Caps CRM

CAPS CRM is the official mobile app for auto transport businesses using the CAPS CRM platform. Stay connected to your pipeline from anywhere — manage leads, create quotes, track orders, and coordinate with your team in real time. ━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━ KEY FEATURES ━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━ 📋 LEADS MANAGEMENT Create and manage incoming transport leads. View lead details, update statuses, add internal notes, assign team members, and convert leads to quotes with a single tap. 💬 QUOTES Build and manage quotes from your mobile device. Update tariff info, manage vehicle details, assign carriers, and convert quotes to orders when ready. 📦 ORDERS Track all active and completed orders. Manage dispatch, update carrier assignments, post and unpost loads to Central Dispatch, and keep your team in sync. 🗺️ ROUTE CALCULATION Instantly calculate shipping distance and estimated drive time between origin and destination. Get price per mile (PPM) and carrier PPM automatically — no manual math required. 🔔 REAL-TIME NOTIFICATIONS Never miss an update. Get instant push notifications when leads, quotes, or orders are assigned to you or updated by your team. 📎 ATTACHMENTS Upload, view, and download documents and files directly from leads and orders. Supports all common file types including PDFs and images. 🔍 GLOBAL SEARCH Search across your entire CRM — leads, quotes, orders, and contacts — from a single search bar. 🔒 SECURE LOGIN Log in with your company domain and credentials. Sessions are protected with encrypted secure storage. Biometric-ready for fast, secure access. ━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━ WHO IS THIS APP FOR? ━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━ CAPS CRM is designed for auto transport brokers, dispatchers, sales agents, and operations teams who need to manage their workflow while away from their desk. It is a companion app to the CAPS CRM web platform — an active CAPS CRM account is required to use this app. ━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━ REQUIREMENTS ━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━ • An active CAPS CRM account (contact your administrator) • Your company domain • Android 6.0 or later • Internet connection For support, visit capscrm.org or contact [email protected]