The All-in-One Auto Transport CRM

Every Brokerage Workflow in One Platform

TruxCRM is auto transport brokerage management software and an official Central Dispatch partner, built around vehicle shipping rather than adapted from a generic CRM: leads from every source, quotes with route maps and VIN import, email follow-ups, Central Dispatch search and posting, invoices and payment records, tasks, documents, and advanced search filters.
TruxCRM sign-in screen for an auto transport brokerage workspaceTruxCRM agent management open on a phone
Every stage works from the same brokerage record, so nothing is re-typed between quoting, dispatch, and getting paid.
TruxCRM
All-in-one auto transport CRM
Multi-source leads
Website forms, provider API, and CSV import
Central Dispatch
Search and post as an official partner
Invoices and payments
Invoices, payment records, and balances
Search and filters
Find any lead, quote, or order fast
The TruxCRM Post to Central Dispatch window open on an order on a laptop, showing a posted listing, the price to carrier, dates, notes fields and a summary of the load sent to Central Dispatch
Official Central Dispatch partner

Post to Central Dispatch From the Order

TruxCRM is an official Central Dispatch partner. Connect your own Central Dispatch account, open an order, and post the load from inside TruxCRM. The route, vehicle, dates and price to carrier come from the order, so nothing is retyped, and the listing stays on the shipment record.
How the Central Dispatch integration works
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Search Central Dispatch and post loads from the order
Listing number and status kept on the shipment
Special terms, board notes and dispatch instructions in one window
TruxCRM quote list showing total quotes, pending, converted, and win rate
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.
Why broker fee and carrier pay belong in separate fields
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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
TruxCRM order pipeline listing customers, vehicles, routes, status, and source
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
TruxCRM branded order page showing contact details, vehicles, and price breakdown for signature
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.
What a separate e-signature subscription costs a brokerage
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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
TruxCRM agent management screen showing the team and seat usage
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. Admins select leads in bulk and assign them to one agent, or split them evenly across the team.
Import a lead list and share it out across agents
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Create agents and manage seats from one screen
Assign many leads at once, or auto-assign them evenly
Per-agent access limits and portal status
Send from agent mailboxes or the company fallback
TruxCRM email hub showing folders, templates, and threaded customer messages
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.
Why quotes from an unauthenticated domain land in spam
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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
Truxie AI answering a question about recently signed orders inside TruxCRM
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
TruxCRM Settings open on a laptop showing the Lead capture section, with a Create a form button, a website form and its link, and an Embed code button
Lead capture

Turn Your Website Into a Lead Source

Create a branded quote form for your own website in one click. Embed it, link a button to it, or post your designer's existing form to our endpoint. Every submission lands in Leads within a second, tagged with the channel that produced it.
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ZIP autofill resolves city and state into the quote
One form per channel, so you can see which ads pay
Rate limits, honeypot and duplicate merging on by default
The TruxCRM Import leads window on a laptop, with a CSV file loaded, every column matched to a CRM field, and ten lead rows ready to check
Lead import

Bring Your Lead List, Then Share It Out

Admins import leads from a CSV file: a spreadsheet, or an export from the CRM you are leaving. Every column is matched and every row checked before anything saves, and duplicates are skipped rather than merged. Then select leads in bulk and assign them to an agent, or split them evenly across the team.
How CSV lead import works, column by column
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Columns matched automatically, every row checked first
Assign many leads at once, or auto-assign them evenly
Admin-only export of a filtered lead list to CSV
Also included

The Rest of the Operation, Same Record

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See Pricing
Fewer tools to pay for and switch between: leads, Central Dispatch, email, invoices and payments run from the same shipment record.
Lead capture forms
Create a branded quote form for your own website in one click, embed it or link to it, and every submission lands in Leads within a second, tagged with the channel that produced it.
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. Admins import lead lists from CSV and export filtered lists back out.
How CSV lead import works
Lead provider API
Give every lead vendor their own key and their leads arrive tagged with the provider, de-duplicated against retries, with ZIP codes resolved into a route. Pause, rotate or delete a key yourself.
How the lead provider API works
Carrier coordination
Assign carriers from the current order, whether you found them on Central Dispatch or in your own directory. 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.
What to check on a carrier's insurance
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.
Built in

The Everyday Tools, Included

The small features a broker reaches for all day, in the same plan as everything above.
  • Leads from every source

    Website forms, a lead provider API and CSV import, all in one Leads list, each lead tagged with its source.

  • Follow-up reminders

    Set a reminder on a lead or customer, so the next call or email happens when it should.

  • Follow-up emails

    Write a custom follow-up and send it from the record when you choose. Nothing goes out on its own.

  • Email history

    Every email kept on the customer and the shipment, sent from your own domain.

  • Route map

    Pickup and delivery shown on a map, on the quote and on the order.

  • VIN import

    Enter a VIN and the year, make and model fill in on the record.

  • Payment records

    Record each payment as it arrives, with payment history per shipment and per customer.

  • Broker fee and carrier pay

    Kept as separate figures on every order, with the balance due beside them.

  • Tasks

    Add a task to a customer or a shipment and tick it off when it is done.

  • File attachments

    Attach documents to the record and keep them stored privately with the shipment.

  • Advanced search and filters

    Narrow leads, quotes and orders down to the records you need in seconds.

  • Lead assignment

    Assign leads one at a time, in bulk, or split them evenly across your agents.

Walkthrough

See TruxCRM in Action

In a free demo we run your own workflow through it: leads from your sources, a quote with the route and VIN, a follow-up, Central Dispatch posting, the signed order, the invoice and the payment.
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TruxCRM agent detail showing mailbox and access settings for a brokerage team