Features

Explore our Features

Our platform streamlines auto transport brokers’ operations with unmatched capabilities. TekosCRM listens to brokers’ needs for new features, ensuring excellence and efficiency.

Your New Best Friend!

A Robust Carrier Vetting Assistant that helps you curb fraud.

Cargo Insurance Tracking

Ensure carriers provide proof of cargo and link their drivers to specific certificates. Keep track of expiration dates to hold carriers accountable.

Algorithms Identifying Suspicious Patterns

Our system continuously learns and identifies scammer patterns, flags at risk loads and notifies you if any suspicious activity is detected from the assigned carrier

Automated 6 Point Pre-Vetting Scan

As you dispatch your load, the Pre-vetting assistant helps you ensure the prospective carrier meets crucial compliance requirements.
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Email Integration
SMTP Enabled

Send Emails From Your Own Domain

Prevent Email Delivery Problems. Our method simplifies the process of sending notifications to your customers directly from your company’s email.

Payment Processing

Payment Processing & Merchant Integrations

Creating stunning and professional websites has never been easier, today with Essentials you will be able to build awesome websites in no time!

Paypal
Paypal
Our PayPal integration allows you to easily process payments, providing a secure and convenient payment option for your clients.
Authorize.net
Authorize.net
Authorize.net as a payment gateway enables you to use whomever you wish as your merchant for credit card processing.
Stripe
Stripe
Our Stripe integration enables you to securely and efficiently process payments directly within our platform
Loadboards

Seamless Multi-Loadboard Integration

Effortlessly post and unpost loads, update order data, assign carriers, and modify dispatch terms with a single click. Our system is fully integrated with multiple loadboards to streamline your operations. Our development team is also open to new loadboard integration requests to better serve your needs.

Posting/Unposting Loads in One Click
Automated Document Handling + Sharing tools
Effortlessly Update Load Data
Enhanced Carrier Pay Negotiation Process
Synced Order Statuses
Super Dispatch
Central Dispatch
Central Dispatch Integration
Central Dispatch Integration
SMS Intergrations

Our SMS Enabled CRM Makes it EASY

Send Quotes, Order Confirmations, Updates, Dispatch Notifications, Payment links, Invoices, Cargo Insurance Requests and more in a simple click

SMS On Demand Service

Effortlessly send SMS with TekosCRM’s SMS bundle, perfect for those with little to no technical skills

RingCentral Integration

Send Unlimited SMS with your own RingCentral app

Twilio Integration

Send Unlimited SMS with your own Twilio account
Open API

Unlock the potential of Open API for endless possibilities

Integrate and connect your Apps, Forms, Scripts with your CRM account

Access your CRM account through our API, giving you the freedom to design custom forms and automations for sending in new leads, quotes, and orders. You can also remotely fetch data from your account with ease.

New Lead API
Connect an external quote form that send new leads directly into your account with multiple different sources
New Booking API
Ideal for orders made on third-party marketplaces. Our API enables you to easily input booking information into our new order form, streamlining the process of placing new bookings.
Fetch Order Data
With this API, you have the freedom to access all data points from your order details, opening up endless possibilities for customization.
Fetch Dispatch Data
After triggering a dispatch, you can access the assigned carrier information, dates and terms for pickup and delivery.

Exciting new APIs are on the way! Stay tuned for updates 🙂 Our aim is to empower you with the control you deserve to effectively manage your business.

Fast performance
Perfect Design
Security Updates

Advanced Features Specifically Designed to Simplify Life for Auto Transport Brokers

Automated Management of Shipment Data and Documentation

With TEKOS CRM, you’ll never have to manually handle shipment details or documents again

Multi-Agent Capabilities

Collaborate with a team and designate sales roles. Use automated agent assignment for incoming leads with a rotation feature. Easily compare agents’ performance.

Ready-to-use Interactive Forms Included

Ready-to-use Multi-step Forms: New QUOTE FORM for Leads: ORDER FORM for shipment details and a PAYMENT FORM to collect payments.
Customer & Carrier Accounts

Enhanced Customer and Carrier Account Features

View live FMCSA Data
View Live FMCSA Data directly within the carrier account page.
Rating System for Carriers/drivers
Order Rating System provides valuable insights for carriers/drivers on each assigned order.
Cargo Insurance Management
Easily request cargo insurance by sending SMS/Email with just one click. Each carrier account includes a list of drivers; Effortlessly link certificates to each drivers.
Save Carrier Routes
Save the common route for each carrier to help find potential matches for unassigned orders.
And so much more..
Search no more. Let us show you with a demo 🙂
View Leads, Quotes, Orders History
Simplified overview of a customer’s history of leads, quotes, and orders in their account’s page
Add & Manage In-Store Credit
Offer your customers in-store credit that they can use towards future shipments. Apply credits towards deposits on new orders.
Takes Notes With Mention & Comments
Access all comments regarding a customer in one central location. This enhanced feature provides valuable insights into the customer’s history with your business.
Automated account creation
Our automated system does the heavy lifting for you. A file and account is generated and updated with each customers.
Customer Sentiment Tracker
Monitor your customer’s feelings with each order and see their average satisfaction level.
And so much more..
Search no more. Let us show you with a demo 🙂
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