Carlink
All features
// 08 / FEATURENEW

Customer Portal

Tracking + quoting. Private. Branded.

Stop answering "where is my car?" three times a day. Your customers will track themselves — branded as you, not as us.

// THE PROBLEM

Customer calls, texts, and emails asking for status updates eat 15–30 minutes per agent per day. Same customer, same question, different channel. Multiply by an agent's caseload and that's an hour and a half a day lost to status-checking instead of closing new business.

// HOW CARLINK SOLVES IT

Coming Q3 2026: when a customer accepts your quote, Carlink auto-creates a private branded portal account. They log in with a magic link to see live status, download documents, and pay their invoice — all under your brand, on your domain. Your agents stop being a status hotline.

// KEY BENEFITS

What you actually get.

Auto-provisioned on quote acceptance

Customer accepts → portal email arrives within seconds with a magic-link login. Zero manual work for agents. The customer's order is already inside the portal when they first log in.

Live status tracking

Pickup, in-transit, delivery — same webhook events that update your dispatch screen, surfaced cleanly to your customer. They check the portal instead of texting your agent.

Document access + invoice payment

BOL, dispatch sheet, invoice — all available to download anytime. Pay invoices directly inside the portal via ConvergePay (Elavon) or PayPal, with the same payment links as today.

White-label by default

Your logo, your domain, your colors. Carlink stays invisible to your customers. They see your brand, end-to-end, from quote to delivery.

// WHAT'S INSIDE

Everything Customer Portal ships with.

Concrete capabilities you can verify with your own data on day one.

  • Status: COMING Q3 2026 (in active development)
  • Auto-provisioned on quote acceptance — zero agent action required
  • Live status tracking via the same webhooks that drive dispatch
  • Document access: BOL, dispatch sheet, invoice — anytime download
  • In-portal payment via ConvergePay (Elavon) and PayPal
  • White-label by default: your logo, your domain, your colors
  • Magic-link login (no passwords for customers)
  • Estimated time saved per agent: 15–30 min/day on status calls
// HOW IT WORKS

Three steps. That's it.

1

Customer fills out your form

Same form as today. Carlink ingests it and creates a customer record on the spot.

2

Quote accepted → portal account spun up

Customer gets the magic-link email immediately. Click to log in — no password setup, no friction.

3

Customer self-serves

Track status, download documents, pay invoice — all without calling, texting, or emailing your agents. Your team gets the time back.

// A REAL EXAMPLE

How a typical day looks.

(Coming Q3 2026.) Your customer accepts a quote at 3:14 PM. By 3:14:08, they're inside their branded portal — your logo at the top, their car's pickup window on screen, an SMS notification that the order is being processed. Two days later, when they wonder where the car is, they open the portal instead of calling your dispatcher. Your agent gets that 6 minutes back to close a new lead.

// Pulled from the brokerages running on Carlink today

// OTHER FEATURES

See the rest of the platform.

Lead Management

Capture, track, and convert — every lead, every source.

Learn more

Dispatch

Carrier matching, BOL, status — without the spreadsheet.

Learn more

Pricing Automation

Quote in seconds. Win more deals.

Learn more

Invoicing

Bill clients. Pay carriers. Sync books.

Learn more

See Customer Portal with your own data.

30-minute demo. Walked through by an operator.