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BrokerWare

CRM

Brokerware’s native CRM allows your reps to manage their leads directly inside of the TMS.

All of the expected functionality: contact management, notes, calls, credit checks, lead/opportunity status, and shipping lanes, exist within the tool. Email verification will also ensure that you never have two sales reps working the same contact.

As soon as a the business is secured, leads can be converted into customer profiles to begin shipping. All previously logged interactions will be retained on the customer profile for future reference.