A new EXIM client enquiry
A new EXIM client enquiry sits unanswered while filings pile up.
Customs Clearance Agencies CRM
CRM for Customs Brokers CHA and Forwarders Across India
Every freight enquiry, followed to the booking.
An importer calls asking if their bill of entry is filed yet, and no one can say. A shipping bill needs one more document, and the request sits in a clerk's WhatsApp. A container is on hold for checks, and the client finds out too late. Right now that runs across five different phones and an Excel sheet one person keeps, and a client who owes for old clearances is remembered by half the team. CIPHER CRM puts every job, filing, container and bill on one screen, made for how an Indian customs broker actually runs.
- 4.8/5
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192+ Indian businesses -
Trusted since 2018 -
India-first -
Works offline
CIPHER CRM is an 🇮🇳 India-first CRM for 🚚 customs brokers and CHAs, built by 🏢 CIPHER Craft Pvt. Ltd. (est. 2018).
📩 It captures import and export clearance enquiries, ✅ tracks each client and job, keeps documents and follow-ups on one screen 🖥️.
Used by 192+ businesses across India, ⭐ rated 4.8/5, 💰 flat-priced, ⚡ live in 1-3 days.
Success stories What Logistics teams say about CIPHER CRM
Hosiery and cycle-part exporters here ship through the dry port and want a freight rate the same day they ask. I send each estimate as a link, and the exporter says yes or no to it on that same page.
Ravneet Aulakh Pricing Head, SalesLudhiana
Sound familiar?
Running your business on spreadsheets and WhatsApp?
See how CIPHER CRM solves this
Client documents for a clearance
Client documents for a clearance are spread across email and WhatsApp.
Nobody follows up the importers
Nobody follows up the importers who enquired but did not sign.
The owner has no view
The owner has no view of which clients and jobs are active across the desk.
When a clearing executive leaves
When a clearing executive leaves, his client relationships go with him.
The difference From the old way to the CIPHER way
Make the switch - Book a Free Demo 
Customs Brokers & CHAs enquiries scattered across notebooks, calls and WhatsApp
Every customs brokers & chas enquiry captured in one list with a named owner
Nobody is sure who was meant to manage freight enquiries and quotations
A named owner and a due date on every customs brokers & chas follow-up
Quotes rebuilt by hand and sent hours late
Branded quotes from saved item rates in minutes
No single view of how you track bookings and payment follow-ups
A progress board with deal values, and a live overdue flag on unpaid bills
Customs Brokers & CHAs history walks out of the door when staff leave
Every deal, quote and note kept on the customer record
Definition
What is a Customs Brokers & CHAs CRM?
A customs broker CRM is one place to win and serve EXIM clients: it captures clearance enquiries, tracks each client and job, keeps documents together, and follows up, instead of email folders and Excel.
Product preview
Who it's for
Customs brokers and CHAs across India handling import and export clearance at ports and airports, from a single-desk broker to a multi-branch clearing house.
Core capabilities
- Lead capture from online enquiry forms, calls and walk-ins
- A sales pipeline that fits how you work
- Logged follow-ups and reminders for your team
- Estimates and invoices with GST and other taxes on each line
- Payment tracking with receipts
- A branded customer portal
- It keeps working offline on a weak signal.
CIPHER CRM has a purpose-built CRM for Customs Brokers & CHAs (part of its Logistics & Transportation edition); trusted by 192+ Indian businesses, rated 4.8/5, with lead management, quotations, invoicing and reminders included in every plan.
Why a CRM
Why teams like yours need a CRM
See how CIPHER CRM solves this
Never lose a customs brokers & chas enquiry
Every enquiry from calls, online enquiry forms and walk-ins lands in one list, gets an owner, and gets followed up.
Follow up on time, every time
A reminder on each customs brokers & chas lead keeps it warm until they decide.
Quote and collect faster
Send branded quotes in minutes, turn a yes into an invoice, and see every overdue balance at a glance.
Finally track bookings and payment follow-ups
One progress board shows exactly where every deal stands, with the value sitting in each stage.
Keep customs brokers & chas customers for life
The full customer history stays with the business, not with whoever leaves.
Features
Everything your team needs
Twelve things that cover customs brokers & chas work from the first enquiry to the collected payment.
Customs Brokers & CHAs CRM features and capabilities
Lead capture
Website forms drop enquiries straight in; calls and walk-ins take seconds to add.
Sales pipeline
Move every deal through clear, visible stages.
