What Client Relationship Management Software is Best for Your Trucking Business?

Managing client relationships is a critical part of running any business. It's not enough to have a trucking company with the right equipment. You will deal with leads, whether driver leads or client leads, and your sales/recuitment team needs tools to stay organized.

But how can you do this if you spend all your time on administrative tasks and not interacting with clients?

Let me present the top three CRM software systems for the trucking and logistics industry, highlighting their pros and cons.

Zoho | Best for Startups

Zoho is a cloud-based CRM system that provides small businesses with the tools they need to manage their relationships with customers and prospects. It's an excellent option for trucking companies looking to grow or refine their approach to client management.

In addition to being a valuable tool for CRM, Zoho has several other features that make it an excellent choice. It works on any device, letting you access your information from anywhere. Zoho integrates with dozens of business apps so that you can customize your experience however necessary.

Simplicity. That’s what you get with Zoho – no frills, no fuss, and no-nonsense. Just a system that’s easy to set up, easy to use, and even easier on the eyes.

Pros:

• Free for up to 3 users.
• Strong email system already integrated internally.
• Simple user interface with clear instructions to optimize each tool.

Cons:

• Requires a lot of customization to get started.
• Limited customer support.
• Not suitable for more complex trucking companies.

Monday.com | Best for Teams

Monday.com is a cloud-based CRM that helps you manage your business and customers. It's easy to use, accessible from any device, and it's free for up to two users.

The dashboard makes it easy to view all your accounts in one place, including contacts, leads, and tasks related to each one. You can also create different views to see what information is most important at any given moment.

Monday.com integrates with many other software programs, such as Zendesk or MailChimp. If you prefer using Google Drive (Google Docs) over Microsoft Word, then there’s an option for that too.

Pros:

• Easily handle sales pipelines, onboarding client projects, and marketing.
• An all-in-one, easy-to-use platform with a clean user interface.
• 200+ starter templates that are 100% customizable with loads of integrations.

Cons:

• Limited features in the free version.
• Slow support turnaround.
• Can be a bit complex for CRM beginners.

Intelliapp | Best for Truckers

Intelliapp is a CRM that offers a 360 degree solution for trucking businesses. The software is cloud-based and integrates with other business software to automate processes and make them more efficient. It's designed to be easy to use, so you don't have to pay for expensive training programs or have in-person meetings with an advisor when you first start using it.

Specifically geared towards the trucking industry, Intelliapp is extremely easy to personalize for any logistics company. The endless options allow the user to quickly sort applications by lead titles, dates, names, etc.

It is the end-all for the trucking industry in terms of CRM, automatically collecting truck drivers' work history, licenses, accidents, and violations in one integrated and painless database.

Pros:

• Unifies multiple types of information into a central location.
• Quick and easy search parameters make it easy to pull up relevant data.
• Easy sorting based on the goal of your next client interaction or marketing campaign.

Cons:

• No free trial, and on the pricier side.

Time to Get Started

As with any software purchase, there is always some kind of learning curve when implementing new technology into an existing workflow or routine at work. You want to ensure that whatever CRM system(s) you choose will save you time in the long run by automating processes so that you don’t have as much manual effort involved in managing client relationships.

We at i90 hope that this guide has helped you understand the critical differences between what we believe are the most popular trucking CRM solutions available today. Also, as a company that provides excellent value to our clients, all our clients receive access to our proprietary CRM that is designed to improve and automate processes in the transportation industry.

We also hope it’s given you some insight into whether or not any of these tools would work for your own business and, if so, which one might be best suited for its needs. One thing we do know for sure is that no matter what CRM solution you choose, it will undoubtedly make managing your contacts easier.

Reach out to our expert team today, and let’s schedule a time to discuss how our digital marketing agency can help boost your trucking company’s efficiencies. We specialize in improving business in the transportation and logistics industry, just like you!