All Features
Every feature a freight forwarding business needs — in one platform
IAXO unifies all 8 domains — Sales, Quotation, Operations, Finance, HR, Payroll, Security, and Platform — built specifically for Thai import-export businesses, with checks and approvals at every critical step.
Sales / CRM
From lead to close — manage customers, contacts, and your sales pipeline in one place.
- Lead PipelineNEW → CONTACTED → QUALIFIED → QUOTED pipeline with BANT scoring
- Customer Master & Profile360° customer profile — documents, contact history, and credit limits
- DBD Auto LookupAuto-fetch company data from the DBD registration number
- Contact ManagementMultiple contacts per company, each with roles and channels
- Customer Assignment & OwnershipAssign customer owners and prevent duplicate handling
- Customer PoolPool of unassigned customers with automated allocation rules
- Sales Dashboard & ReportsFunnel, win rate, churn, and campaign ROI in real time
Quotation & Cost Review
Build quotations with full cost and margin control — through every review and approval gate.
- Quotation BuilderSection/line quotations with a public link for customers to accept
- Quotation RevisionVersioned edits with side-by-side revision comparison
- Pricing EngineCompute price from carrier rate + surcharge + exchange rate
- Cost & Charge CatalogReusable catalog of standard costs and charges
- Cost Review GateCost checkpoint before quoting to prevent loss-making prices
- Margin ValidationAutomatic minimum-margin check before sending to the customer
- Cost Approval WorkflowFour-level approval — Sales → Sales Mgr → Commercial → Executive
- Cost Proof DocumentsAttach supporting cost evidence such as carrier rates and tariffs
CS / Operations
Open jobs, track air and sea shipments, and handle customs documents across every milestone.
- Pre-Job & JobOpen jobs, claim, and track milestones (pickup → ETD → ETA → delivery)
- Air / Sea ImportHAWB/MAWB, MBL/HBL, freight release, DO release, container return
- Vessel ManagementManage vessels and voyages with ETD/ETA
- Flight ManagementManage flights and schedules for air shipments
- Thai Customs ClearanceCustoms entry, HS code, duty/VAT, and compliance review
- Document ManagementB/L, AWB, packing list, customs declaration with QR verify
- POD ManagementProof of delivery with signature and photo capture
- Tracking17track and Aviation live data for real-time status
- Team AssignmentAssign teams and owners to each job
- Blocking RulesPrevent skipping critical steps in the workflow
Finance & Billing Gate
Bill, issue tax invoices, collect, and close the books — with checks at every critical point.
- Billing Gate (10 Checkpoints)Ten-condition gate before issuing a tax invoice
- Invoice ControlControl issuance and status of invoices and tax invoices
- Credit ManagementCredit limits, credit hold, advance / disbursement
- CollectionStaged dunning, promise to pay, statement of account
- Credit / Debit NotesCredit/debit notes with multi-level approval
- Profit Closing & AccountingPer-job P&L, period close, GL, and bank reconciliation
- WHT / VATWithholding tax and VAT, fully compliant with Thai law
HR / People Governance
End-to-end people management — employee data, attendance, leave, and performance.
- Employee MasterEmployee records and documents (versioned)
- Attendance & ShiftCheck-in, shift scheduling, swap, and period lock
- Leave ManagementLeave requests with multi-level approval routing
- OT ManagementManage overtime with visible impact on CS jobs
- Approval WorkflowEmployee → Manager → Dept Head → HR, fully configurable
- Performance & KPIEvaluation cycle, calibration, and PDP
- Training & CertificateAssign training and certificates with QR verify
- DisciplineWarning letters, HR cases, investigations, and severance calculation
Payroll & Executive Analytics
Close payroll behind a gate, with executive dashboards and real-time insights.
- Payroll GateTen-condition gate before closing the payroll period
- Bank Export & PayslipBank transfer files and payslips with snapshots
- Salary ControlSalary structure and adjustments with permission controls
- Branch AnalyticsRevenue-cost-profit analysis by branch
- Cost SummarySummary of personnel costs and overall expenses
- Executive DashboardReal-time overview of revenue, cost, profit, and payroll
- AI InsightsAutomated deep-dive summaries and recommendations from AI
Enterprise Security & PDPA
Enterprise-grade security, transparency, and compliance with personal data protection law.
- Device BindingBind access to approved devices only
- Face VerificationVerify identity by face before critical actions
- GPS GeofenceRestrict access to defined geographic boundaries
- VPN DetectionDetect and block suspicious VPN connections
- MFA ApprovalMulti-factor approval for risky actions
- Audit Logs & TrailLog every action with immutability against back-dated edits
- Anti-FraudAutomatic anomaly and fraud detection
- PDPADSR, consent, data masking, legal hold, and retention
- Privileged AccessTime-bound temporary privileged access
- AI Chat AssistantAn intelligent in-app assistant to search and summarize data
Platform / Admin
Configure the system, reference data, permissions, and external integrations.
- Reference DataCountries, ports, airports, currencies, and Thai addresses
- RBACFine-grained ~320 permissions with templates
- IntegrationsConfigure API keys, SMTP, tracking, and aviation
- Dashboard & NotificationsCentralized work overview and notifications
- Setup WizardStep-by-step initial system setup assistant
Overview
All 8 domains in one platform
A summary of core features by domain — designed to work together end-to-end.
| Domain | Core features |
|---|---|
| Sales / CRM | Lead Pipeline · Customer Master & Profile · DBD Auto Lookup · Contact Management · Customer Assignment & Ownership · Customer Pool · Sales Dashboard & Reports |
| Quotation & Cost Review | Quotation Builder · Quotation Revision · Pricing Engine · Cost & Charge Catalog · Cost Review Gate · Margin Validation · Cost Approval Workflow · Cost Proof Documents |
| CS / Operations | Pre-Job & Job · Air / Sea Import · Vessel Management · Flight Management · Thai Customs Clearance · Document Management · POD Management · Tracking · Team Assignment · Blocking Rules |
| Finance & Billing Gate | Billing Gate (10 Checkpoints) · Invoice Control · Credit Management · Collection · Credit / Debit Notes · Profit Closing & Accounting · WHT / VAT |
| HR / People Governance | Employee Master · Attendance & Shift · Leave Management · OT Management · Approval Workflow · Performance & KPI · Training & Certificate · Discipline |
| Payroll & Executive Analytics | Payroll Gate · Bank Export & Payslip · Salary Control · Branch Analytics · Cost Summary · Executive Dashboard · AI Insights |
| Enterprise Security & PDPA | Device Binding · Face Verification · GPS Geofence · VPN Detection · MFA Approval · Audit Logs & Trail · Anti-Fraud · PDPA · Privileged Access · AI Chat Assistant |
| Platform / Admin | Reference Data · RBAC · Integrations · Dashboard & Notifications · Setup Wizard |
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See all 8 domains in action, tailored to your workflow in a single session.