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.
Sound Familiar?
- 01
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.
- 02
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.
- 03
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.
- 04
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.
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.
Three Moves, And The System Is Yours.
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We Come In
We map how your business actually runs: who touches what, where the hours go, and which problems are the expensive ones.
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We Build It
We scope it, then ship a working system built around your stages, your fields and your rules, with the AI integrations doing the paperwork.
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You Own It
The code, database and accounts belong to your business. You keep control, and we stay on for iteration if you want us.
Systems Like This, Live In Production.
No vertical-specific write-up yet for this industry, so here are two builds that prove the same muscle: document intelligence and an AI layer running at volume.
- Shehebar Law AI document intelligence for Shehebar Law.
- ReplyMagic An AI reply engine handling Instagram comments at scale.
Everything else lives in the work.
Before You Send A Brief.
How is this different from a TMS like McLeod or Aljex?
A TMS runs the transactional back office. 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.
How does the first freight workflow roll out?
We start with one shipper or carrier workflow and its connection to your TMS. Your team reviews document checks, assignments, and operational handoffs before we extend the system.
How long does it take to get running?
We scope a first working version, then extend it while your reps already cover loads in it. You start seeing value early, not quarters.
The Load Is The Business.Own How It Moves.
Let’s Build What’s Next.
Bring the business problem. We’ll talk through what would make a difference and where to start.