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OneBx Sales

CRM and quoting software for logistics sales teams

Leads, deals and quotes in one place. Send quotes customers can accept online, never miss a follow-up, and see which accounts are growing and which are going quiet.

What OneBx Sales does

Leads and deals

Track every lead and deal through your own stages, with follow-up reminders.

Online quotes

Send a quote as a PDF with a link the customer can accept, and book the job from it.

Quote chasing

Open quotes are chased for you, and expired ones can be extended and resent.

Account health

See which customers are going quiet, slipping on margin or growing.

Wins and losses

Understand why you win and lose work, by team, person and source.

Targets

Set sales targets and follow progress through the month.

Who it’s for

Logistics sales teams and owners who want quotes, follow-ups and customer accounts in the same place as the work.

OneBx Sales works on its own, or with the rest of OneBx – customers, people and vehicles are shared, so you only enter them once. Your office uses it in the browser; drivers and warehouse staff use the OneBx app on their phone.

Also in OneBx