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Auto transport CRM

Auto transport broker CRM from lead to load

Manage the whole brokerage — leads, customers, vehicles, lanes, quotes, carriers, documents, dispatch, and payments — from first inquiry to delivered car, in one login.

What you get

A CRM that speaks auto transport

Customer, vehicle, and route details stay with the quote and the load. Your team can work a lead without rebuilding it in dispatch.

Leads & contacts built for loads

Every inquiry captures customer, vehicle, origin, destination, and source automatically — not a blank "deal" you have to retype.

Calls, SMS & email on the record

A unified inbox keeps every customer touch on the shipment, so anyone can pick up the thread without digging.

Quotes & e-signatures

Send a lane-priced quote, win it, and collect a signed order — without leaving the CRM or copying data into another tool.

Dispatch & carrier follow-up

When a deal closes it becomes a real load: post it, verify the carrier, and track it to delivery in the same system.

Payments on the customer record

Take card or ACH, keep a card on file, and see balances right where the customer lives. 0% platform fee.

Pipeline & team reporting

See where every lead sits, who is working it, win rates, and revenue — without exporting to a spreadsheet.

Purpose-built vs. generic

What a transport-specific CRM includes

Generic CRMs can be extended with fields and integrations. This comparison focuses on what is ready for an auto transport workflow without that setup.

Capability
Typical generic CRM
CarShipOS
Customer & lead pipeline
Vehicle, lane & route fields built in
Lane-priced quoting from your history
Carrier dispatch & FMCSA verification
Transport-order e-signature built in
Customer payments tied to the load
Transport-specific setup required

Buyer checklist

Test the CRM with one real inquiry

Ask each vendor to take the same lead through a customer reply, quote revision, accepted order, and dispatch handoff. Watch what must be copied or re-entered.

  • Can the team see the lead source, customer, vehicle, lane, and every conversation in one place?
  • Does a revised quote retain the earlier price and the reason for the change?
  • When the customer books, do dispatch and billing inherit the same facts and promises?
  • Can managers measure quote-to-order conversion without counting duplicates twice?

Read the CRM vs. TMS guide for the system boundary, then use the quote-to-order conversion guide to define the reporting test.

Questions

Auto transport CRM and TMS FAQ

What is an auto transport CRM?

An auto transport CRM is customer-relationship software built specifically for car-shipping brokers. Instead of generic "deals" and "contacts," it tracks the things a brokerage actually runs on — customers, vehicles, lanes, quotes, carriers, and payments — from first inquiry to delivered load. CarShipOS is a CRM and a full TMS in one.

How is this different from a generic CRM?

A generic CRM can manage contacts and a sales pipeline, but auto transport workflows often need custom fields or integrations for vehicles, lanes, carrier checks, dispatch, and transport paperwork. CarShipOS connects those jobs to the same load record.

Can I move my customer list over?

Yes. The one-time Data Migration add-on imports your customers, carriers, and shipment history from your previous CRM or TMS, so you start with your own data already in place.

Does it handle dispatch too, or just sales?

Both. The same record that starts as a sales lead becomes the dispatched load — post to load boards, verify carriers, store signed paperwork, and track to delivery without switching tools.

Ready when you are

See the CRM on your own lanes

Bring a few of your current shipments and we'll show you quote-to-paid in 20 minutes.