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US Logistics & Transportation USA

Build direct freight so your trucks stop living on broker load boards

HelloGrowthCRM runs the shipper prospecting and lane bidding pipeline for US carriers. Your TMS keeps dispatching. Setup takes about 15 minutes.

Quick answer

Does HelloGrowthCRM replace my trucking TMS?

No. HelloGrowthCRM has no dispatch board, no driver assignment, no ELD or hours-of-service tracking, no IFTA reporting, no maintenance scheduling and no driver settlement. Everything operational stays in your TMS and fleet systems. HelloGrowthCRM sits in front of them and owns what they were never built for: finding direct shippers, submitting and tracking lane bids, following up through long award cycles, and knowing which customers are growing or shrinking.
Outcome-first workflow$12 per user per month, or $10 on annual billing pricingEmail and SMS follow-up
Industry Use Cases

Prospecting shippers in your existing operating lanes

Tracking lane bids and the rates submitted

Managing contract renewal and bid window dates

Reactivating customers whose volume has dropped

Reducing broker dependence with direct freight

Recording which contacts refer direct business

Why this page exists

Every asset-based carrier knows the same arithmetic. Freight taken off a load board pays a margin someone else already took. Freight taken direct from a shipper pays the whole rate and tends to be steadier. Almost every carrier wants more direct freight, and almost none has a system for winning it, because selling is a discipline that competes with dispatch, maintenance, drivers and compliance for the owner's attention. HelloGrowthCRM is that system. Shipper prospects sit in a pipeline with the lanes they run, the bids you submitted and the date each contract comes up for renewal. The dialer records calls and writes AI summaries so a conversation from two months ago is one click away. Your TMS keeps dispatching trucks. This owns the work of finding freight that does not come from a board.

Being clear about the boundary: HelloGrowthCRM is not a TMS and it is not a fleet management system. There is no dispatch board, no driver assignment, no ELD or hours-of-service tracking, no IFTA, no maintenance scheduling, no fuel card reconciliation and no driver settlement. All of that stays where it already lives. What tends to be missing is the commercial side. The shipper you bid on in March and never called again. The contract renewal you found out about two weeks after it was awarded. The customer who used to give you three lanes and now gives you one. That is the work this handles: prospect, bid, follow up, win, and see honestly which accounts are growing.

Common search intent

CRM for trucking companiesbest CRM for small trucking companies in the UShow carriers sell direct to shippers instead of brokerssoftware to track lane bids and contract renewalsCRM for owner operators building direct freightcarrier sales pipeline software with dialer

Why teams evaluating CRM for trucking companies want a simpler system

Direct shipper prospects live in the owner's phone. Selling happens when dispatch is quiet, which in practice means it happens rarely and inconsistently.

Lane bids are submitted by email with no record of what was quoted, so the next bid to the same shipper is built from memory and often prices differently for no reason.

Contract renewal dates are not tracked anywhere, so bid opportunities are discovered after the award has already been made to someone who was paying attention.

Your TMS reports on loads, miles and revenue per truck, not on how many shipper opportunities are open, what they are worth, or which have gone quiet.

Cold calling shippers is the main way to build direct freight, but calls are not recorded or summarised, so every callback restarts the relationship from nothing.

Existing customers slowly reduce volume and nobody notices, because there is no alert when an account that gave three lanes a week drops to one.

Challenge → solution → result

Common Trucking Companies problems — and how this CRM solves them

Challenge: Selling only happens when dispatch is quietSolution: A pipeline with scheduled activities and remindersResult: Prospecting becomes a weekly habit rather than an accident
Challenge: Nobody records what rate was bid on a laneSolution: Quote builder with per-account bid historyResult: Repeat bids are consistent and defensible
Challenge: Contract renewals are discovered after the awardSolution: Renewal dates on the account with advance remindersResult: Bid windows are met instead of missed
Challenge: Customer volume erodes without anyone noticingSolution: Activity-based inactivity alerts on every accountResult: Shrinking accounts get a call while it still matters
Challenge: Long award cycles end in silenceSolution: Automated email sequences with SMS and WhatsAppResult: The carrier is still present when the decision is made

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

Inbound enquiry from your website, phone or referralLead capture from web forms, phone and messaging into one queue
Deciding which shippers are worth the sales effortAI lead scoring that ranks enquiries before anyone calls
Moving a shipper from first call to awarded lanePipeline with stages you define, from prospect to contracted account
Calling manufacturers and distributors in your operating areaBuilt-in dialer with call recording and AI call summaries
Submitting a lane bid and remembering the rateQuote builder with reusable content and full bid history
Tracking when each shipper contract comes up for renewalRecurring reminder sequences tied to the account owner
Keeping a bid alive through a long award cycleAutomated email sequences plus SMS and WhatsApp follow-up
Billing a one-off accessorial or detention chargeInvoicing for one-off items raised straight from the deal
Knowing which brokers and contacts refer direct freightReferral-source tracking on every lead and awarded lane
Connecting the sales layer to dispatch and back officeNative connectors, Zapier and an open API
Email + SMS follow-up