Follow-up reminders
Never miss a follow-up, renewal, or callback.
Quotations
Build branded quotes from saved item rates and share a link to accept online.
Team chat per customer
Every lead, customer, project and bill gets its own team chat.
Payment tracking
Record full or partial payments, with a PDF receipt for each one.
Works offline
Keeps working on a weak signal and syncs the moment you are back online.
Customer portal
Customers sign in to see their quotes, invoices, balances and projects.
Customer database
Keep every customer and contact in one searchable place.
Checklists
Tick off each step on the record and see progress without opening it.
Roles and access
Control what each person can view, create, edit and delete.
Calendar
Every due date, reminder and document date on one month or week view.
192+ Businesses in 31 industries
4.8/5 Average rating
92 Tools included
1-3 Days to go live
In practice
A day in your business with CIPHER CRM
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Product preview
An importer enquires
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Trigger: A new importer asks about clearance for a consignment.
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CIPHER CRM: It is captured as a lead, assigned, and a reply goes out the same day.
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Outcome: The importer signs with you, not the broker next door.
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Product preview
A quiet enquiry
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Trigger: An exporter asked for terms last week and went silent.
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CIPHER CRM: A follow-up reminder nudges the executive.
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Outcome: The client is won instead of lost.
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Product preview
A client asks for status
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Trigger: A client wants an update on their clearance.
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CIPHER CRM: The job status and documents are one screen away.
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Outcome: You answer in seconds, and the client trusts you more.
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Questions, answered
Common questions
Question: 1
How does a CRM help Customs Brokers & CHAs teams manage leads?
A CRM puts every customs brokers & chas enquiry from calls, online enquiry forms and walk-ins in one list, gives it a named owner, and reminds them to follow up, so nothing is missed and owners can track bookings and payment follow-ups as it happens.
Every customs brokers & chas lead is tagged by source, so you know which channels actually bring you business.
Question: 2
Which CRM is best for Customs Brokers & CHAs in India?
For most Customs Brokers & CHAs businesses in India, CIPHER CRM is a strong fit. It is India-first, works in the browser on any phone or laptop, is flat-priced with no per-user fees, and goes live in 1-3 days. Compare options against your own workflow before deciding.
CIPHER CRM: India-first, works on any device, flat pricing, live in 1-3 days.
Question: 3
Does a CRM help Customs Brokers & CHAs teams follow up faster?
Yes. A reminder on every customs brokers & chas enquiry means it is followed up on time, not when someone remembers. Each call is logged on the lead with its outcome, so the whole team can see who was contacted last and when.
Pick a lead source once and its starter checklist is added to every new customs brokers & chas enquiry from that source.
Question: 4
How do Customs Brokers & CHAs teams track quotations and payments?
Your team builds branded quotations from saved customs brokers & chas item rates, shares each one as a link the customer can accept or decline online, turns a yes into an invoice, and records full or partial payments as they come in.
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Quote in minutes, not hours -
See which customs brokers & chas quotes were accepted or declined -
Record payments against each invoice -
A live overdue flag on anything unpaid past its due date
Question: 5
Can Customs Brokers & CHAs teams message customers from the CRM?
Yes, in a few ways. One click on a lead or contact opens a call, an email or a WhatsApp chat. Customers on your portal get their own support thread with your team. And every customs brokers & chas follow-up is logged on the record with an owner and a date for the next one.
Nothing about a customs brokers & chas customer lives in a personal phone; the whole story sits on their record, where the next person can pick it up.
Question: 6
How much does a Customs Brokers & CHAs CRM cost in India?
CIPHER CRM uses flat pricing with no per-user fees, so a customs brokers & chas team can add every user for one predictable cost. What you pay depends on your team size and whether you pay quarterly or yearly, so call +91 97122 00017 for a quote and a free demo.
Two plans, Flexi and Growth. Both include unlimited staff and unlimited clients.
4.8 What Logistics teams say about CIPHER CRM
Most of our parties pay advance at loading and the balance once the POD comes back. Till then the bill sits at Partially Paid, and the overdue ones stand out, so I know which party needs a call.
K. Nallusamy Fleet Owner, ManagementNamakkal
Pickup requests come on calls, WhatsApp and our site, and the late-evening ones got missed. Now each sits on one list, marked with who took it.
Ayesha Quadri Senior Executive, BookingsHyderabad
Our delivery boys run the hill roads towards Shillong, where phones keep losing coverage between bends. They mark each drop in CIPHER CRM in their phone's browser, and anything entered in a dead patch syncs when the signal returns. The hub has stopped ringing them about every parcel.
