Carlink
All features
// 01 / FEATURE

Lead Management

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

Every lead lands tagged, scored, and routed — before your competitor's first callback.

// THE PROBLEM

Lead spend is the biggest line item in a brokerage P&L — and the blackest box. You buy thousands of leads from a dozen providers, drop them into a CRM, and have no idea which ones actually paid back. Re-up decisions get made on gut feel.

// HOW CARLINK SOLVES IT

Carlink ingests every lead with its source baked in, auto-quotes within seconds using your margin rules, and ranks every provider live by ROI tier. By month-end you know exactly which sources to drop, which to double, and which agents are converting them — no spreadsheets, no exports.

// KEY BENEFITS

What you actually get.

Source-tagged on arrival

Webform submissions, API pulls from your lead providers, and phone leads all enter Carlink already tagged with where they came from. No spreadsheet reconciliation, no source codes to type by hand. Every lead is ROI-ready the moment it lands.

Auto-quote in under 60 seconds

Lead lands → Carlink prices it from your lane history, vehicle type, and margin floor → quote sent to the customer via SMS and email. Before your competitor has finished typing the customer's name into their CRM.

Live ROI per provider

Every source ranked Dead / Low / Moderate / High based on conversion rate, $/order, and margin contribution. The dashboard re-ranks the moment an order closes. Cut bad spend the same week — not next quarter.

Smart routing to the right agent

Round-robin by default, or configure skill-based routing (territory, vehicle type, language, current workload). New leads land on the agent most likely to close them. No manual assignment.

// WHAT'S INSIDE

Everything Lead Management ships with.

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

  • 121,297 leads processed across 3 brokerages, Jan–Apr 2026
  • Auto-tagged source codes (track L6, shared 4b, excl-1 patterns automatically)
  • Auto-quote SMS + email delivered to customer in under 60 seconds
  • ROI tier badges (Dead / Low / Moderate / High) update live as orders close
  • Round-robin or skill-based agent routing
  • Duplicate detection across providers (same customer, two sources → merged)
  • Per-source CVR, $/order, margin, ROI tracked continuously
  • Full lead-to-payment timeline visible on every record
// HOW IT WORKS

Three steps. That's it.

1

Connect your lead providers

API webhooks from your existing providers, embedded forms on your website, or direct CSV for one-off imports. Each source ships with its tag baked in — Carlink never asks an agent to label leads by hand.

2

Configure auto-quote rules

Per-lane defaults from your historical orders, vehicle modifiers (sedan, truck, RV, motorcycle, inoperable), agent-level margin floors. Carlink applies them to every new lead in real time.

3

Watch ROI rank as orders close

Open the dashboard. Every provider is ranked by $/order, CVR, and ROI tier — updated continuously. Re-up smart at month-end: keep the High tier, kill the Dead.

// A REAL EXAMPLE

How a typical day looks.

Tuesday 9:02 AM. Your L6 provider drops 47 leads via API. Carlink ingests them, auto-quotes by 9:03, and routes them to four available agents based on lane and workload. By noon, five customers have opened their quote SMS, two have accepted. Your L6 ROI tier nudges from Moderate to High. Your spend rebalance kicks in next refill — no spreadsheet involved.

// Pulled from the brokerages running on Carlink today

// OTHER FEATURES

See the rest of the platform.

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

Reports

Decisions, not data dumps.

Learn more

See Lead Management with your own data.

30-minute demo. Walked through by an operator.