A guide to essential features that enhance efficiency and productivity
The auto transport industry is fast-paced, highly competitive, and filled with logistical complexity. To stay ahead, businesses are turning to Customer Relationship Management (CRM) solutions built specifically for the auto transport sector. But with so many tools on the market, why choose the Message Plane CRM?
Automated Quote Generation and Lead Management
Time is money in auto transport. The faster you respond to a lead with a professional, accurate quote, the more likely you are to win the job.
Why It Matters:
Instantly generates quotes based on distance, vehicle type, route, and market rates.
Automates lead capture from web forms, emails, or partner platforms.
Allows for follow-ups, reminders, and status tracking.
Message Plane CRM integrates directly with load boards or your website to create a seamless lead-to-booking pipeline.
Dispatch and Carrier Management Tools
A strong CRM should make dispatching and managing carriers easy and intuitive. From assigning jobs to managing documentation and tracking driver performance, everything should be in one place.
Key Features:
One-click dispatch to preferred carriers
Live availability and location tracking
Digital carrier profiles with insurance and rating history
This improves route efficiency, minimizes delays, and helps build long-term relationships with trusted partners.
Real-Time Tracking and Status Updates
Customers and dispatchers alike need visibility. A CRM with real-time shipment tracking and automatic status updates makes communication easier and builds trust.
Message Plane CRM offers:
GPS integration with driver apps or ELD systems
Automatic status updates: picked up, in transit, delivered
Customer notifications via SMS or email
This cuts down on “Where’s my car?” calls and gives your business a reputation for transparency.
Integrated Invoicing and Payment Processing
Streamlining your back office is just as important as your field operations. Message Plane CRM is with built-in or integrated invoicing capabilities can help you get paid faster and with fewer errors.
Capabilities:
Generate and send branded invoices
Track payments and due dates
Sync with QuickBooks or accounting software
Accept online payments from customers
Reducing manual data entry = fewer mistakes and more time for growth.
Reporting and Analytics Dashboards
To improve, you must measure. A great CRM will give you data-driven insights into your sales pipeline, dispatch efficiency, customer behavior, and more.
What Good Reporting Looks Like:
Customizable KPIs and dashboards
Performance tracking by driver, route, or time period
Exportable reports for business reviews and tax prep
Data gives you the power to scale smarter and forecast better.