With the rise of freight agent programs, more brokerages are running mixed teams of W2 reps and 1099 agents. That adds complexity to how you manage permissions and visibility in your CRM.
Here is how Salesdash handles it.
W2 Reps: Shared Visibility
W2 reps are part of your internal team. Many brokerage leaders want reps to have visibility into each other's accounts, supporting shared pipelines, collaborative selling, and manager oversight. Salesdash lets you configure permissions at the group level so your W2 team operates with the access that fits how you run your business.
Freight Agents: Siloed by Default
Agents operate differently. Their accounts and customers are their own book of business. One of the most common requests we hear from brokerage leaders when agents are in the mix is that agent data stays visible only to them and their admins, with no crossover to reps or other agents. Salesdash supports that out of the box.
Account Clearance: No Duplicate Accounts
Permissions alone are not enough. When reps and agents are both adding shippers, you need the CRM to catch conflicts before they happen. Salesdash account clearance flags duplicate entries at the point of creation, throwing an error if a shipper already exists in the system. No duplicate accounts, no territory disputes, no awkward conversations.
Built for How Freight Brokerages Actually Work
Most CRMs treat all users the same. Salesdash is built specifically for freight brokerages, which means the permissions, visibility settings, and account clearance logic reflect how your team is actually structured.
Check out the simplicity of Salesdash's CRM for freight brokers to organize your sales process
and prevent opportunities from falling through the cracks.
