EngageSuite360 is the CRM for logistics businesses, with super intelligence built in. Ask it anything about your own records, and your logistics agent drafts the workflows your team runs for you to review and publish. Your pipeline (Quote Request → Rate Quoted → Load Booked → In Transit → Delivered → Invoice Sent) and your shippers & loads are set up the day you sign in, in the words your team already uses.
This is the exact deal pipeline the Logistics template seeds at signup — the same stages the product ships, not marketing copy:
Your records speak your language too — the template tracks Shippers & Loads, with fields and terminology tuned to logistics.
Every workspace opens Reports v2: forecast, win rate, cycle time and coverage for your shippers & loads. Each stat opens to its formula and the tables it reads, and the charts click through to the records behind them.
Of the deals closed in the last 30 days, the share that were won.
ROUND(won / (won + lost) × 1000) / 10 over deals closed in the window — null when won + lost = 0How many days a deal won in the last 30 days took from creation to close, on average.
ROUND(AVG(closed_at − created_at) in days × 10) / 10 over deals won in the window — null when none were wonHow many times over the open pipeline covers the weighted forecast.
ROUND(10 × pipeline / weighted) / 10 — null when weighted = 0Records called Contacts and Deals. You rename the stages, build the fields and explain the system to your team before the first real entry.
Records called Shippers & Loads, with fields for the work logistics teams actually do. Ready when you sign in.
Ask “Which deals in “Rate Quoted” have not had a touch in two weeks, and who owns them?” and get the answer in plain English, with the records it used. Your data, not a silo the assistant cannot see.
The assistant inside your CRM knows logistics: your pipeline, your shippers & loads and the jobs your trade repeats. It suggests the next step; you decide.
The assistant drafts the workflow; a person on your team reviews it and publishes. Nothing runs until someone does.
When A new inquiry comes in about “new shipment quote”.
Then Assign it to the right person and set a task to log the reference number and route to dispatch or customer service.
When A deal has sat in “Rate Quoted” for five days.
Then Create a follow-up task for its owner and draft the check-in email for them to send.
When A deal reaches “Invoice Sent”.
Then Log the thank-you on the record and schedule the next touch in 90 days.
Rusty knows logistics inside out and works inside your EngageSuite360: answering questions about your records, suggesting the next step on a deal and drafting the workflows logistics teams run. Ask Rusty anything right here, by chat or live by voice.
Rusty also answers the phone for logistics businesses and writes every call into this CRM — add Rusty as your receptionist →
It starts with communications. Agents answer, remind and follow up so your people stay with the customer in front of them. Then they do the data work, and every action lands on the records above.
AI manages dock appointments with automated confirmations, detects conflicts before they happen, reassigns doors when carriers arrive early or late, and tracks detention time by carrier to negotiate fair accessorial charges.
AI builds optimized load plans that maximize trailer utilization, minimize deadhead miles, match equipment to freight requirements, sequence multi-stop routes for fuel, time efficiency.
Added separately when you choose: the front desk from The Front Desk Company, other agents from AgentWorks Studio. They work in these same records.
Logistics problems, one at a time — what changes when an AI agent handles them.
A generic CRM gives you Leads, Deals and Closed Won and leaves the rest to you. The Logistics template sets up your own pipeline (Quote Request → Rate Quoted → Load Booked → In Transit → Delivered → Invoice Sent), your records and fields in logistics terms, and every core CRM module: contacts, companies, leads, deals, tasks, activities, notes, calendar, documents and reports.
A question box over your own records. Ask "Which deals in “Rate Quoted” have not had a touch in two weeks, and who owns them?" and the answer comes back in plain English with the records it used, so you can open each one. It reads only your workspace, and it asks before it changes anything.
It is the assistant inside your CRM, with logistics expertise: it knows your pipeline, your shippers & loads and the jobs your trade repeats. It answers questions, suggests next steps and drafts workflows. A person on your team reviews each draft and publishes it; nothing runs until someone does.
Minutes. Sign up, choose the Logistics template, and your pipeline, terminology and fields arrive pre-configured. Import contacts by CSV and start working.
Yes. Your team shares the same contacts, pipeline, calendar and reports, so handoffs happen in the CRM instead of in text threads. Each person is a user on your plan.
Pro $59 or Business $119 per user a month, 3-user minimum; billed annually, 2 months free. Charged today when you sign up; monthly, cancel any time, no refunds. Pro includes Ask CRM, Rusty and workflows; Business adds teams and permissions, tickets, quotes, sequences and custom objects.
Pro $59 or Business $119 per user a month, 3-user minimum; billed annually, 2 months free. Charged today when you sign up; monthly, cancel any time, no refunds.
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