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CRM Build

FleetTrack CRM – Freight Brokerage & Dispatch Relationship Suite

End-to-end logistics CRM automating freight brokerage dispatches & carrier matching

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ClientFleetTrack Logistics
IndustryLogistics & Transport
Year2026
Duration8 weeks
The Story

Challenge & Solution

The Challenge

Freight brokers struggled with manual telephone dispatches, paper rate sheets, and disconnected tracking for hundreds of contracted carriers.

Our Solution

Built an all-in-one freight brokerage CRM with live vehicle GPS sync, automated rate sheet generation, and carrier insurance verification.

CRM Build

CRM Build Details

CRM platformCustom built
Team members onboarded50
Data migrated45,000 shipment logs

Modules delivered

  • Shipper & Customer Accounts
  • Carrier Rate & Compliance Verification
  • Live Dispatch & Consignment Tracking
  • Billing & Automated Freight Invoicing

Automations

  • Pending Load -> Match nearest verified carrier via geo-radius
  • Rate Confirmation -> Generate digital agreement and request instant e-signature
  • Consignment Delivered -> Trigger automated freight invoice to shipper

Integrations

Samsara GPSTwilio SMSQuickBooks OnlineDAT Freight Board
How we did it

Our Process

1

Dispatch Workflow Analysis

Shadowed broker desks to eliminate dispatch friction points

2

Carrier Portal Design

Built rapid self-serve carrier onboarding with insurance checks

3

Dispatch Integration

Linked Samsara vehicle GPS sensors for continuous location pings

4

Accounting Automation

Connected automated invoicing and remittance with QuickBooks

The Impact

Results

40%Increase in dispatched loads per broker
22%Reduction in empty-mile carrier waste
98%On-time delivery tracking transparency
Under the hood

Tools & Technologies

Vue.jsLaravelMySQLTwilioSamsara API
“Our dispatchers move 40% more loads per day with zero manual paperwork headaches. An indispensable tool!”
Travis Montgomery, VP of Logistics - FleetTrack
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