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Transportation Sales Platform template
A sales CRM for freight brokers and 3PLs.
by AgentUIUpdated November 13, 2026
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What's inside the Transportation Sales Platform template
- Reps work their leads on a pipeline board, log calls and set the next follow-up, and price loads with quotes built from linehaul, fuel and accessorial lines, so the margin is always worked out from the charges.
- An accepted quote books a load with the next load number.
- Loads move from booked to paid, get a carrier from the shared carrier list, and earn the rep a commission on the margin.
- Customers, carriers, quotes and loads each have their own page, lane rates show the target margin, and reports show revenue and margin by month, rep, customer and lane.
- Sales reps only see their own leads and deals.
- Excel import (up to 500 leads), sample data, English and Spanish.
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