Rupjyoti Bordoloi Hub In-charge, DispatchGuwahati
A CHA bill mixes our agency charges with a long list of reimbursements, and GST applies only to the agency part. I choose the tax for each row.
Heena Kripalani Billing Head, AccountsGandhidham
We had years of party lists and tanker trip sheets in Excel, and I was sure the changeover would eat up a month. CIPHER's team brought every sheet over without charging us, and the office was booking loads on it within three days.
Hemlata Chaturvedi Working Partner, ManagementMathura
When our marketing executive left, I thought the shipping lines and CHAs he handled would go with him. His follow-ups and the ground rent rates we had quoted were still sitting on each party's record, so his replacement picked up where he stopped.
Subhransu Swain Commercial Manager, SalesParadip
The numbers Where we stand today
92
Tools included
465
Sub-industries
99.9%
Uptime
1-3
Days to go live
Compare CIPHER CRM vs spreadsheets vs a generic CRM
| Criteria | CIPHER CRM | Spreadsheet | Generic CRM |
|---|---|---|---|
 Built for Customs Brokers & CHAs | Pipeline stages, fields and item rates set up for customs brokers & chas | Whatever the last person set up | Generic sales pipeline you configure yourself |
 Helps you handle enquiries and repeat loads | Pipeline & reminders set up for it | Manual, easy to forget | Custom build or add-on |
 Lead capture | Straight in from your online enquiry forms | Copy-pasted by hand | Manual or paid add-on |
 Follow-ups | Reminders and logged follow-ups | Memory & sticky notes | Limited / extra cost |
 Conversation history | On the customer record | Personal phones | Varies |
 Quotations & invoicing | Built in, with GST and other taxes per line | Word / Excel templates | Add-on or none |
 Pricing model | Flat, unlimited users | Free but manual | Per-user fees |
 Weak signal | Works offline, syncs when back | Paper only | Varies |
 Onboarding speed | Live in 1-3 days | Immediate but chaotic | Weeks to months |
 India-based support | Hindi & English, included | None | Overseas / email only |
Decision
Best CRM for Customs Brokers & CHAs businesses in India
For most Customs Brokers & CHAs businesses in India, CIPHER CRM is a strong fit. It is India-first, works on any device, is flat-priced, and goes live in 1-3 days. Evaluate options against your own workflow before deciding.
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Product preview
CIPHER CRM
India-first, flat-priced, works on any device, and built for how Indian teams actually work, the best fit for most.
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Product preview
Generic global CRM
Powerful, but built for overseas sales; rupee billing with GST is often an add-on and per-user pricing adds up.
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Product preview
Spreadsheets & WhatsApp
Free and familiar, but leads slip, follow-ups are missed, and there is no single view of your pipeline or payments.
By the numbers
By the numbers
92
features included in every plan
ciphercrm.co
1-3 days
to go live with free migration
CIPHER onboarding
Methodology directional figures based on aggregated CIPHER CRM usage; actual results vary by team and workflow.
Connected
Works anywhere
On any phone
CIPHER CRM runs in the browser, so your customs brokers & chas team can add enquiries, update deals and raise quotes from a phone on site or on the road. It keeps working on a weak signal and syncs the moment the connection is back. Everything lands in the same pipeline the office sees, and your customers get a branded portal of their own.
Built in
- Online enquiry forms
- Customer portal
- Share links for quotes and bills
- Offline mode
- Your own web address
Product preview
Ready when you are
See CIPHER CRM in your workflow
Book a 20-minute demo, see it live, decide after.
No lock-in contract and no card needed - and 192+ Indian businesses already run on CIPHER CRM.
Switching
Moving your Customs Brokers & CHAs data across
Switching is handled for you with free data migration - no spreadsheets to rebuild, no data left behind.
Product preview
What we migrate
- Contacts
- Quotes
- Enquiries
- Payment history
How long it takes
Most teams are live in 1-3 days without rebuilding a single spreadsheet. Your data stays encrypted, and you choose who sees what.
Success story
How a business like yours grew with CIPHER CRM
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The client
A Nhava Sheva CHA with a small clearing desk, tracking clients in email and Excel.
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The challenge
Enquiries slipped, documents were scattered, and the owner had no view of active clients across executives.
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The result
Faster replies to importers, fewer enquiries lost, and a clear view of the client desk.
