ADVANCE CRM

Manage Customer Relationships with Precision

LoadStop’s Advanced trucking CRM solution is designed to give you full control over customer relationships. Efficiently manage customer data, billing, and communications from contact management to EDI/API integration, our CRM centralizes all essential customer details.

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Build Relationship With Digital Connectivtity

Seamlessly integrate through EDI for tenders and invoices to strengthen customer relationships with real-time tracking updates.

EDI Tenders

ADVANCE CRM

Customizable Integrations

LoadStop’s fully customizable integrations are designed for trucking companies to easily exchange data, connect with brokers and carriers and keep customers updated.

EDI/API/Email Integration
Seamlessly exchange data with customers through EDI, API, or email, ensuring real-time communication and load updates.
LoadStop Network Integration
Connect to other brokers/carriers within LoadStop’s network to exchange load info, dispatch, load tracking, and billing info digitally.
MacroPoint, FourKites, and FarEye Integration
Integrate with customers MacroPoint, FourKites, and FarEye to update load status in real-time, providing accurate delivery updates to customers.

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ADVANCE CRM

Centralized Customer Data

Organize essential customer details, documents and contacts - all in one place. LoadStop’s transportation CRM ensures compliance and assigns agents for personalized service.

Customer Details
Store and manage all essential customer information, including company details, business type, and key contacts.
Customer Documents
Manage all customer-related documents in one place. Easily upload contracts, agreements, and compliance forms, with real-time access for reference.
Contact Details
Maintain a comprehensive list of customer contacts, with the ability to organize and categorize by role or function for quick communication.
Credit Tracking
Configure customer-specific credit settings, including credit limits and payment terms, to ensure smooth financial operations.
Customer Billing
Automate customer billing with customizable templates and terms. Generate invoices, manage payment statuses, and send reminders when necessary.
Customer Rate Card
Create and manage customer-specific rate cards, allowing for quick rate application during load booking and ensuring pricing consistency.
Assign Agency/Assign Agent
Assign specific agencies or agents to customers for personalized service and efficient management of customer relationships.
Qualification
Maintain and track customer qualification details, ensuring that all customers meet required compliance and credit standards.
Activities
Track all interactions, meetings, and tasks related to each customer. Schedule follow-ups and automate reminders to stay ahead of customer needs.