What makes BrokerOS CRM different from a generic CRM?

It’s configured specifically for freight brokerages — with separate record types for carriers and shipper prospects, freight-specific fields, and forms that connect directly to the right pipeline. You don’t adapt it to your business. It already fits.

How do website forms connect to the CRM?

BrokerOS forms connect directly to BrokerOS CRM. Carrier registration, carrier onboarding, and freight quote submissions each create the right record type automatically — no manual data entry, no copy-paste from an inbox.

How does visitor identification work?

BrokerOS identifies which companies are visiting your website before anyone fills out a form. That context is available to your team so follow-up is informed from the first conversation — not cold.

What if I already use Salesdash or HubSpot?

BrokerOS CRM can integrate with your existing TMS or CRM setup. We’ve worked with brokerages using Salesdash and HubSpot who wanted to keep those tools in place while adding the BrokerOS web and intelligence layer.

Is BrokerOS CRM a standalone product?

No — it’s part of the BrokerOS platform. It works best alongside BrokerOS Web and BrokerOS Intelligence, where visitor data, form submissions, and pipeline activity all connect into one system.

Abstract gold freight network over a dark navy background.

BrokerOS CRM

A CRM already configured for freight brokerages.

BrokerOS CRM is built specifically for freight — with record types for carriers and shipper prospects, forms that feed directly into your pipeline, and visitor identification so you know which companies are on your site before they reach out.

See how CRM fits

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Carrier Pipeline

Carrier registration and onboarding forms feed directly into freight-specific CRM records.

Shipper Prospects

Freight quote requests create shipper-prospect records automatically — no manual entry.

Visitor Intelligence

See which companies are visiting your site before they fill out a form.

Why CRM matters

Most CRMs are built for software companies. This one is built for freight.

BrokerOS CRM is built specifically for how freight brokerages work. Carrier registrations, onboarding, and freight quote requests all flow directly into the right record types — automatically. Your team doesn't manage software. They manage relationships.

Freight-specific record types: Carriers, shipper prospects, and accounts with fields built around how freight brokerages actually track relationships — not generic CRM contacts adapted from a software sales template.

Forms that create records automatically: Carrier registration, carrier onboarding, and freight quote forms connect directly to BrokerOS CRM. Every submission lands in the right pipeline without manual entry.

Visitor identification before the form fill: BrokerOS shows you which companies are on your site before anyone fills out a form. That context flows into your CRM so follow-up starts informed — not cold.

How your brokerage follows through

BrokerOS is how your brokerage actually follows through

BrokerOS CRM is built for freight — not a generic CRM you adapt yourself. Carrier and shipper pipelines are already set up. Your website forms already connect to your pipeline. And visitor identification already feeds context into your team’s workflow before anyone fills out a form.

Carrier records built for freight

Separate record types for carriers and shipper prospects — with freight-specific fields that reflect how your relationships actually work, not how a generic CRM thinks they should.

Forms that feed the right pipeline

Carrier registration, carrier onboarding, and freight quote requests each map to the correct record type in BrokerOS CRM automatically — no manual data entry required.

Salesdash and HubSpot compatible

Already using Salesdash or HubSpot? BrokerOS CRM can integrate with your existing TMS or CRM setup instead of replacing it.

How it fits into BrokerOS

BrokerOS CRM connects attention to execution

When a carrier submits a registration or a shipper requests a quote, that contact doesn’t land in an inbox — it lands in the right CRM pipeline, assigned, tracked, and ready for follow-up. No manual sorting. No lost submissions.

Intake

Website forms feed the right pipeline

A carrier registration creates a carrier record. A freight quote request creates a shipper-prospect record. The right follow-up process starts automatically.

Context

Carrier and shipper context in one place

Every touchpoint — registration, onboarding, quote request, follow-up — stays attached to the right record so conversations never start from scratch.

Intelligence

Know who's looking before they reach out

BrokerOS identifies companies visiting your site before they fill out a form. That intelligence feeds your CRM so follow-up can start before someone even reaches out.

How BrokerOS connects visibility to follow-up and real operational work.

CRM & workflow FAQs

What makes BrokerOS CRM different from a generic CRM?: It’s configured specifically for freight brokerages — with separate record types for carriers and shipper prospects, freight-specific fields, and forms that connect directly to the right pipeline. You don’t adapt it to your business. It already fits.
How do website forms connect to the CRM?: BrokerOS forms connect directly to BrokerOS CRM. Carrier registration, carrier onboarding, and freight quote submissions each create the right record type automatically — no manual data entry, no copy-paste from an inbox.
How does visitor identification work?: BrokerOS identifies which companies are visiting your website before anyone fills out a form. That context is available to your team so follow-up is informed from the first conversation — not cold.
What if I already use Salesdash or HubSpot?: BrokerOS CRM can integrate with your existing TMS or CRM setup. We’ve worked with brokerages using Salesdash and HubSpot who wanted to keep those tools in place while adding the BrokerOS web and intelligence layer.
Is BrokerOS CRM a standalone product?: No — it’s part of the BrokerOS platform. It works best alongside BrokerOS Web and BrokerOS Intelligence, where visitor data, form submissions, and pipeline activity all connect into one system.

Your carrier and shipper pipelines are ready. Let's connect them.

BrokerOS CRM is already configured for freight brokerages. We'll walk you through how carrier records, shipper prospect pipelines, and form integrations fit your business.

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