Reloop CRM started inside a freight forwarding company. It reads the inbox where the pallet inquiries, the quotes and the silence all live, and shows which customers are worth a new call.
A freight forwarding company runs on email. A customer asks for a price on twelve pallets to Milan. You quote. Sometimes they book, sometimes they go quiet, and the thread sinks under the next hundred. A year later nobody remembers that this customer used to ship every month, or that the last quote never got an answer.
A normal CRM asks you to type all of this in. Nobody in dispatch has time for that, so the CRM stays empty and the knowledge stays in the inbox and in the heads of two people. When one of them leaves, it leaves with them.
Reloop CRM was built by the owner of a forwarding company for exactly this. It connects to the company mailbox, reads the whole history once, and builds the CRM out of what is already there. Nobody types anything in.
The facts a forwarder needs, pulled from the threads that already exist.
Each conversation gets a summary: what was asked, how many units, which lane, what was quoted. Quantities and products are facts on the record, not a note someone forgot to write.
A quote with no answer is a lead you already paid for. An inquiry that was left open counts in the ranking, and so does a last email of theirs that nobody answered.
Each deal done with a customer before counts. A company that shipped every month and then stopped rises in the list, with the last thread one click away.
Carrier newsletters, no-reply addresses, out of office replies and your own colleagues never become contacts. The list holds the people who ship with you.
These come from the company Reloop CRM was built in. They are one install, not a benchmark.
conversations read from the mailbox history
companies enriched with what the mail says
people marked as worth a new call
Every one of those 178 people once asked for a price, booked a shipment, or stopped ordering. The list is ranked by what happened in the thread: an inquiry left open, a last email unanswered, deals done before, a quantity above the line you set. 400 units is one truck load, and the rules know that. Nobody guessed. The owner then marks a person as worth it or not, and the agent tunes the weights from those verdicts.
Monday morning: open the win back list. The top entries are the customers whose silence costs the most. Each one shows the last conversation, so the call starts with the six pallets to Lyon they asked about in March, not with a question about how things are going.
Before a quote: open the company. The timeline shows every earlier quote, what was accepted and what was not, and who wrote last. The summary of each thread is one line, so nobody opens an email to find out what happened.
At onboarding: say what you ship and where. The agent reads your website and your mail to learn the rest, and sharpens its rules from what you accept and dismiss. Side ware you still take but rank lower goes on a list. The minimum quantity that counts as serious is a number you set.
The data stays in-house. Rates and customer lists never leave the server, which matters when that server holds every quote you ever sent. The self-hosted CRM page lists what the server needs, and the open source CRM page explains why you can read every line of the code that touches your mail.
To start, install it with one command, connect the company mailbox and let it read. The docs cover the mailbox and AI setup.
Yes. Microsoft 365, Google Workspace and any IMAP mailbox. Microsoft and Google need an OAuth client of your own, and the docs show the steps. IMAP needs no extra setup.
The summaries and the win back ranking need an API key from OpenRouter, OpenAI or Anthropic. Without a key it is a normal CRM with clean contacts, companies and deals.
It reads the mailbox history once and then keeps it in sync. Newsletters, out of office replies and your own addresses stay out of the contact list.
No. It was built there, but it reads any business mailbox. Onboarding asks what you sell, and the agent learns the rest from your website and your mail.