To succeed as a freight broker, you’ll need to seamlessly juggle communication with both new and existing customers. Whether you’re a small, independent freight broker or a large enterprise, you need the best customer relationship management tool (CRM) to manage all your leads and customers in one place.
With so many CRMs on the market, it can be difficult to find one that’s most effective for your business. With that in mind, we’ve rounded up 5 of the best CRMs for freight brokers.
Supply Chain Relationship Management (SCRM) is a unique and among the best CRM tools designed specifically for freight brokers and logistics professionals. Many of the top CRMs on the market do not have 3PL-specific features, which limits their value for professional freight brokers. These industry-specific features will help you provide a better service to your leads and clients.
SCRM is a relatively new application, so the program doesn’t offer a comprehensive set of tools like Hubspot or Salesforce. But unlike those generic CRMs, it provides the essential features and tools that freight brokers need for their operations, with new features constantly being added monthly.
Reputation might also be a factor since it’s less mature than Hubspot or Salesforce. SCRM started development in 2019, opened to the public in 2022, and is now used by some of the fastest-growing freight brokers in the US. It is also helmed by professionals with over 35 years of logistics and technology experience, including experience from C.H. Robinson, one of the biggest 3PLs in the world.
SCRM offers a free version with a variety of sales and contact management tools made specifically for freight brokers. There are also three payment plans available with additional features for organizations of a variety of sizes. Prices are billed per license. These include:
HubSpot is one of the most popular CRMs on the market. While it isn’t best designed for freight brokers, this CRM has a huge range of features, and you can take the time to customize the program to meet your needs. Here are some of HubSpot’s most notable features.
While HubSpot does offer integrations, there aren’t very many freight-specific integrations. This means you may need to manually transfer data between applications or use a separate application to do specific tasks.
Additionally, HubSpot’s large suite of software products can be overwhelming for smaller freight brokers or those new to CRMs. If you only need to use a few CRM features or are looking for a simple and straightforward program, this CRM might not be the best choice for freight brokers.
HubSpot’s prices are also higher than many of its competitors. Customers must also sign an annual contract, meaning you’re locked into their services for an entire year. Because of this, it’s very important to ensure the service is worth it before making a purchase.
All of HubSpot’s software programs offer free tools, allowing freight brokers to test some its best CRM features before making a purchase. Their pricing can be complex, though, as they have multiple products with extra purchases, which could significantly increase the cost of the service. They also have the option to purchase the whole suite of products at a discount and an option to create bundles. Here’s an overview of their pricing plans:
Zoho is another popular CRM that is best known for its straightforward, user-friendly interface, which freight brokers would like. It’s easy to set up and get started immediately, even if you’re not tech-savvy. This makes it a popular choice for small to mid-sized businesses. Here are some of Zoho’s notable features.
Zoho’s biggest shortcoming is that it doesn’t offer logistics-specific features and integrations. Also, their integrations are only available with the paid version and can be tricky to set up. This makes it difficult to customize the CRM to best suit freight brokers’ needs.
Additionally, Zoho doesn’t have the functionality that larger enterprise-level teams may need. The mobile app options are limited, which can be challenging for teams that frequently work on the go.
Zoho is known for being one of the most cost-effective CRMs on the market, which makes it a good option for independent freight brokers and small teams on a budget. There is both a free version and a variety of affordable paid options available. Their prices are billed per user. These include:
Salesforce is often considered the world’s largest CRM, constantly expanding with new features. Here’s what makes Salesforce such a popular choice.
This CRM has a massive suite of features that is often too overwhelming and too expensive for smaller freight brokers. These features aren’t logistics-specific either, so it may be difficult to customize to your needs.
Additionally, Salesforce takes time to integrate into your system, and many companies even need to bring on an expert Salesforce consultant to get the job done. While the program is very powerful, the UI can also be very confusing, especially for those just getting started.
Since the SalesForce suite is so large, the exact amount you’ll pay will vary depending on the individual features you use. Talking to a SalesForce representative is the best way to get a quote. SalesForce does offer a free trial of many of its features before you buy.
Pipedrive is a simple, straightforward CRM that focuses on keeping your sales pipeline organized. Here are some of the best features this CRM offers.
Pipedrive’s features are very simple and straightforward. While this can be good for smaller organizations that don’t want an overwhelming CRM, the limited functionality won’t likely be enough for larger organizations that are growing rapidly. Additionally, Pipedrive doesn’t offer many options for customization, and doesn’t offer any logistics-specific features either.
Pipedrive doesn’t offer any free plans, although they offer a free trial for most of them. Pipedrive’s plans are paid per user. Their paid plans include:
If you’re looking to grow your brokerage business, improve your customer experience, and make your operations more efficient, you’ll need the best CRM for freight brokers. The right CRM will help you convert more leads into happy customers and retain them as much as possible. To make sure you’re getting the best value from your CRM, opt for one that works best for your freight brokerage.
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