Features | Freight Broker CRM with Business

Punch AutoAgenda

_{Start your day already planned with impeccable follow ups}

Build consistent relationships with your customers with a daily Agenda of followups and new leads to call on.

Punch Softphone

_{A dedicated phone line for everyone on your team}

Log every call and text with directly into your CRM with our softphone with built in IVR so you never miss a lead.

Carrier Onboarding and Verify (New!)

_{Verify carriers with the click of a button}

Our system checks the carrier's DOT number, insurance, authority, and safety history to make sure you're working with the best carriers in the industry. Track available equipment and carrier preferences in your CRM.

Simple Shipper Onboarding (New!)

_{Onboard shippers in minutes, even if they don't use us!}

Send an invitation to your shippers to onboard them to your CRM. If they require you to complete their onboarding forms, upload the docs and we will prefill with the information we have on file.

AI response drafts Beta (New!)

_{Respond faster than anyone else}

AI considers your past activity, texts, loads, and company knowledge to suggest drafts specific and ready-to-send saving hours per week in drafting responses.

Business Intelligence

_{Get to know your customers}

Save up to 80% less time digging for links and information about your customers. Customer profiles are generated with each lead to make it easier to understand your customer's needs before you pick up the phone.

Teams

_{Assign leads and track performance}

Organize teams with user roles and track performance of agent books of business. Assign leads to teams or agents who can manage their own book of business. Managers and admins may track performance of their teams use customizable reporting.

Team IVR

_{Never miss a callback & respond to every text}

Shared team inboxes create visibility for your entire company. Route calls to the right agent or team with our IVR system based on availability.

Power Dialer

_{Line up every lead on your agenda and call back to back.}

Save time by calling every lead and never miss a callback with team sharing capabilities.

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CRM Features