Get started
How to set up CIPHER CRM in 4 steps
- Step: 1
Import your customs brokers & chas contacts & enquiries
We migrate your existing customs brokers & chas contacts, customers and open deals for free, so you rebuild nothing.
- Step: 2
Set up your pipeline & item rates
Your stages, fields and pricing are configured around how customs brokers & chas teams track bookings and payment follow-ups.
- Step: 3
Invite your team
Add your whole team with no per-user fees, and set who sees what by job role.
- Step: 4
Go live and start selling
Most customs brokers & chas teams are live within 1-3 days, with hands-on onboarding from our India-based team.
Success stories Loved by Logistics businesses across India
Hosiery and cycle-part exporters here ship through the dry port and want a freight rate the same day they ask. I send each estimate as a link, and the exporter says yes or no to it on that same page.
Ravneet Aulakh Pricing Head, SalesLudhiana
Many families we survey ask us to call back once they get the keys to their new flat. I set a reminder for the date they give.
Chaitra Gowda Move Coordinator, BookingsBengaluru
Month-end meant every seller ringing to ask what they owed us for pick-pack and returns. Each seller now has a portal login under our branding, and they check there which bills are settled and which have gone overdue, so those calls have mostly stopped.
Yogesh Kadyan Key Account Manager, SalesGurugram
Rake enquiries from steel and cement plants take weeks to close. On the pipeline board each enquiry sits in its stage, and every stage shows its total freight value, so I know where to spend my week.
Devendra Sahu Area Manager, MarketingRaipur
Each reefer load for the prawn processing plants needs the set temperature, vehicle number and seal number noted. We put a field for each of those on the load record, so when a plant rings, the office reads the details off the screen instead of phoning the driver.
Venkatapathi Raju Fleet Manager, OperationsBhimavaram
When a spice exporter's bank wants the BL copy, I open their record in CIPHER and it is right there under Documents, beside the shipping bill.
Lekshmi Pillai Accounts Manager, FinanceKochi
Consignments for Nepal and Bhutan used to run through one big WhatsApp group, where the papers got buried under forwards and good-morning messages. In the CRM the chat sits on each consignment's record, so a packing list or invoice dropped in there stays with that shipment.
Roshan Chhetri Manager, DocumentationSiliguri
Client studies run as projects in CIPHER, with tasks for the warehouse visits. Our analysts tick off checklist items, and I know where each study stands.
Madhura Paranjpe Founding Partner, ManagementPune
Every brand we handle has its own storage and dispatch rates, and I did not want those open to the whole floor. Our supervisors see only the brands they look after.
Irfan Momin General Manager, OperationsBhiwandi
Customs Brokers & CHAs CRM frequently asked questions
Still thinking it over? Customs Brokers & CHAs CRM - frequently asked questions
The things Indian business owners ask us most, answered straight.
What is the best CRM for Customs Brokers & CHAs in India?
CIPHER CRM is a strong choice for Customs Brokers & CHAs in India. It is India-first, with lead capture, a sales pipeline, follow-up reminders, quotations, invoicing and a customer portal in one place, flat-priced and live in 1-3 days. Compare it against your own workflow before you decide.
Which CRM works for Customs Brokers & CHAs businesses?
A CRM that fits how Customs Brokers & CHAs teams actually work, capturing enquiries from calls, online enquiry forms and walk-ins, reminding the team to follow up, and tracking quotes and payments in one place. CIPHER CRM is built this way for Indian businesses, with flat pricing and no per-user fees.
Does Customs Brokers & CHAs CRM handle GST on invoices?
Yes. Every estimate and invoice can carry GST and any other tax on each line, with the customer's tax number printed on the document. Your team raises the bill, shares it as a link or PDF, and records payments against it without leaving the CRM.
How do Customs Brokers & CHAs manage leads and follow-ups?
Every enquiry from calls, online enquiry forms and walk-ins lands in one list, gets assigned to a person, and carries a reminder for the next follow-up so nothing goes cold. Owners see each lead's stage on the progress board as it changes.
Is CIPHER CRM good for Customs Brokers & CHAs businesses in India?
Yes. CIPHER CRM is used by 192+ businesses across India and suits teams like yours. It brings leads, follow-ups, quotations and payments into one India-first system, with flat pricing and go-live in 1-3 days. 192+ businesses across India run CIPHER CRM across 31 industries, with a 4.8/5 average rating.
How much does a Customs Brokers & CHAs CRM cost in India?
