Logic Nexus

Feature · sales

CRM

Leads, accounts, opportunities — wired into your quotes and invoices

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At a glance

  • ▸ Lane-aware pipeline (origin/destination/equipment)
  • ▸ Multi-tenant + franchise hierarchy
  • ▸ One-click quote → invoice → payment reconciliation
  • ▸ Activity tracking against accounts, not contacts

What it does

CRM in Logic Nexus is built for operators who quote freight, not subscriptions. Pipeline stages track lane status (rate request → spot quote → booked → confirmed). Accounts split by franchise so a multi-office freight forwarder sees their own deals, but the parent sees everything rolled up.

When a deal closes, the quote becomes an invoice in one click — same record, same line items, no rekey. Payment reconciliation closes the GL loop in Finance automatically.