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    Pre-Selected Vendors (1)

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    Close CRM

    Close CRM is a high-velocity sales platform built for SMB brokers and freight startups that need to make a high volume of calls and emails daily. It features a built-in power dialer, automated email sequences, SMS messaging, and predictive dialing — all without third-party add-ons. The unified inbox shows all communication across channels in one timeline. Smart views and pipeline management help sales teams prioritize hot leads and close deals faster.

    Suggested Vendors (6)

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    Pipedrive

    Pipedrive is a visual, deal-driven CRM designed for SMB to mid-market brokers, carriers, and small 3PLs. Its drag-and-drop pipeline interface makes it easy to track deals across customizable sales stages. Features include built-in email sync, activity reminders, contact history tracking, web forms for lead capture, and AI-powered sales assistant recommendations. The platform integrates with 500+ tools and offers mobile apps for managing relationships on the go.

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    Oracle NetSuite CRM

    Oracle NetSuite CRM provides a complete view of customer interactions integrated with ERP and e-commerce. Features include sales force automation, marketing automation, customer service, and partner relationship management.

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    Microsoft Dynamics 365 Sales

    Microsoft Dynamics 365 Sales is an enterprise CRM integrated with the full Microsoft ecosystem for mid-to-enterprise 3PLs, shippers, retailers, and manufacturers. It features AI-powered relationship insights, predictive lead scoring, conversation intelligence for call analysis, and LinkedIn Sales Navigator integration. Deep integration with Teams, Outlook, Excel, and Power BI enables seamless collaboration. Copilot AI assists with email drafting, meeting summaries, and opportunity analysis.

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    Insightly CRM

    Insightly CRM combines customer relationship management with project management capabilities. Features include pipeline management, workflow automation, email tracking, and built-in project delivery tools.

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    Zoho CRM

    Zoho CRM offers a comprehensive sales management platform for SMB to mid-market logistics companies. It features AI assistant Zia for lead scoring and deal predictions, multi-channel communication tracking (email, phone, social, chat), workflow automation with blueprint process management, and customizable dashboards. The platform integrates with 500+ third-party apps and Zoho's own 45+ business applications. Free tier supports up to 3 users with paid plans offering advanced analytics and territory management.

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    Keap CRM

    Keap (formerly Infusionsoft) provides CRM and marketing automation for small businesses. Features include contact management, sales pipeline, email marketing, appointments, and invoicing in one platform.

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