Logistics & Transportation demo
Owner viewTrack profit per load, fuel cost, settlement exposure, and receivables.
Billing-ready loads
POD captured
24/28
Accessorial review
$3.2K
CRM Pipeline
Personalized lead-to-cash flow before estimates and invoices.
Role-aware CRM pipeline
Revenue, receivables, approvals, clients, automations, and all workspace actions are visible.
Pipeline
$89,786
Proposal Value
$12,036
Won Value
$22,848
Active Deals
5
New
1Acme Manufacturing
Newshipping@acmemfg.com
$33,210
Dispatcher
Broker board
Qualify need
Qualified
1Regional Distributor Inc
Qualifiedops@regionaldist.com
$21,692
Driver
Website
Schedule walkthrough
Proposal
1Fresh Foods Co
Proposallogistics@freshfoods.com
$11,076
Dispatch Manager
Renewal
Send proposal
Approved
1Retail Chain East
Approvedtransport@retailchain.com
$960
Safety Manager
Outbound
Collect approval
Won
1Pharma Supply LLC
Wondispatch@pharmsupply.com
$22,848
Dispatcher
Referral
Convert to work
Loads
Move rate confirmations through dispatch, delivery, invoice, and settlement.
28 active loads
Driver Settlements
Calculate per-mile, per-load, and accessorial driver pay.
$14.8K ready
Fuel/IFTA
Track fuel receipts, jurisdictions, miles, and tax-ready IFTA summaries.
$0.42 fuel/mi