Work happens beside the tool
Bulk assign, SLA, and exceptions live in a sheet. The CRM is a system of record nobody updates until Friday.
Service · Dispatch CRM & TMS
A CRM the floor will trust.
Dispatch boards first. Sales pipelines second. Built around how the desk already works — HubSpot, Salesforce, or a custom console — so bulk actions and exceptions live on the board, not in a spreadsheet beside it.
Loads · drivers · SLA Bulk assign on the row Sales pipeline second
−32%
Handle time · FleetFlow, signed-off
Demo Dispatch pattern · sales pipelines use the same stage discipline, different columns
What fails
The spreadsheet beside the board.
Bulk assign, SLA, and exceptions live in a sheet. The CRM is a system of record nobody updates until Friday.
If assignment is a per-row chore, the floor invents a second system. We design the board so the high-volume action — multi-select, apply, audit — is the thing people actually do.
Stages without exit criteria fail the same way on a sales desk. Anyone can drag a deal forward. Reporting looks healthy. The floor does not trust it.
When the CRM becomes a spreadsheet again
Three ways the board loses the floor.
The tool is still open. The work has already left it.
Stages without exit criteria
Anyone can drag a deal or a load forward. Reporting looks healthy. The floor does not trust it.
One layout for every job
Supervisor, dispatcher, and rep see the same density. Overrides are unaudited. Exceptions hide in filters.
Two desks, one discipline
Dispatch and sales are not the same board.
Stages, bulk work, and exceptions are the shared language. The mistake is forcing a sales template onto a load board.
01 · Ops floor · primary
Dispatch CRM & TMS
Load boards for US carriers, brokers, and fleets. Assignment is a bulk action. SLA sits on the row. Supervisor overrides are audited.
- Multi-select assign as a single event
- Exception and detention visible before the customer calls
- Role density for desk and tablet
- Scheduling and driver confirmation on the same workflow
02 · Revenue desk · secondary
Sales pipeline
HubSpot or Salesforce stages with exit criteria the team actually uses. Forecast views that match the floor, not a leadership deck.
- Stage model with exit criteria
- Role layouts for rep and manager
- Rules with rollback, not silent automation
On the row
Bulk assign. SLA in the same motion.
The high-volume action is the product.
Multi-select across the board, apply once, audit as a single event. SLA burndown sits on the row — not buried in a report the floor never opens.
- Three selected, one assign, one audit trail
- Risk ordered before arrival time
- Supervisor override with who, when, and why
Selected work · signed-off
FleetFlow
Active128
On time94%
At risk3
- #4822ATL → CLT9m
- #4823CHI → DET6m SLA
US trucking dispatch CRM: bulk actions, SLA on the row, supervisor controls. Operators reassign loads in bulk and see breach risk before it becomes a call — 400+ daily routes.
−32%Manual handle time
11 minAvg. exception response
99.4%Console uptime
Client names are changed. The three metrics above are signed-off project outcomes, not third-party ratings.
Also in this work
The board rarely ships alone
Dispatch CRM sits next to fleet views, driver apps, and the market page for carriers.
01
Trucking & logistics
The market page: dispatch, fleet, drivers, and the full ops stack for US operators.
→ 02FleetFlow case
The signed-off dispatch CRM rebuild — bulk assign, SLA on the row, −32% handle time.
→ 03Dashboard Design
Widget hierarchy, filters, and drill-downs. Many CRM engagements sit next to a scan.
→ 04Driver mobile apps
Acceptance, status, and POD on a phone in a yard — designed beside the board.
→HubSpot, Salesforce, Pipedrive, and custom CRM or TMS consoles. We design for the tool you run today, or the console you are building next.
Both. Dispatch boards are a primary KRIVA path. Sales pipelines use the same stage discipline on HubSpot or Salesforce. We do not force a sales template onto a load board.
CRM Design owns stage models, pipeline UX, and desk workflows. Dashboard Design owns widget hierarchy, filters, and drill-downs. Many engagements use both.
Trucking & logistics is the market page: dispatch, fleet, drivers, and the full ops stack. This service is the CRM/console craft used on those projects, and on sales desks outside trucking. Start on the solution page if you are a carrier or broker; start here if the job is the board itself.
Either. Platform UX improvements stay inside HubSpot or Salesforce when that is enough. Custom consoles when the desk outgrew the template.
CRM Design owns the desk. Ledger posting is a pairing: we connect the board to QuickBooks Online or Xero through the original APIs under QuickBooks & Xero integrations, not a CSV export after close.
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