⭐Workspaces

There are two main workspace types - corporate workspaces and agency workspaces.

Workspaces in Shipper CRM are useful for setting up an isolated environment for sales team(s) within (or outside) your organization. We encourage you to think about workspaces as having two distinct types:

1. Corporate workspaces

2. Agency workspaces

The main corporate workspace is shown above followed by agencies (below).

Corporate workspaces

A corporate workspace is a workspace for all the W2 employees you have in your brokerage. If your brokerage operates under a single team model, then you should use one shared corporate workspace as your main workspace across your organization.

Agency workspaces

An agency workspace is a workspace that has been created specifically for an agent or agency that is working directly under your brokerages authority. If your brokerage works with broker-agents or broker-agencies, you should setup a workspace for each agent / agency that you work with. If the agent / agency has sub-agents that they employee, those sub-agents should preside in that particular agency workspace.

Collision Avoidance

Shippers & contacts that are added in one agency workspace within your organization, will not be allowed to be added by a different agency, in an effort to prevent conflicts during outreach. This allows shippers to be kept separated between each agency. This separation of data is explained in more detail in the assigning companies section.