Owner Alex Morgan
Steel Coil TransloadPittsburgh → ColumbusTransload · Steel Coil$64K est. annual valueNext Action Review requirement with operations · Oct 16 (due this week)Manually Created
Opportunity Management
Turn demand into opportunities your team can work.
Bring freight context, account intelligence, follow-ups, and commercial activity into one workspace built for providers pursuing business across the Commtrex network.
Product concept. The workspace shown on this page illustrates where Opportunity Management is headed; some capabilities are in development. All names and figures are demo data.
- Open opportunities
- 18
- Pipeline value
- $1.42M
- Needs follow-up
- 5
New3
Qualifying4
Engaged7
Proposal4
From signal to sale
Demand is useful. A workflow makes it actionable.
Commtrex can surface companies researching your services, connect providers with freight requirements, and help teams identify potential business. Opportunity Management gives that commercial work somewhere to go next.
- Signal
Someone is researching your company or service.
- Opportunity
Your team determines there is business worth pursuing.
- Workflow
Assign ownership, follow up, build the commercial case.
- Outcome
Record what happened and keep the pipeline current.
A demand signal is not an opportunity. Your team decides when a signal becomes commercial work.
Your pipeline
See what is new, what is moving, and what needs attention.
Organize opportunities by stage while keeping the account, freight requirement, owner, value, and next action visible.
- Open pipeline
- $1.42M
- Est. annual value, open stages
- Open opportunities
- 18
- New through Proposal
- Needs follow-up
- 5
- Next Action due by Oct 17
- Proposals out
- 4
- In Proposal stage
New
3 · $142KNeeds review
Owner Sam Patel
Corpus Christi Grain TransloadCorpus Christi → LaredoTransload · Grain$42K est. annual valueNext Action Review freight requirement · Oct 19Freight Request
Owner Casey Ortiz
Wichita Fertilizer StorageWichita → OmahaWarehousing · Dry Fertilizer$36K est. annual valueNext Action Qualify storage needs · Oct 20Demand Intelligence
Qualifying
4 · $337KDetermining fit
Owner Jordan Reed
Nashville Materials StorageAtlanta → NashvilleWarehousing · Building Materials$96K est. annual valueNext Action Confirm storage requirement · Oct 15 (due this week)Freight Request
Owner Casey Ortiz
Aggregates Rail ProgramShreveport → DallasRail + Transload · Aggregates$52K est. annual valueNext Action Confirm rail access · Oct 19Manually Created
Owner Sam Patel
Bagged Rice TransloadStuttgart → New OrleansTransload · Bagged Rice$64K est. annual valueNext Action Discovery call · Oct 21Demand Intelligence
Owner Jordan Reed
Memphis Storage ExpansionHouston → MemphisWarehousing · Plastic Resin$125K est. annual valueNext Action Confirm Memphis volume · Oct 22Manually Created
Engaged
7 · $557KIn conversation
Owner Sam Patel
Frac Sand TransloadKermit → OdessaTransload · Frac Sand$98K est. annual valueNext Action Send rate sheet · Oct 15 (due this week)Demand Intelligence
Owner Jordan Reed
Houston Transload ProgramHouston → MemphisTransload · Plastic Resin$185K est. annual valueNext Action Follow up on storage pricing · Oct 16 (due this week)Demand Intelligence
Owner Alex Morgan
Paper Roll WarehousingGreen Bay → ChicagoWarehousing · Paper Rolls$84K est. annual valueNext Action Site visit · Oct 19Freight Request
Owner Alex Morgan
Feed TransloadDes Moines → Kansas CityTransload · Animal Feed$46K est. annual valueNext Action Pricing call · Oct 20Demand Intelligence
Owner Jordan Reed
Lake Charles Railcar StorageLake Charles → HoustonRailcar Storage · Plastic Resin$54K est. annual valueNext Action Storage term review · Oct 21Freight Request
