Case study
Freight brokerage sales CRM
A pipeline CRM purpose-built for freight sales: shippers, lanes, quotes, and follow-up cadences.
Summit Freight PartnersLogistics & OperationsCRM Development
Sales CRM
Freight pipeline
$428k weighted
Qualified
12
Quoted
8
Negotiation
5
Won
3
DealLaneOwnerValue
Midwest Food Co.CHI → DENA. Romero$42k
Prairie MetalsDFW → PHXJ. Park$28k
Cascade RetailSEA → SLCA. Romero$19k
Challenge
The sales team used a generic CRM that forced awkward fields and hid lane profitability context needed to prioritize deals.
Solution
Simicode delivered a custom CRM with freight-aware entities, stage automation, ownership rules, and pipeline reports tied to quote outcomes.
Results
- Managers could see stalled deals by stage in real time
- Reps logged activity without leaving the deal view
- Weekly forecast meetings used live data instead of exports