Every Brokerage Workflow in One Platform



Post to Central Dispatch From the Order

Price the Move Without Leaving the Record

Every Shipment in One Pipeline

Send an Order the Customer Can Sign on a Phone

Give Every Agent Their Own Workspace

Customer Mail That Stays With the Shipment

Ask Operations Questions in Plain English

Turn Your Website Into a Lead Source

Bring Your Lead List, Then Share It Out
The Everyday Tools, Included
Leads from every source
Website forms, a lead provider API and CSV import, all in one Leads list, each lead tagged with its source.
Follow-up reminders
Set a reminder on a lead or customer, so the next call or email happens when it should.
Follow-up emails
Write a custom follow-up and send it from the record when you choose. Nothing goes out on its own.
Email history
Every email kept on the customer and the shipment, sent from your own domain.
Route map
Pickup and delivery shown on a map, on the quote and on the order.
VIN import
Enter a VIN and the year, make and model fill in on the record.
Payment records
Record each payment as it arrives, with payment history per shipment and per customer.
Broker fee and carrier pay
Kept as separate figures on every order, with the balance due beside them.
Tasks
Add a task to a customer or a shipment and tick it off when it is done.
File attachments
Attach documents to the record and keep them stored privately with the shipment.
Advanced search and filters
Narrow leads, quotes and orders down to the records you need in seconds.
Lead assignment
Assign leads one at a time, in bulk, or split them evenly across your agents.
