- DATE:
- AUTHOR:
- The MVMNT team
Introducing: A CRM Finally Built for the Broker Deal Flow
We understand the daily grind of the customer rep: 70+ calls a day, often ending in voicemails and rejections, while also navigating the ever-changing status of shippers, constantly shifting from leads to customers and back again. Say goodbye to CRMs that fail to grasp brokerage needs and spreadsheets that can't scale. Our CRM is tailored for brokerages, streamlining the deal flow and nurturing customer relationships.
Built Natively Into the TMS to Be Your Single Source of Truth
Our CRM, seamlessly built into the TMS, serves as a single source of truth, streamlining the way you handle leads and customers. By embedding the CRM directly within the TMS, we ensure consistent and accurate shipper data, which is crucial during the frequent back and forth from leads to customers. You can manage all your lead information in one place, from adding contact details and assigning lead owners to verifying shipping locations.
Never Miss a Beat: Track Your Activity and Set Follow Ups
Effectively manage leads and meticulously track every interaction to ensure your efforts lead to tangible relationships. The CRM allows you to set up follow-up reminders, whether by phone or email, and log interaction notes to tailor future communications. You can easily view all these activities at a glance in the customer profile's activity log. This historical data is consistently maintained as you transition profiles between customer and lead statuses within the TMS.
Filtering & Tagging: Optimize Your View for Faster, More Informed Decisions
Our CRM's tagging and filtering features empower reps to customize their dashboard and organize leads to suit their unique workflow. The filtering function provides easy access to information, facilitating quicker, more informed decision-making. Additionally, the tagging system allows for categorizing leads. Whether it's tracking a lead's source, categorizing its industry, or applying any other relevant tag, this personalized approach refines how you track and manage data.
MVMNT's CRM is more than just software; it's a strategic solution tailored for the brokerage end-to-end workflow. It addresses the real challenges of managing shipper relationships and the complexities of brokerage deal flow, transforming everyday tasks into opportunities for growth and achievement. With MVMNT, every call, every interaction, and every transition from lead to customer is managed with ease, laying the foundation for expanding your book of business and driving success.
