Client Portal

Elevate your clients' experience. The Client Portal provides user-friendly tools and enhanced communications.

Client Portal

Make Your Business Look Good 😎

Maximize Your Brand Appeal with a Customizable Portal

With the Client Portal serving as a virtual storefront to your clients, it is critical to put your best face forward. That’s why the portal is a customizable platform to fit your brand. In just a few clicks, the experience can be personalized to represent the look and feel of your business.

 

In one professionally packaged, white-labeled web-based portal, your clients can place and track shipments, view and pay invoices, run reports, and more allowing you to provide first-class services with a first-class look.

 

The portal’s mobile-first design gives your clients a seamless user experience, ensuring that they’re able to stay productive and fully connected with all the functionality using their favorite devices such as phones, tablets, and notebooks.

Shipments Made Easy

Simplify Shipment Creation and Payments with User-Friendly Tools

Time is money. Help clients save time by making the shipment process easy! Pick up the tempo on recurring pickups and deliveries using templates. By simplifying the experience to an easy 2-click process, shipment entry into your logistics management software can be completed in under 10 seconds, allowing your clients to streamline with reduced data entry and clerical errors.

 

Let clients take control of their finances with easy access to their invoices and payment methods all within the portal. Clients can view rates and surcharges when creating a shipment, pay online with a credit card, view reports on shipment history, past invoices, and more. Advanced invoicing configurations allow for fully customizable invoicing templates, designed to look how you want – with as much or as little detail as your clients’ request.

Client Portal - White Labeling
Client Portal - Parcel Tracking

Track Like a Pro

Convenient Tracking Tools Provide All the Important Data Right to Your Clients

With the busy hustle and bustle of the office place, staying on top of shipment tracking and completion can be a challenge. Clients need to know where their dozens – or even hundreds – of parcels are within the shipment lifecycle.

 

The Client Portal makes tracking easy with several options at their fingertips. Clients can track the status of each shipment and view parcel-level status codes and scanning results, including OS&D. And, with VPOD (visual proof of delivery), scan history, and electronic signatures, clients will know where each parcel is at all times and have the documentation securely attached to each shipment.

 

Cater to high-volume clients? We’ve got you covered. Tracking results will display based on your client’s search criteria and input values in an easy-to-read format with the most current information for up to 500 parcels at a time.

Communication Done Right

Master Shipment Updates with Push, Email, & SMS Notifications

Ease of access to information is key in today’s on-the-go culture. Whether your company’s focus is on B2B goods or B2C home delivery, your clients and their recipients want the important details regarding their shipments.

 

Make communications effortless with automated alerts and notifications. Push, email, and SMS notifications are a smart and easy way to let clients know when a driver is en route, has arrived, and picked up or delivered a parcel. If something changes in the driver’s day, your client can receive an updated notification automatically. Virtually any shipment status event can be shared with configurable alerts.

 

Enhance your ability to attract business from national shippers by providing a branded communication process to the consignee. As the carrier, your alerts can be customized and automated to appear to be coming directly from the shipper to the consignee throughout the lifecycle of the shipment.

Client Portal - Communications

Route Manifests

Designed to emulate the paper version for familiarity and ease-of-use, route manifests are synchronized to a driver’s phone. Visible in the Driver App or in the Client Portal, clients can follow their package and your driver on a live interactive map just like Uber.

Contactless Pickup & Delivery

It is as easy as checking a box on shipment creation to add clear and obvious indicators to your shipments so drivers know which clients prefer contactless pickup or delivery.

Shopping Cart

Rather than submitting each shipment one at a time, you can give your clients the ability to add all their shipments into their cart and then place them together at once, just like a shopping cart.

Accept Credit Cards

Choose the US payment processor that works best for you using our flexible credit card gateway enabling you to get the best card rates. Pay online, pay invoices, and having the flexibility to charge on-demand or instant payment for services rendered are just a few of the many ways you can setup payment.

Fleet Financials

Maximize your fleet’s performance with tools designed to increase financial performance. Allow your clients to understand how much they're shipping, view on-time performance metrics, and create a wide range of reports.

Driver Settlements

Recognized as the most sophisticated driver settlement algorithm on the market, this feature allows you to pay drivers different rates for different types of work. Contractors receive advance settlement details and a breakdown of commissions through the portal, ensuring IC regulatory compliance.

When You Work with Us...
You Work with Real People!

