Your best dispatcher
never sleeps.
StepDeck is the CRM where AI agents quote, follow up and dispatch carriers while your team focuses on closing. Brokers who switched grew twice as fast in their first year.
From lead to dispatch, streamlined.
Built for brokers, proven by brokers
“StepDeck’s agents answer leads before my team is awake. Our booking rate doubled in three months — and Sundays went from dead to our second-best day.”
“We ran our own numbers against the AI quotes for a month, then stopped bothering. Margins are up, and dispatchers dispatch instead of copy-pasting into load boards.”
“Migration took a weekend, not a quarter. Within a week the follow-up agent revived deals we’d written off months ago.”
“The AI voice agent picks up every inbound call. We stopped losing deals to voicemail — period.”
“One timeline for SMS, calls and email changed everything. New reps get up to speed in days instead of weeks.”
“Smart Quoting pays for the whole platform. We price lanes we’ve never run and still hit margin.”
“Posting to both load boards in one click saves my dispatchers a couple of hours every single day.”
“Support actually knows auto transport. Setup felt like working with a partner, not a vendor.”
“We grew 2× year over year without adding headcount. The agents are the extra team we never had to hire.”
Never lose a client again
StepDeck captures every lead from every channel — web forms, email, calls, social and chat — and funnels them into one pipeline. Your existing phone numbers, WhatsApp Business accounts and email providers plug straight in.
Agents that work the deal
Six capabilities running around the clock — that's where the 2× comes from.
Deal Autopilot
Quotes go out, follow-ups fire, contracts get e-signed — automatically, 24/7, including the weekend loads everyone else misses.
AI Calls
One-click dialing across five US telephony providers, recordings and transcripts saved — plus an AI voice agent so no inbound call rings out.
Smart Quoting
Live market pricing on every lane — know exactly what to charge to stay competitive, and sign up to 60% more contracts.
MCP connections
Connect Claude or ChatGPT straight to your data — ask questions, build reports and trigger actions in plain language.
Omnichannel inbox
SMS, calls, email, WhatsApp and web chat land in one timeline — nothing to port, nothing to lose.
Secure by design
Enterprise-grade encryption, role-based access and regular audits — TCPA, TCR, A2P and 10DLC compliant.
The first CRM built for the AI era — not retrofitted for it.
Tools like Bats CRM and MessagePlane cover the basics well. StepDeck was built AI-first to actually do the work — here's how the platforms line up.
| Capability | StepDeck | Bats CRM | MessagePlane | Other CRMs |
|---|---|---|---|---|
| Built specifically for auto transport | ✓ | ✓ | ✓ | — |
| Omnichannel timeline (SMS / call / email) | ✓ | ✓ | ✓ | partial |
| One-click posting to both load boards | ✓ | ✓ | partial | partial |
| Load management & carrier verification | ✓ | ✓ | partial | — |
| Live-market AI pricing on every lane | ✓ | partial | — | — |
| AI voice + SMS agents working 24/7 | ✓ | — | — | — |
| Off-hours & weekend auto-booking | ✓ | — | — | — |
| Claude / ChatGPT MCP connections | ✓ | — | — | — |
| Migration from your old CRM in a weekend | ✓ | partial | partial | — |
Comparison reflects typical feature availability as of 2026. StepDeck does not sell, generate or offer leads.
One plan with everything in it
No feature gates, no surprise add-ons. Start with the full platform and add seats as your team grows.
Everything StepDeck does — CRM, agents and all — from day one.
- Super Dispatch & Central Dispatch integrations
- StepDeck AI pricing tool & ready-to-use widgets
- Omnichannel: SMS / email / call, one timeline
- Deal Autopilot & AI voice agent
- Dialer, recordings, transcriptions, e-sign
- Booking page, VOIP & payment integrations
- Claude / ChatGPT MCP connections
- Onboarding & migration from any CRM
For larger brokerages with their own requirements.
- Dedicated server
- White label on your own custom domain
- Deeper customizations & integrations
- Prioritized support and onboarding
- Dedicated success manager
Compliant with industry standards
Your data is protected with enterprise-grade encryption, secure cloud infrastructure, role-based access and regular audits.
Step through the deck
Five real screens from StepDeck, fanned out like a hand of cards. The deck flips on its own — click a side card or a dot to jump.
Pipeline board
Every deal at a glance — new, quoted, booked, dispatched. Drag a card to move it; the AI keeps statuses up to date.
Frequently asked questions
Absolutely. Request a demo to see firsthand how StepDeck’s AI agents transform your operations on your own lanes and data.
Yes. StepDeck is fully optimized for mobile, giving you an app-like experience on any phone or tablet — the full workspace, nothing stripped away.
Enterprise-grade encryption, secure cloud infrastructure, multi-factor authentication, role-based access and regular security audits — compliant with TCPA, TCR, A2P and 10DLC standards.
StepDeck is built AI-first: agents don’t just log activity, they quote, follow up, negotiate and dispatch — capturing loads nights and weekends that legacy CRMs miss.
Yes — real-time API integration with Super Dispatch and Central Dispatch, plus your existing phone numbers, WhatsApp Business and email providers.
Yes. Our Enterprise plan adds a dedicated server, white-label domain, deeper customizations and prioritized support, with custom pricing shaped around your operation.
See your pipeline run itself
30 minutes, your real lanes, live AI quotes. We'll show you exactly where the agents pick up work your team does by hand today.
Call us — +1 302 313 0966