Build multi-step follow-up sequences. Each step triggers automatically — email, call task, LinkedIn message — so no prospect falls through the cracks.
When a prospect becomes a customer, convert them to an active load directly from the CRM record. No copy-paste, no double entry.
Track win rates by freight type, industry, and lane. Know which outreach approaches work and which don't.
On Team plan, the entire brokerage shares one pipeline. Managers see all activity. No duplicate prospecting.
14-day free trial. Full CRM access from day one. No credit card required.
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