Leader CRM questions and answers

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.

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 Brian worked at that brokerage, the CRM it used was out of date, so he and his partner built this one.

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.

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.

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.

Yes. Each salesperson runs a 7-day plan with a morning and an evening touch by text and email. The plan waits when the customer wrote last, and numbers that texted STOP are never texted.

Yes. The AI sales responder answers customer texts when nobody is at the desk, quotes by your rule, takes booking details and hands off to the salesperson. There is also Auto price, an AI assistant and an AI receptionist for calls.

Yes. The owner dashboard and team page show each salesperson's leads, quotes, booked orders, texts, follow-ups and calls, and a leaderboard ranks them by orders dispatched.

Lead distribution sets who gets the next lead, how many in a row, a daily limit and the hours for each person. A returning customer goes to someone who does not have them yet.

With a password, then a six-digit code sent to the email they connected on their profile.

Yes. The database provider takes daily backups.

Book a demo on this site or email Brian at hello@kingpinsites.com.