The logistics CRM for freight brokers who sell to shippers
For freight brokers, forwarders and 3PL sales teams: shipper accounts and contacts, a pipeline per lane, rate quotes, each synced email with a shipper contact on the account, and campaigns to your whole list. Cold outreach to new shippers comes with Ultra, and your TMS keeps the loads.
Built for freight brokers, freight forwarders and 3PL sales teams that win and keep shipper accounts. Plans start with Pro at $83.33/mo billed annually ($99.99 month-to-month), with unlimited contacts on all plans, and every plan includes CRM & Pipeline, Smart Inbox, Quotes & Invoices, and Campaigns.
What is the best CRM for freight brokers?
The best CRM for freight brokers keeps the shipper side of the business in one place: the prospect list, the first email and the follow-up, the lane quotes, and the synced email with each account's contacts, while the TMS books and tracks the loads. Laureo does that from Pro at $83.33/mo billed annually, with unlimited contacts on all plans and cold outreach to new shippers on Ultra.
A freight broker CRM pays for itself on the accounts that are not shipping with you yet: the shipper who said "send me a rate next quarter", the lane you quoted twice, the trial load that went well and never turned into a weekly lane. The same steps make Laureo a CRM for logistics companies of every kind that sell freight services, from a two-person brokerage to an agent office.
| Broker step | In Laureo | Plan |
|---|---|---|
| Shipper list | Import the accounts and contacts you researched from a CSV file, with field mapping | Every plan |
| First email | Cold Outreach sends from dedicated sending mailboxes, and each reply lands in your existing inbox | Ultra |
| Follow-up | Multi-step follow-up sequences that stop when the shipper replies | Business and Ultra |
| Lane deal | One deal per lane, with origin, destination, equipment and volume in custom fields | Every plan |
| Rate quote | A quote with linehaul, fuel and accessorial lines, accepted online by typed name | Every plan |
| Account care | Each synced email with a shipper contact on the account, and the Inbox Clerk agent proposing the task each one calls for | Every plan |
| Agent results | A leaderboard and goals for each broker agent | Business and Ultra |
What is a logistics CRM?
A logistics CRM tracks the companies that ship with you, or might: each shipper account, its contacts, the lanes you quote and the follow-up that wins the freight. It sits beside a transportation management system, which runs the loads, the carriers and the tracking.
For a freight forwarder the same CRM holds the importers and exporters you quote, with each quote in the client's currency, and for a 3PL it holds the accounts you sell warehousing and transport to. In every case the CRM answers one question the TMS does not: which accounts should we be talking to this week, and what did we promise them last time.
Can a CRM replace a TMS for a freight broker?
No: a TMS books loads, pays carriers and tracks shipments, and a CRM wins and keeps the shippers who send those loads. Laureo has no load board, carrier vetting, dispatch or shipment tracking, so it runs beside your TMS rather than in place of it.
As of October 2026, Tai lists its Growth TMS at $995 a month for 2 staff logins and 200 included shipments, and DAT lists its broker load boards from $159 a month for DAT One Express. Those tools stay; Laureo adds the shipper sales side from Pro at $83.33/mo billed annually, with each shipper's emails, quotes and follow-up in one CRM.
Sound familiar?
These are the problems we hear from teams like yours every day. Laureo was built to solve them.
The shipper list lives in a spreadsheet, and two of your agents email the same logistics manager in the same week
Rate quotes go out from a personal inbox, so nobody can see what was quoted on a lane last month
A shipper who said "try us next quarter" is never called back, because the reminder was on a sticky note
When an agent leaves, their shipper emails and the history of every lane leave with them
The TMS shows the loads you moved, but not the accounts you are still trying to win
What you can do with Laureo
Real workflows for Freight and Logistics, built into Laureo.
Reach new shippers on Ultra
On Ultra, Cold Outreach sends one-to-one email from dedicated sending mailboxes with a managed ramp and per-mailbox pacing, and every reply comes back to your existing inbox.
A deal for every lane
Open one deal per lane or per account opportunity, with the origin, destination, equipment and loads per month in custom fields, and filter your deal list by any of them.
Rate quotes on the record
Send a rate quote with linehaul, fuel surcharge and accessorial lines from the deal, see when the shipper opens it, and keep every version on the account.
Never lose a shipper email
Two-way Gmail and Outlook sync puts each email with a shipper contact on the account, and the Inbox Clerk agent proposes the task or the deal link each message calls for.
Stay in front of the whole list
Send a monthly market update or a capacity note to every shipper from Campaigns, on every plan, so the accounts that are not shipping yet still hear from you.
