Freight brokerage · Savannah, GA
Tern Logistics gave 32 brokers forecasting without a full-time admin.
32
brokers and managers on Scale
1
part-time admin, down from a contractor team
11 days
from contract to go-live
“Salesforce could do everything, which meant we needed someone to make it do anything. Pellwood is the first CRM our brokers update without being chased.”
Kendra Mathis, COO, Tern Logistics
Tern brokers truckload freight for manufacturers across the Southeast. Brokers juggle dozens of lanes and shippers and need to see quote history fast.
Tern uses custom objects for lanes and carriers, forecasting by desk, and a warehouse sync to Snowflake for margin reporting.
| Plan | Scale |
|---|---|
| Seats | 32 |
| Moved from | Salesforce Sales Cloud |