Move Freight Faster with a CRM Built for
Logistics
From booking through proof of delivery, manage shipper relationships, carrier networks, and shipment visibility in a single platform designed for freight brokers, 3PLs, and fleet operators.
0%
Faster Load Booking
With automated carrier matching
0%
Fewer Missed Check-Calls
Through automated tracking updates
0%
Lower Freight Costs
Via rate benchmarking and optimization
0%
Faster Invoice Processing
With automated document capture
Core Capabilities
Everything you need for
logistics.
Purpose-built features that address the unique challenges of the logistics industry.
Shipment Lifecycle Management
Track every load from quote through delivery with milestone updates, exception management, and proof-of-delivery capture.
- Order-to-delivery pipeline with configurable status milestones
- Automated status updates triggered by carrier EDI messages or GPS data
- Exception alerts for delayed pickups, missed deliveries, and temperature excursions
- Digital proof-of-delivery capture with photo and signature collection
- Shipment history and lane analytics for repeat route optimization
Carrier Network Management
Maintain a vetted carrier database with compliance tracking, performance scoring, and automated onboarding workflows.
- Carrier profiles with authority verification, insurance, and safety ratings
- Automated compliance monitoring with expiration alerts for insurance and MC authority
- Performance scorecards based on on-time delivery, claims, and communication
- Digital carrier onboarding packets with e-signature and W-9 collection
- Preferred carrier lists and lane-specific carrier recommendations
Rate Management & Quoting
Quote shippers instantly using rate tables, market indices, and historical lane data to stay competitive and profitable.
- Contract and spot rate management with effective date tracking
- Lane-based rate benchmarking against market indices
- Automated quote generation with margin calculations
- Customer-specific pricing tiers and volume discount rules
- Rate trend analysis to identify profitable and underperforming lanes
Route Optimization & Visibility
Optimize routes, track loads in real time, and provide shippers with live visibility into their freight.
- Multi-stop route optimization to minimize deadhead miles
- Real-time GPS tracking integrated with ELD providers
- Shipper-facing tracking portal with estimated arrival updates
- Geofence alerts for pickup and delivery location proximity
- Historical route performance analysis for lane planning
Freight Billing & Settlements
Automate invoicing, carrier settlements, and accounts receivable with document matching and approval workflows.
- Automated invoice generation on proof-of-delivery confirmation
- Rate confirmation to invoice matching for discrepancy detection
- Carrier settlement processing with quick-pay and factoring support
- Accounts receivable aging dashboards and collection reminders
- Accessorial charge management and dispute resolution tracking
Operational Analytics & KPIs
Monitor load volume, margin trends, carrier performance, and team productivity with logistics-focused dashboards.
- Daily load count and revenue dashboards with goal tracking
- Margin analysis by lane, customer, carrier, and broker
- Carrier utilization and capacity trend reporting
- Team performance metrics including loads booked and revenue per head
- Customer profitability rankings to focus business development efforts
Trust & Compliance
Enterprise-grade security,
industry-specific compliance.
Use Cases
How logistics teams
use Leadify.
Freight Brokerage
Match shippers with carriers, manage rate negotiations, and track loads through delivery while maintaining healthy margins across thousands of monthly shipments.
Third-Party Logistics (3PL)
Coordinate warehousing, fulfillment, and transportation across multiple clients and carriers with unified visibility into every order and shipment.
Fleet Operations
Manage driver assignments, vehicle maintenance schedules, and route planning for owned fleets while tracking driver compliance and HOS regulations.
Freight Forwarding
Manage international shipments across ocean, air, and ground legs with customs documentation, duty calculations, and multi-modal tracking.
“We used to spend half our day on check-calls and manually updating load statuses. Now automated tracking does the heavy lifting, and our brokers focus on booking profitable freight.”
James Caldwell
VP of Brokerage Operations, Summit Freight Solutions
FAQ
Logistics CRM,
answered.
Integrations
Connects with the tools
logistics teams already use.
Native two-way sync with the core systems that run your logistics operations — no brittle Zaps, no duplicate data, no manual exports.
TMS & Load Boards
- McLeod, MercuryGate, Turvo
- DAT & Truckstop load boards
- Project44 & FourKites visibility
Carrier & Compliance
- SaferWatch & Highway carrier vetting
- ELD providers (Samsara, Geotab)
- FMCSA SAFER API
Docs & Billing
- QuickBooks & NetSuite AR
- Triumph Pay carrier settlements
- DocuSign for BOLs & POD
More solutions for logistics teams.
Ready to Optimize Your Logistics Operations?
See how Leadify helps freight brokers, 3PLs, and fleet operators move more loads with less effort.