CRM and shipper record foundations
CRM and shipper record foundations
Broker Launch gives broker teams a clean OrionOS starting point for CRM records, shipper notes, quote/load status, basic carrier records, documents, billing foundations, LMS, and support tickets.
Broker Launch keeps CRM, quotes, carrier notes, tracking, documents, billing, LMS, and support together. Claiming workflows, preferred carriers, load-board publishing, follow-ups, and intelligence require an upgrade.
CRM and shipper record foundations
Quote and load status workspace
Carrier notes, documents, billing, LMS, and support tied to the account
Upgrade path into claiming, preferred carriers, load board publishing, and margin control
Portal access, provider credentials, data permissions, billing, and operational evidence remain tenant-scoped. A catalog listing never substitutes for a verified provider connection or customer acceptance test.