Know the account
Keep multiple contacts, account ownership, locations, receiving instructions, internal notes and customer status together. Review the customer summary and relationship activity before the next conversation.
Shippers & brokers / CRM, sales & customer relationships
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.
What belongs together
Keep the context with the work.
- Customer profiles, contacts, locations & account owners
- Calls, activity history, sales notes & follow-ups
- Deals, quotes & customer-specific pricing
- Tasks, tickets & supporting documents
- Order history, common lanes & cost analysis
- Customer billing, statements & sales reporting
- Linked dealer portal for customer self-service
Inside the workspace
A complete CRM around every customer
Choose a CRM view below. Explore the same customer's opportunities, conversations, quotes, transport history and next follow-up. Enlarge any screenshot to inspect the native workspace.
Native platform · Demo dataWork the opportunities attached to the account
The native Deals tab shows individual opportunities, their stage, recorded currency, expected value and probability. These are fictional opportunities, not booked revenue.
About this capture
Source-rendered Prevayl Demo captures of unchanged native CRM components, source 0087dac2, October 27, 2026. Fictional account, contacts, opportunities, quotes, notes and shipment data are supplied through isolated local fixtures. Native calculation modules produce the displayed customer and pipeline values. No production session, message, saved edit, quote, order or financial action occurred. Quote amounts retain the source's currency-not-recorded label; projected price less carrier rate is not posted gross profit. Captures show different tabs within the same customer profile.
Work the opportunity
Track deals through lead, qualified, proposal, negotiation, won and lost. Connect quotes, custom pricing, sales notes, tasks and follow-ups to the customer profile. Opportunity values remain forecasts.
See the operating history
Open customer orders, common lanes, auction sources and cost analysis alongside the commercial relationship. Review booked value, projected order margin and invoice balances with their recorded basis.
Give customers their own workspace
For a linked dealer account, review portal activity from the CRM while the customer uses a separate portal for transport requests, order tracking and records. Office permissions and customer access remain separate.
How it fits your day
From the first review to the next handoff.
Organize the opportunity
Organize customer profiles, multiple contacts, account ownership, activity, notes and incoming leads.
Review the quote
Review opportunities, quotes, custom pricing and follow-ups alongside the customer conversation and recorded lane history.
Carry the agreement forward
Carry receiving instructions into orders, offer the linked customer portal, and follow sales, service and billing records through their native workspaces.
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.