A Freight Broker CRM That Lives Inside Your TMS
Prospecting, quotes, follow-ups, compliance, onboarding, loads, payment. One shipper record, never a second system.
Your shipper's story shouldn't live in ten places
Quote in an inbox. Follow-up in someone's head. Onboarding form on a desktop. Load in the TMS. When a broker leaves, the shipper's history walks out with them.
A broker CRM is only worth having if it is built for how freight brokers actually sell, and connected to everything else: compliance, onboarding, quoting, loads, and payments.
One shipper. One record. The whole journey.
From the first call to the final payment, everything about a shipper stays in one profile. Nothing to re-key, nothing to chase across tools.
Prospect captured
Every shipper your broker chases enters as a profile from the first touch.
Live pipeline
See which shippers each broker is chasing, and which are actually engaging.
Follow-ups, tracked
Done on time or missed, and what was said, so managers can coach before a deal goes cold.
Quotes on the profile
Every quote a shipper sends ties to their record: how many, which lanes, won or lost.
Manager visibility
Owners and managers see the whole floor: who's pursuing whom, who follows through, where deals stall.
Quote approved
When a shipper accepts, the record moves forward without leaving the system.
Compliance review
Send the shipper to your compliance team inside UltraShip. Approve or decline with the full history in view.
Digital onboarding
Fire a custom onboarding form from the record. The shipper fills and signs online. No email thread, no print-sign-scan.
Data auto-filed
What the shipper submits lands pre-segmented in their profile. Compliance reviews it clean, no copy-paste.
Credit set and approved
Assign a credit limit and approve the shipper, all on the same record.
Load created
The booked shipper flows straight into FTL or LTL loads. Same profile, no re-entry.
Paid, and on record
Invoices, margin, and payment close the loop, still on the one record you started with.
Finally see what every broker is actually doing
Because the whole shipper journey lives in one system, you get a live window into your entire sales floor, not month-end guesswork.
See the whole pipeline
How many shippers each broker is chasing, which are engaging, and where every deal sits, in real time.
Catch the misses early
Which follow-ups slipped, and what was actually said, so you can coach a broker before a shipper goes cold.
One truth, not ten
Every quote, note, and step lives on one shipper profile, so nothing walks out the door when a broker does.
Keep the tools you rely on. Connect them in one place.
Beyond the built-in CRM, UltraShip runs your loads, compliance, tracking, and accounting too, and connects the outside tools you already use. Bring DAT, Highway, Truckstop, and QuickBooks into one place, so your team stops bouncing between tabs and making costly mistakes.
Built for how brokers actually sell
UltraShip helped our sales team stay organized and move faster, from shipper follow-ups to quoting and booking. It is the first system that actually feels built for how brokers sell and execute every day.
It keeps everything in one place: shippers, quotes, loads, and invoices, so nothing slips through the cracks. Clean, fast, and it makes day-to-day brokerage operations way easier.
UltraShip replaced our spreadsheets and disconnected tools with one workflow that actually makes sense. More control, fewer misses, and faster execution without enterprise-level cost.
A CRM and a TMS, without paying for both
UltraStart
Everything you need to run a lean, efficient brokerage.
- ✓ Built-in CRM & shipper pipeline
- ✓ Load management & tracking
- ✓ Accounting & e-docs
- ✓ Basic reporting
UltraSuper
Advanced tools for brokerages ready to compete higher.
- ✓ Everything in UltraStart
- ✓ Follow-up & quote tracking
- ✓ Compliance & digital onboarding
- ✓ AI reporting & custom roles
UltraEnterprise
Built for brokerages scaling without limits.
- ✓ Everything in UltraSuper
- ✓ Inbox Intellect & UltraAsk
- ✓ Data migration support
- ✓ Dedicated implementation
No contracts. No setup fees. No separate CRM bill. See full pricing →
Freight broker CRM questions
A freight broker CRM manages the shipper relationship: prospecting, follow-ups, quotes, and the full history of every shipper. UltraShip builds that CRM into the TMS, so the shipper you prospect is the same record you quote, onboard, book, and invoice, with no second system.
A CRM manages the relationship before and between loads: prospecting, follow-ups, and quotes. A TMS runs the load: booking, tracking, and billing. Most brokers buy them separately, and the handoff is where time and data leak. UltraShip puts both on one shipper record.
It is a full freight broker CRM: shipper pipeline, quote tracking, follow-up visibility, and manager reporting, built into the same system that runs your loads.
Yes. When a quote is approved you send the shipper to compliance review and fire a digital onboarding form from the record. The shipper fills and signs it online, and the data files itself into their profile. No email thread, no print-sign-scan.
Yes. You capture and track shipper leads in the pipeline, convert inbound shipper emails into draft loads, and run bulk outreach to prospects with UltraCampaign, all tied to each shipper record.
No. The CRM is part of UltraShip, starting at $55 per user per month. There is no separate CRM fee stacked on top of your TMS, no contracts, and no setup fees.
See the CRM work inside your TMS
on your real brokerage workflow
One record, from prospect to payment.
Book a Demo →