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.

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KEY FEATURES
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📋 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.

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WHO IS THIS APP FOR?
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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.

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REQUIREMENTS
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• 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 support@capscrm.org