Feature catalog
Every Broker Workflow in One Platform
TruxCRM is not a generic CRM with a transport label. It is built around vehicle shipping: lead intake, quote pricing, customer signature, dispatch, carrier insurance, invoicing, payments, notifications, and reporting.
Every stage works from the same brokerage record, so nothing is re-typed between quoting, dispatch, and getting paid.
TruxCRM
Auto transport CRM
Leads and quotes
Customer, route, and vehicle context
Carrier dispatch
Carrier, driver, insurance, and pay
Invoices and payments
Broker fee, balances, and carrier pay
Company-scoped access
Owner, admin, and agent roles
Quotes
Price the Move Without Leaving the Record
A quote holds the pieces a vehicle shipping broker actually needs: origin, destination, shipment and transport type, vehicle details, carrier pay, broker fee, due-at terms, method, validity, and internal notes.
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Multiple vehicles on a single quote for real loads
Route map check before quoting a long-distance move
Preview the customer email, then save it back when sent
Orders
Every Shipment in One Pipeline
An approved quote becomes an order carrying the same customer, vehicle, and route data forward. Status, source, and assigned agent stay on the record, so the pipeline is read rather than reconstructed.
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Order status, first available pickup, and source tracking
Signature history kept against the shipment
Filter and search across the whole order book
Orders and e-sign
Send an Order the Customer Can Sign on a Phone
The customer reviews contact details, vehicles, route, and the full price breakdown on a mobile-first page carrying your branding, then signs. Once signed, the same data supports dispatch, delivery, and payment tracking.
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Mobile-first signing page with your own brand
Admin controls for notifications and CC recipients
Dispatch without signature when the job needs it
Roles and teams
Give Every Agent Their Own Workspace
Company admin and agent access. Agents sign in to work the leads, quotes, and orders assigned to them, while owners keep company-wide visibility over the same live data.
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Create agents and manage seats from one screen
Per-agent access limits and portal status
Send from agent mailboxes or the company fallback
Email hub
Customer Mail That Stays With the Shipment
Quotes, order confirmations, and invoices send from your own company address and thread back against the order, so the conversation is not scattered across personal inboxes.
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Compose, templates, and folders in one place
Messages tied to the order they belong to
SPF, DKIM, and DMARC verified by a live checker
AI assistant
Ask Operations Questions in Plain English
Truxie looks up orders, schedules, customer records, drivers, balances, quote activity, and delivery detail. It is read-only by design, so it answers questions without ever changing a record.
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Find an order's status and the next action
Surface the assigned driver, balance, or carrier pay
Summarise quote and order activity for a period
Dispatch from current orders rather than from disconnected notes, and keep insurance, invoices, and balances against the same shipment.
Leads and customer CRM
Customer, phone, email, company, address, source, assigned agent, route, and vehicle in one searchable record, with lookup before a duplicate is created.
Carrier dispatch
Assign carriers from the current order, store driver details and delivery dates, track carrier pay per vehicle, and keep interested carriers attached to the shipment.
Insurance tracking
Attach multiple carrier policies, store the documents privately, and flag expiring coverage before a carrier is assigned to a load.
Invoices and payments
Generate PDF invoices, email them, and track broker fee, carrier pay, payment received, and balance due against the same order.
Notifications and PWA
Install TruxCRM to the home screen and receive web push when an order is signed or a carrier is assigned. Desktop adds badge and chime awareness.
Security model
Company-scoped records, server-enforced access, private document storage, hashed credentials, and role-based controls throughout.
