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US Logistics & Transportation USA

Win more shipper accounts without leaving your TMS behind

HelloGrowthCRM runs the shipper prospecting and lane quoting pipeline for US freight brokers. Your TMS keeps covering loads. Setup takes about 15 minutes.

Quick answer

Does HelloGrowthCRM replace my freight TMS?

No, and you should not try to make it. HelloGrowthCRM has no load board integration, no carrier onboarding or authority and insurance monitoring, no rate confirmations, no dispatch, no tracking and no settlement or factoring workflow. Everything that happens once a load is tendered stays in your TMS. HelloGrowthCRM sits in front of it and owns what your TMS was never built for: finding shippers, quoting lanes, following up, and knowing which accounts are growing or slipping.
Outcome-first workflow$12 per user per month, or $10 on annual billing pricingEmail and SMS follow-up
Industry Use Cases

Prospecting manufacturers and distributors by phone

Tracking quoted lanes and the rates offered

Reactivating shippers whose volume has dropped

Managing RFP and bid season deadlines

Running agent books with consolidated reporting

Recording which carriers and contacts send referrals

Why this page exists

Freight brokerage runs on two very different disciplines. Covering a load is operational, fast, and lives in your TMS. Winning the shipper who tenders that load is commercial, slow, and usually lives nowhere at all. A broker calls forty prospects a week, quotes a lane, hears nothing, and moves on. Three months later the shipper is ready and calls whoever happens to be top of mind. HelloGrowthCRM is the commercial layer in front of the TMS. Shipper prospects sit in a pipeline with the lanes they run, the rates you quoted and the date you last spoke. The dialer records calls and writes AI summaries so a conversation from six weeks ago is one click away. Dormant accounts surface automatically instead of quietly disappearing. Your TMS still covers freight. This owns everything that happens before a load is ever tendered.

Being clear about the boundary: HelloGrowthCRM is not a TMS. There is no load board integration, no carrier onboarding or compliance monitoring, no rate confirmation generation, no dispatch, no tracking, and no settlement or factoring workflow. If you need to cover a load, check a carrier's authority and insurance, or run a settlement batch, that stays in your TMS. Keep it. What tends to be missing is the sales side. The shipper you quoted in February and never followed up. The account that used to tender four loads a week and stopped two months ago without anyone noticing. The lane you keep bidding on and never win. That is the work this handles: prospect, quote, follow up, win, and see honestly which accounts are growing and which are slipping.

Common search intent

CRM for freight brokersbest CRM for small freight brokerages in the USCRM that works alongside a freight TMShow to track shipper prospects and quoted lanesfreight broker cold calling software with dialerCRM for freight agents working their own book

Why teams evaluating CRM for freight brokers want a simpler system

Shipper prospects live in a spreadsheet, a notebook and each broker's memory. When someone leaves, their entire book of relationships walks out with them.

Lanes get quoted by phone and email with no record of the rate offered, so the next quote to the same shipper is built from scratch and often contradicts the last one.

Accounts go dormant silently. A shipper that tendered weekly stops tendering, and nobody notices for two months because there is no alert on falling activity.

Your TMS reports on loads covered and margin per load, not on how many shipper opportunities are open, what they are worth, or which ones have gone quiet this quarter.

Cold calling is the core activity but calls are not recorded or summarised, so a promising conversation is rebuilt from a scribbled note the next time the prospect picks up.

Referrals from carriers, other brokers and existing shippers drive real volume, but nobody records the source, so the relationships that actually generate revenue go unmanaged.

Challenge → solution → result

Common Freight Brokers problems — and how this CRM solves them

Challenge: Shipper relationships live in individual brokers' headsSolution: Shared shipper records with full call and quote historyResult: The book stays with the brokerage when a broker leaves
Challenge: Nobody knows what was quoted on a lane last timeSolution: Quote builder with per-account quote historyResult: Repeat quotes are consistent instead of contradictory
Challenge: Dormant accounts are discovered at quarter endSolution: Activity-based inactivity alerts on every accountResult: Falling volume is raised in weeks, not months
Challenge: Cold calls are not recorded or summarisedSolution: Dialer with call recording and AI call summariesResult: A callback months later starts from what was said
Challenge: Quoted lanes go quiet with no follow-upSolution: Automated email sequences with SMS and WhatsAppResult: Every quote gets worked until it is won or closed out

Map your workflow to the CRM instead of rebuilding it in spreadsheets

Inbound rate enquiry from your website, phone or emailLead capture from web forms, phone and messaging into one queue
Deciding which shipper prospects deserve the next callAI lead scoring that ranks enquiries before anyone dials
Moving a shipper from first call to first tendered loadPipeline with stages you define, from prospect to active account
Working outbound lists of manufacturers and distributorsBuilt-in dialer with call recording and AI call summaries
Quoting a lane and remembering what you offeredQuote builder with reusable content and full quote history
Following up a quote that has gone quietAutomated email sequences plus SMS and WhatsApp follow-up
Spotting a shipper whose volume has dropped offRecurring reminders and activity-based account alerts
Billing a one-off accessorial or project chargeInvoicing for one-off items raised straight from the deal
Knowing which carriers and contacts send you shippersReferral-source tracking on every lead and closed account
Connecting the sales layer to your TMS and back officeNative connectors, Zapier and an open API
Email + SMS follow-up

Where freight accounts are actually won: the phone, the follow-up and the quiet month

Freight sales is a phone business worked patiently over months, usually by brokers who are also covering loads. That shapes the channel mix. The dialer handles outbound to manufacturers, distributors and food shippers, with recording and AI summaries so a callback in six weeks starts from what was actually said. Email sequences carry the long nurture on shippers who are locked into a contract until renewal. SMS and WhatsApp handle the fast confirmations that email misses when a broker is on the road. Web forms catch inbound rate requests. Recurring reminders and activity alerts turn the dormant-account problem into something the system raises rather than something you discover at quarter end. Everything is logged against the shipper record, visible on mobile, and reported in dashboards you can read in a minute.

