From Spreadsheet Chaos to 200+ Managed Leads

A growing Seattle-area transportation company was drowning in manual work. Customer inquiries came in through email, phone, and their website — but there was no system to track them. The owner was spending hours each day hunting through inboxes, manually tracking quotes, and losing potential customers to slow follow-up.

He'd tried off-the-shelf CRM platforms, but nothing matched his actual workflow: a high-touch, phone-first sales process with variable pricing, seasonal demand, and long booking lead times.

The core problem: Leads were falling through the cracks. By the time a follow-up went out, the customer had already booked with a competitor.