• What is a CRM for Freight Brokers?
  • Manage Leads, Customers, and Carriers Efficiently
  • Have Accurate & Real-Time Data in One Place
  • Centralize Your Communications
  • Streamline Quoting
  • Implement Better Sales Pipeline Management
  • Analyze Logistics Sales Through Reports
  • Enjoy Better Visibility for Management
  • Conclusion



    As a freight broker, you know how important it is to nurture relationships with shippers and carriers. But as your business expands, keeping track of all your client's needs and preferences can be overwhelming. That's why a CRM for freight brokers can be a big help. With the right tools, you can organize all your communication and stay on top of your clients' needs, ensuring they receive the support they deserve.

    Click Here: Secure More Shipments & Effectively Manage Clients With This CRM for Freight Brokers

    In this article, we'll explore seven reasons why using a CRM system is critical for freight brokers. Keep reading below.

    What is a CRM for Freight Brokers?

    Customer relationship management software, or CRM, helps freight brokers track leads and current clients in one place. You’ll also be able to keep track of your carriers and other partners. With so many contacts and deals to manage, a CRM for freight brokers is the easiest way for your team to stay on top of communication throughout logistics.

    CRM for Freight Brokers - A woman creating quote using SCRM.

    Here are seven reasons why CRMs are essential for freight brokers and how they streamline your operations.

    1. Manage Leads, Customers, and Carriers Efficiently

    As a freight broker, you know that communication is the key to success. But managing leads, customers, and carriers can be overwhelming. It's easy for critical tasks to slip through the cracks if you're not careful. That's where a freight broker CRM comes in handy.

    A CRM helps your freight brokerage manage all of these important contacts very efficiently. This enables you to provide better customer service for your clients and ensures you never miss an important sales touch. When you work using a freight broker CRM, you’ll spend less time manually organizing things and more time securing shipments.

    Related: Best CRMs for Freight Brokers

    2. Have Accurate & Real-Time Data in One Place

    One of the biggest challenges for growing freight brokers is tracking client information. Your sales and customer service teams need consistent access to accurate data to do their jobs. However, it’s challenging for freight brokers to stay organized without a CRM.

    CRM software lets you keep all your client contact information, quotes, and related communication tasks in one place so everyone can access the same data. No more digging through your and your team’s inbox or trying to decipher confusing Excel sheets to find the information you need - instead, you’ll see everyone’s to-dos, communications, and contact information in one place.

    Also, connecting your freight broker CRM to your email & VoIP server lets you find each team member’s email and call exchanges with customers in real time. This provides accurate first-hand information since the CRM captures the data directly from your servers.

    Related: 7 Must-Have Features of a CRM in Logistics and Supply Chain Management

    3. Centralize Your Communications

    Consistent and reliable communication is a hallmark of excellent logistics customer service. As a freight broker, time is of the essence, as your customers need to get their shipments out as quickly as possible. To provide this top-notch service, your team must work closely to avoid confusion and redundancy in client communications.

    Logging your sales and customer service communications in the same place will help your team work together cohesively to provide better service and secure more shipments for clients and carriers. Additionally, team members can leave notes about each contact directly in the freight broker CRM to stay on the same page.

    Related: Top 7 CRM Logistics Software Benefits

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    4. Streamline Quoting

    Creating quotes for new clients can be time-consuming, especially if you frequently juggle new inquiries. A CRM with a logistics quoting tool will help you speed up the quoting process so you can win clients faster.

    Choosing a CRM for freight brokers with features that support your operations is essential. If your CRM doesn’t have freight-specific features, you’ll have to spend extra time creating quotes in a separate tool.

    Your freight broker CRM should feature a sophisticated logistics quoting tool specifically for freight brokers. You can use it to generate quotes with FTL, LTL, Intermodal, FCL, LCL, air, and warehousing services in three minutes or less. Additionally, it should have the ability to provide you with real-time market rates within the application while creating your quotes.

    Learn more about this CRM for freight brokers by visiting this LINK.

    CRM for freight brokers - A woman preparing quote using SCRM.

    5. Implement Better Sales Pipeline Management

    CRMs are particularly effective for managing your leads as they move through your sales pipeline. A freight broker CRM makes it easy to track your pipeline visually, from the initial lead stage to the customer stage. It also facilitates better sales practices and communication with each contact, regardless of where they are in the process.

    In your CRM, you can set up stages to represent where your leads are in your sales pipeline. By placing each of your leads and customers in the pipeline stages, you can systemize the process of moving your leads from one stage to the next.

    To learn more about the sales pipeline, you can read this blog.

    6. Analyze Logistics Sales Through Reports

    There’s always room for improvement when it comes to sales strategy. CRMs provide essential analytics tools to track logistics sales metrics and generate helpful sales reports. For example, you can identify effective salespeople by looking at their average awarded deal size or monthly sales conversions.

    With all these analytics at your fingertips, you can identify your organization’s strengths and weaknesses to inform your strategy moving forward. This is particularly helpful for pinpointing effective and ineffective sales techniques because you can tie them directly back to information from your freight broker CRM.

    Boost your logistics sales by following the proven tips in this blog.

    7. Enjoy Better Visibility for Management

    Sometimes, managers lose sight of the ins and outs of their sales teams. Implementing a CRM gives you more visibility into what your reps are doing day in and day out. You’ll be able to track what’s happening with customers and shipping partners to easily step in when necessary to provide support.

    Freight broker CRMs also provide a wealth of valuable data for management. Sophisticated analytics tools will give you a look at your sales metrics and insight into your organization’s general productivity and responsiveness.


    The largest freight brokers in the industry are using a CRM to capture more market share. If you’re not already using a CRM to manage your operations as a freight broker, now’s the time to start to stay competitive. By managing all of your sales tasks and client management in one place, you’ll be able to work more efficiently, secure more shipments, and compete with the largest freight brokers.

    If you’d like to get ahead of the competition, be sure to choose a CRM with logistics-specific features.

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    Thanks for reading our article. For more educational content, explore our blogs here. You can also follow us on LinkedIn, Twitter, or Facebook for supply chain trends and efficiency tips. If you have other inquiries or suggestions, don’t hesitate to contact us here!


    Phil Magill Supply Chain Expert

    Phil is IFS’s co-founder, chairman, and industry expert, holding over 35 years of experience in the transportation industry. He is also the founder and CEO of Transportation Management Solutions, the largest privately held 3PL in South Florida. Prior to TMS and IFS, Phil held significant roles in C.H. Robinson Worldwide, Freight Transportation Specialist (acquired by C.H. Robinson), and Emery Worldwide.