CargoEZ Reviews & Product Details

CargoEZ is cloud-based freight forwarding software built for freight forwarders who want to run their entire operation from one system. It brings rate management, quoting, shipment management, documentation, accounting and sales into a single platform, so your team stops jumping between spreadsheets, email threads and legacy tools that don't talk to each other. Most forwarding teams lose hours every week to the same problems. Rates live in someone's inbox. Surcharges get missed on quotes. Shipment details are typed into one system for the booking, again for the house bill, and again for the invoice. Tasks depend on someone remembering them. Managers have no real picture of what's moving, what's stuck and what's still unbilled. CargoEZ was designed around these daily realities of forwarding work. It wasn't adapted from generic logistics or ERP software and then sold to forwarders as an afterthought. WHO CARGOEZ IS FOR CargoEZ is used by small and mid-sized freight forwarders, NVOCCs and logistics companies handling air and ocean freight, imports and exports. It fits three kinds of teams especially well: Growing forwarders that have outgrown spreadsheets and shared inboxes, and need a proper system without a long, expensive implementation. Established forwarders replacing older desktop software that is costly to maintain, hard to learn and difficult to access outside the office. Multi-branch or hybrid teams that need operations, accounts and sales staff working from the same live data, whether they're in the office, at home or in another city. Because CargoEZ runs in the cloud, there are no servers to buy, no software to install and no IT team needed to keep it running. FREIGHT RATE MANAGEMENT Keep every buy rate in one searchable place instead of scattered across emails, PDFs and spreadsheets. Enter an origin and destination airport, add the actual weight, and CargoEZ shows the available airline rates side by side with per-kg pricing, effective dates and expiry dates. Filter results by product type (standard or express), rate type (contract, tariff, promo or spot) and cargo type, including dangerous goods, general cargo and perishables. Applicable fuel, screening and security charges sit right alongside each rate, so your team knows the true landed cost before quoting a customer. Expired rates are hidden by default and can be brought back with one click when you need to check history or compare against last season. The result is faster, more accurate quoting. A new hire can find the right rate as quickly as your most experienced pricing person, because the knowledge lives in the system rather than in someone's head. SURCHARGE MANAGEMENT Set up your surcharges once and use them everywhere. Build a central library of charges such as fuel, terminal handling, trucking, screening, security, packaging, liftgate, flatbed delivery, door delivery, BOE charges, agency fees and destination fees. For each surcharge, define the line item it maps to, a minimum charge, the amount and the unit of measure, such as per kg. When your team builds a quote, the right charges are already there and calculated correctly. Fewer charges get forgotten, minimums get applied properly, and fewer margins get quietly eaten by costs nobody billed for. SHIPMENT AND OPERATIONS MANAGEMENT Create and manage air and ocean shipments, both import and export, from booking to final delivery. Shipment data is entered once and carried through to bookings, house and master documents and billing. That cuts down on retyping and the costly errors that come with it. Every job gets its own file number. Anyone on the team can search a file number and pull up its full history, documents, tasks and charges in a few clicks. When a customer calls asking about a shipment, the answer is in front of you, not buried in someone's sent folder. TASKS, CHECKLISTS AND APPROVALS CargoEZ gives each user a personal activity view with a checklist of open work, such as requesting a sea booking, creating a booking, preparing a bill of lading, checking import documentation or handling import clearance. Each task is tied to a specific shipment file, assigned to a team member and shared with collaborators. Nothing depends on memory or sticky notes, and when someone is out sick, their work is visible to the rest of the team. Approvals have their own queue with a live count, which keeps sign-offs moving instead of sitting unread in an inbox. DOCUMENTATION Generate the documents forwarders handle every day, including house and master air waybills, bills of lading and other shipment paperwork, directly from shipment data. Because the information comes from the job itself, your documents stay consistent with the booking and the invoice. Weights, parties and references match everywhere, which means fewer corrections, fewer amendment fees and fewer awkward calls with carriers and consignees. ACCOUNTING AND BILLING Turn completed shipments into invoices without re-entering charges. The rates and surcharges your team quoted flow through to billing, so what you sell is what you invoice. Track receivables and payables by user and across the business. See what has been billed, what customers still owe you and what you owe carriers and agents. Operations and finance finally work from the same numbers, and month-end stops being a scramble to reconcile two different systems. SALES AND CRM Forwarding is a relationship business, and CargoEZ includes the tools to manage it. Track leads, deals and your full sales funnel inside the same platform your operations team uses every day. Sales staff can see their win rate, deals won and revenue, while also having visibility into the shipments moving for their customers. That makes follow-ups more relevant and account reviews easier, because the commercial and operational picture sits in one place. DASHBOARDS AND VISIBILITY The CargoEZ dashboard puts the health of your business on a single screen. See import and export shipment counts with month-over-month comparisons, a breakdown of shipment status, monthly shipment volumes across the year, and key sales metrics like leads, win rate and revenue. Owners and managers get the visibility they need without waiting for someone to export data and build a report. You can spot a slow month, a backlog of new files or a dip in sales activity while there's still time to act on it. WHY FORWARDERS CHOOSE CARGOEZ Built for forwarding. Every screen uses the language and workflows forwarders already know: HAWBs, MAWBs, bills of lading, buy rates, surcharges and file numbers. There's no need to bend generic software to fit how freight actually moves. Easy to learn. The interface is clean and simple. New staff become productive quickly without weeks of training, and experienced staff spend less time fighting the system. One system instead of five. Rates, quotes, operations, documents, accounts and sales all share the same data. That removes duplicate entry and the mistakes that follow it. Cloud-based and accessible. No servers to maintain and no software to install. Your team can log in securely from the office, from home or from another branch. Flexible pricing. CargoEZ is priced based on the modules you need and the size of your team. Smaller forwarders don't pay for features they won't use, and larger teams can add modules as they grow. Hands-on support. Our team helps with onboarding, data setup and training, and stays available after go-live. You work with people who understand forwarding, not a generic help desk. HOW TEAMS USE CARGOEZ DAY TO DAY A pricing coordinator searches rates for an SFO to BOM air shipment, compares carriers and validity dates, and builds a quote with the correct surcharges already applied. An operations executive opens the morning checklist, sees which bookings and bills of lading are due, and works through them file by file. An accounts team member reviews receivables and payables, raises invoices from completed shipments, and follows up on what's outstanding. A sales manager checks the funnel, sees which deals moved this week, and reviews shipment activity before calling a key customer. A business owner opens the dashboard and gets a clear read on volumes, status and revenue without asking anyone for a report. WHAT CHANGES AFTER YOU SWITCH Quotes go out faster because rates and surcharges are already in the system, not hidden in old emails. Billing gets cleaner because invoices are built from the same shipment data operations already entered. Fewer things slip through the cracks because every task has an owner, a due date and a file attached to it. Training gets easier because new staff learn one system instead of a patchwork of tools and workarounds. Decisions get sharper because owners can see volumes, status and revenue on demand, not weeks later. GETTING STARTED Whether you're moving off spreadsheets or replacing an aging forwarding system, CargoEZ helps your team quote faster, ship with fewer errors and bill on time. Getting started doesn't require a long IT project. Our team will walk you through setup, help bring in your existing data and train your staff. Book a demo to see how CargoEZ fits your operation, using your own lanes, rates and workflows.