It reads the inbox where the pallet inquiries, the quotes and the silence all live, and shows which customers are worth a new call.
A customer asks for a price on twelve pallets to Milan. You quote. Sometimes they book, sometimes they go quiet, and the thread sinks under the next hundred. A year later nobody remembers that this customer used to ship every month.
A normal CRM asks you to type all of this in. Nobody in dispatch has time for that, so the CRM stays empty and the knowledge stays in two people's heads. Reloop CRM connects to the company mailbox, reads the whole history once, and builds the CRM out of what is already there.
The facts a forwarder needs, pulled from the threads that already exist.
Every thread gets a summary: what was asked, how many units, which lane, what was quoted. Quantities are facts on the record, not a note someone forgot.
A quote with no answer is a lead you already paid for. An inquiry left open counts in the ranking, and so does a last email of theirs that nobody answered.
A company that shipped every month and then stopped rises in the list, with the last thread one click away.
Carrier newsletters, no-reply addresses, out of office replies and your own colleagues never become contacts. The list holds the people who ship with you.
These come from the company Reloop CRM was built in. They are one install, not a benchmark.
conversations read from the mailbox history
companies enriched with what the mail says
people marked as worth a new call
Every one of those 178 people once asked for a price, booked a shipment, or stopped ordering. The ranking reads the thread: an inquiry left open, a last email unanswered, deals done before, a quantity above the line you set. The owner then marks a person as worth it or not, and the agent tunes the weights from those verdicts.
Monday morning: open the win back list. The top entries are the customers whose silence costs the most. Each one shows the last conversation, so the call starts with the six pallets to Lyon they asked about in March.
Before a quote: open the company. The timeline shows every earlier quote, what was accepted and what was not, and who wrote last. Each thread is one line, so nobody opens an email to find out what happened.
Rates and customer lists never leave the server. The self-hosted CRM page lists what that server needs.
Yes. Microsoft 365, Google Workspace and any IMAP mailbox. Microsoft and Google need an OAuth client of your own, and the docs show the steps. IMAP needs no extra setup.
The summaries and the win back ranking need an API key from OpenRouter, OpenAI or Anthropic. Without a key it is a normal CRM with clean contacts, companies and deals.
It reads the mailbox history once and then keeps it in sync. You choose how far back when you connect. Newsletters, out of office replies and your own addresses stay out of the contact list.
No. It was built there, but it reads any business mailbox. Onboarding asks what you sell, and the agent learns the rest from your website and your mail.