🚀 Quickstart Guide
Welcome to BeRocker CRM – your all-in-one platform for managing auto transport leads, dispatches, communications, and payments.Follow this guide to get up and running in just a few minutes.
1. Sign In
- Go to app.berocker.com
- Log in with your BeRocker account credentials
2. Set Up Your Profile
- Complete your Profile Settings
- Add your Business Info
3. Add Your Team
- Invite and configure Team Members
- Assign roles and permissions
4. Connect Your Communication Tools
- Pick your preferred phone and messaging providers:
- Set up SMS/Email Channels
5. Connect Your Email
6. Connect Your Load Boards
7. Set Up Payments
- Choose your payment method:
🎉 You’re Ready!
Once your tools are connected, you can:- Start importing leads
- Manage quotes and dispatches
- Track communications in one place
- Collect payments seamlessly