CRM & Sales
Leads, opportunities, customers, automation.
CRM & Sales overview
Leads, accounts, opportunities, and pipeline — built for freight sales cycles.
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Leads
Capture, qualify, and convert leads into accounts and opportunities.
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Opportunities
Track pursuit of specific deals from qualification to close.
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Accounts and contacts
Customer master data shared between sales, ops, and finance.
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Activities and tasks
Log calls, emails, meetings; schedule follow-ups; never drop a thread.
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Sales pipeline and forecast
Kanban pipeline view, stage rules, and forecast math.
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CRM reports
Sales activity, pipeline health, conversion, win/loss.
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