Built for how brokerages work
NaviFlow replaces the patchwork of spreadsheets, inboxes, and legacy TMS screens with one workspace your whole team can trust.
Sales & CRM
- Lead pipeline with activity logging and conversion to clients
- Client profiles with document history and credit files
- Quote builder with lane details and status tracking
- Role-based visibility for sales, ops, and admin users
Operations & TMS
- Load board with reference numbers and lifecycle status
- Carrier and driver records with compliance checklists
- Rate confirmations and BOL generation
- Operations-to-sales assignments for shared accounts
Documents
- Company document library with load and client linking
- Carrier W-9, insurance, and packet tracking
- Generated PDFs stored per company with secure access
- Upload and archive workflows for ops teams
Accounting
- Customer invoices tied to loads and clients
- Carrier payables with status tracking
- Accounting export for downstream bookkeeping
- Admin and accounting role permissions
Administration
- Team invites with role assignment
- Company settings, branding, and reference prefixes
- Seat-based billing with trial onboarding
- Reports for admins on pipeline and load performance
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