Where direct freight is actually won: the phone, the bid and the renewal date

Carrier sales is a slow, relationship-led motion worked by a small number of people who are also running the business. That shapes the channel mix. The dialer handles outbound to shippers in your operating lanes, with recording and AI summaries so a callback months later starts from what was actually said. Email sequences carry the long wait between a bid and an award, which in contract freight can run to a full quarter. SMS and WhatsApp handle fast confirmations when the owner is between yards. Recurring reminders make contract renewal dates something the system raises rather than something you learn about too late. Everything is logged against the shipper record, visible on mobile, and reported in dashboards you can read between dispatch calls.

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 contact form, phone number and messaging channels at HelloGrowthCRM. Every enquiry lands in one queue with its source recorded, so a driver referral is distinguishable from a web enquiry when you review the quarter.

2

Build the stages your sales motion uses

Name your pipeline after the real process: prospect identified, decision maker reached, lane bid submitted, award pending, contracted. Deals move by drag or from mobile, and each stage shows total value and how long it has been sitting.

3

Track renewals and automate the wait

Put every contract renewal date on the account and attach a reminder sequence that fires well before the bid window opens. Attach email cadences to submitted bids so a long award cycle does not end in silence on your side.

4

Report, then hand execution to dispatch

Dashboards show open bid value, stage ageing, win rate by lane and referral source. Once freight is awarded, dispatch, driver assignment, compliance and settlement all stay in the TMS and fleet systems 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 an owner-operator or a small fleet where one person handles every shipper conversation. Setup takes about 15 minutes. Growth Engine, our optional managed RevOps service, is available if you would rather have someone else build and run the pipeline.

What a carrier needs from a sales CRM versus what a generic CRM gives you

RequirementHelloGrowthCRMGeneric CRM
Clear separation between sales pipeline and dispatchBuilt as the layer in front of your TMS, with no attempt to replace dispatch or settlementPushes you to model loads as deals, which collapses as volume rises
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 maintain
Bid history per shipper and per laneQuote builder with reusable content and full history on the accountQuoting is an add-on module or pushed to a third-party tool
Contract renewal date tracking with advance alertsRenewal dates on the account with recurring reminder sequencesRequires custom fields plus a report someone must remember to run
Reporting an owner-operator can readDashboards covering open bid value, stage ageing, win rate and referral sourceReport builders that need admin time before showing anything useful
Pricing that suits a small fleetFlat per-user pricing with a free forever plan and no sales edition upgradeSeat minimums and tier jumps that penalise a second user

Why carriers stay stuck on load boards

The load board is not a preference, it is a default. It requires no relationship, no follow-up and no planning, and it produces revenue today. Direct freight requires all three and produces revenue in a quarter. Given a truck sitting empty this afternoon, every operator takes the board load, and is right to. The problem is that a business built entirely on that logic never accumulates the relationships that would make next year easier than this one.

Breaking the pattern needs the selling work to survive contact with a busy week, which means it cannot depend on the owner remembering. A pipeline with scheduled activities converts prospecting from an intention into a set of small, dated tasks. Ten calls on a Tuesday is achievable in a way that build direct freight never is, and ten calls a week for a year is a materially different business.

Contract timing deserves separate attention because it is where most carrier opportunity is silently lost. Shipper freight is usually awarded in defined windows, and a carrier who learns about a bid two weeks after the award had no chance regardless of rate or service. Tracking renewal dates on the account and firing a reminder ahead of the window turns this from luck into process, and it costs nothing beyond recording a date.

The last piece is account erosion. Customers rarely fire a carrier outright; they quietly give a lane to someone else, then another. By the time the drop is obvious the relationship has usually cooled past easy recovery. Activity-based alerting catches the first drop while a phone call can still fix it, which is far cheaper than replacing the volume with new prospecting.

Frequently asked questions

No. HelloGrowthCRM has no dispatch board, no driver assignment, no ELD or hours-of-service tracking, no IFTA reporting, no maintenance scheduling and no driver settlement. Everything operational stays in your TMS and fleet systems. HelloGrowthCRM sits in front of them and owns what they were never built for: finding direct shippers, submitting and tracking lane bids, following up through long award cycles, and knowing which customers are growing or shrinking.

Build the direct book your fleet should already have

Keep your TMS and fleet systems exactly as they are. Add the commercial layer they were never built to be. Prospect shippers in your lanes, track every bid and its rate, get reminded before renewal windows open, spot accounts that are shrinking, and see open bid 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 Trucking Companies

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.