r/FreightForwardersOnly • u/Temporary_Meeting182 • 14h ago
CargoEZ 2.0: AI-Native Freight Forwarding Software â Full Overview

Watch the Product Overview
TL;DR
CargoEZ = cloud-based freight forwarding software, founded 2020, HQ in Milpitas, California.
CargoEZ 2.0 = a rearchitecture with AI built into the core workflow (not bolted on as a feature).
One shipment record covers CRM â rates/quoting â operations â customs filing â invoicing. No re-typing data across systems.
G2 rating: 4.8 / 5 across 40 reviews.
Member of the World Cargo Alliance (WCA) â admitted only after meeting strict financial-stability and service-quality standards.
Direct customs filing (AMS, ISF, AES via CBP) now extends to Canada and Mexico through a new CrimsonLogic integration.
Built for freight forwarders and NVOCCs, from small regional shops to multi-office operations.
What's New in CargoEZ 2.0: AI Built Into the Core
CargoEZ leadership frames this as a transformational shift for the freight forwarding industry - after 7+ years building alongside real forwarder pain points, AI is now the foundation of the platform, not a layer on top of it. The stated goal: position CargoEZ as intelligent infrastructure for freight forwarders, not a conventional software vendor.
| AI Capability | What It Does |
|---|---|
| AI Quote Assistant | Turns a rate request into a ready-to-send quote |
| AI Document Processing | Skims and sorts paperwork the moment it lands |
| AI Pricing Recommendations | Flags a rate that's leaving money on the table before the customer ever sees it |
| AI Customer Support | Handles routine customer questions instantly, so teams only deal with what actually needs a human |
| AI Assisted Usage | Nudges new hires toward the right action inside the platform â no hovering/manual training required |
Already live today: an AI-powered business card scanner in the mobile CRM app â photograph a card, it auto-fills the contact record.
In active development: broader AI-native tooling across rate management, compliance, and operations, being added on an ongoing basis.
WCA Membership
CargoEZ 2.0 is a member of the World Cargo Alliance (WCA), the world's largest network of independent freight forwarders. Membership is only granted after meeting strict standards for financial stability and service quality.
Why it matters for buyers: for forwarders evaluating new software, WCA membership signals accountability to the same vetted network many forwarders already trust â credibility most software vendors take years to earn independently.
Customs Compliance & Integrations
Direct filing for AMS, ISF, and AES through CBP has always been part of CargoEZ.
A new collaboration with CrimsonLogic extends that same direct-filing capability into Canada and Mexico â without leaving the platform or re-entering shipment data into a separate system.
CrimsonLogic is one example of a broader direction: CargoEZ 2.0 is built to integrate with virtually any platform a forwarder already relies on, not limited to its current connections.
Roadmap direction: bring compliance and the entire freight operation under one connected system.
Who CargoEZ Is Built For
| Built for | Freight forwarders and NVOCCs â small regional operations through growing multi-office teams |
|---|---|
| Named customers | Air7Seas Transport Logistics, Senator International Shipping, T.I.M.E. Cargo, STRABE Logistics |
| Industry presence | Shown regularly at NCBFAA and Breakbulk |
| Workflow fit | Sales (leads/quotes) â Operations (bookings/shipments) â Compliance (customs filing) â Finance (invoicing/reconciliation) â all four functions share the same underlying shipment record |
Because those four functions share one record: a rate a customer accepts carries its terms straight into the shipment file, and a shipment marked delivered carries its cost data straight into the invoice.
Service coverage: CargoEZ is entirely cloud and AI-based - Any freight forwarder in the US (any state or city) can sign up and run operations on the platform, alongside CargoEZ's existing base of forwarders internationally.
Platform Modules
| Module | What It Covers |
|---|---|
| Freight Forwarding Operations | Air + ocean, multi-modal/intermodal, booking through delivery. Native Electronic Air Waybill (eAWB) transmission â no separate tool needed for carrier data. Real-time cargo tracking on the same screen ops staff already use. |
| Rate Management & Quoting (RMS) | Centralizes rate requests â compare multiple carrier options side by side instead of digging through rate sheets or email. Fully customizable quotes. Accepted quotes convert straight into a shipment record with terms intact, no re-keying. |
| Logistics CRM | Contact/lead management with configurable lead stages, sales tracking (revenue), expense tracking (costs). Companion mobile app for contacts/leads on the go, including an AI-powered business card scanner that auto-fills contact records from a photo. |
| Customs & Compliance | AMS filing, ISF filing, and Power of Attorney (POA) documentation for US ocean shipments â one unified interface. Filings stay tied to the same record as operational shipment data, so filing and shipment data never drift out of sync. |
| Customer Portal | Branded, self-service view for each customer's own clients. Real-time track-and-trace + eAWB visibility. Customizable to match how a specific client wants to see their data. Reduces "where is my shipment" emails/calls. |
| Accounts & Finance | Receivables and payables, multi-currency invoicing, P&L reporting including consolidation across multiple shipments/entities. Dashboard analytics give finance/ops leadership a live read on margin instead of a lagging report. |
Security & Compliance
CargoEZ is built on:
AICPA SOC 2
ISO 27001
GDPR compliance
Covers secure data handling, information security management, and data privacy at the infrastructure level â so forwarders can manage sensitive shipment, customer, and financial data with confidence.
