MMT CRM — Placard Pro

Hazmat Verified Prospects

—

FMCSA-confirmed permit

View verified prospects →

High Priority

—

Ready for outreach

View high-priority records →

Contacted

—

In active outreach

View contacted records →

Est. Pipeline Value

$0

0 dashboard prospects · monthly estimate

View contributing prospects →

Dashboard Prospects

#	Company	Hazmat Drivers	Fit	Priority	Est. Monthly Value	Status

Breakup Email Queue

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Recent Prospect & Contact Activity

Latest emails, calls, meetings, notes, and engagement

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Upcoming Follow-ups

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Priority Mix

—Total

High — —

Medium — —

Low — —

Unknown — —

Pipeline Stages

	#	Company	FMCSA IDs	Location	Mode	Fleet	Fit	Priority	Instagram	Status	Hazmat	Contact Enrichment

Visible Prospects

0

All map records

States Covered

0

With a saved HQ state

Hazmat Verified

0

FMCSA permit confirmed

High Priority

0

In the current view

Follow-ups Due

0

Due today or overdue

Pipeline Estimate

$0

Monthly, current view

United States Prospect Coverage

Self-contained map — no map API, tile server, or browser location permission required

None

Lower

Moderate

High

Highest

Has follow-up due

Color represents visible prospects

Coverage by State

Sorted by the selected map metric

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Outreach Rate

0%

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Active Contacts

—

In the system

Activities Logged

—

Won Deals

0

$0 revenue

Prospects by Transport Mode

Pipeline Stage Distribution

Summary Report

A single roll-up CSV: totals, prospects by status / priority / fit / mode / carrier type, hazmat-permit counts, pipeline by stage, and activities by type. Opens straight into Excel.

Prospects

Every prospect column, with human-readable headers that re-import cleanly through Import Data.

Contacts

All contacts joined to their company, with importer-compatible headers.

Activities

Full activity log with company and contact names, outcomes, and due / completed dates.

Opportunities

Pipeline export: stage, estimated value, probability, and expected close date.

Upload MMT_CRM_Master_Prospects.xlsx

Inserts new companies and updates existing ones by name — no duplicates. Supports .xlsx and .csv up to 15MB.

Upload File

Drop your file here

or click to browse — .xlsx or .csv

Import History

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Upload CRM_Contacts_Import.csv

Matches each contact to an existing Prospect by company name and inserts them into the Contacts section. Supports .xlsx and .csv up to 15MB.

Important: Contacts are linked to Prospects by company name. Any contact whose company doesn't exist in your Prospects list yet will be skipped. Import your Prospects first, then run the Contacts import. Use the Companies_to_Add tab in the Excel reference file to see which companies need to be added first.

Upload Contacts File

Drop contacts file here

or click to browse — .xlsx or .csv

Column Guide — Contacts CSV

These are the columns your contacts CSV should have. The company_name column is used to link each contact to the matching Prospect.

${[ ['company_name','Company Name','Required — must match a Prospect exactly'], ['first_name','First Name','Required'], ['last_name','Last Name','Required'], ['title','Title / Role','Safety Manager, VP of Safety, etc.'], ['department','Department','Safety, DOT Compliance, etc.'], ['email','Email','optional'], ['phone','Phone','optional'], ['linkedin_url','LinkedIn URL','https://linkedin.com/in/…'], ['contact_priority','Contact Priority','High / Medium / Low (or P1/P2/P3)'], ['status','Status','New, Contacted, etc.'], ['notes','Notes','Any text — next actions, snippet info'], ].map(([col, label, hint]) => `

${col}

${label}

${hint}

`).join('')}

🔎

FMCSA MOTUS Broker Discovery Engine

Uses the official MOTUS operating-authority feeds. Daily Difference finds newly changed brokers; Initial Seed walks the active property-broker baseline in resumable batches.

Broker Candidates

—

FMCSA records retained

Awaiting Review

—

Qualified / created prospects

Tier 1 / Strategic

—

Highest broker fit scores

Broker Prospects

—

Linked into Prospects

Broker Size Intelligence

Combines Apollo firmographics, free FMCSA regulatory signals, free SEC public-company financials, and optional subscription snapshots. Revenue is labeled verified, reported, or estimated; load-board activity is never presented as completed freight.

Size Enriched—

Enterprise / Large—

High Confidence—

Provider Errors—

Bulk enrichment Refresh after Maximum per run Refresh FMCSA during size run

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Optional provider activation

FMCSA, Apollo, SEC, and PDL use live adapters. D&B, Creditsafe, DAT, and Truckstop accept normalized provider snapshots now and can be switched to direct API calls when their commercial credentials and licensed endpoint terms are supplied.

Autonomous Discovery Settings

Changes are saved to the CRM database and used by the background worker.

Autonomous discovery Run every Max brokers / run Minimum score to create prospect Auto-create qualified prospects Auto-enrich decision makers Contact enrichment threshold Max contacts / broker

State filter (optional, comma-separated state codes)

Send guardrail: broker discovery can create prospects and optionally enrich contacts, but it does not enroll cadences or send email. New autonomous prospects are labeled AI Qualified — Awaiting Approval.

Recent Discovery Runs

Broker Review Queue

Fit	Broker	Business Size	FMCSA	Location	Authority / Bond	Signals	CRM Status
Open Broker Discovery to load candidates.

Missing HQ Location

—

Need city / state

Missing DOT #

—

No DOT number yet

Missing Fleet Count

—

No official truck count

Needs Enrichment

—

of — total prospects

Bulk Enrichment

⚡ Enrich Records with Missing Data

Runs through all — prospects that are still missing DOT#, city/state, fleet count, or MC number. Fastest option — skips companies already complete.

🔄 Re-verify ALL — Prospects

Runs through every prospect in your database — all — records — and fills in any field that's still empty. Takes longer but ensures nothing is missed.

⚡ Speed Up with a Free API Key

Without an API key, enrichment scrapes the FMCSA SAFER website (1.2 sec/company, ~2 min for 111 records). With a free key it uses the JSON API — 3x faster and more reliable.

Go to ai.fmcsa.dot.gov/Carrier
Register for a free web key (instant)
In Render → your service → Environment → add:
FMCSA_API_KEY=your_key_here
Redeploy — enrichment will automatically use the faster API

Enrich Individual Prospects

Click Enrich on any row to look up that company in FMCSA right now.

Company	HQ	DOT #	MC #	Trucks
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MMT.CRM

Prospect Companies

Sales Pipeline

Prospect Map

Contacts

Activity Log

Analytics

Reports & Export

Import Data

Freight Broker Discovery

FMCSA Data Enrichment