SALES ENGAGEMENT & FOLLOW-UPS

Sales engagement & follow-ups

Stay on top of shipper follow-ups

• Connect with Gmail or Outlook to send emails.
• Reach prospects with personalized bulk emails and email sequences.
• Prioritize follow-ups with today's tasks, overdues, and suggested tasks.

PIPELINE MANAGEMENT & LEAD NURTURING

Turn shipper prospects into customers

Build a pipeline around how your brokerage sells.

• Customize stages to match your ideal sales process.
• See where each shipper opportunity stands.
• Give reps and managers a clear view of what's moving or stalled.

TEAM ORGANIZATION & COLLABORATION

The activity and pipeline visibility that brokerage leaders need

Because the goal of your CRM software is to make it your team's source of truth.

Avoid lost time asking salespeople what's happening and see what's happening in real-time.

Build custom reports for leads, deals, and activities.

SHIPPER INTELLIGENCE

Lanes & quotes

Build a searchable database of shipper lanes and quotes

• Organize lane details and quotes by shipper.
• Easily search lanes based on origin, destination, equipment, and more.
• Keep the quote intelligence your reps collect within your brokerage.

TMS INTEGRATION

For growing brokerage sales teams

Connect McLeod or Turvo shipment data with your team's sales workflow.

• See customer revenue, profit, shipment count, and last ship date.
• Review shipment performance alongside sales activity and follow-ups.
• Built for established brokerages managing multiple sales reps.

SIMPLE WORKFLOWS & DESIGN

"The most user-friendly CRM our team says they have ever used."

This is what one of the logistics companies that uses Salesdash for their customer sales and carrier sales team said.

Keep your notes and needs of each shipper in one place to progress the sale and not ask the same questions because you forgot.