TMS or ops spreadsheets
Loads and assets tracked separately from pipeline and contracts.
Sectors · Logistics & freight
Wedge · Prospecting-to-invoice
Prospect, quote, invoice, and collect on one spine
Logistics, freight, and equipment-leasing operators prospect in one tool, quote in spreadsheets, invoice in accounting, and chase collections in email — four systems that never agree on customer status. Salestrics replaces the stitched B2B software stack with a unified context layer that agents can execute on. Traditional CRMs are passive databases. Salestrics gives mid-market operators one data spine — prospecting, CRM, billing, and ticketing — paired with a hosted MCP server so agents (Cursor, Claude, your own) can run operational workflows beside human teams.
Agent-Native · Mid-market operators · Hosted MCP
The stitched logistics stack
Mid-market freight and leasing teams pay for TMS, CRM, CPQ, and accounting that reconcile manually every month.
CRM for new lanes
HubSpot for prospects — no live tie to active shipments or lease terms.
Quotes in email
Rate sheets and proposals lost in threads — billing re-keys the winner.
AR in accounting
Collections in QuickBooks — sales learns about disputes from a forwarded note.
Prospecting-to-invoice on one spine
From first touch through quote, invoice, and collect — one Agent-Native data layer so operators and agents work on the same customer truth.
Momentum pipeline
Lanes, accounts, and opportunities with full activity history.
Workspace quotes
Rate proposals and lease terms beside live deals — not detached files.
Ledger billing
Invoices and Stripe Connect payouts on the opportunity record.
Resolve + Mail
Service issues and collections correspondence on shared Accounts.
What operators get
- End-to-end prospecting, CRM, quoting, invoicing, and collections on one platform
- Ledger ties revenue to Momentum opportunities — no monthly re-key from TMS exports
- Salestrics Mail and Resolve for carrier and lessee communication on live records
- Hosted MCP for agents that draft quotes, flag AR risk, and update pipeline from ops data
Explore the platform
Logistics, freight & equipment leasing FAQ
Does Salestrics replace our TMS?
Salestrics owns the revenue spine — prospecting, CRM, quotes, invoices, and collections. Mid-market operators often keep a TMS or fleet system for load execution while consolidating front-office and billing on Salestrics.
How does prospecting-to-invoice work?
Prospects become Momentum opportunities. Quotes live in Workspace beside the deal. Won business flows to Ledger for invoice and collect — same Accounts, same audit trail, no export-and-reconcile between sales and finance.
Is this for freight brokers, carriers, or lessors?
Yes — mid-market operators across freight, logistics, and equipment leasing with ten to fifty seats selling and billing B2B services. Not startups experimenting with a MVP stack.
Can agents help with quotes and collections?
Yes. Hosted MCP connects Cursor, Claude, and custom agents to live pipeline, mail, and Ledger data — draft follow-ups, surface AR risk, and update opportunities without CSV exports from your TMS.
Run prospecting-to-invoice on one spine
Logistics, freight, and equipment-leasing operators — see how Salestrics unifies pipeline, billing, and agent execution without another stitched renewal calendar.