Lead
New name. Typed in, CSV import, RFQ, ZoomInfo list, or Pipedrive when that import is on.
Sales home
What to do now, next to live TMS money.
Callbacks, RFQs, unread Sales Inbox, open lane deals. Late loads and detention sit on the same morning screen as the book.
Prospect
Assigned. Calls, quotes, sequences, calendar follow-ups. Lane deals and a color board.
Client
Sold promotes the record. Add Shipment from the activity. Credit-aware. Same client billing uses.
The desk
Queues that drive freight revenue.
Deals Kanban Board
Visual stage progression: Lead, Prospect, Quoted, Contract, Active. Values calculate on projected weekly freight volume.
RFQ Quoting Engine
Quote spot freight and multi-lane shipper bids with historical lane pricing, fuel index, and PC*Miler distances. Won bids bind to dispatch tariffs.
Dormant Shipper Radar
Accounts quiet for 14, 30, or 60 days flag in amber. Re-engage shippers before freight walks to competing brokers.
No first load & Ship/Cons
Identify closed clients who haven't tendered their first load, plus warm shipper and consignee facilities that are not bill-tos yet.
Connections sales turns on
MailChimp, ZoomInfo, DocuSign, Outlook.
Each one is a company setting. If the keys are not in, the page says so. Daily freight work stays in EXSPEEDITE.
MailChimp
Push the bill-to book, pick an EXSPEEDITE letter, create a draft campaign. Send stays in MailChimp.
ZoomInfo
Search, match first, then pull or push a list. Opportunity Intelligence on the account. CSV import still exists for any list.
DocuSign
Make a rate on a lane deal, then print, email, or send for signature. Signed PDF lands as a Contract.
Outlook
Connect Microsoft 365 from Sales Inbox. Customer replies show when reply capture is wired. Not a full mailbox clone.
Managers get the book, not a hallway chat
Assign clients, Transfer, Unassign, Unassigned pool, book history. Manager reports cover ownership, touch discipline, quote to haul, dormant, book versus hauled, and credit heat. Sales Insights charts hauled freight from the TMS. Scoreboard and goals sit next to the funnel.
Master switch is CMS in Settings. Restricted salespeople see My book. Managers can look at a team or one rep. Multi-office filters match List Shipments.
A more than Excellent Product as it helps Promote my Laziness..(this is a good thing.) It’s been, and I’m Sure going forward it’ll be the one single Best thing that i can and could do to Streamline and Simplify my small Operation.