Sales

Sales Agent CRM

Track deals, tasks, and broker relationships for freight sales agents. Connects to Gmail for email context.

Key Features
Deal pipeline tracking by stage
Broker relationship management
Gmail integration for email context
Task management with due date tracking
What you can ask
"Show me all deals in the quoting stage"
"What tasks are overdue?"
"Create a follow-up task for the Shanghai shipment"
"Summarize my open deals by broker"
"Search my Gmail for the latest rate quote from Priority One"

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