Transportation & Logistics

Shipments, carriers and customer updates, without the inbox chase.

Agent teams track the work around each shipment: customer questions, carrier invoices and the sales pipeline, with a person approving what leaves the company.

Work the agents take on

01A customer asks where the shipment isCustomer Success drafts the reply from the shipment record; a person approves it before it is sent.Customer Success CRM

02Carrier invoices at month-endAccounting reads them, matches them to shipments and drafts entries for approval.Accounting

03A new lane to sellThe SDR builds the list of shippers on that lane and drafts the first touch for approval.Sales CRM

Teams to start with

Customer SuccessTickets, accounts and replies.Pro SalesLists and sequences by lane and region.Pro AccountingCarrier invoices and the bank.Starter CRMShippers, contacts and deals.Starter

What a person approves

Every reply to a customerEvery outbound sequenceEvery posting to the ledger

No team for this yet?We set up and run the agent team for you.