Load boards, CRM’s, Emails, IP phones…
Technology for freight broker’s has come a long way. With so many tools to use to optimize your business it’s hard to choose what you need vs what you can manage to do without.
Whether you are at the beginning of your brokerage journey, or just looking to run a lean technology stack, in this video I am going to cover what I would do with a technology budget of less than $300 per month.
In general your “essentials” that you need to run your brokerage fall into 4 categories.
Order management
Communication
Carrier Acquisition
Financial
So the only programs that I would consider “must-have’s” for your brokerage all fall into those categories.
Starting from most important to least important, I recommend the following:
- TMS system
The TMS system is the heart and core of your business. You use it to organize your customers, loads, and carriers so that nothing gets left behind. For this I recommend
- Load Board
Now that you have your orders organized, you need to find some carriers. For the last 24 years we as a company have relied on DAT for a reliable load board that helps us get our loads covered with quality carriers.
DAT Load Board
Sign up through our partnership link and get 1 month free!
*Promotions are for new subscribers only
- Email and Phone
Now you need a way to contact all your customers and carriers that is professional and easy to use.
My go to applications for this are Microsoft Office 365 and Dialpad as an online phone solution. Both affordable, professional, and easy to use.
- Accounting
All TMS systems do not have a way to accurately track your spending outside of freight costs. I recommend the software Xero to meet this need. It’s easy, intuitive, and affordable.
Bonus CRM:
A CRM is a customer relationship management system and they are useful to track a large volume of calls/emails to potential clients. There are many options on the market for free, but if you would like to invest in a more professional option. I recommend
All of these recommendations are based on my experience, how easy they are to learn and the value you get for the investment.
P.S. Whenever you’re ready… here are 4 ways I can help you grow your freight brokerage:
1. Watch my free Webinar
It’s the roadmap to growing your freight brokerage past 6-figures => Watch here
2. Join the Freight Broker Network and connect with Brokers who are scaling too
It’s our new Facebook community where smart broker’s learn to get more income, impact, and independence. — Click Here
3. Join our Implementation Program and be a Case Study
I’m putting together a new coaching case study group at Freight Broker Mentor this month… it’s called the freight broker accelerator program. If you’d like to work with me directly on your brokerage growth plan Check out the Freight Broker Accelerator => Click Here
4. Work with me and my team privately
If you’d like to work directly with me and my team to take you from 6 to 7 figures… just send me a message with the word “Private”… tell me a little about your business and what you’d like to work on together, and I’ll get you all the details! — Click Here
