Customers — CRM for shippers, brokers & carriers in TMSDASH
Your CRM for shippers, brokers, and carriers. Track company contacts, credit limits, and account status, and keep notes on each customer relationship.
Overview
Your CRM for shippers, brokers, and carriers. Track company contacts, credit limits, and account status, and keep notes on each customer relationship.
How to get there
Key features
- Add / edit / delete customers (shipper, broker, carrier)
- Track contact info, address, and account status
- Set credit limits per customer
- Search by company or contact name
Step-by-step
- 1Open the sidebar → CRM → Customers.
- 2Search by company or contact name.
- 3Click New Customer — enter company, contact, address, and type.
- 4Set the credit limit and account status.
- 5Use edit/delete to keep records current.
Page preview
Representative screenshot of the Customers page.
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