From the first lead to a delivered car, TruxCRM handles quotes, e-signed orders, carrier dispatch, invoicing, and payments — with a built-in AI assistant and notifications that reach you on a locked phone.
Most brokers juggle a quoting sheet, a separate signing tool, a shared email, a dispatch board, and an accountant's invoice template. TruxCRM replaces all of it with one connected workflow — so nothing falls through the cracks.
Every lead, quote, order, carrier, document, and payment lives in one record — searchable, linked, and always current. No more "which version is the latest?"
Send a polished, branded quote in seconds, let the customer e-sign on their phone, and it converts straight into a live order — no re-typing, no chasing.
A live dashboard shows open orders, revenue, signed rate, and dispatch status at a glance — for the owner and every agent on the team.
TruxCRM mirrors exactly how a brokerage actually works. Each step flows into the next automatically.
Web form or Chrome extension auto-fills the record.
Branded, editable email preview before it goes out.
E-signature on any device, mobile-first.
Quote converts to a live order automatically.
Assign a carrier, verify insurance, set the driver.
Pickup/delivery schedule and status, live.
On-the-fly PDF invoice, balance tracked to zero.
Build a quote with full vehicle, route, and pricing detail. Preview the exact branded email before you hit send, then let the customer review and e-sign from their phone. A signed quote becomes a live order instantly.
The Carrier Dispatch Center is driven by your live orders. Assign carriers, record per-vehicle carrier pay, and capture driver and delivery details. Every interested carrier carries multi-policy insurance on file, with files attached and automatic expiry tracking.
Generate a professional PDF invoice on the fly and email it as an attachment — nothing stored, always current. The money model is broker-fee-driven: payment received, balance due, and amount due to the carrier always reconcile to the total tariff.
A read-only AI assistant lives right inside the app. Ask about an order, a customer, today's dispatches, or a balance — in plain English — and it answers from your live data. It can look things up, never change them.
How the AI worksInstall TruxCRM to your home screen and get real lock-screen push the moment an order is signed or assigned. On the desktop you get a subtle in-tab chime and badge.
Web Push to the installed app on Android (Chrome) and iPhone (Add to Home Screen, iOS 16.4+). Order signed, order assigned — you'll know instantly.
A quiet tick and a live badge in the tab keep the team aware without a noisy banner — perfect for the office screen.
Live updates stream in instantly and survive reloads and offline gaps — so the badge is right whether you stepped away for a minute or an hour.
What brokers usually cobble together — and what they get out of the box with TruxCRM.
| Capability | Spreadsheets + email | Generic CRM | TruxCRM |
|---|---|---|---|
| Auto-transport quote & order model | — | Generic | Purpose-built |
| Customer e-signature | — | Add-on | ✓ Included |
| Carrier dispatch + insurance expiry | — | — | ✓ Included |
| On-the-fly PDF invoices | Manual | Add-on | ✓ Included |
| Built-in AI assistant | — | — | ✓ Included |
| Lock-screen push notifications | — | Rare | ✓ Included |
| Per-agent branded email | Shared inbox | Limited | ✓ Included |
| Your branding & domain | — | Enterprise tier | ✓ Included |
"We replaced three tools and a shared inbox with TruxCRM. Quotes go out in seconds and the e-sign converts straight to an order. Our close rate jumped."
"The dispatch center with insurance expiry alerts is a lifesaver. I get a lock-screen push the second a customer signs — even when I'm away from my desk."
"Asking the AI 'what's the balance on this order' instead of digging through records is honestly addictive. Onboarding the team took an afternoon."
Start small, add agents as you grow. No setup fees, no per-document charges.
Yes. Every part of the product — the quote model, the order and signing flow, carrier dispatch, insurance tracking, and broker-fee invoicing — is designed around how vehicle-shipping brokerages actually operate, not adapted from a generic CRM.
Absolutely. The signing page is mobile-first. Customers receive a branded email, review the order, and e-sign on any device. The signed quote becomes a live order automatically.
Install TruxCRM to your home screen (Chrome on Android, or Safari → Add to Home Screen on iOS 16.4+). You'll then receive real lock-screen Web Push when an order is signed or assigned. On desktop you get an in-tab chime and badge.
Yes. TruxCRM is multi-tenant with strict per-company isolation: every record is scoped to your company, document storage is private, and access is enforced on the server for every request. See our Security page.
Yes. Quotes, orders, and invoices carry your branding, and each agent can send from their own mailbox (SMTP or Resend), with a company-email fallback. Customers see your brand, not ours.
Most brokerages are live within a day. Book a demo and we'll walk you through setup, branding, and onboarding your agents.
See TruxCRM on your own workflow. Book a 20-minute demo and we'll show you leads, quotes, signing, dispatch, and invoicing end to end.