Trux CRM
Company

Admin Workspace

Workspace Admin

Brokerage Overview

Your brokerage at a glance

Booked broker fee

Broker Fee

$0

Waiting for signed orders

Booked fee Orders Previous period
Received$0
Total tariff$0
Orders0
Customers0

Needs a carrier

0

Orders sitting in the dispatch queue

Oldest
Delivering this week0

Active leads

0

Quotes

0

Signed orders

Shipment Volume

0

No orders yet

Pipeline health

Status Mix

0orders

Team performance

Broker Fee by Agent

Route intelligence

Top Lanes

Where deals come from

Sources

Work queue

Needs Attention

Last 15 days

Team Logs

My Performance

Your leads, quotes and orders at a glance

Booked broker fee

My Broker Fee

$0

Waiting for signed orders

Booked fee Orders Previous period
Received$0
Total tariff$0
Orders0
Customers0

Needs a carrier

0

Orders sitting in the dispatch queue

Oldest
Delivering this week0

Active leads

0

Quotes

0

Signed orders

Shipment Volume

0

No orders yet

Pipeline health

Status Mix

0orders

Your queue

Assigned to Me

Route intelligence

My Top Lanes

Where your deals come from

My Sources

Work queue

Needs Attention

This device

Notifications

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Security

Password

Use a password you don’t use anywhere else.

  • At least 8 characters
  • One uppercase letter
  • One lowercase letter
  • One number

Leads

Total Leads0
New Today0
Follow-Ups Due0
Conversion Rate0%
Order IDCustomerEmail / PhoneVehicle / RouteEst. Ship DateSourceStatusFollow-UpEst. PriceNotes
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Total Quotes
0
Pending
0
Converted
0
Win Rate
0%
Order IDCustomerEmail / PhoneVehicle / RoutePriceDepositStatusValid UntilAssigned ToNotes
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Order ID Customer Email / Phone Vehicle / Route Status Source Timeline Agent Price Carrier Notes
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Carrier Contact Carrier Pay Route Transport Ship Date Order ID Status Vehicles Insurance Exp.
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Customer Name Email Phone Company Added Actions
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Your team Agents can sign in to the agent portal and work the leads, quotes, and orders assigned to them.
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30-day retention
Logs auto-clean after 30 days
Total: 0
Quotes: 0
Orders: 0
Failed: 0
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Company identity

These details appear across the CRM, customer pages, emails and PDFs.

Order ID prefix

A short code that starts every order and quote number (e.g. NV → NVxxxxx). Required before you can create quotes or orders.

NVxxxxx

Compliance

Transport registration numbers shown on your branded documents.

Brand color

Used on your branded customer documents and PDFs.

This color appears on your order & quote forms and in your email headers.

Logo & images

Shown on emails, PDFs and inside your workspace.

No logo uploaded
PNG only. Transparency is preserved.
AD
JPG, PNG or WebP — shown only inside your workspace.

Email setup

Three short steps so your quotes, order forms and invoices land in the inbox — not spam.

1

Connect your mailbox

The account the CRM sends from.

587 for TLS (recommended) · 465 for SSL
Using Gmail? Use an App Password, not your normal password — create one at myaccount.google.com/apppasswords (2-step verification must be on).
2

Your “from” details

The name and address customers see in their inbox.

Use your own company domain (not a free @gmail.com / @yahoo.com) so it isn’t flagged as spam. Leave blank to reuse the email from Step 1.
3

Reach the inbox

Verify your domain so emails don’t land in spam. One-time setup.

Gmail & Outlook trust your mail more when your domain is “authenticated”. Add the 3 small DNS records below to your domain, then press Check my domain. (DNS changes can take a few hours.)
The part after the @ in your from address.

Not technical? Click Copy message for your host and send it to your email/hosting provider’s support — they’ll set it up for you. We find your DKIM selector automatically, so you don’t need to know it.

Order PDF — insurance & terms

These values appear in every signed order PDF. Leave the limits blank to use the built-in defaults.

Shown on the guarantee badge for Open Transport orders.
Shown on the guarantee badge for Enclosed Transport orders.
Drag to resize
Appears as the long-form legal text in every order PDF.

Account email

The email address you use to sign in.

To change your login email, contact Trux CRM.

Change password

Pick a new sign-in password. You’ll stay logged in on this device.

Notifications

Get a desktop or locked-screen alert on this device when an order is signed. Set per device — turn it on for each phone or computer you want alerts on.

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Lead capture — website forms

Create a hosted “Get a Quote” form for your website. Every submission lands in Leads instantly, with an alert. Share the link, embed it, or connect your own form.

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* required to activate your CRM. Password, prefix & uploads save on their own buttons.