CarShipIO Broker Software CRM + TMS

Why Car Broker Company needs a Quote form on their website?

If you are looking for an easy and integrated solution for capturing a prospect’s interest and quoting your potential customers who are interested in car transportation all over the US, then look no further.

Based on our data, more than half of our customers who start their business baying leads from lead providers, end up either use both or only generate their own leads.

Here at CarShipIO, we provide with with great looking and battle tested, quote form, that’s complete plug and play, and can be easily integrated into your website or landing page(s). Here are some main benefits:

Lead Generation

Once your site visitor fills in their details, they will benefit from a free quote provided by you. You will receive an instant email with complete details of their pickup and delivery address, email and phone number as well as car details and desired ship dates, so you can instantly provide them with a great price quote or discuss further details on the phone. The lead will land into your CarShipIO account in Lead category.

Repeat Business

Having repeat business from the customers is a key. You can also add our provide quote form to your, Customer Portal, where customers can track their order from start to finish, as well pay a deposit, with a quote form added, they will now be able to submit repeat transportation requests. The free-flowing quote form added also means another request can be easily created by customers, making it a seamless transition to +1 order. Customers will love using this easy tool!

Easy To Use

The simple forms and layouts mean customers only require important fields to be filled in that can be progressively shown to them, increasing the chance of conversion. These include From Address, To Address, Name, Email, Phone Number. Plus, the Year, Make and Model of the vehicle. This allows you as a broker to easily work out the weight, size, and type of vehicle the customer wishes to transport, providing all the necessary information you need to generate a competitive quote for them. Your prospect customers will also have the opportunity to provide details of any special requests, including pickup date or instructions and to go into as much detail as they need to, not only helping you but helping them transport their vehicle easily.

Fast Turnaround

Our powerful imbedded form will also calculate distance instantly, displaying to the customer, as well as providing all information you need once a customer submits the form, an instant lead email alert is generated and delivered straight to your inbox. A quick turnaround is exactly what your customer is looking for. By capturing all details needed for an accurate price quote, you are guaranteeing a fast response, and no back and worth to collect incomplete or missing information.

Capture your Marketing Campaign Leads

CarShipIO can be its own lead generation software. If you use Facebook or Google advertisements to promote your website, directing traffic to your unique services that would otherwise be shared across a competitive broker market. Providing an excellent private base of customers and endless lead generation. Our software platform will accurately capture you lead information as well as provide with complete analytics on Sources and Campaigns details of your marketing efforts. Analyzing conversions captured via a form, in a detailed report, will provide you with insight needed to double down on channels that work, and minimize spend on worst performing ones.

Data is 100% Private

Our software is a direct customer-to-broker service. Meaning no one else will be able to access your leads, or sensitive customer data. Therefore, your client’s data is always kept safely for you.

Easy To Install

Adding CarShipIO “magic” to your website can be achieved in under 5 minutes! We send a ready to use, copy and paste snippet, and all the instructions on adding the quotation form. If you have your own developer/”it guy”, even better! Otherwise of course, we are here to help, in case you require any further assistance.

Check out all features for Broker here!

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 lookup

We 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-ups

When 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 dispatch

The 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.

5 reasons why Brokers need to use software TMS/CRM

1. Keeping track of all your customers and records

Stay organized step by step. No matter where and how many customers a month you get, you need a way to organize them, prioritize them, label them, and find any contact info anytime / all history. Many new brokers don’t know better. They store their customers in spreadsheets or save customers info in their phone, or even on paper, which creates a really big mess, doubles the work and increases headache. Starting a new business comes with enough headaches as is. To build a house you need tools, same goes for broker business. You’ll need a TMS and CRM systems.

2. Look professional

When it comes to sending a quote to a client, you want it to sell your offer. Imagine yourself as your customer. What kind of email will attract your attention? Right, a nice, maybe HTML template will say “Hey, we are the best in the business and provide honest, reliable services.” When you order an item online, you expect an email confirmation, ability to track step by step, with all the instructions and updates. Why would your customer expect any less? That’s how you stand out for being a professional instead of a beginner.

3. Save time

TMS and CRM system has been developed for one purpose and this purpose is to help you save time, be organized and stay on top of everything. Software companies test their product so it’s actually useful and beneficial for you and your business. Otherwise, these companies would be out of business if they were useless. You have to understand, the software companies working for the purpose of improving their product according to your needs and to keep up with nowadays market. Compare the Google spreadsheets or paper process to the past of using pagers vs using latest iPhone. Do you see the difference? Automation is the best thing that you can bring to your day-to-day tasks. The time you saved using a CRM can be spent building your business.

4. Grow your carrier network

Each time you work with a new carrier, the software will save this company into your carrier’s list. For example, if the same carrier request a load from you, you can auto-dispatch to him, without spending valuable time on searching for a new carrier, waiting for him to send insurance and accept the dispatch, etc. The system will suggest you carriers you previously worked with based on lanes. Working with same carriers and growing your own network is going to improve the quality of services and provide your customers with fast, reliable shipment.

Help your business grow

Growing your business means staying organized, keeping track of leads or customers coming in, replying to any requests such as ETA, payment, etc. Most of customers in 2021 love automation. With CarShipIO your customers are able to monitor their order, pay deposit, receive ETA and more. These factors will play a part in the growth of your business. Saving time on unnecessary processes will help you focus on bringing new business and new clients. You will achieve the same result much faster and with much less effort vs doing it manually.