Custom solutions for customs clearance firms
Know which clearance file is ready for review.
Give importers a clear document request and give your brokerage team a queue of cases with an owner, the next action and a record of what arrived.
A day in operations
Follow the clearance file.
Open a clearance case
Record the importer, shipment reference, entry point and expected arrival. Assign a broker and a checklist for the job.
Ask for the exact document
The broker flags the missing commercial invoice. The importer receives a request and uploads it to the right case.
Send the file for review
With the requested documents in place, the assigned broker checks the case and records the next action.
What this changes for the owner
Give your team the next step.
A second broker can see which invoice was rejected and which revision is ready for review. The history stays with the case instead of in the owner’s inbox.
These are examples of work you can commission. We’ll agree the scope with you and build around the tools you want to keep.
Website & quote requests
Explain the ports, goods and clearance services you handle. Let an importer start an enquiry with a shipment reference.
Discuss website & quote requestsCRM & follow-up
Keep importer contacts, recurring accounts and open clearance enquiries together. Assign the next client follow-up.
Discuss crm & follow-upStarter ERP & tracking
Give each case a broker, document checklist and due date. A client status link can show what is outstanding while private uploads stay behind access controls.
Discuss starter erp & trackingConnected operations
Route authorizations for electronic signature and keep the review history on the case. Scope any customs filing connection against the jurisdiction and systems your brokers use.
Discuss connected operations