
In the app: a freight customer says yes, the deal moves.
Find your next customers.
Describe the companies you want in one sentence. Ambi researches each one, finds two right people with verified work emails, and drafts the campaign in your voice. Nothing goes out until you approve it.
How prospecting works- Shippers opening facilitiesNew distribution centers and plants mean new lanes.
- Hiring logistics and transportation rolesA new transportation manager often reviews carriers and brokers.
- Industry, size and regionFilter shippers by what they ship, headcount and the states on your lanes.
Your stages and fields, not a generic template.
When we move your data across, we map the stages and fields your team already uses. A typical setup:
Typical stages
- Lead
- Rate quoted
- Trial loads
- RFP bid
- Awarded
- Active shipper
Fields Ambi keeps filled in
- Lanes (origin to destination)
- Mode and equipment
- Rate
- Weekly volume
- RFP round and due date
- Shipper and carrier contacts
Works with the tools you already use
- Outlook
- Gmail
- Microsoft Teams
- Zoom
- Slack
- QuickBooks
- DocuSign
- Zapier
Some connections are being added now. Ask on the demo which ones are live for your team. How mailbox access works.
Questions from logistics and freight teams
Can Ambi track lanes and rates on a deal?
Yes. Lanes, rates and weekly volume are fields on the deal, and Ambi fills them in from the quote, award or call where they were agreed.
Does it handle shipper RFPs?
Ambi records bid rounds and due dates from the RFP emails, creates the tasks, and moves the deal when lanes are awarded.
Will Ambi email shippers on its own?
No. Ambi drafts the follow-ups; your rep approves each one before it is sent.
Is there a phone app?
Yes. Reps can approve moves, read deal briefs and log visits from their phone.
See Ambi on your own pipeline.
Thirty minutes. We connect a test mailbox, run Ambi on real threads and show you what it would have done this week.