At the heart of any successful sales team is a robust CRM. With this vital tool partnered with the TMS, the connection removes data redundancy, enhances organization, and simplifies the sales process. This powerful solution brings sales and operations under one roof and marks the power of efficiency for the next generation of freight brokerages.

In a single platform, EZ Loader TMS provides a tailored experience for freight brokers with an arsenal of tools that helps manage your team's sales process. With these tools, a brokerage can have complete visibility of their entire sales process alongside the remaining aspects of your business. Increased efficiency in the sales processes and more tools for your sales team equals higher revenues and high-speed growth.

At the core of EZ Loader's CRM feature is the CRM Dashboard, which provides each sales representative with a holistic view of the sales funnel. This overview allows them to assess the health and progression of their sales processes immediately. The dashboard is a real-time monitor of pulsing that ensures reps are making proactive decisions.

Organization, record-keeping, and consistent follow-ups are keys in the relationship-building world of customer sales within a brokerage. This system classifies prospects into separate 'buckets' according to their status and stage in the sales cycle. For example, there is a clear distinction between active prospects in constant touch and those who have expressed interest but have since gone cold. This segmentation is essential to prioritize follow-ups and tailor communication methods.

Every freight broker understands that a prospect is an opportunity in disguise. By utilizing Prospect and Customer Profiles, the Customer Sales Rep can maintain relationships with both categories of contacts. Within these profiles, you can keep all relevant information on a shipper, including details, notes, tasks, customer load history, etc. Maintaining good data on all shippers is crucial to the customer sales process.

Never miss another opportunity or another critical task. The Tasks & Reminders feature lets you set up reminders for customers, carriers, prospects, and loads. Reminders keep your team together and at par, improving prospect follow-ups, customer service, and operational efficiency. Assign tasks for yourselves or others to support your team's organization.

With its powerful Rating & Capacity feature, EZ Loader stands out in the ability to integrate with all of your rating and truck capacity services. This tool enables brokers to see a carrier cost estimate from services like Truckstop.com and DAT and even pull rates from your previous loads with the same lane and equipment type. Rating and Capacity enable users to quote their freight prices competitively in the market, in line with customer and carrier needs. Having truck capacity to compare with the carrier pricing estimates gives you critical data points that give you the tools to quote your potential or existing customers properly.

EZ Loader TMS has also built a crucial process into our CRM feature: Quoting. The Quotes feature of EZ Loader TMS helps people send and manage quotes to potential and existing customers without any trouble. Streamlined quoting sets the stage for a relationship journey that will take your customer from inquiry through delivery with one critical objective: a positive experience. Once a quote is approved, build a load with all of the data at the click of a button.

Quick Customer Conversions allows reps to convert their prospect accounts into customers quickly and seamlessly. By utilizing a digital customer onboarding web link, your team can collect crucial documentation, automatically inform accounts for credit checks, and gather an e-sign on a customer agreement with one click. Once converted, your reps can quickly set up a customer portal login for each new customer, allowing for future visibility and starting a great customer experience.



Freight brokering is as much about relationships as it is about delivering loads to shippers and maintaining relationships with carriers. Like EZ Loader's, a built-in CRM within your TMS allows your team to work seamlessly and see a complete account of every connection and contact your brokerage has made. It lets you maintain information on each customer and carrier from the first call, email, or load.

The level of customer service has, without any doubt, always been the discerning factor and critical KPI of success in any freight brokerage. The more tools your team has to make the shipper or carrier feel like the most critical contact in your book of business, the better.