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CRM

Streamline Lead Management and Conversion

Centralized Lead Management

Manage lead information like statuses and sentiment score for a personalized view of your accounts.

Automate Tasks and Territories

Generate custom follow-up tasks for each lead and automatically assign reps based on your regional segmentation.

Manage Communications

Save notes from previous interactions and add follow up steps to stay ahead of the game and win more business.
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The power of the 20% in Transportation

Discover how the 80/20 rule applies to trucking and logistics, and how it can help you stay ahead.

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The power of the 20 % in transportation ebook

HAVE IT YOUR WAY. CHOOSE THE CAPABILITIES YOU NEED.

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Control Data, Fields & Format
Use Object Builder to easily control data, fields, and formatting, helping your team see what matters most for quicker decisions and smoother operations.
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Create Professional Documents
Use Document Builder to create and customize professional documents, reflecting your brand and streamlining operations by including only necessary information.
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Automate Repetitive Processes
Use Automation Builder to set up rules and triggers, automating routine tasks to save time and reduce errors for your team.
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Optimize Workflows & Tasks
Use Widget Builder to map, customize, and optimize workflows, aligning them with your operations for maximum efficiency.

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With rose rocket's platform

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