Jared W. Customers that worked with me have said:
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As always, Jared and the team at CXT Software take great care of me. My issues are solved quickly, professionally, and always respectfully as I am not the most "computer savvy" person. I greatly appreciate that!
Adam F. Customers that worked with me have said:
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Always 5 stars...Adam was extremely patient and helpful in working through this issue with me.
Zachary H. Customers that worked with me have said:
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Zachary H. did a great job. He was patient as we took over a week before we knew exactly what we wanted to do. Zach was patient and even provided instructions and a detailed screenshot in case this happens again.
Nicholas S. Customers that have worked with me have said:
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Fixed issue quickly and provided us with great step by step instructions and visual guides.
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Chris D. Customers that worked with me have said:
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Like all the trouble calls Chris is involved in, this trouble call went excellent. Specifically, he contacted us promptly, well before the time constraint CXT places on itself. He then followed up by asking for any extra input, then provided a solution, which worked.
Jared W. Customers that worked with me have said:
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Fantastic support team. Got this one figured out in no time and sent me a solution that worked like a charm!
Adam F. Customers that worked with me have said:
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5 Stars FANTASTIC experience with Adam! I was really concerned about taking care of this project because I am not a frequent user of CXT (I head up Marketing). - Adam asked all the right questions upfront [Active Listening] - Made a point of understanding HOW I needed to use data so he could be sure to provide me with actionable query results. - Super fast turnaround - Finally, a friendly and approachable vendor; put me at ease FIVE STARS +++
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Doug E. Customers that worked with me have said:
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The Technical Support team did another fantastic job. All my issues were gone in 60 seconds! Way to go guys!!
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Jacob L. Customers that worked with me have said:
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Now that's what I call service! I am satisfied with my care.
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Rick B. Customers that worked with me have said:
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Excellent support! The help here was fantastic. Response time was second to none. What a fantastic team CXT has working!! Gary Daily CFI
Jared W. Customers that worked with me have said:
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I love 5-star service! This guy totally was all over our issue and the follow-up was superb! Hats off to the Support team at CXT.
Adam F. Customers that worked with me have said:
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After initial confusion with who was requesting help, the support was fantastic. It was timely and provided everything I needed to educate myself further. The links and attention to detail were appreciated.
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Chris B. Customers that worked with me have said:
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Chris is a great guy and I always appreciate his expertise and patience with our mutual client.
Nicholas S.
Customers that worked with me have said:
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Nicholas went above and beyond to help get my issue resolved. He provided all the necessary information for me to complete the task and was there to help until the issue was resolved!. Customer service at it's best!!.
Jared W. Customers that worked with me have said:
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Thanks Jared for your help, the right answer was provided right away!
Jared W. Customers that worked with me have said:
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Much easier to work with than our own call center! Great follow up.
Zach H. Customers that have worked with me have said:
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Quick and efficient, loved the visuals and notes!
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Jacob L. Customers that worked with me have said:
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Jacob is a great technical asset and I always appreciate his expertise and patience with our mutual client. Teamwork making the dream work!
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Chris D. Customers that have worked with me have said:
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The help here was fantastic. Response time was second to none. What a fantastic team CXT has working!!
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Doug E.Customers that have worked with me have said:
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Doug E is excellent!Unfortunately, I forgot to reply to his last email where he provided a solution. That being said, he always replies super fast and has hit the nail on the head every single time we have ever needed anything. I really appreciate you all (Doug E. especially) and all of your help! Happy Holidays. -Sean VDR
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John T. Customers who have worked with me have said:
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Great communication!! Fast and friendly, great follow up!
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John T. Customers that work with me have said
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Absolutely outstanding service!!Thanks a million John!
Zach H. Customer has recently stated...
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Zachary H was excellent in his communication with us!! He kept us in the loop and provided us with timely updates all the way to resolution.
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Chris D. Customer recently said....
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Thank you Chris! Great work as always!!! 5 Stars!
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John T. Recent feedback while working with a customer
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Fast and accurate, polite and courteous. Thank you!
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John T. Customer recently said -
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Absolutely outstanding service!! Thanks a million John!
Nicholas S. Customers that worked with me have said:
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Mr. Sellers is always a great help. Thank you!
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Chris D. Customer recently said....
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Chris is so fast and so good. CFI really appreciates him on the team!
Jared W. Customer recently said....
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Jared is both patient and super helpful!
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