The Problem
Too many tools. Zero commercial Intelligence.
Most freight forwarders juggle disconnected systems — CRM, freight tools, BI platforms, Excel, and CargoWise. This fragmentation drives up costs and makes margin visibility nearly impossible.
The UPilot Solution
From Quote to Shipment
Without leaving the platform
UPilot consolidates CRM, quoting, analytics, and AI into one freight-native system. No swivel-chair workflows. No parallel reporting systems. No rekeying data.
Quotation Engine
AIR / FCL / LCL — One Engine, All Modes
Build, compare, and send freight quotations with built-in trade lane logic and margin tracking.
01
Rate builder
Create multi-leg rates with carrier-specific surcharges and origin/destination charges in one view.
02
Template-Based Pricing
Standardize your quoting process with reusable templates across air, ocean FCL/LCL, and road.
03
Version Control & Validity
Track revisions, set validity dates, and automatically flag expired rates.
04
Trade Lane Logic
Map pricing to specific origin-destination pairs with carrier preferences and historical margin data.
Outcomes
Magic Fill —Unlock the Power of Your Data
Upload historical quotes. UPilot AI extracts insights, transforming raw data into structured commercial memory.
1
Upload
Your historical quotes — PDFs, Excel, or emails
2
Extract
AI pulls ports, commodity, container type, carrier, rate, validity, and margin data
3
Win
Intelligent automation auto-fills new deals, flags underpricing, and compares trends
Insights & Analytics
Built-in Intelligence.
No Power BI Required.
EFL India chose UPilot Insights, replacing their Power BI implementation for consolidated BI reporting.
-
Win Rates by Trade Lane
-
Rep
Performance -
Margin by Commodity
-
Quote-to-Shipment
-
Pipeline
Aging -
Management Reporting