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Shippers & brokersFeaturesDealer & shipper customer portal

Shippers & brokers / Dealer & shipper customer portal

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
A real portal you can offer your customers
Enlarged A real portal you can offer your customers

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.

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.

What belongs together

Keep the context with the work.

Brokerages can offer portal access to their customers. Customer users work with the records and actions available to their business; the office uses a separate operating console.

  • A separate customer-facing dashboard
  • Transport requests & order history
  • Shipment tracking & receiving visibility
  • Vehicle-list / batch intake
  • Invoices, statements & damage records
  • Linked portal account inside the customer profile

Inside the workspace

Your office and your customer's portal, connected

The customer experience

Give customers a focused place to request transport, review current and historical orders, follow available tracking, and find the invoices and delivery records shared with their business.

The office experience

Link the dealer account to its customer profile. The native Dealer Portal tab brings that account's transport activity, vehicles, lanes, auction sources and recent portal orders into the CRM.

Access for the right team

Plan portal users, receiving locations, shared records and enabled modules during setup. A customer portal login does not grant brokerage dispatch or company accounting access.

How it fits your day

From the first review to the next handoff.

01

Request the transport

Submit vehicle, pickup, destination and receiving information through the customer workspace.

02

Follow the shipment

Review the order status and tracking information shared with your business.

03

Find the records

Locate available delivery documents, damage reports, invoices and statements for the work your team requested.

Explore this workflow

Open the product. Explore the details.

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Continue with your operation

Put it in your company's context.

Feature access depends on your business, role, enabled modules and provider configuration. Review the workflow and permissions during setup.