MMT CRM — Placard Pro

Total Prospects

—

Hazmat carriers

High Priority

—

Ready for outreach

Contacted

—

In active outreach

Est. Pipeline Value

$0

0 dashboard prospects · monthly estimate

Dashboard Prospects

#	Company	Hazmat Drivers	Fit	Priority	Est. Monthly Value	Status

Upcoming Follow-ups

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Priority Mix

—Total

High — —

Medium — —

Low — —

Unknown — —

Pipeline Stages

	#	Company	Location	Mode	Fleet	Fit	Priority	Instagram	Status	Hazmat

High Priority

Medium Priority

Size = prospect count

Scroll to zoom · Click clusters to open prospects

Prospect Clusters by Region

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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('')}

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 #	Trucks
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MMT.CRM

Prospect Companies

Sales Pipeline

Prospect Map

Contacts

Activity Log

Analytics

Reports & Export

Import Data

FMCSA Data Enrichment