Built-in CRM
Manage broker, shipper, customer, carrier, and vendor relationships with a unified contact directory, deal pipeline, and activity tracking.
Contact Directory
The CRM provides a unified directory for all business contacts. Each contact record includes company name, contact person, phone, email, tags, pipeline stage, and lifetime revenue. Filter by contact type, tag, pipeline stage, or search by name.
| Contact Type | Description |
|---|---|
| Broker | Freight brokers you work with or prospect |
| Shipper | Direct shippers posting loads |
| Customer | End customers receiving freight |
| Carrier | Partner carriers for overflow or brokered loads |
| Vendor | Maintenance shops, insurance agents, fuel providers |
Activity Timeline
Log calls, emails, meetings, and notes against any contact. Each activity is timestamped and attributed to the user who created it. The timeline shows all interactions in reverse chronological order.
| Activity Type | Tracked Fields |
|---|---|
| Call | Duration, outcome, notes, linked load (optional) |
| Subject, direction (inbound/outbound), summary | |
| Meeting | Date, attendees, agenda, follow-up items |
| Note | Free-text note with optional file attachments |
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Deal Pipeline
Manage deals through a visual pipeline board. Drag deals between stages to track progress. Each deal tracks the contact, expected revenue, probability, expected close date, and assigned team member.
| Pipeline Stage | Description |
|---|---|
| Lead | Initial contact or inbound inquiry |
| Qualified | Confirmed fit and budget discussed |
| Proposal | Rate sheet or contract sent |
| Negotiation | Terms under discussion |
| Won | Deal closed and loads booked |
| Lost | Deal did not close (reason tracked) |
Follow-Up Scheduling
Schedule follow-up reminders on any contact or deal. Reminders appear in your notification feed and can be configured to send email or push notifications. Overdue follow-ups are highlighted in the CRM dashboard.
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Revenue Analytics
Track lifetime revenue, average rate per mile, load count, and payment history per contact. Revenue metrics update automatically as loads are delivered and invoiced. Use these metrics to identify your highest-value relationships and prioritize outreach.