MegaHub CRM · Transport workflows
Features for auto transport brokerage work
Explore the lead management, quoting, dispatch, carrier, customer-facing, reporting, and integration modules available in MegaHub CRM.
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Lead management and customers
Collect enquiries through provider intake, manual entry, or imports. Review customer matches and possible duplicates, assign work, and keep customer context available to the team.
Quoting and orders
Prepare quotes, review the customer-facing proposal, and carry shipment work into orders. Verify your approval and handoff requirements in a product demonstration.
Dispatch, carriers, and load boards
Organize dispatch work, maintain carrier records, and configure available load board connections. Integration behavior depends on the external provider and the configured credentials.
Customer-facing workflows
Public quote, invoice, tracking, and signing links support specific customer actions. Review each experience with a sample shipment before sharing live links.
Reporting and team access
Use the reporting modules to review business activity and configure team permissions. Ask to see the reports and access rules needed for your own operations.
Integrations, email, and API
Provider posting uses an inbound endpoint and source key. Email setup covers outgoing SMTP and incoming IMAP. The public API documentation explains accepted lead fields, authentication, and response handling.