A customer portal for freight forwarding teams
Customers need to understand their quote, know what information is missing, and follow the updates relevant to their shipment. A focused customer view gives those interactions a clear place.
The XYZFlow customer portal connects supported quote and shipment information with customer actions. Access follows the customer’s authorization, while internal costs, margins, and private operational information remain separate.
What customers can do
Review commercial offers: View the quotes shared with them and record supported decisions.
Respond to information requests: Provide the details your team needs to continue the work.
Submit requested documents: Upload evidence and follow correction or review requests.
Review shipment information: See the status, milestones, and updates released to their view.
Communicate in context: Keep supported messages connected to the relevant work.
A clearer customer interaction
Provide appropriate access. Give the customer access to the records and actions they are authorized to use.
Make the next step visible. Present the quote, information request, or document action requiring attention.
Continue the conversation. Review the response and keep subsequent communication connected to the record.
Make a document request easier to follow
Your team needs a corrected document before progressing a shipment. The customer can see the request in context, provide a replacement, and follow the review outcome without reconstructing the task from separate messages.
Frequently asked questions
Can customers see our internal costs or margins?
The customer view is separate from internal commercial information. Customers receive the information and actions authorized for their records.
Does the portal provide live tracking for every carrier?
Tracking depends on the supported carrier connection and available events. A shipment update does not imply live GPS tracking, predictive arrival times, or universal carrier coverage.
Can customers approve quotes through the portal?
Authorized customers can review sent quotes and use the decision actions available for that quote. We’ll demonstrate the exact journey supported for your operation.
Explore the customer experience
See the operator and customer views together. We’ll walk through a quote, a request for information, and the shipment updates relevant to your team.
Our Services