Owner Sam Patel
Coatings WarehousingLouisville → NashvilleWarehousing · Industrial Coatings$42K est. annual valueNext Action Confirm hazmat storage needs · Oct 22Freight Request
Owner Casey Ortiz
Lumber Rail ProgramMissoula → DenverRail + Transload · Lumber$48K est. annual valueNext Action Confirm car types · Oct 23Manually Created
Proposal
4 · $384KOffer presented
Owner Casey Ortiz
Packaging DistributionCharlotte → RichmondWarehousing · Corrugated Packaging$40K est. annual valueNext Action Follow up on proposal · Oct 17 (due this week)Manually Created
Owner Alex Morgan
Toledo Chemical Rail ProgramToledo → ChicagoRail + Transload · Liquid Chemical$240K est. annual valueNext Action Proposal review · Oct 18Freight Request
Owner Alex Morgan
Phoenix Food DistributionLong Beach → PhoenixWarehousing · Packaged Food$56K est. annual valueNext Action Proposal walkthrough · Oct 20Freight Request
Owner Sam Patel
Road Salt TransloadCleveland → DetroitTransload · Road Salt$48K est. annual valueNext Action Revise proposal volume · Oct 22Demand Intelligence
Won
2Accepted · not in totals
Owner Alex Morgan
Toledo Grain StorageFostoria → ToledoWarehousing · Grain$112K final valueWon Oct 2Freight Request
Owner Sam Patel
Scrap Metal TransloadIndianapolis → GaryTransload · Scrap Metal$70K final valueWon Sep 24Demand Intelligence
Closed
2Ended without a win · not in totals
Owner Casey Ortiz
Cullet Rail ProgramColumbus → ToledoRail + Transload · Glass Cullet$60K est. annual valueClosed Oct 6 · PricingManually Created
Owner Jordan Reed
Pulp StorageErie → BuffaloWarehousing · Wood Pulp$38K est. annual valueClosed Sep 29 · TimingFreight Request
Drag a card between stages, or use its Stage menu. Won and Closed opportunities are excluded from open pipeline totals.
One opportunity. Full context.
Keep the commercial conversation connected to the freight.
Gulf Coast Polymers
Houston Transload Program · Houston → Memphis
- Opportunity Value
- $185,000 annual
- Owner
- Jordan Reed
- Expected Close
- Nov 21, 2026
- Last Activity
- Oct 13
Next Action
Follow up on storage pricing
Due Oct 16, 2026 · Jordan Reed
Opportunity details
- Stage
- Engaged
- Opportunity Value
- $185,000
- Expected Close
- Nov 21, 2026
- Source
- Demand Intelligence
- Created
- Oct 9, 2026
Open any card in the pipeline above to load it here. An opportunity is the provider's commercial pursuit; it does not establish available capacity, and a won opportunity is not a completed shipment.
Follow-up
Know what needs attention before the opportunity goes quiet.
Tasks and next actions give every active opportunity a clear follow-up path, while ownership keeps responsibility visible across the team.
Keep follow-ups visible.
My Tasks · Jordan Reed
Today: Wed, Oct 14, 2026Overdue2
- Oct 12 · overdueBayou Plastics · Lake Charles Railcar Storage
- Oct 13 · overdueSoutheast Building Products · Nashville Materials Storage
Today3
- Oct 14Gulf Coast Polymers · Memphis Storage Expansion
- Oct 14Southeast Building Products · Nashville Materials Storage
- Oct 14Bayou Plastics · Lake Charles Railcar Storage
Upcoming7
- Oct 15Southeast Building Products · Nashville Materials Storage
- Oct 16Gulf Coast Polymers · Houston Transload Program
- Oct 21Bayou Plastics · Lake Charles Railcar Storage
- Oct 22Gulf Coast Polymers · Memphis Storage Expansion
- Oct 23Southeast Building Products · Nashville Materials Storage
- Oct 26Bayou Plastics · Lake Charles Railcar Storage
- Oct 28Gulf Coast Polymers · Houston Transload Program
From intelligence to opportunity
Turn the right signals into commercial action.
When demand activity becomes worth pursuing, move it into Opportunity Management without losing the account and freight context that made the signal useful.
