Sales Opportunnities

Accelerate Your Freight Sales with Smart CRM Tools

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Sales Opportunnities

Close More Freight Deals with SalesDrip’s Powerful CRM Tools

SalesDrip gives you everything you need to manage leads, track deals, and boost performance. With our Opportunities feature, your team can focus on high-value freight sales while delivering a seamless, professional customer experience.

By equipping your freight brokers and agents with the right tools, you’ll streamline the sales process, strengthen relationships, and close more revenue-generating deals faster.

Track High-Value Freight Opportunities with Precision

SalesDrip lets you build custom sales funnels and deal stages for each of your freight services or product lines. These tailored workflows create more personalized experiences for your leads and give your team full visibility into deal progress.

With customizable checklists at every phase, you can maintain a consistent sales process, ensure smooth handoffs, and deliver a professional experience from first contact to close—all while keeping your high-value opportunities on track.

Unlimited Flexibility to Customize Your Sales Opportunities

SalesDrip gives you full control over your sales process with highly customizable Opportunity management. Tailor every stage, checklist, and workflow to match your freight or logistics business. Whether you're managing complex deals or high-volume sales, SalesDrip empowers you to track progress, stay organized, and close more deals with ease.

Stagnation Alerts: Automatically trigger workflows when a contact remains stuck in a specific sales stage for a set number of days—keeping deals from going cold.

Product Tracking: Define products with custom descriptions and assign them to specific opportunity pipelines for accurate deal tracking and reporting.

Sales Quotas: Set personalized sales quotas for each team member to help them stay focused, measure performance, and hit their targets.

Custom Fields: Create unlimited custom fields to capture key details about every lead and deal, giving you full flexibility to organize data the way your freight business operates.

Streamline the sales process with automation

Automation is seamlessly integrated across the SalesDrip platform, enabling freight brokers and logistics teams to work smarter. Trigger workflows or customer journeys automatically as contacts move through specific stages in your Opportunity pipeline. Each workflow is fully customizable to match your business processes—helping you eliminate repetitive tasks, stay organized, and accelerate your freight sales performance.

Kanban board with drag-and-drop functionality for effortless management

Easily manage your freight deals with a visual Kanban board designed for daily use. Monitor progress at a glance, drag and drop opportunities between custom sales phases, and quickly access detailed updates with a single click. Use advanced filters and reporting tools to track deal flow, identify bottlenecks, and stay on top of every opportunity in your pipeline.