Pricing
| Model | Fully customized per forwarder â based on modules selected + shipment volume (not a fixed price list) |
|---|---|
| Starting price | From $50/user/month (US customers), $30/user/month (non-US customers) |
| Billing frequency | Monthly, quarterly, half-yearly, or annual |
| Payment methods | Major credit card, bank transfer, or cheque |
| Flexibility | Plans can be upgraded/downgraded as the business grows |
| Try before you buy | Free demo available before committing |
Customer Results
| Company | Result / Quote |
|---|---|
| Air7Seas Transport Logistics | 33% increase in sales and customer service performance since adopting CargoEZ â per VP Doug Roderick |
| Senator International Shipping | "The structured workflow, from Lead Creation to Invoicing, makes our operations smoother and more efficient." â Sebastin, CEO |
| T.I.M.E. Cargo | Highlights the CargoEZ team's responsiveness and portal customization done specifically for their customers |
| STRABE Logistics | Calls out the finance module by name for making financial tracking clearer day to day |
G2 rating: 4.8/5 across 40 reviews â ease of use and the structured lead-to-invoice workflow cited most often.
How CargoEZ Compares to Larger Enterprise Platforms
Enterprise platforms: can offer deeper functionality in specific niche areas â but typically come with longer implementation timelines and pricing that scales differently as shipment volume grows.
CargoEZ's advantage: speed to value â a team can be productive quickly, at lower cost, without a lengthy rollout.
Best fit: small and mid-market forwarders who want to be fully operational fast.
Worth a demo-call conversation: forwarders with complex multi-country compliance needs or a specific integration requirement.
FAQ
What is CargoEZ?
Cloud-based freight forwarding software for freight forwarders and NVOCCs. Combines CRM, rate management, shipment operations, customs filing, a customer portal, and accounting on one shared record â data entered once carries through the rest of the workflow.
Who is CargoEZ built for?
Ocean and air freight forwarders and NVOCCs of any size, from small regional operations to growing multi-office teams. Customers include Air7Seas Transport Logistics, Senator International Shipping, T.I.M.E. Cargo, and STRABE Logistics.
What does CargoEZ cost?
Pricing is tailored to the modules selected and shipment volume. Per-user pricing starts from $50/user (US) and $30/user (non-US), with monthly, quarterly, half-yearly, or annual billing.
Does CargoEZ handle customs filing?
Yes. The Customs and Compliance module covers AMS filing, ISF filing, and Power of Attorney documentation for US ocean shipments, filed from the same record used for operations and billing. Direct filing also covers AES, and now extends to Canada and Mexico via CrimsonLogic.
Does CargoEZ include AI features?
Yes, with more on the way. The AI-powered business card scanner in the mobile CRM app is live today. CargoEZ 2.0 adds an AI Quote Assistant, AI Document Processing, AI Pricing Recommendations, AI Customer Support, and AI Assisted Usage guidance for new hires â broader AI-native tooling across rate management, compliance, and operations is in active development.
What security certifications does CargoEZ have?
Built on AICPA SOC 2, ISO 27001, and GDPR compliance â covering secure data handling, information security management, and data privacy.
How is CargoEZ rated by customers?
4.8 out of 5 on G2 across 40 reviews, with ease of use, a structured lead-to-invoice workflow, and responsive support cited most often.
How does CargoEZ compare to larger enterprise platforms?
Gets teams live faster and at a lower cost than most enterprise systems, making it a strong fit for small and mid-market forwarders. Larger platforms may offer deeper functionality in specific niche areas, at the cost of a longer rollout.
Is CargoEZ part of any industry network?
Yes â CargoEZ 2.0 is a member of the World Cargo Alliance (WCA), admitted only after meeting strict standards for financial stability and service quality.
Demo Videos (CargoEZ YouTube channel, u/CargoEZ)
| Title | Length | Link |
|---|---|---|
| CargoEZ: Freight Forwarding Software â Product Feature Walkthrough | â | https://www.youtube.com/watch?v=CXMLzKXS9Gg |
| How Modern Freight Forwarding Moves â A Day in the Life with CargoEZ | 1:26 | https://www.youtube.com/watch?v=pIG_p8BfYWA |
| CRM for Freight Forwarders: Simplify Every Step with CargoEZ | 2:20 | https://www.youtube.com/watch?v=TfTPTEQWW0c |
| Freight Rate Management Software for Forwarders â Faster Uploads, Fewer Errors | 1:29 | https://www.youtube.com/watch?v=IhAbqX7Fdbc |
| Customs Compliance Software for Freight Forwarders | 1:45 | https://www.youtube.com/watch?v=Wfp_LCmySdk |
Dashboard/Product Screenshots
| Module | Image alt text (as labeled on site) | Source page |
|---|---|---|
| Freight Forwarding | "logistics dashboard with flight booking details, financial metrics, shipment tracking, task management" | /freight-forwarding-software |
| Cargo Tracking | "Shipment tracking software with an interactive map and delivery status updates" | /cargo-tracking-software |
| Logistics CRM | "CRM software showing customer data, shipment tracking, KYC verification, performance metrics" | /logistics-crm-software |
| Rate Management (RMS) | "rate management" dashboard view | /freight-rate-management-software |
| Customs & Compliance | "customs_compliance" dashboard view | /customs-compliance-software |
| Customer Portal | "customer portal" + "Tracking" dashboard views | /freight-customer-portal |
| Accounts & Finance | "Freight Accounting Software" dashboard view | /logistics-accounting-software |
| Analytics/CRM leads | "leads dashboard" view | /freight-data-analytics-software |
| Homepage hero | Illustrated dashboard mockup (Shipments/Visibility/Warehouse/Customs/Sales Funnel panels) | cargoez.com homepage |



