NaviFlow

Built for freight brokerages

Your brokerage CRM and TMS in one flow

NaviFlow connects sales, operations, documents, and accounting so your team moves from lead to paid load without switching tools.

Brokerages lose margin in the gaps

Most teams are not short on hustle — they are short on a system that keeps everyone aligned.

Scattered spreadsheets

Customer data lives in inboxes, Excel, and legacy TMS tabs. Nobody sees the same picture.

Slow quote-to-load handoff

Won quotes stall while ops hunts for rate cons, carriers, and reference numbers.

Accounting blind spots

Invoices and carrier payables trail operations — margin gets fuzzy at month-end.

No single source of truth

Sales, ops, and accounting each run their own workflow with no shared load history.

Everything your brokerage runs on

Purpose-built modules for freight — not a generic CRM with trucking bolted on.

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Leads & clients

Track prospects, convert to shippers, and log every touchpoint.

Quotes & loads

Move from rate to booked load with reference numbers and status tracking.

Documents

Rate cons, BOLs, PODs, and carrier packets in one company library.

Carriers & compliance

Packet checklists, insurance dates, and carrier documents at a glance.

Accounting

Customer invoices and carrier payables tied to loads — export when ready.

Team & roles

Admin, sales, operations, and accounting access built for brokerages.

Lead to cash, one workflow

NaviFlow mirrors how brokerages actually work — not how software vendors wish they worked.

Step 01

Capture the lead

Log calls and follow-ups. Convert winners to clients.

Step 02

Win the quote

Price the lane, send the rate, and book the load.

Step 03

Execute the load

Generate docs, track status, and close out delivery.

Step 04

Bill and pay

Invoice customers, record carrier payables, export for accounting.

Simple pricing

$179 / user / month

Flat pricing per seat. 14-day free trial. No per-load fees.

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Ready to run your brokerage in one place?

Start your 14-day trial today. Flat $179 per user per month — no surprises.