A pipeline that speaks Freight and Logistics
Laureo adapts its labels to your world, so your team works in the words they already use.
Speaks your language
- Deal
- lane opportunity
- Contact
- shipper contact
- Company
- shipper account
- Pipeline
- shipper pipeline
Built for the way you work
Not every team needs every feature. Here is what matters most for your workflow.
Shipper accounts with their lanes
Each shipper is an account with its contacts, its lanes as deals and the fields you track, such as equipment and loads per month. Pro includes 5 custom fields per object and Business 10.
Cold email that protects your domain
On Ultra, Cold Outreach sends from dedicated sending mailboxes, kept apart from your everyday mailbox, with enforced send caps, and replies land under a Cold filter in your inbox.
Follow-up that stops on a reply
On Business and Ultra, follow-up sequences send the next email on your schedule and stop when the shipper replies, a setting each campaign starts with switched on.
Quotes a shipper can accept
Send a quote with each charge as its own line, in the client's currency, and the shipper accepts it online by typing their name, on every plan.
Shipper email on the account
Every agent connects their own mailbox, each email with a shipper contact links to the account, and a thread an agent shares shows there for the team too.
Results by agent
Reports and dashboards on every plan show the pipeline by stage and the lanes won, and on Business and Ultra a leaderboard and goals track each broker agent against target.
The whole platform, in one workspace
Laureo brings these tools together, grouped the way your work flows. Some start on Business or Ultra, and the plan comparison shows the plan for each.
Marketing & Communication
Deals & Revenue
- Quotes & Invoices
- Booking Pages
- Deal Rooms
Customer Support
- Tickets & Help Desk
- Knowledge Base
- Public Help Center
- Feedback
- Live Chat
- AI Customer Support Agent (add-on)
Automation
How it works
From setup to results in 5 straightforward steps.
Import your shippers
Bring the accounts and contacts you already have in from a CSV file, mapping each column to a field, and tag them by lane or region.
Add your lane fields
Create custom fields for origin, destination, equipment type and loads per month, so every lane deal carries the same details.
Set your shipper stages
Name the stages a shipper moves through, such as Contacted, Quoted, Trial Load and Contracted, so the pipeline shows where every lane stands.
Connect every agent's mailbox
Each agent connects Gmail or Outlook, so each email with a shipper contact links to the account, and a shared thread shows the team who spoke to whom.
Quote, follow up and book in your TMS
Send the rate quote, follow up until the shipper says yes, then book the load in your TMS; Laureo keeps the account warm for the next lane.
AI agents that work for you
Six built-in agents start on their own, on a weekday schedule or when the work arrives. By default, every agent except Ticket Triage drafts what it can and asks before it changes anything, and Ticket Triage sorts new tickets in Service on Ultra.
Deal Follow-Up - Highlighted for Freight and Logistics
AI flags the shipper deals that went quiet
Every weekday morning, the Deal Follow-Up agent lists the lane deals with no activity in a week or more and drafts a check-in for you to review and send.
Integrations that matter for Freight and Logistics
Connect the tools you already use. No code required.
Google Workspace
Gmail sync links each thread with a shipper contact to the account, and Calendar holds your sales calls.
Microsoft 365
Outlook email and calendar sync for brokerages on Microsoft: each email with a shipper contact links to the account, and an agent can share a thread with the team.
Freight and Logistics vs Salesforce
The problem
Salesforce starts sales quoting in Pro Suite, at $100 per user per month billed annually, and Pro Suite needs a contract.
The Laureo advantage
Laureo includes lane quotes, the pipeline, two-way email sync and email campaigns on every plan, month to month, and adds cold outreach to new shippers on Ultra, with unlimited contacts on all plans.
Why Laureo wins for Freight and Logistics
- Ultra includes cold outreach that sends from dedicated sending mailboxes, with replies landing in your inbox.
- Unlimited contacts and companies on every plan, with no contact tiers to outgrow.
- Quotes, invoices and payment reminders are built in on every plan, with no billing add-on.
- Two-way email and calendar sync with both Google Workspace and Microsoft 365 on every plan.
Your data, protected by default
Your data is encrypted in transit and at rest, walled off from every other customer, and never used to train AI models. On every plan.
Encrypted in transit and at rest
Your data is encrypted in transit and at rest, on every plan.
Your data stays yours
Every account is walled off from every other customer. No one else can see your records.
Never trains AI
Nothing you store in Laureo is ever used to train AI models.
A record of every change
See who changed a record, and when.
Dive deeper into Laureo
CRM for Freight and Logistics FAQ
Quick answers to the questions we hear most.
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Win more shippers, keep every lane
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