CRM

HubSpot

Keep leads, prospects and customers organized in one centralized CRM.

HubSpot is the CRM Freight Flex agents use to stay organized as they grow. Every lead, prospect and active customer lives in one centralized system, so nothing falls through the cracks between the first cold call and the hundredth load.

How Freight Flex agents use it

Agents use HubSpot to funnel leads, prospects and clients into a centralized spot. Track every conversation, set follow up tasks, watch deals move through your pipeline and know exactly where each relationship stands. When leads come in from the Freight Flex website, they route to agents through this same infrastructure.

What it means for your customers

Customers get an agent who remembers the details. Follow ups happen on time, quotes do not get lost and the history of the relationship is always at hand. Organized agents keep customers longer.

Access and cost

HubSpot access is provided through the Freight Flex agent program. Ask our team about how CRM access is set up for your agency during onboarding.

Training and support

We help you set up your pipeline and show you the daily workflow that top agents use. You do not need CRM experience to get value from it in week one.

How it fits the stack

HubSpot manages the pursuit from first contact through a growing customer relationship, and Tai TMS takes over the operating workflow once the freight is booked.

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