User Defined Data

Customize Your CRM for Every Division of Your Freight Business

Every freight operation has unique data needs—whether you're managing brokers, agents, shippers, or carriers. SalesDrip gives you unlimited custom fields, allowing each team or division to track the information that matters most. Tailor your CRM to capture critical lead and customer data, enhance your sales strategy, and build stronger relationships. With custom fields and powerful reporting tools, your team can turn insights into action and drive long-term growth.

Use Personalized Data to Win More Freight Deals

Custom data fields are a core driver behind the SalesDrip platform—powering automation, triggering workflows, and generating insightful reports based on the data your team values most. For freight brokers and sales professionals, these user-defined fields become essential tools for capturing and organizing key lead details. They give you the flexibility to shape your CRM around your unique sales process, helping you move faster, close more deals, and strengthen every client interaction.

You can set your data fields to support a variety of input types, giving your team flexibility in how information is collected and used:

• One value can be entered
• Multiple values can be entered
• Short or long text boxes, allowing contacts to provide detailed information
• Dates and trend data, useful for tracking metrics over time—such as dollars saved or revenue generated by clients

As your company grows with SalesDrip, these fields seamlessly integrate into your CRM, triggering workflows, and enabling advanced contact filtering and segmentation for highly targeted, personalized campaigns.

Utilize custom field filtering to refine segmentation and ensure your messaging reaches the right audience.

Custom user-defined fields in SalesDrip not only power automation but also enable advanced contact filtering. Whether you're targeting contacts based on product interest, geographic location, or any other key detail, these fields give you the flexibility to segment your freight CRM data with precision—driving more personalized and effective outreach.

By applying custom filters, your team can generate targeted reports and send personalized emails to the right leads at the right stage in your funnel. This level of segmentation is key to effective lead nurturing—helping you convert more prospects into clients. Personalized messaging not only increases conversion rates but also ensures your leads receive relevant content about your freight solutions, services, or offerings.

Using your CRM as the central hub for client data empowers your team with long-term visibility and control. With SalesDrip’s powerful filtering and automation tools, you can deliver smarter campaigns and drive consistent growth across your freight or logistics business.