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CRM Consulting Services
for Transport and Logistics

The transportation industry needs technology to support its ever-growing demands.
CRM systems are great for fleet companies and freight brokerage firms.
As data processing needs increase, CRMs provide an effective dispatch and transportation management platform.
OUR CLIENTS

Sales Funnels and Quotations

CRMs also provide effective collaboration from multiple locations for quote requests and dispatch estimates. Backed by advanced analytics, expense reporting is made easy with a CRM expense account management platform. Speed up your RFP process with a transportation or trade lane pricing management system to align procurement and operational goals. 

A detailed dashboard interface
User interface displaying a sidebar with profile information and menu options

Lead Management

A customized CRM platform supporting specific transportation needs can help you create lead management with integrated marketing and sales automation tools. It can also provide centralized spot quote management, scheduled sourcing, and automated lead follow-up. You can also improve your sales productivity with an automated prospect list for specific territories.

Logistics

The industry’s most popular TMS systems can be integrated into a CRM system to learn more about your shipments and warehouses. You can get a significant amount of insight with an automated flow for the merchandise distribution, and improved visibility of all the essential shipping information. Improve productivity and efficiency by syncing both systems and gathering more data for better informed decisions.  

A graph showing a candlestick chart for a 6-hour time segment, akin to data analytics in transportation CRM. The chart displays green and red candlesticks representing price movements over time. Below, a highlighted section indicates a selected range on a timeline slider.
Dashboard interface displaying operations chart, server load speed, leads, calendar, and to-do list

Contract Management

Ramp up and enhance your commercial relationships with contract management for the specific origin and destination pricing. Visually see the estimated potential sales per transportation lane versus the actual. This prevents a customer from asking for a specific lane price, promising lots of loads while actually only making a few shipments a year.