Our powerful CRM system is built on direct feedback from our extensive customer base, optimised to make your sales process as fluid as possible. Your team can enter meetings with all sales data available at the click of a button, easy to find and ready to go.

All your sales activities can be recorded, maintained and retrieved within easy-to-use screens. Features include customisable sales actions, storing agreed sales rates (ensuring quotation and invoicing accuracy) and creating sales reports on the spot. This is the one-stop shop for advancing your sales process and tracking your business growth over the weeks, months and years ahead.


When quoting a new customer, your CRM system can take care of every part of the process. Your team can record customer requirements, set follow-up dates, email quotes directly with Outlook and store documents related to the quote on the system.

After your initial quote, you can analyse your acceptance statistics and convert quotes to jobs when you’ve gained the business.

Sales Actions

Your CRM system is capable of managing events including telephone calls and follow up meetings, allowing you to assign actions to colleagues and optimise workflow. Advanced reporting allows for further improvement of your processes, with tracking of your customer base and conversion rates.

With a built-in to-do list, outstanding actions can be tracked by priority. This means no more missed meetings or lost leads.

Most importantly, from the office or on the move, you can create, view and update via BoxTrax on your tablet or smartphone. Your sales process; but simplified.


Your new home for tracking customers and sales. View a month-by-month snapshot of your business actions, with your dashboard highlighting activities including sales actions, customer opportunities and so much more.

Manage your position in the market by recording competition, market sectors and lead sources tracking. You can also view detailed customer activity reports that highlight spend, profit, performance levels and trends.


Record prospective customer trade lanes that help you understand your customers better. Assign expected revenue and profit figures and review shipment frequency or quantity, helping your team explore opportunities for upselling and ensuring your customers are on the right deal.


Useable data is crucial for us and our customers. Using BoxTop provides the access and flexibility we need. BoxTop is fast, efficient and it links our offices in Runcorn, Heathrow, Toronto and Budapest together with improved productivity.

- Matt Beech

BoxTop has a wider vision on how our organisation operates. They work with us to deliver exactly what our customers need and consequently we have a smooth running process with expert support when we need it.

- Michael Jones

Before BoxTop it would take one person all day to process a trailer load of 800 Italian fashion items. Now it’s done at the press of a button. That’s the clear path of efficiency we tread with BoxTop. Their real understanding of freight forwarding and IT means we can deliver success right at the feet of our customers.

- Glyn Smith

BoxTop has helped us significantly expand the range and quality of services we offer to our customers, without increasing our cost base.

- Stephen Grief

For us BoxTop means – greater value and it’s good to have it on-board.

We have more to offer customers now, including much better visibility throughout the supply chain.

This is helping us win more business.

- Alan Vincett

BoxTop has been a supplier to MIES International Ltd for the past 15 years. Their Intelligent Freight Management Systems have helped immensely to develop our business into what it is today. A modern, slick and professionally run Freight Management Company. Without BOXTOP and their ALL IN ONE PACKAGE, our day to day handling of freight and documentation would be far more difficult to process. In my book a testament to their abilities.

- Tony Davison

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