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Sales

Customers

Grow the sales side of your brokerage.

A prospect database with decision-maker contacts, lane and quote history, follow-up reminders, win/loss tracking, and customer profitability scoring.

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What it does

  • Prospect database & decision-maker contacts
  • Lane & quote history per shipper
  • Follow-up reminders & AI message drafts
  • Win/loss tracking
  • Customer profitability scoring & repeat-lane prediction

Why it matters

A repeatable sales process
Focus on your most profitable customers
Fewer leads slipping through the cracks

How it works

  1. 1Open Customers to see every account with tier, lifecycle, and health scored live from your loads
  2. 2Add a customer to set their credit limit and payment terms — or one is created the first time you book for them
  3. 3Filter by lifecycle, tier, or owner; search by company, contact, or city
  4. 4Click an account for its profile: revenue, margin, win-rate, credit status, and last load
  5. 5Move accounts through the Pipeline as deals progress

Explore more of the platform

AI Load Intake
Turn any tender into a load in seconds.
AI Quote Engine
Price every lane to win — without giving away margin.
Carrier Intelligence
Know every carrier before you book them.
Fraud Defense Center
Stop double-brokering and carrier fraud cold.
Capacity Sourcing
Cover loads from your own private network first.
Live Tracking
See every truck, in real time.

Ready to put your board on command?

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