CRM

Acme Foods Distribution

ACME-FOODS - Food & Beverage - Chicago, IL

ActiveClearStrategic

Open Loads

3

Current shipments still in execution.

Estimated Revenue

$24,110

Visible shipment revenue across this account.

Estimated Margin

$7,430

Broker rate less carrier rate on visible loads.

Open Tasks

2

Follow-up work still assigned on this account.

Account Overview

Broker-facing account settings

Update the customer record, follow-up date, and current health signals.

Primary contact: Nina Foster (Shipping)

Broker owner: Midwest Brokerage

Completed loads: 7

Contacts

Customer contacts

Maintain shipping, AP, claims, and after-hours contacts for the account.

Tasks

Follow-up work

Track account actions, ownership, and due dates without leaving the CRM.

Review Q2 refrigerated lane forecast

Confirm committed Chicago outbound volume and weekend dock windows for Ohio stores.

High

Assignee: Jordan Ellis

Due: Apr 7, 3:00 PM

Send monthly performance recap

Include delayed-load root causes and recovery steps.

Medium

Assignee: Taylor Brooks

Due: Apr 9, 5:00 PM

Recent Shipments

Shipment history

Jump into recent loads and keep customer service context close to the account.

SHP-1001

Chicago, IL to Detroit, MI

HILTZ MOVING & STORAGE, INC. - Draft

Broker: $2,600

Carrier: Pending

Docs: 0

SHP-1011

Chicago, IL to Indianapolis, IN

Atlas Hauling Inc - In Transit

Broker: $1,400

Carrier: $1,030

Docs: 2

SHP-1006

Chicago, IL to Cleveland, OH

HILTZ MOVING & STORAGE, INC. - Delayed

Broker: $2,450

Carrier: $1,880

Docs: 2

SHP-1016

Chicago, IL to Milwaukee, WI

HILTZ MOVING & STORAGE, INC. - Delivered

Broker: $1,175

Carrier: $900

Docs: 3

SHP-MW-2006

Joliet, IL to Des Moines, IA

Velocity Transport Services - Delivered

Broker: $2,710

Carrier: $2,105

Docs: 3

SHP-MW-2004

Joliet, IL to Louisville, KY

E R E TRANSPORT LTD - Invoiced

Broker: $2,535

Carrier: $1,965

Docs: 3

SHP-MW-2002

Joliet, IL to Cincinnati, OH

HILTZ MOVING & STORAGE, INC. - Delivered

Broker: $2,360

Carrier: $1,825

Docs: 3

SHP-MW-2005

Chicago, IL to St. Louis, MO

Velocity Transport Services - Closed

Broker: $3,120

Carrier: $2,470

Docs: 3

SHP-MW-2003

Chicago, IL to Madison, WI

E R E TRANSPORT LTD - Closed

Broker: $2,960

Carrier: $2,325

Docs: 3

SHP-MW-2001

Chicago, IL to Grand Rapids, MI

HILTZ MOVING & STORAGE, INC. - Closed

Broker: $2,800

Carrier: $2,180

Docs: 3

Activity

Account timeline

Recent broker notes, shipment events, and task changes tied to this customer.

Task created

Review Q2 refrigerated lane forecast

Task

Jordan Ellis

Apr 3, 1:00 PM

Task created

Send monthly performance recap

Task

Taylor Brooks

Apr 2, 5:30 PM

Pinned broker note

Weekly replenishment freight is trending heavier into the Chicago to Ohio lanes. Keep refrigerated options warm for weekend tenders.

Pinned note

Jordan Ellis

Apr 2, 2:30 PM

Broker note added

AP confirmed they are comfortable with emailed POD packets as long as invoice backup follows within 24 hours.

Note

Taylor Brooks

Apr 1, 4:45 PM

SHP-1001 updated to DRAFT

Chicago, IL to Detroit, MI

Shipment

HILTZ MOVING & STORAGE, INC.

Mar 31, 7:00 AM

SHP-1011 updated to IN TRANSIT

Chicago, IL to Indianapolis, IN

Shipment

Atlas Hauling Inc

Mar 30, 6:00 AM

SHP-1006 updated to DELAYED

Chicago, IL to Cleveland, OH

Shipment

HILTZ MOVING & STORAGE, INC.

Mar 29, 10:00 AM

SHP-1016 updated to DELIVERED

Chicago, IL to Milwaukee, WI

Shipment

HILTZ MOVING & STORAGE, INC.

Mar 28, 3:00 AM

SHP-MW-2006 updated to DELIVERED

Joliet, IL to Des Moines, IA

Shipment

Velocity Transport Services

Mar 5, 8:00 AM

SHP-MW-2004 updated to INVOICED

Joliet, IL to Louisville, KY

Shipment

E R E TRANSPORT LTD

Mar 4, 8:00 AM

SHP-MW-2002 updated to DELIVERED

Joliet, IL to Cincinnati, OH

Shipment

HILTZ MOVING & STORAGE, INC.

Mar 3, 8:00 AM

SHP-MW-2005 updated to CLOSED

Chicago, IL to St. Louis, MO

Shipment

Velocity Transport Services

Feb 13, 7:00 AM

SHP-MW-2003 updated to CLOSED

Chicago, IL to Madison, WI

Shipment

E R E TRANSPORT LTD

Feb 12, 7:00 AM

SHP-MW-2001 updated to CLOSED

Chicago, IL to Grand Rapids, MI

Shipment

HILTZ MOVING & STORAGE, INC.

Feb 11, 7:00 AM