Five automated features that will help you save time

(It’s like having 2 additional employees to work on small manual tasks)

1. Powerful CRM with specific features and functions.

All your important contacts can be stored together in one place and organized according to your needs. This allows you to have complete control and have your customers/mostly used locations easy to find.With CarShipIO CRM you can classify your contacts according to the type of business they are, for example: Customer, Dealer, Exporter, Terminal, Port, Auction, etc.  – Next step you manage the specific details of a specific contact type. You can title/name all your contacts and add them into specific groups, depending on source, communication, priority, etc. Save the general notes, pick-up or delivery instructions so the next time you select the contact it will be the auto-populated.  – Set up a Credit limit for each customer, the system will warn you when the preferred limit is excited. This allows you to build confidence with your customers, it’s like building a credit line outside in a real world.


2.
File import VIN decoder quick Vehicle details lookupWe support importing PDF files from Smart Auction, Gate Pass, Adesa. Since we have been working on adding new sources, you can now import an order using a Copart Lot number and many others are coming soon. All it takes is 3 clicks to create an order with all the information populated automatically. In vehicle details there are two clickable buttons that will allow you to view:

– Picture of the vehicle

– Dimensions and specific details

3. Automated e-mail follow-upsWhen you send a quote, you have a feature called Automated email follow up. What this feature does is according, is to a schedule you set, it will follow up with the customer that you sent a quote to, 3 times, basically reminding them to accept the quote. Within that feature, you are able to choose different templates(simple or HTML) for the purpose of getting this sale. That will save you and your team a lot of time trying to figure out what leads needs to be followed up with.

4. Electronic signature

You don’t need to bother your customers to submit any additional forms or signatures, because it’s already built it in the quote acceptance process. If you have e-sign module enabled, it will generate a PDF file with electronically signed contract attached to the order automatically. This will avoid taking extra steps to acquire the signature with the contract above and all the details about the order. Charge-back is a common issue with broker’s business.

5. Automated dispatchThe way auto-dispatch works is all your carriers are titled/marked as VIP will get a job dispatched to them automatically when they request it. This feature will save you money and make you money at the same time. It’s like having another employee dispatching jobs to carriers. You control the carriers, if they uploaded the insurance, and enable the functionality for the ones you trust.