⭐Overview

Shipper CRM lets you work as a team, and also grants your sales agencies (if you have them) individual access to Shipper CRM. This is made possible through workspaces - isolated environments for sales teams or agencies within your organization.

Example Workspaces Setup: One main corporate workspace, with 3 agencies

Workspaces allow you to:

• Virtually organize your brokerage's structure to mirroring your real-world setup

• Manage data access across different teams or agencies

• Prevent conflicts in prospect management and outreach efforts

Key concepts

• Organizations: The top-level entity, representing your brokerage.

• Workspaces: Subdivisions within an organization. These typically represent agencies or individual agents. Single-team brokerages will have a single shared workspace. Learn more about workspace types here.
• Roles: Organization owner and member.

Roles and Permissions

There are 2 different roles within an organization in Shipper CRM:

1. Owner

   • Has full control over the entire organization.

   • Can create / delete agencies.

   • Can invite people / remove members

   • Can edit assignees to saved shippers
   • Has access to billing and high-level settings.

2. Admin (Coming Soon)

3. Member

   • Has access to assigned workspace(s) only.

   • Can view other workspace members

   • Can view contacts saved by each workspace member

   • Can view parent companies that are assigned to each member

Benefits

A key benefit of this new workspaces model is that it makes it very easy for you as a brokerage owner to offer Shipper CRM to broker-agencies that you may be working with.

Workspaces also allow you to segment clients between agencies or salespeople working under you, ensuring that there aren't conflicts during outreach.

You can also use Shipper CRM as a tool to attract high quality agents to come and work with you. Successful brokerages often offer to pay for a portion of their agent's Shipper CRM subscription as an incentive to work with them. This is a powerful incentive to pull in more agents to come work with you.

Conclusion

Shipper CRM empowers sales teams to grow their book of business while preventing conflicts during client outreach. Our new workspaces feature makes this even easier, giving everyone easy insight into ongoing sales efforts.

All organizations in Shipper CRM have workspaces - single-team brokerages will have one shared workspace across the organization, while broker-agents can have a workspace for each agent.