Freight quoting software and CRM
Know every customer by their lanes, and price the next one right.
Roadmark keeps the customer record around what they actually ship: lanes, volume, contract terms and margin, not a generic pipeline of deals. Every quote is priced from that history, and every loss is logged with why.
A customer page built around the lanes they ship.
Lanes, last 30 days
- Mississauga ON → Joliet ILSpot since the contract lane ended Aug 31 · Ashgrove Freight26 / mo
- Mississauga ON → Chicago ILContract through Dec 31, 2026 · Ashgrove Logistics14 / mo
- Mississauga ON → Grand Rapids MIBrokered, spot · new since May9 / mo
- Brampton ON → Detroit MIBrokered · rate under review6 / mo
- Mississauga ON → Columbus OHBrokered, occasional overflow3 / mo
- 3
- Open quotes
- 71%
- Win rate, 90 days
- +1.3 pts
- Margin, 6 months
- L. MeyerTransportation manager · decides carrier awards
- D. OseiAccounts payable · invoice questions
Recent emails
L. Meyer, 2 days ago
"Can you get us a rate on Mississauga to Grand Rapids for the new co-pack run? Weekly starting next month."
D. Osei, 5 days ago
"Invoice INV-10399 has the wrong PO number on it. Can you correct and resend?"
Where a price comes from.
- The contract fixes this rate through Dec 31, 2026
- Carrier cost on this lane is up $150.00 since June
- Lane history, last 90 days
- Median $4,200.00 · range $3,980.00–$4,450.00
- What carriers were paid, 90-day average
- $3,230.00 linehaul + $560.00 fuel
- Market rate
$4,240.00 average, dry van ON–IL- Target margin
- 15% ($618.00 on this quote)
This quote sits at the contract rate, near the middle of the 90-day range and just below the market average. The margin is thin only because carrier cost has moved and the contract hasn't.
A 40-lane RFQ, priced and ready for a rep to review.
| Lane | Annual volume | Incumbent rate | Our bid | Margin | Status |
|---|---|---|---|---|---|
| Mississauga ON → Buffalo NY | 520 loads | $1,780.00 | $1,690.00 | 14.0% | Bid |
| Mississauga ON → Rochester NY | 410 loads | $1,650.00 | $1,720.00 | 11.5% | Bid |
| Brampton ON → Syracuse NY | 260 loads | Unknown | $1,840.00 | 16.2% | Bid |
| Hamilton ON → Cleveland OH | 340 loads | $1,590.00 | — | — | No bid, below our floor |
| Mississauga ON → Pittsburgh PA | 300 loads | $2,010.00 | $1,990.00 | 9.8% | Bid |
| Toronto ON → Albany NY | 180 loads | Unknown | — | — | Needs a rep |
| London ON → Erie PA | 150 loads | $1,420.00 | $1,510.00 | 15.5% | Bid |
| Mississauga ON → Columbus OH | 610 loads | $1,760.00 | $1,700.00 | 13.0% | Bid |
| 32 more lanes, priced the same way |
- 14 of 40
- Lanes awarded when the RFQ closed
- 3,180 loads/yr
- Annual volume awarded
- 13.6%
- Blended margin on the award
Every lost quote is logged with the reason.
- Price38
- No response21
- Transit time15
- Capacity9
You lose on Hamilton → Columbus by about $140.00. Carrier cost has climbed on that lane since July while the quoted rate hasn't moved with it.
New customers, tracked by stage.
New lead 3
- Elm Ridge FoodsOntario DC to US Midwest · ~40 loads/mo expected
- Whitlock ManufacturingFlatbed, steel coil · ~10 loads/mo expected
- Corbett Retail Group4 DCs, network overflow · volume unknown
Qualifying 2
- Bayview Building MaterialsDrayage from the port · ~18 loads/mo expected
- Northgate Home, 2nd DCNew Buffalo NY facility · ~25 loads/mo expected
RFQ out 2
- Lakeshore Grocers2027 network RFQ, 40 lanes · ~740 loads/mo total opportunity
- Corbett Retail GroupSpot RFQ, 6 lanes · ~14 loads/mo expected
Negotiating 1
- Elm Ridge FoodsRate agreed, terms under legal review
Questions
What sales teams ask about quoting.
Can Roadmark quote from emails?
Yes. Requests that arrive by email, through the customer portal, by EDI or as an RFQ spreadsheet are read, matched to the customer and its lanes, and priced into a draft. A rep approves, edits or rejects the draft before anything goes back to the customer.
Where does a quoted price come from?
From the customer's contract if one applies, what the lane has cost over the last 90 days, what carriers were paid, and where the market sits today. Fuel and accessorials are added before the margin, and the reasons are shown with the price so a rep can check them.
Can Roadmark price a multi-lane RFQ?
Yes. The Quoting agent prices each lane it can from history and the market, marks lanes below your floor as no bid, and sets aside lanes you've never run for a rep. The whole bid waits for approval before it goes back.
Does Roadmark track why we lose quotes?
Yes. Roadmark asks for a reason, such as price, transit time or capacity, before it closes a lost quote. Over time that shows where you're priced too high and where you're leaving money behind.
What does a customer record show?
The lanes they ship and how much each month, what the contract says and when it renews, open quotes, win rate and where the margin is heading, alongside their contacts and recent emails. Every rep sees the same page.
Does it work alongside Salesforce or HubSpot?
Yes. Roadmark can run beside your current CRM, with Salesforce, HubSpot and Zoho accounts and opportunities linked to their loads. Inside Roadmark, prospects are tracked by stage, with expected volume attached from the first conversation.
Bring your customer list. We'll build the lanes live.
Send us a customer or two with recent loads. In the call, you'll see their lane history, a live rate build and the customer page Roadmark would show your reps.
- Your customers, lanes and quotes
- Beside your current CRM or TMS
- What it would cost for your desk