Build the customer relationship
Work customer profiles, contacts, deals, quotes, custom pricing and follow-ups in the CRM. Carry the agreed receiving instructions and shipment requirements into operations.
Prevayl for brokerages
Own the customer promise. Coordinate the whole move.
Grow customer accounts in a connected CRM, coordinate the move in your TMS and offer customers their own shipment portal. Keep sales, dispatch, customer service and accounting working from the same relationship and order history.
A day in your operation
Follow the work through.
Cover the movement
Review carrier offers and company records, agree the schedule and keep the assigned driver visible on the order.
Keep customers connected
Offer a separate customer portal for transport requests and shipment visibility. Follow milestones and handoff reviews while retaining the account's communication and portal activity.
Review the economics
Carry delivery records into customer invoicing, carrier payables and reporting. Resolve exceptions with the supporting evidence.
The tools for this operation
Explore each part of the job.
CRM, sales & customer relationships
Run the whole account relationship: contacts, opportunities, follow-ups, quotes, customer-specific pricing and the orders that follow. Give sales and operations the same customer history.
Native platform · Demo dataThe CRM behind the customer relationship
The native customer profile connects account contacts, quotes, orders, follow-ups and customer history. Switch views to explore contacts and recorded lane analysis.
Explore the full CRM workspace ↗About this capture
Source-rendered Prevayl Demo captures of unchanged CRM components, source 0087dac2, October 26 Eastern / October 27 UTC, 2026. All customers, contacts, opportunities, orders and financial figures are fictional local fixtures. Customer totals and lane analysis use the native calculation modules. No production session, lead, message, quote, account edit or financial write occurred. Recorded and projected values retain their native labels; these are not customer results.
- Customer profiles, contacts, locations & account owners
- Calls, activity history, sales notes & follow-ups
- Deals, quotes & customer-specific pricing
Orders & dispatch
Coordinate vehicles, coverage and the movement through delivery.
Product captureThe dispatch workspace
The operations workspace behind carrier coverage, order coordination and vehicle movements.
Explore the dispatch workspace ↗About this capture
Platform capture with identifying fields replaced for privacy. Displayed figures are demonstration data, not verified customer results.
- Order lifecycle & load board
- Posted loads, offers & carrier assignment
- Load building & route context
Carrier network & trusted handoffs
Keep the carrier company, assigned driver and supporting records visible together.
Product captureReview the protected handoff
The PIN RELEASES panel keeps the requesting driver, load scope and authorization decision together.
Walk through ID & PIN review ↗About this capture
Deployed queue component rendered with fictional local records, October 25, 2026. No production PIN request or government ID is included.
- Carrier profiles & network history
- Individual driver profiles & assigned-order metrics
- Saved ID records & verification review
Dealer & shipper customer portal
Give your dealership and shipper customers a portal of their own. They can request transport, follow shipments and find their records while your team manages the account in Prevayl's CRM.
Native platform · Demo dataA real portal you can offer your customers
The native dealer portal gives customers their own order list, vehicle counts, shipment status, pickup schedule and tracking links. Their workspace stays separate from your office console.
Explore the customer portal ↗About this capture
Source-rendered Prevayl Demo captures of unchanged dealer dashboard, order list and CRM Dealer Portal tab, source 0087dac2, October 26 Eastern / October 27 UTC, 2026. Fictional local account and shipment data only. Customer-facing portal and provider-side CRM views remain distinct. No invite, account provisioning, new order, load-board post, payment or customer-record change was performed.
- A separate customer-facing dashboard
- Transport requests & order history
- Shipment tracking & receiving visibility
AI & communication
Bring context, review and customer follow-up into the same operational flow.
Product captureDispatcher Bot, stage by stage
Eight native stage controls in the Dispatcher Bot panel. Open the walkthrough for distinct stage details.
Explore all eight stages ↗About this capture
Current product components in an isolated Prevayl Demo fixture with fictional records. No customer records or production actions.
- Order Ask AI & role-based assistance
- Dispatcher Bot stage controls
- Daily briefing & operational insights
Accounting & performance
Follow the order into billing, carrier payables and reviewed business reporting.
Product captureThe accounting workspace
Receivables, payables and financial context alongside the operating record.
Explore accounting & reporting ↗About this capture
Historical demonstration capture. Figures are example data, not verified operating results.
- Order billing & customer invoices
- Carrier payables & payment review
- Accounting console & financial records
Exceptions & connected systems
Follow the work that needs attention: shipment claims, partner requests, file exchange and integration failures. Keep the source record and the next decision visible to your team.
Native platform · Demo dataReview exceptions against the actual movement
The native claims workspace keeps the claim, shipment, vehicle, carrier, amount and review state together. Switch views to see partner requests and failed-file activity in GM Connect.
Explore connected exchange ↗About this capture
Source-rendered Prevayl Demo captures of unchanged Claims and shared OEM partner cockpit components, source 0087dac2, October 26 Eastern / October 27 UTC, 2026. Fictional local claim, connection, request and file records only. The demo connection remains inactive; no live GM exchange, connection test, accept/reject decision, claim approval or financial action occurred. Light-mode EDI captures use the native theme control. Partner setup and acceptance are required for a real connection.
- Claims tied to orders, vehicles & carrier records
- GM partner requests awaiting dispatch decisions
- EDI file activity & failed-exchange details
Your workspace and available actions depend on your account, assigned role and enabled modules. We review those details with you during setup.
See the product behind the workflow
Explore the CRM and customer workflow
See native customer profiles, sales opportunities and account history, then follow the linked portal your customers can use.
Getting started
Make the setup fit your operation.
- Bring a recurring lane and a recent order example.
- Map dispatch, sales and accounting responsibilities.
- Review customer/carrier imports, connections and approval settings.
- Agree the rollout, training and account terms with the Prevayl team.
A different kind of operation?