Centralize Your Sales Efforts With EZ Loader's CRM
Built-in CRM for Freight Brokers by Freight Brokers
Enhance Customer Relations: Freight-Based CRM
We design our CRM with the broker in mind. Unlike a regular CRM, EZ Loader's built-in CRM incorporates features for a freight broker sales process. Combine your systems into one platform to create a seamless workflow for your team.
1. Generate Market Rates
Integrate with industry leaders in market analysis and compare directly with your historical data to get a fast, accurate rate.
2. Send Rate Quotes
Send official branded rate quotes to both prospects and customers. Stand out from the crowd with detailed, accurate proposals.
3. Convert Customers
Seamlessly convert prospects with our digital customer packets. Obtain an electronic signature and pertinent customer info quickly so your reps can cover that first load.
Rating
The Rating feature utilizes the industry's leading rating APIs, including Truckstop's Rate Mate, Rate Insights, and DAT's Rate View, to provide quick rates to prospects and customers. This data is then cross-referenced against your historical pricing, ensuring competitive and accurate pricing at your fingertips. We also utilize real-time capacity and reference against your carrier base to provide a better market view. This real-time data empowers your team to deliver precise, accurate quotes faster.
Quoting
Generate and send branded official rate proposals to prospects and customers. These digital quotes allow your customers to request changes or accept with a "Book It Now" button via email that flows back into the TMS. Utilize this data to analyze prospect and customer accounts for quotes sent, accepted, and rejected.
Customer Conversions
Quote approved? Convert that prospect directly into a customer utilizing EZ Loader’s digital customer onboarding. With a single web link, customers can onboard directly into the TMS by providing accounting information, downloading necessary documents, and electronically signing customer agreements.
Never Miss A Follow Up: Prospect CRM
Core Features You Would Expect From a CRM
1. Prospect Profiles
Build prospect profiles and organize them into sales buckets, allowing detailed organization of prospects' accounts and contacts.
2. Notes and Tasks
Ensure your team always makes a follow-up with easy-to-schedule task-based reminders. Easily log interactions within each prospect's detailed notes section.
5. CRM Dashboard
The CRM Dashboard keeps real-time stats and reports on your team's sales efforts. It monitors outbound calls, emails, and new customers to help you easily track goals and sales achievements.
Prospect Profiles
A good TMS software doesn't start the sales process at customer profiles. Instead, build prospect profiles and organize them into sales buckets, maintaining comprehensive records of potential shippers, including contact information, company details, and interaction history. Duplicate checks keep your team from calling on existing customers and prospects.
Notes and Tasks
Detailed note sections within your prospect profiles allow for a historical view of all interactions with potential clients across multiple reps. Our robust task features allow your reps to create quick reminder tasks that ensure they will never miss a follow-up. Tasks can be monitored by admins, categorized based on sales or operations, and assigned to different users as needed.
CRM Dashboard
The CRM Dashboard provides real-time stats and benchmarks, empowering salespeople with actionable insights to drive their goals. This data-driven approach helps motivate the sales rep to improve continuously with percentage comparisons based on past achievements and leaderboards amongst sales teams.
