श्री राम
Brokerage & logistics management
ShriRam CRM replaces scattered Excel sheets, WhatsApp chats and manual follow-ups with one command center, built for import-export brokers and logistics teams.
Everything you need
Trades, brokerage, shipments and documents stay connected, so nothing falls between the cracks.
Upload Excel, CSV or PDF, or pull invoices straight from Tally. Trades are created automatically.
Every trade keeps its own currency. Totals are shown separately and never mixed.
Follow every shipment from booking to delivery, with alerts when a vessel runs late.
Agents confirm trades, remind about brokerage and payments, and chase documents on schedule.
Buyer and seller each receive their own confirmation by email and WhatsApp, and never see each other's details.
Role-based access, password controls and a complete audit trail of who did what, and when.
How it works
Create them, or import from Excel, PDF or Tally.
Confirmations, reminders and shipment alerts run automatically.
See brokerage and payments by currency, and mark them as paid.
Dashboards, notifications and an audit trail keep everyone aligned.
See it in action
Why teams choose it
No more re-typing the same trade in three places.
Automatic reminders for brokerage and overdue invoices.
Buyer and seller are notified the moment a trade is created.
Trades, shipments, payments and documents together.
Open it on any phone and add it to your home screen like an app.
Live data for the whole team, wherever they work.