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Robust CRM Systems for Marketing Agencies & Auto Transport Brokers
Our goal at GoastCRM is to equip your marketing or broking company with tools that increase productivity, streamline processes, and generate income. Our CRM platform is made to meet your needs and expand with your company, regardless of how many leads you manage—50 or 5,000 per month.
In addition to a CRM, we give brokers a full-featured digital workspace to manage leads, expedite communication, and close more deals more quickly.
Lead Management System
Track, organize, and convert leads with ease.
Leads are the lifeblood of your business — and with GoastCRM, you’ll never lose one again. Our intelligent lead management system helps you:
- Capture leads from forms, landing pages, or manually
- Automatically assign leads to agents or sales reps
- Set statuses, priorities, and custom tags
- Track every interaction, from the first touch to the final sale
You’ll always know where every lead stands, and what needs to happen next.
Email, SMS & VOIP Communication
Stay connected with prospects across all channels.
With GoastCRM, you can communicate with your customers without jumping between different tools. Everything is in one place:
- Send personalized emails or text messages
- Set up automated email/SMS follow-up sequences
- Make and record calls via VOIP
- Receive incoming calls & texts from leads directly in the CRM
Our system logs every message, so your team always has full conversation history and context.
Automated Follow-Ups & Reminders
Close more deals without missing a beat.
In the world of auto transport, timing is everything. GoastCRM lets you set follow-up schedules and reminders so you never forget to respond or re-engage a hot lead.
- Create follow-up workflows triggered by time or lead status
- Get automatic task reminders for callbacks and check-ins
- Use pre-written templates to save time
Stay top-of-mind with every prospect and never drop the ball.
Custom Quotes & Invoicing
Send fast, accurate quotes and manage payments.
Tired of quoting via email or spreadsheets? GoastCRM makes it easy to:
- Create branded, professional quotes in seconds
- Customize pricing, routes, and vehicle types
- Track quote acceptance and client responses
- Generate invoices and record payments
You can even integrate Stripe or PayPal to collect payments directly.
Pipeline Management
Visualize your deals from lead to closed.
Use our drag-and-drop pipeline builder to see exactly where every opportunity stands.
- Build custom pipelines based on your sales stages
- Assign deals to brokers and track progress
- Measure performance with built-in analytics
- Forecast monthly sales and revenue
This feature is perfect for managers looking to gain visibility and control across the entire sales process.
Meeting Scheduling & Calendar Integration
Let leads book time without back-and-forth emails.
With built-in meeting scheduling tools, your clients can book time with you directly based on your availability.
- Sync with Google Calendar
- Set buffer times, working hours, and meeting types
- Auto-send confirmations and reminders
- Reduce no-shows and boost professionalism
You can even embed booking links in emails, landing pages, or your website.
Client Management Dashboard
All your client info, in one place.
From signed contracts to call logs, keep every piece of client information organized and easily accessible.
- View contact details, notes, documents, invoices, and messages
- Set client-specific tags or groups
- Track interactions for better service and retention
Whether you have 10 clients or 10,000, GoastCRM scales with you.
Reporting & Analytics
Make smarter decisions with real-time insights.
Use our analytics dashboard to understand what’s working — and what isn’t.
- See lead source performance
- Track conversions, quotes, and sales
- Monitor team productivity and call volume
- Export reports for clients or internal use
No guesswork. Just data-driven growth.
Custom Integrations & API Access
Connect your favorite tools and streamline workflows.
GoastCRM plays nice with other apps. You can:
- Use our Zapier integration to connect 1000+ tools
- Sync with email platforms like Mailchimp
- Add Google Sheets, Slack, payment apps, and more
- Get developer-friendly API access for custom use cases
We’re here to support your tech stack, not replace it.
Why Choose GoastCRM?
- Purpose-built for auto transport brokers
- Clean, intuitive user experience
- Free plan available to get started
- Affordable monthly pricing
- Fast setup, zero technical experience needed
- Backed by a team that understands your industry
Need custom CRM features?
We also offer white-label solutions and custom development for larger agencies. Contact us to discuss your unique needs