Freight broker CRM software that runs the brokerage from quote to invoice

A custom freight broker CRM that brings quotes, loads, carriers, billing and reporting into one workspace, so brokers and dispatchers see what needs attention before it costs them a customer.

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Project type: Demo product
Industry: Freight & logistics
Product: Custom CRM & TMS for freight brokerages

Freight broker CRM dashboard showing open loads, weekly margin, late loads, expiring carrier insurance and loads on the road — Freight Broker CRM: Custom CRM & TMS for freight brokerages (demo with sample data)

The challenge

Small and mid-sized freight brokerages often juggle a load board, spreadsheets, email threads and an accounting tool. Late loads are discovered when the shipper calls, a carrier's certificate of insurance lapses without anyone noticing, and invoices sit on hold because a proof of delivery never arrived.

Generic CRMs do not understand lanes, carriers, check calls or margins, and enterprise TMS platforms are expensive and slow to adopt. We built this demo to show what a focused, broker-first system looks like.

Our solution

The CRM follows a load through its whole life: quoted, booked, dispatched, in transit, delivered and invoiced. Each load carries its lane, shipper, carrier, appointment times and check-call history, so anyone on the team can answer a customer's question in seconds.

A "Needs attention" feed surfaces the exceptions that matter: loads running late against their appointment, carriers whose insurance is lapsed or expiring, missing proofs of delivery and overdue invoices. A guided tour and resettable demo data make it easy to explore.

Key features of Freight Broker CRM

Quotes

Create and track rate quotes for shippers, then convert accepted quotes into booked loads.

Loads & pipeline

Every load from quoted to invoiced, with lane, carrier, status and ETA versus appointment.

Check calls & late-load alerts

Log check calls and delays; loads running past their delivery appointment are flagged automatically.

Carrier compliance

Track carrier insurance (COI) expiry dates, warn ahead of renewal and block lapsed carriers from new loads.

Billing

Invoice shippers, flag overdue invoices and hold billing until a proof of delivery is received.

Reports

Weekly margin and revenue, open loads and carrier performance, so owners see how the brokerage is doing.

Outcomes

Exceptions such as late loads, lapsed insurance and missing PODs are visible on one screen instead of buried in email.
Margin is tracked per load and per week, not reconstructed at month end.
Compliance risk is reduced by preventing lapsed carriers from being booked.
A clear foundation to extend with load board, ELD or accounting integrations.

Technology

Single-page appRole-based workspaceGuided product tourAlerting rulesReporting

Freight Broker CRM FAQs

What does a freight broker CRM do?

It manages the relationships and transactions a brokerage runs on: shippers, carriers, quotes, loads, check calls, invoices and margins, ideally in one system instead of spreadsheets and email.

Can you integrate with load boards, ELDs or QuickBooks?

Yes. A custom freight broker CRM can connect to load boards, ELD and tracking providers, carrier monitoring services and accounting software through their APIs.

Is this a real brokerage's system?

No. This is a demo product built by DevQuester with fictional companies, people and rates, to show how we approach logistics software.

How much does a custom freight broker CRM cost?

It depends on scope and integrations. We usually start with a focused first version around quotes, loads and carriers, then add billing and integrations. Contact us for a free estimate.