#dfca8b,
Secondary 1 #22d3ee,
Secondary 2 #2a3446) applied throughout.
Get your CRM ready in 5 steps
Finish these to start collecting quote requests on your site.
This month
Real-time as quote requests, bookings, and payments come in.
No leads yet - paste the widget code on your site to start.
Quotes you send to customers will count here.
Signed agreements land here automatically.
Captured deposits + final charges show here in real time.
Your quote widget is ready
Paste this snippet anywhere on your website to start collecting leads.
Recent activity
Everything that happens across your CRM, oldest at the bottom.
Activity feed is empty - quotes, bookings, and payments will appear here in real time.
Leads
Every quote request submitted through your widget lands here.
No leads yet.
Paste the quote widget on your site to start collecting leads. Every submission shows up here in real time.
Vendors
Subcontract carriers you send farm-out jobs to.
No vendors yet.
Add subcontract carriers you'd like to send jobs to. Skip if you own your fleet.
Vehicles
Your fleet. Quote pricing calculates against these.
No vehicles yet.
Add your fleet so quote pricing works.
Quotes
Quotes sent to customers, status and follow-ups.
No quotes sent yet.
Quotes you send to customers appear here. Add vehicles first so pricing calculates automatically.
Agreements
Booked trips and signed contracts.
No signed agreements yet.
Booked trips and signed contracts land here.
Payments
Deposits, final charges, refunds all in one place.
No payments processed yet.
Deposits and final charges show here in real time once a payment processor is connected.
Reports
Revenue, funnel, vendor performance once data starts flowing.
No data yet.
Reports appear once you have leads, quotes, or bookings.
Settings
Branding, team, custom domain, and billing.
Branding
Change brand colors, phone, logo, or your subdomain. Opens the onboarding wizard with your current settings pre-filled.
Team
Invite sales reps, dispatchers, and drivers. Assign roles and permissions.
Custom domain
Point your own domain at your CRM (e.g. crm.your-site.com) instead of the default subdomain.
Billing
Free plan. Unlimited leads for 14 days. No card on file. Upgrade any time.
Embed Code
Drop this snippet on your website to start collecting leads.