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Transparent pricing. No build-and-leave.

Invest in a system, not a project.

BrokerOS is not an agency. Discover, Connect, and Insight work together as a managed operating system for getting found, turning attention into opportunities, and knowing what to improve next.

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Pricing philosophy

How BrokerOS pricing works

Every engagement starts with a one-time setup fee and moves into a monthly managed retainer. Setup gets the right BrokerOS module configured for your brokerage. The monthly retainer keeps the system running, monitored, refined, and improving over time.

Setup

One-time setup fee

Configures the right BrokerOS module for your brokerage, from discoverability foundations to connected workflows and reporting.

Monthly

Ongoing managed retainer

Keeps the system running, monitored, refined, and improving through ongoing management across Discover, Connect, and Insight.

Scope

Tailored to your brokerage

No two brokerages are identical. The right starting point depends on the business capability your brokerage needs most today.

Choose where to begin.

Choose where to begin.

BrokerOS pricing is based on the business capability your brokerage needs most today. Most customers start with Discover, add Connect as visibility turns into opportunity, and add Insight when they need better visibility into what is working.

BrokerOS Discover

Setup: Starting at $5,000

Monthly: Starting at $1,500/month


Get found.

A managed discoverability system for freight brokerages — including your website, technical SEO, AI-search readiness, content structure, hosting, and continuous refinement.

  • Website build or migration
  • Managed hosting
  • Technical SEO and structured data
  • AI-search readiness
  • Monthly competitor monitoring
  • Continuous site refinement
  • Basic visitor identification

BrokerOS Connect

Setup: Starting at $7,000

Monthly: Contact us


Turn attention into opportunities.

Everything needed to connect website attention to sales follow-up — including visitor identification, CRM workflows, forms, marketing automation, lead routing, and freight-specific follow-through.

  • Everything in BrokerOS Discover
  • Zoho SalesIQ visitor identification
  • Zoho Forms lead capture
  • CRM workflow configuration
  • Marketing automation and nurture paths
  • Lead routing and task assignment
  • TMS or CRM integration options

BrokerOS Insight

Setup: Contact us

Monthly: Contact us


Know what to improve next.

Unified reporting and decision support for brokerages that need to understand what is working across website traffic, CRM activity, TMS data, marketing performance, and competitive visibility.

  • Everything in BrokerOS Connect
  • Executive dashboards
  • Unified reporting across web, CRM, and operations
  • TMS, data warehouse, and third-party integrations
  • Marketing attribution
  • Competitive benchmarking
  • Growth recommendations
Progression model

The BrokerOS growth journey

1

BrokerOS Discover

Start here

Become easier to find across search engines, AI assistants, and freight-specific buying journeys.

2

BrokerOS Connect

Close the loop

Know who is visiting, capture better leads, connect follow-up, and move opportunities into your sales process.

3

BrokerOS Insight

See the full picture

Connect web, CRM, TMS, marketing, and operational data so you know what is working and what to improve next.

Decision support

Where should your brokerage start?

Most brokerages start with BrokerOS Discover. The right starting point depends on whether your brokerage needs more qualified attention, connected follow-up, or clearer visibility across the business.

Discover

Your brokerage needs more qualified attention.

Start with BrokerOS Discover if your website is outdated, hard to find, or not built for Google and AI discovery.

Connect

You are getting attention, but follow-up is disconnected.

Add BrokerOS Connect if you need to know who is visiting, capture better leads, automate follow-up, and connect activity to CRM or TMS workflows.

Insight

You need clarity across the business.

Add BrokerOS Insight if your web, CRM, marketing, and operational data live in separate places and you need one view of what is working.

Differentiation

What you're actually paying for

BrokerOS is not an agency that builds something and moves on. The monthly retainer keeps Discover, Connect, and Insight running, monitored, refined, and improving over time.
Continuous competitor monitoring
Competitors are tracked monthly to identify where they’re gaining ground — so refinements are targeted, not guesswork.
Know who is on your website
BrokerOS identifies the companies visiting your website — so you know who’s looking before they fill out a form.
Ongoing site and content refinement
Content, structure, and positioning improve over time as search behavior shifts and competitive gaps emerge.
Managed hosting and infrastructure
Managed hosting is included — fast, secure, and editable by your team without touching code or waiting on a developer.
AI-search readiness
Structured content and semantic architecture help your brokerage appear in ChatGPT, Google Gemini, and other AI-driven search tools — not just traditional search.
Connected follow-up workflows
BrokerOS Connect ties visitor intelligence, forms, routing, CRM activity, and follow-up into a managed growth workflow.
Reporting and growth recommendations
BrokerOS Insight connects performance data so leaders can see what is working and where to improve next.
Understand how BrokerOS pricing aligns with growth, not arbitrary limits.

Pricing FAQs

What does the setup fee cover?

Setup gets the right BrokerOS module configured for your brokerage. Depending on scope, that may include a website build or migration, discoverability foundations, connected sales workflows, reporting configuration, and initial benchmarking.

What does the monthly retainer include?

The monthly retainer keeps BrokerOS running, monitored, refined, and improving over time. Depending on your modules, that may include hosting, competitor monitoring, site refinement, visitor identification, connected workflows, reporting improvements, and growth recommendations.

Is BrokerOS a one-time website project?

No. BrokerOS is a managed operating system. Discover, Connect, and Insight are monitored, refined, and improved over time.

What if I already have a CRM like Salesdash or HubSpot?

BrokerOS Connect can work alongside existing CRM systems where possible. The goal is to connect website activity, form submissions, visitor intelligence, and sales follow-up into the workflow your team already uses.

Will my brokerage show up in ChatGPT or Google Gemini?

That is exactly what BrokerOS is built for. Structured content, semantic page architecture, and freight-specific site foundations help AI search tools understand and surface your brokerage — the same way a shipper asking ChatGPT for a broker recommendation would find you.

How do I know which module is right for me?

Most brokerages start with BrokerOS Discover. If you are already getting attention but do not know who is visiting or what happens next, BrokerOS Connect is the next step. If your web, CRM, TMS, and marketing data are disconnected, BrokerOS Insight helps you see what is working and what to improve.

Let's figure out where BrokerOS can create the most immediate impact.

Tell us where your brokerage is today and we'll recommend whether Discover, Connect, or Insight is the right starting point.