Workflow Manager

Boost efficiency and scale your freight operations with automated CRM workflows.

Get Started Today Explore Pricing

Home

Features

Sales Features ArrowsIcon

Workflow Manager

Streamline your freight operations with powerful workflows.

Workflows eliminate manual tasks by automating your sales and marketing processes—saving time and ensuring consistency across your team. SalesDrip’s Workflow Manager empowers freight brokers, agents, and carriers to streamline operations, improve efficiency, and deliver a consistent experience at every touchpoint. It’s a powerful tool for building repeatable systems that drive growth in your logistics business.

SalesDrip Workflows are built to automate the critical tasks that drive freight sales and logistics operations. Here’s what you can do with them:

Send emails and SMS/MMS messages
Start, stop, pause, or resume a customer journey
Update or add contact information
Assign or remove contacts from groups
Apply or remove tags
Charge a credit card
Trigger CRM activities like follow-ups or task reminders
Send documents for electronic signature
Create or update sales opportunities
Generate and send quotes or invoices
Notify your team via email or text
Launch a drip marketing campaign
And much more!

Endless Ways to Manage and Engage Your Freight Contacts

SalesDrip gives you the flexibility to customize your CRM and contact workflows to match your operations. From simple tasks to complex sequences, you can automate actions like logging calls, updating notes, scheduling follow-ups, and assigning tasks to your team.

These CRM activities help freight professionals stay organized, deliver consistent communication, and create a more personalized experience for every contact. Whether you're managing shippers, carriers, or leads, SalesDrip makes it easy to track every step of the relationship.