// The situation

Transport compagnie 3th party, trying to have a follow between all sales person on contact who was contacted and what comes of it Team size: 2–3.

The verdict · May 26, 2026

Yes.

You need a simple CRM.

Why

Third-party logistics sales is account-based: the same shippers and freight brokers get worked over months, by multiple reps, with long memory required. You didn't give a volume, but with 2-3 reps chasing shared contacts, the failure mode is two reps calling the same prospect in the same week — or worse, nobody calling because each assumed the other did. You need one place where every contact has an owner, a last-touch date, and a next action.

What you actually need

  1. Pipedrive Essential (~€15/user/mo) — contact-centric, dead simple, three seats fits your team. Set one pipeline: Prospected → Contacted → Quoted → Won/Lost. Assign every contact to one rep as owner.
  2. Activity logging on every contact — every call, email, or WhatsApp gets logged with a one-line note and a "next activity date". No next date = the contact disappears from everyone's radar.
  3. A habit — Monday 20-minute pipeline standup — three of you, screen-shared, walk through anything with no activity in the last 14 days. Either someone takes it or it gets killed.

Do this today

Sign up at pipedrive.com (14-day free trial, no card), then import your existing contact list as a CSV via Tools → Import data → From spreadsheet. Assign each contact an owner from your 2-3 reps in the "Owner" column before importing. By tomorrow each rep logs in and sees only their accounts, sorted by "last activity date" ascending — the ones most likely to have been dropped float to the top.

What to ignore

Skip Salesforce and HubSpot Sales Hub Professional — both are wildly over-spec'd and overpriced for three reps in 3PL, and HubSpot's "free" tier traps you the moment you want pipeline reporting. Ignore anyone pitching you freight-specific TMS-CRM hybrids (Revenova, Tai) until you're past 10 reps — you don't need TMS integration, you need three people to stop stepping on each other.

What doing nothing costs you

You can't quantify it because you're not tracking it — which is exactly the problem. Every week without ownership, two reps quietly burn the same prospect's goodwill while a third contact you forgot about signs with a competitor.

When to revisit this

When you hire a fourth salesperson or start splitting accounts by region/industry — then you need pipeline rules and reporting, not just shared visibility.

Honest opinion · No affiliate links · public Get your own →

Did this actually help?

A binary signal so we know which verdicts are landing — and which ones aren't.