Industry service
CRM for trucking companies and freight brokers
One pipeline for shippers, brokers, quotes, repeat lanes and follow-ups, connected to your website, inbox and phone, so no freight opportunity depends on memory.
VAULT 33|27 · Updated 12 November 2026 · 2 min read
A CRM is not your TMS
Your TMS (transportation management system) runs the freight: loads, dispatch, documents, invoicing. A CRM runs the relationships and the sales: which shippers you are courting, which quotes are open, which lanes a customer gives you every week, and who needs a call. Most small and mid-size carriers have the first and run the second from a spreadsheet and memory.
We set up a CRM for the sales side and connect it to the rest, so the two never fight.
The trucking pipeline
| Stage | What it means |
|---|---|
| New enquiry | A rate request or shipper contact, with source and lane |
| Qualified | Lane, equipment and volume fit what you run |
| Quoted | Rate sent, follow-up scheduled |
| Won, first load | The customer has tendered freight |
| Repeat lane | Regular freight on a known lane, with expected volume |
| Lost | Recorded with the reason: price, capacity, timing, no reply |
The same CRM can hold a second pipeline for driver applicants, so recruiting and sales sit in one place with different views.
What we connect
- Website quote forms and driver applications.
- Email inboxes, so rate requests arriving by email become records automatically.
- Phone and text, including call tracking by source where it is useful.
- Your TMS or accounting system, where it has an API, for won-load and revenue data.
For freight brokers
Brokers live on two sides: shippers and carriers. We configure the CRM for both, with shipper acquisition and carrier onboarding as separate pipelines. See systems for freight brokers.
Choosing the platform
We work with established CRMs and choose with you based on team size, budget and integrations. Read our CRM comparison and how to choose a CRM. You own the account and the data.
Next step
Book a free audit and we will map your quote-to-load process and show where opportunities are lost.
Open your vault.
A free systems audit: where enquiries leak, what each channel is worth and exactly what we would build.
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