Sales, marketing, accounting and customer service can work together seamlessly all from one system to manage the cradle to grave process of your business.
Customize your CRM to match your workflows and processes. Using one system for each of your departments eliminates the need to transcribe and transfer information from one system to another - meaning you have less headaches and increased productivity.
Over 2 million carriers come preloaded into your CRM, with updates every 24 hours. 400 - 800 new applicants are added each day, keeping you up to date with opportunities for your sales and marketing teams.
Using over 180 different points, you have thousands of options you can use to segment your target market. You can filter for companies that have applied for authority or carriers that are out of compliance. The possibilities are endless.
Managers can better measure the effectiveness of their sales and marketing teams by creating ad-hoc, fully customized reports based on hundreds of metrics.
Built in the cloud, the Transportation CRM is secure and ready to scale as your business grows.