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  • Start Guide
    • What's Shipper CRM?
      • Onboarding
      • The first 60 seconds
      • Product concepts
  • Shipper Database
    • Parent Companies
    • Shipping Locations
    • Magic Contacts
  • Magic Map
    • Overview
    • Filters
    • 🟡Shipper Profiles
      • 🟡Parent Company View
      • 🟡Tool Bar Actions
    • 🟡List View
    • Request New Companies
  • Relationship Manager
    • Overview
    • Contact Info Card
    • Filtering
    • Interactions
    • Reminders
  • Request Tracking
    • LinkedIn Profiles
    • Contact Enrichment
  • Teams & Agencies
    • ⭐Overview
    • ⭐Workspaces
      • Setup an agency
      • Setup a corporate workspace
      • Removing Members
    • ⭐Assign Me To Shipper
    • ⭐Workspace switching
  • Settings
    • Organization
      • Account
      • 🔴Members
        • 🟡Inviting Members
        • 🟡Deactivating a Member
      • 🟡Workspaces
      • Enrichment Credits
      • Integrations
    • Support
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On this page
  • Step by step walkthrough
  • Step 1: Browse Magic Map
  • Step 2: Request LinkedIn Profiles of Logistics Employees
  • Step 3: Monitor requests for LinkedIn profiles
  • Step 4: Save LinkedIn Profile as Contact
  • Step 5: Request phone/email enrichment for contact
  • Next steps: Add interactions & reminders to contacts

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  1. Start Guide
  2. What's Shipper CRM?

The first 60 seconds

60 seconds to your first shipper - get started with ShipperCRM in a few easy steps.

PreviousOnboardingNextProduct concepts

Last updated 7 months ago

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Step by step walkthrough

Step 1: Browse Magic Map

When you first open up Shipper CRM after onboarding, you'll be presented with the Magic Map. Take a moment to browse around and check out all the shipper information that is available to you.

Step 2: Request LinkedIn Profiles of Logistics Employees

On the Shipper Profile card, you'll see a section towards the bottom called LinkedIn Profiles of Logistics Employees. In that section, you'll see a button that says Request LinkedIn Profiles. Click this button to request profiles.

Instead of spending hours hunting down relevant LinkedIn profiles yourself, Shipper CRM will curate a list for you.

Currently this process takes 1-3 business days, but soon all shippers will have LinkedIn profiles immediately available for you to browse.

Step 3: Monitor requests for LinkedIn profiles

Next, hover over the left sidebar to expand it, and click on the Requests tab. This will take you to the request tracking page, where you can track all your requests for LinkedIn profiles.

If we were able to find LinkedIn profiles, you can view them by clicking on the LinkedIn request result for that row. This will take you back to that Shipper Profile in the Magic Map.

Once your LinkedIn profiles are ready, click on them to view them in the Magic Map.

Step 4: Save LinkedIn Profile as Contact

After you click on the completed request for LinkedIn profiles, you'll be taken to the Magic Map to view the associated Shipper Profile with the new LinkedIn profiles added.

From within the Shipper profile, you'll see a button on each suggested LinkedIn profile that allows you to save it as a contact in your CRM.

Click this button, and then go to the CRM by clicking on the CRM tab from the sidebar on the left.

Step 5: Request phone/email enrichment for contact

From within the CRM, you'll be able to see all your contacts. Direct your attention to the contact you just added in step 4. On the contact card, you'll see a button that either says Request Enrichment or Enrich Instantly.

Click the button on the contact card to enrich the contact.

Next steps: Add interactions & reminders to contacts

Click on a dot on the Magic Map that interests you. Once you do this, you'll see a panel pop open called the which is divided into sections for location data, company information, and LinkedIn profiles of logistics employees.

Both of these buttons allow you to enrich the contact with human validated phones / emails for the contact by spending 1 , but they differ in timeline. Requests for enrichment takes 1-3 business days and can be tracked on the , while instant enrichments are available immediately.

Congratulations! You've found your first shipper through Shipper CRM. From here, you can further manage this relationship by adding or to your contacts. These are useful to cultivate new relationships more deeply, and to make sure existing relationships stay strong.

Shipper Profile
enrichment credit
requests page
interactions
reminders
Add suggested profiles as contacts in your CRM