Workflows

Built around real forwarding workflows.

Catupult Forward is designed around the daily work freight forwarders and NVOCCs actually perform — from customer request to quotation, shipment execution, documents, tracking, costs, invoicing and profitability.

Use cases

Use cases across the forwarding desk.

Catupult Forward is designed around the work freight teams repeat every day — the checks, updates, documents, costs and customer responses that usually sit across email, spreadsheets, portals and shared folders.

Shipment tracking

Every container, every carrier, one operating view. Exceptions surfaced before the customer asks.

Quotation

Quote while the enquiry is still warm. Prepared with rate, schedule, validity and margin context.

Documentation

Read once, never retyped. Documents extracted, checked against the booking and attached to the job.

Customer service

Answered with the shipment facts attached. Catu360 helps draft updates from live job context and communication history.

Finance

Margin visible earlier. Vendor costs, discrepancies, invoices and profitability stay connected.

Email and WhatsApp

The inbox stops being the system of record. Customer conversations are linked back to the shipment workflow.

Analytics

Ask the question, get the operating view. Lane, customer and shipment context without waiting for a spreadsheet.

Operations

Work keeps moving across time zones. Standing instructions can prepare, check and escalate workflow steps.

Work that moves forward

Work that moves forward.

Catupult Forward is not only a place to record forwarding work. It helps teams move the work from one step to the next.

  • Enquiry → structured request
  • Quote → priced customer response
  • Booking → controlled job
  • Document → extracted and validated data
  • Tracking → visible milestone status
  • Vendor cost → margin control
  • Invoice → connected financial record

Enquiry to quotation.

Capture customer requirements, structure the shipment request, compare rates and schedules, apply commercial logic and prepare a professional quotation faster.

Outcome: faster quote response, less manual re-entry and cleaner customer context.

Quote to order, booking and job.

Turn accepted quotations into orders, bookings and jobs without rebuilding the shipment from scratch.

Outcome: fewer hand-off gaps between sales and operations.

Documents and shipment context.

Use CatuDoc and CatuVault to process, structure, store and retrieve freight documents in the right shipment context.

Outcome: documents become usable operating data, not just files in folders.

Tracking, milestones and exceptions.

Track shipment movement and milestone status where supported carrier, vendor, transporter, agent or visibility data is available.

Outcome: earlier exception visibility and better customer updates.

Compliance checks.

Support checks across shipment data, documents, parties, routing, cargo details, customs requirements and internal approval rules.

Outcome: missing, inconsistent or high-risk information is escalated earlier.

Vendor cost, invoice and profitability.

Connect vendor costs, expected costs, actual costs, customer invoices and job profitability to the shipment record.

Outcome: clearer margin control and fewer after-the-event surprises.

Workflow communications.

Generate customer, vendor and operational notifications directly through Catupult Forward using email and WhatsApp notifications.

Outcome: communication stays connected to the workflow instead of disappearing into side channels.

See the workflows live.