CIPHER CRM uses flat pricing with no per-user fees, so a customs brokers & chas team can add every user for one predictable cost. What you pay depends on your team size and whether you pay quarterly or yearly. Call +91 97122 00017 for a quote and a free demo.
Can a Customs Brokers & CHAs team WhatsApp a customer from CIPHER CRM?
Yes. One click on a lead or contact opens a WhatsApp chat, a call or an email. The customs brokers & chas team logs each follow-up on the record and gets reminded before the next one, so no reply is lost in a personal phone.
Can a Customs Brokers & CHAs team use CIPHER CRM on a phone?
Yes. CIPHER CRM runs in the browser on any phone, tablet or laptop, so your customs brokers & chas team can add enquiries, update deals and raise quotes on site or on the road. It keeps working on a weak signal and syncs when the connection is back, and your customers get a branded portal of their own.
How long does CIPHER CRM take to set up for Customs Brokers & CHAs?
Most customs brokers & chas teams go live within 1-3 days. Setup includes free migration of your existing records, a pipeline configured around how you track bookings and payment follow-ups, and hands-on onboarding from our India-based team in Hindi and English.
Can I migrate my Customs Brokers & CHAs data to CIPHER CRM?
Yes. Your existing customs brokers & chas contacts, customer history, past quotations and open deals are migrated for you at no extra cost, so nothing is rebuilt by hand and no enquiry is lost in the switch. 192+ businesses across India run CIPHER CRM across 31 industries, with a 4.8/5 average rating.
Is my Customs Brokers & CHAs customer data secure?
Yes. Your customs brokers & chas records travel encrypted over HTTPS, sit behind access set by job role, with protection against password guessing, and are protected by regular backups on a platform built for 99.9% uptime. 192+ businesses across India run CIPHER CRM across 31 industries, with a 4.8/5 average rating.
Which CRM is best for a small Customs Brokers & CHAs business?
For most small customs brokers & chas businesses in India, CIPHER CRM is a strong fit: flat-priced, works on any device, and live in 1-3 days with free setup. It is built to help you manage freight enquiries and quotations without adding admin work.
Quick assessment
How CRM-ready is your business?
Questions: 1/3
How do you track enquiries today?
Questions: 2/3
How often do follow-ups slip through?
Questions: 3/3
How big is your team?
You'd see fast value from a CRM built for how you work.
Most teams like yours go live in 1-3 days.
See your solution
Before you decide
Choosing a CRM for Customs Brokers & CHAs
The right CRM for Customs Brokers & CHAs is the one that matches how your team already sells - how enquiries arrive, who owns the follow-up, and how quotes turn into payments. Everything below is covered in depth on our guides.
Free resources
Free tools for Customs Brokers & CHAs teams
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CRM ROI Calculator
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CRM Readiness Quiz
Five quick questions to see if you're ready for a CRM.
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5 quick questions - Find gaps & opportunities
- Personalized readiness score
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CRM Buyer's Checklist
The key questions to ask any CRM vendor before you buy.
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Vendor evaluation checklist - Compare with confidence
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Onboarding slots are limited each month
Ready to grow your business?
Every day without a system is more leads lost. Book a free demo today. +91 97122 00017
Onboarding slots are limited each month, so book a demo this week to secure your setup.
Related
More Logistics & Transportation CRM solutions
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Comparing across the industry? See the Best CRM for logistics in India guide, or jump to the CRM for road transport fleet in India if that is closer to your line of work.
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Day to day this edition works as a Lead management system first, with a Follow-up reminder software right beside it.
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Sub-Industries
-
Road Transport & Fleet Operators
crm for road transport fleet -
Freight Forwarding Companies
crm for freight forwarding companies -
Warehousing & 3PL Providers
crm for warehousing 3pl -
Courier & Last-Mile Delivery
crm for courier last mile -
Packers & Movers
crm for packers movers -
Cold Chain & Temperature Logistics
crm for cold chain logistics -
Air & Sea Freight Agents
crm for air sea freight -
Ecommerce Fulfilment Companies
crm for ecommerce fulfilment companies -
Cross-Border & Import Export Agents
crm for cross border import export -
Bulk & Tanker Transport Operators
crm for bulk tanker transport -
Express & Same-Day Delivery
crm for express same day delivery -
Supply Chain Consulting Firms
crm for supply chain consulting firms -
Rail Cargo & Logistics Companies
crm for rail cargo logistics -
Port Handling & CFS Operators
crm for port cfs
Features this team uses most: lead management software · crm reminders · invoicing software · estimate software · invoice payment tracking
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