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All-in-One CRM for Freight Brokers

Boost efficiency, build stronger carrier and shipper relationships, and move more freight with a CRM built specifically for freight brokers.

We understand logistics.

Why Choose a CRM Designed for Freight Brokers?

In freight brokerage, speed and organization mean everything. Generic CRM software wasn’t built for the demands of logistics — but BrokerOS CRM is.

Carrier & Shipper Management
Maintain a complete carrier database with compliance records, lanes, and past loads. Keep detailed shipper profiles so you can quickly match freight with the right partners.
Load Tracking & Deal Pipeline
Track every load in your pipeline, from quoting and booking to delivery. Gain visibility into active shipments and prevent costly errors.
Compliance & Document Management
Easily store, organize, and access carrier packets, insurance certificates, rate confirmations, and other key documents. Ensure compliance is always up to date, without digging through emails or spreadsheets.
Communication & Task Automation
Log calls, emails, and notes automatically. Set reminders for follow-ups so no load or relationship slips through the cracks.
Reporting & Analytics
Monitor performance with real-time dashboards. Track margins, carrier scorecards, shipper activity, and more to make smarter decisions.
Integrations & Flexibility
Seamlessly connect your CRM with TMS's, accounting platforms, and email systems. Eliminate duplicate data entry and save hours every week.

Sell faster without the fuss.

Benefits of Our Freight Broker CRM

Unlike generic customer relationship management tools, our system is designed specifically for the transportation industry. From managing lanes and load statuses to tracking compliance and shipper scorecards, this CRM was built for freight brokers by a company with over 25 years in the freight world.

Win More Business -
Respond to shipper requests faster and keep deals moving.
Strengthen Carrier Relationships -
Build trust with a CRM that keeps every detail accessible.
Boost Productivity -
Automate repetitive workflows so your team can focus on moving freight.
Grow Your Brokerage -
Whether you’re a small brokerage or a growing logistics company, our CRM software for freight brokers scales with you.
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Automate Your Freight Brokerage Processes

Time is money in freight brokerage, and manual tasks slow you down. BrokerOS CRM takes repetitive work off your plate with built-in automation tools. With automation, you’ll reduce errors, improve response times, and free up your brokerage team to focus on what matters most: building relationships and growing revenue.

Automated Follow-Ups

Set rules that automatically send reminders or messages after quotes, load updates, or missed calls. This keeps shippers and carriers engaged without your team needing to remember every step.

Smart Reminders –

Get notified before critical events, like insurance expirations, compliance renewals, or customer check-ins. You’ll never lose business because of a missed deadline or overlooked detail.

Workflow Automation

Define custom workflows that move loads through your pipeline. For example: when a load is booked, assign it to a dispatcher, trigger a rate confirmation, and update the status automatically.

CRM + TMS = WIN

Seamless Integration with Your TMS

A CRM is most powerful when it works hand-in-hand with your Transportation Management System (TMS). That’s why our platform integrates directly with BrokerPro TMS, with more integrations coming soon. With CRM + TMS integration, your brokerage gains both relationship intelligence and operational efficiency, giving you a competitive edge in the market.

Unified Data
Keep all your information consistent across systems. Shipper and carrier profiles, load details, and contact records automatically sync between the CRM and TMS, giving your team one reliable source of truth without juggling multiple platforms.
Eliminate Double Entry
Enter data once in either system and let it flow seamlessly. No more copying load details into both tools or worrying about typos — your team saves time and reduces costly errors.
Stronger Visibility
Pair the relationship management power of the CRM with the operational oversight of the TMS. That means sales teams know what’s happening in dispatch, dispatch sees customer history, and management gets a complete picture of both customer engagement and freight movement.
Future-Proof
As your brokerage scales, your systems need to scale with you. Our CRM is built to grow alongside your TMS, with additional integrations and features added regularly, so you’ll always stay ahead of the curve.

Ready to Grow?
Contact our sales team today.