CRM-TMS data sync
Your sales pipeline and your shipment data live in different worlds.
I connect them, so every deal, every account, every projection is grounded in what's actually moving.
Sound familiar?
- Sales says Account X is your biggest customer. CargoWise says they’ve shipped 40% less this quarter.
- Your CRM pipeline projects $3M in Q4. Your TMS billing data says you’re on pace for $1.8M.
- Every time leadership wants a real number, someone spends a week pulling data from two systems and reconciling it in a spreadsheet.
- You tried to get your CRM vendor and your TMS vendor to talk to each other. Neither one will own the integration.
- You know the data exists. It’s just locked in systems that were never designed to share it.
Once it's live:
Shipment, billing, and customer data flow from your TMS into your CRM on a schedule. The pipeline reflects actual volume and real margins instead of projections, and forecasts are grounded in what's actually shipped. Nobody spends a week reconciling two systems in a spreadsheet anymore.
Systems I integrate
- TMS
- CargoWise (primary expertise), with the ability to work with other TMS platforms
- CRM
- HubSpot, Salesforce
- Analytics
- Power BI, custom dashboards
- Infrastructure
- Azure, PostgreSQL, Django REST API
How it works
Free 15-min audit call
Walk me through your systems. I surface what's broken, disconnected, or costing you money.
You get a diagnosis
A follow-up with 2 to 3 specific findings and rough ROI estimates. No sales pitch.
We fix it together
If it resonates, we scope the fix. Specific integration, clear timeline, defined deliverables.
Common questions
Why doesn't my HubSpot pipeline match my actual revenue?
Because your CRM and your TMS were never built to talk to each other. HubSpot tracks deals and projections; CargoWise tracks what actually shipped and billed. With no sync between them, the two drift apart, an account marked 'growing' in the CRM may have shipped 40% less last quarter.
Can you sync HubSpot or Salesforce with CargoWise?
Yes. I build a custom data pipeline that pulls real shipment, billing, and customer activity from CargoWise and pushes it into HubSpot or Salesforce on a schedule, so every deal, account, and forecast is grounded in what's actually moving.
Can't a tool like Zapier connect my CRM and TMS?
Not reliably for CargoWise. CargoWise isn't a clean REST API, its data comes through eAdaptor/Universal Event XML, and shipment data is structured very differently from CRM deal data. You need a real data layer in between to transform and normalize it, which is exactly what I build.
Do I need a developer on my side for this?
No. You're business-side; I handle it end to end. I build the extraction, the data layer, and the sync, and hand you a CRM pipeline that finally agrees with your TMS. No six-month IT project, no Zapier homework.
How much does a CRM-TMS integration cost?
It scopes to your systems and how much data modeling is involved, but it's quoted as a fixed scope after the free call, so you approve the exact number and timeline before anything starts. No surprise bills. Book the 15-minute call and I'll give you a straight ballpark for your setup.
This is custom integration work. The same work I do to rebuild slow systems and get clean data into dashboards an owner can actually see.
Your pipeline should reflect what's actually moving. 15 minutes, no cost, just an honest look from someone who's spent eight years inside the systems freight forwarders run on.