Best next step

See how email, SMS, tasks, and billing fit your workflow in one demo.

Built for SMS and email follow-up

How it works

1

Connect your enquiry sources

Point your website rate-request form, phone number and messaging channels at HelloGrowthCRM. Every enquiry lands in one queue with its source recorded, so a carrier referral is distinguishable from a paid click later on.

2

Build the stages your desk actually uses

Name your pipeline after the real motion: prospect identified, decision maker reached, lane quoted, first load tendered, active account. Deals move by drag or from mobile, and each stage shows total value and age.

3

Automate the follow-up brokers skip

Attach email sequences, SMS and recurring reminders to quoted lanes and dormant accounts. The shipper you quoted in February gets a steady cadence instead of a call whenever someone happens to think of them.

4

Report, then hand execution to the TMS

Dashboards show open opportunity value, stage ageing, win rate by lane and referral source. Once a shipper tenders, load coverage, carrier compliance and settlement all stay in the TMS you already run.

Pricing

$12 per user per month, or $10 on annual billing

Flat per-user pricing with no sales-edition upgrade path and no separate charge for the dialer, sequences or reporting. Monthly billing is $12 per user per month; annual billing brings it to $10 per user per month. There is a free forever plan, which suits a one or two-person brokerage where the owner works every shipper conversation. Setup takes about 15 minutes. Growth Engine, our optional managed RevOps service, is there if you would rather have someone else build and run the pipeline.

What a freight brokerage needs from a sales CRM versus what a generic CRM gives you

RequirementHelloGrowthCRMGeneric CRM
Clear separation between sales pipeline and load executionBuilt as the layer in front of your TMS, with no attempt to replace dispatch or settlementPushes you to model loads as deals, which breaks as soon as volume rises
High-volume outbound calling with recordings includedDialer, call recording and AI call summaries included in the per-user priceCalling is a paid add-on or a separate integration to buy and maintain
Quote history per shipper and per laneQuote builder with reusable content and full history on the accountQuoting is an add-on module or pushed out to a third-party tool
Alerts when an active account goes quietActivity-based inactivity alerts and recurring reminder sequencesRequires a custom report someone has to remember to run
Reporting a working broker can readDashboards covering open value, stage ageing, win rate and referral sourceReport builders that need admin time before they show anything useful
Pricing that suits a small deskFlat per-user pricing with a free forever plan and no sales edition upgradeSeat minimums and tier jumps that penalise adding an agent

Why brokerage sales breaks down without a commercial system

The structural problem in freight brokerage is that the urgent work always beats the important work. Covering a load has a deadline measured in hours; calling a shipper who might tender in six months has no deadline at all. Given a busy morning, every broker covers the load and skips the call, and does so entirely rationally. Over a year that produces a desk with excellent execution and a pipeline that depends on whoever happens to call in.

The second issue is that freight relationships are long and lumpy. A shipper locked into an annual contract cannot move until renewal, which means the broker who wins that account is the one still present nine months after the first conversation. Almost nobody is, because there is no mechanism keeping the conversation alive. A scheduled sequence solves this without requiring anyone to remember anything, which is why it consistently outperforms discipline.

Dormant accounts deserve particular attention because they are the cheapest volume available to any brokerage. A shipper who tendered forty loads last year and none this quarter has not necessarily left; often a contact changed, a lane moved, or one bad experience went unaddressed. Finding out costs one phone call. The difficulty is noticing at all, which is a data problem rather than a sales problem, and it is exactly what activity-based alerting fixes.

Finally, there is the succession question. In most brokerages the shipper relationships live in individual brokers' phones and memories, which means the business is renting its own customer base from its staff. Documented accounts with call history, quote history and named contacts turn that book into an asset the brokerage owns. That matters at exit, and it matters far sooner than that on the day a productive broker resigns.

Frequently asked questions

No, and you should not try to make it. HelloGrowthCRM has no load board integration, no carrier onboarding or authority and insurance monitoring, no rate confirmations, no dispatch, no tracking and no settlement or factoring workflow. Everything that happens once a load is tendered stays in your TMS. HelloGrowthCRM sits in front of it and owns what your TMS was never built for: finding shippers, quoting lanes, following up, and knowing which accounts are growing or slipping.

Put your shipper pipeline somewhere you can see it

Keep your TMS exactly as it is. Add the commercial layer it was never built to be. Capture rate enquiries, work shipper prospects through real stages, keep quote history on the account, get alerted when volume drops, and see open opportunity value on one dashboard. Setup takes about 15 minutes, the free forever plan costs nothing, and paid seats are $12 per user per month or $10 on annual billing.

AI & Intelligence

AI Features Built for Freight Brokers

HelloGrowthCRM ships 12 AI agents across 3 autonomy levels — from fully autonomous voice calling to assistive smart compose. Every AI action is logged and reversible.

Explore AI Agents

All AI features included on every paid plan. No add-ons.