These cookies are required for the website to function properly. They ensure security, enable basic features like page navigation, and store user session data. You cannot disable these cookies.
- Logistics CRM
- Who it's for
- Freight Brokerage Teams
Freight Brokerage Teams
A brokerage team can use Logistics CRM to keep the commercial shipper relationship beside lane quote details. The account identifies the counterparty. The opportunity carries the owner, expected value and close date. A lane record captures the origin and destination ZIP codes, weekly loads and rate validity date. That gives a manager a specific basis to review before the team advances the customer discussion.
How Logistics CRM is set up for you
Shipper intake
The Relationship Owner selects an active account and records the new pursuit under the right organization.
Lane basis
The owner keeps the route and weekly volume on the lane linked to the pursuit, then submits it for review.
Independent decision
A Sales Manager records a reasoned decision and the source revision, so a revised quote is considered on its own terms.
Customer outcome
The owner records acceptance or loss evidence; the manager checks the result before the opportunity closes.
A brokerage team can use Logistics CRM to keep the commercial shipper relationship beside lane quote details. The account identifies the counterparty. The opportunity carries the owner, expected value and close date. A lane record captures the origin and destination ZIP codes, weekly loads and rate validity date. That gives a manager a specific basis to review before the team advances the customer discussion.
Before a wider rollout, agree how account codes, lane ZIP codes and rate validity dates are entered. Decide how owners title proposal files and when they mark a file Shared. Rehearse a returned review and a changed quote basis. The team should be able to tell which version was approved and which customer event supports the final outcome.
Features to start with
Roles on the team
- Relationship Owner
- Prepare assigned opportunity, lane, activity, and attachment records; guarded workflows own protected transitions.
- Sales Manager
- Read authorized logistics evidence and use guarded review actions without direct record editing.
- App Administrator
- Maintain organizations, membership, and account configuration without business approval authority.
- Auditor
- Read authorized evidence and reports only.
Set up Logistics CRM your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.