Leader CRMThe auto transport CRM built for car-shipping brokers
Leads, quotes, 7-day follow-ups, contracts and Central Dispatch posting in one place. Built on a working brokerage's sales floor.
GmailThe car shipping quote page your salespeople live in
One screen per customer: the car, the route, the price carriers take on that lane, and every text and email so far.
Vehicle
Year, make, model and a photo, so the salesperson knows what is shipping.
Route
Origin and destination on a Google map with miles and drive time.
CD price
The average of recent paid Central Dispatch loads on the lane.
Next step
Convert to order, or set the next follow-up in 1 day, 2 days, 3 days or 1 week.
See the whole desk in one minute
From the first text to a load on Central Dispatch, and what the owner sees at the end of the day.
All featuresEverything a car-shipping desk uses in a day
Grouped by the job your team does. Open any line for the details and the real screen.
Sell
Book
Run the floor
AI
Every order shows where it stands
Each stage has its own tab in the orders list and its own date on the order. Orders and Central Dispatch
- Not Signed
- Signed
- Posted to CD
- DispatchedNow
- Picked up
- Delivered
An owner dashboard for the whole sales floor
Know if phones, email, Central Dispatch and follow-ups work, and how today compares with yesterday.
Phone lines, outgoing texts and email, Central Dispatch, automatic follow-up, AI jobs, backups and lead vendors, checked when you open it.
New leads, quotes sent, orders booked, dispatched, calls, texts and emails.
Ranked by orders booked today, with a monthly leaderboard by dispatches.
AI that answers customer texts after hours
It answers on the salesperson's line, quotes by your company's rule, takes the booking details and hands off anything it should not handle.
- Turned on per salesperson, after hours only or all day
- Follows up when a customer goes quiet, only 10 AM to 7 PM their time
- Never dispatches a carrier: that stays with a person
Risk alerts before a payment goes to the wrong account
Someone asks your customer to pay an account that is not yours. The manager gets an email within minutes.
List your own payment accounts once. Any other one named in a payment message raises an alert at once.
A review, scam, refund or lawyer threat in a text or email.
No text, email or call back to an unhappy customer for 30 minutes of the team's hours.
Built on a working car-shipping sales floor
A car-shipping brokerage runs its sales desk on Leader CRM every day. The follow-up plan, the dialer queue with the customer's last message and the risk alerts all came from that desk's daily work.
About Leader CRM
Guides to running your desk on a CRM
How a car-shipping CRM should handle quotes, follow-ups, Central Dispatch and the owner view.
What an auto transport CRM is and what it does all day
An auto transport CRM is the system a car-shipping broker's sales desk works in from the first lead to the delivered car. It differs from a generic CRM because it knows routes, carrier prices and order stages, and from a load board because it holds the customer side of the deal.
Read the postWhat an AI sales responder can and cannot do for a broker
An AI sales responder in an auto transport CRM can answer customer texts on a salesperson's line when nobody is at the desk, quote by your company's rule, take the booking details and email the contract. It should pass anything outside its job to the salesperson, and choosing and dispatching a carrier should always stay with a person.
What an auto dialer for car shipping brokers needs
An auto dialer for car shipping brokers needs a call queue that shows each customer's last message, a way to work that queue without dialing by hand, a recorded voicemail drop and a board of missed calls nobody has returned. It should run on the phone and texting app your desk already uses, so a salesperson calls or texts with one button.
How to set up an auto transport CRM in your first week
Set up an auto transport CRM in this order: connect the load board, lead vendors, phone and texting app and Gmail, then add salespeople with sign-in codes, then set lead distribution, templates and the follow-up plan. Close the week by checking that the owner dashboard shows every connection working.
Questions brokers ask
What is Leader CRM?
Leader CRM is a sales CRM for US auto transport brokers. It keeps leads, quotes, follow-ups, calls, orders, e-sign contracts, Central Dispatch posting and payments in one place, with an owner dashboard on top.
Who uses it today?
A car-shipping brokerage runs its whole sales desk on it every day. Brian worked at that brokerage, the CRM it used was out of date, so he and his partner built this one.
Does it work with Central Dispatch?
Yes. Orders have a Post to CD button, quotes show a CD price from paid loads on the lane, and the owner dashboard shows whether the Central Dispatch connection is working.
Which phone and email does it use?
Leader CRM connects to RingCentral or another calling and texting app you already use, so salespeople call or text with one button in the CRM. Email runs through each salesperson's connected Gmail.
How much does it cost?
There is no price list on the site yet. Book a demo and Brian will give you the price and set up a free trial.
See Leader CRM on your own leads
On a live call, Brian walks you through quotes, follow-ups, orders and the owner view, then sets up your free trial.
Or email Brian
hello@kingpinsites.com