TaskHarmony is a CRM designed for US mid‑market freight forwarders that automatically extracts shipment details from email threads and creates structured records, eliminating manual data entry. It provides a real‑time enquiry pipeline, customer‑360 dashboards, rate‑sheet digitization, and auto‑quotation drafts, all secured with customer‑controlled encryption keys.
Funding
Funding not disclosed
Founders
Product
Problem
Freight forwarders spend the majority of their workday managing sales and pricing information within email threads, requiring manual data entry into generic CRMs that do not capture essential shipment details such as ports, modes, incoterms, and rates. This results in incomplete pipeline visibility for sales leadership and duplicated effort for sales and pricing teams.
Solution
TaskHarmony provides a CRM built specifically for US mid‑market freight forwarders that automatically extracts key shipment fields from inbound and outbound emails and creates structured records in seconds. The system populates an enquiry pipeline, customer‑360 views, and quote outcomes without requiring reps to retype information, ensuring the sales pipeline reflects real‑time activity. Integrated rate‑sheet digitization and auto‑quotation drafts let users generate and store carrier rate proposals directly within the CRM. All data is encrypted with customer‑controlled keys, and no TaskHarmony personnel can access the content, maintaining confidentiality while delivering actionable volume trends, route analytics, and pricing history.
Target Audience
Primary customers are FMC‑licensed NVOCCs, ocean freight forwarders, and IATA‑accredited air cargo forwarders operating in the US mid‑market segment.
Features
- Email inbox connectors that parse POL, POD, mode, incoterms, cargo details, ready dates, and sell‑rates into CRM records automatically
- Kanban and list view enquiry pipeline with urgency sorting, undoable reclassification, and real‑time status updates
- Customer 360 dashboard showing volume trends, top routes, product mix, and pricing history
- Auto‑quotation engine with per‑client mode gating (off, draft‑only, live) and carrier rate attachment handling
- Rate‑sheet digitization via manual upload or Google Sheets sync, converting carrier sheets into searchable structured rates
- Secure data handling with customer‑controlled encryption keys and zero human read‑access by TaskHarmony