Loads get covered by chaos.
Quotes, tenders, and load-board posts scatter across email, spreadsheets, and sticky notes. Two reps work the same load while another goes uncovered.
CRM CUSTOM CRM · LOGISTICS & FREIGHT
A CRM BUILT FORTHE LOAD BOARD.
Generic CRMs do not understand loads, lanes, or carriers. We build brokerage systems around how freight actually moves: quote to cover to track to invoice, with AI reading rate cons and BOLs so your reps book instead of retype.
01 THE PROBLEM
SOUND
FAMILIAR?
Carrier vetting is manual.
Authority, insurance, and safety scores get checked by hand, if at all. One skipped check and you handed a load to a carrier you should not have.
Check calls eat the day.
Tracking a load means calling the driver every few hours and updating a spreadsheet. Customers still call asking where their freight is.
Paperwork holds up billing.
Missing BOLs and PODs mean invoices sit and cash flow stalls. Chasing documents from carriers is a full-time job nobody wants.
02 WHAT WE BUILD
YOUR WORKFLOW.
YOUR SYSTEM.
- Load and quote pipeline Every load from quote to tender to covered to delivered in one board, deduped so two reps never work the same freight.
- AI document reading Rate cons, BOLs, and PODs parsed on upload: lane, rate, weight, and reference numbers extracted into the load automatically.
- Carrier management Carrier profiles with authority, insurance, and safety data checked on setup and flagged when it lapses, so vetting is enforced not optional.
- AI check calls and tracking Automated status updates and check-call requests by text and integrations, with exceptions surfaced to a rep before the customer calls.
- Customer and lane management Shipper relationships, lane history, and commit volumes in one place so reps quote from data instead of memory.
- AI paperwork chasing Missing BOL and POD detection with automatic carrier follow-ups until the billing packet is complete, escalating when it stalls.
- Billing and settlement handoff Completed loads with their documents flowing into your accounting and factoring so invoices go out the day the freight delivers.
- TMS and load-board integration Sync with your TMS, load boards, and tracking tools so the CRM orchestrates the stack instead of adding another screen.
AI, SUPERVISED The AI layer reads rate cons and BOLs, runs check calls, and chases paperwork. Your reps cover the loads and make the carrier calls. Every load has a full audit trail.
03 HOW IT WORKS
WE COME IN.
We map how your business actually runs: who touches what, where the hours go, and which problems are the expensive ones.
WE BUILD IT.
A fixed bid, then a working system in weeks. Your stages, your fields, your rules, with the AI integrations doing the paperwork.
YOU OWN IT.
The code, the database, the accounts: yours. No per-seat pricing, no lock-in, and we stay on for iteration if you want us.
05 COMMON QUESTIONS
How is this different from a TMS like McLeod or Aljex?
A TMS runs the transactional back office and is priced per seat. We build the sales, carrier, and workflow layer around how your brokerage actually operates and connect it to your TMS. You own the code and the data, and the AI document reading is native.
Can it enforce carrier vetting and compliance?
Yes. We model your authority, insurance, and safety requirements into carrier setup so a load cannot be tendered to a carrier that fails your checks, with an audit trail on every assignment.
Does it connect to load boards and our TMS?
Yes. We integrate with your TMS, load boards, tracking, and factoring instead of forcing a migration. The CRM becomes the layer that ties quoting, covering, and billing together.
What does a freight CRM cost?
Fixed bid, quoted before we start, based on scope. Builds start at $7,500. You know the number up front, and there is no per-seat pricing after go-live.
How long does it take to get running?
We scope a first working version around a 21-day build, then extend it while your reps already cover loads in it. Value shows up in weeks, not quarters.