Demand Intelligence · account activityAs of Oct 9
Gulf Coast Polymers
Houston, TX · Plastics & Polymers
Intent
WarmViewed
- Houston transload facilitiesOct 7
- Plastic resin handlingOct 6
- Rail-served storageOct 5
- Demand signal
- Review
- Create opportunity
- Assign owner
- Work pipeline
Account context
See the relationship, not just the opportunity.
Bring demand activity, contacts, open opportunities, and commercial history together around the company your team is pursuing.
Gulf Coast Polymers
Houston, TX · Plastics & Polymers
Account Owner
Jordan Reed
- Open opportunities
- 2
- Open pipeline
- $310K
- Last activity
- Oct 13
- Next action
- Oct 16
Opportunities
- Engaged · $185K · Jordan Reed
- Qualifying · $125K · Jordan Reed
Commtrex activity
- Viewed Houston transload facilitiesOct 7
- Viewed rail-served warehousingOct 5
- Returned to provider profileOct 4
Demand signals from Demand Intelligence. Signals are not opportunities.
Team visibility
Give everyone the same view of the commercial pipeline.
See ownership, stages, next actions, and opportunity context across the team without separating the sales workflow from the freight information behind it.
Saved views
18 opportunities · $1.42M
| Opportunity | Account | Service | Owner | Stage | Value | Next Action | Expected Close |
|---|---|---|---|---|---|---|---|
| Southeast Building Products | Warehousing | Jordan Reed | Qualifying | $96K | Confirm storage requirement · Oct 15 | Nov 30, 2026 | |
| Permian Sand Supply | Transload | Sam Patel | Engaged | $98K | Send rate sheet · Oct 15 | Nov 13, 2026 | |
| Gulf Coast Polymers | Transload | Jordan Reed | Engaged | $185K | Follow up on storage pricing · Oct 16 | Nov 21, 2026 | |
| Ohio Valley Steel | Transload | Alex Morgan | New | $64K | Review requirement with operations · Oct 16 | Dec 11, 2026 | |
| Carolina Packaging | Warehousing | Casey Ortiz | Proposal | $40K | Follow up on proposal · Oct 17 | Oct 30, 2026 | |
| Great Lakes Chemicals | Rail + Transload | Alex Morgan | Proposal | $240K | Proposal review · Oct 18 | Nov 6, 2026 | |
| Coastal Agri Exports | Transload | Sam Patel | New | $42K | Review freight requirement · Oct 19 | Dec 18, 2026 | |
| Red River Aggregates | Rail + Transload | Casey Ortiz | Qualifying | $52K | Confirm rail access · Oct 19 | Dec 9, 2026 | |
| Lakeshore Paper | Warehousing | Alex Morgan | Engaged | $84K | Site visit · Oct 19 | Nov 25, 2026 | |
| Prairie Fertilizer Co. | Warehousing | Casey Ortiz | New | $36K | Qualify storage needs · Oct 20 | Jan 15, 2027 | |
| Heartland Feed | Transload | Alex Morgan | Engaged | $46K | Pricing call · Oct 20 | Nov 18, 2026 | |
| Pacific Rim Foods | Warehousing | Alex Morgan | Proposal | $56K | Proposal walkthrough · Oct 20 | Nov 16, 2026 | |
| Delta Rice Millers | Transload | Sam Patel | Qualifying | $64K | Discovery call · Oct 21 | Dec 4, 2026 | |
| Bayou Plastics | Railcar Storage | Jordan Reed | Engaged | $54K | Storage term review · Oct 21 | Nov 20, 2026 | |
| Gulf Coast Polymers | Warehousing | Jordan Reed | Qualifying | $125K | Confirm Memphis volume · Oct 22 | Dec 15, 2026 | |
| Cumberland Coatings | Warehousing | Sam Patel | Engaged | $42K | Confirm hazmat storage needs · Oct 22 | Dec 1, 2026 | |
| Tri-State Salt | Transload | Sam Patel | Proposal | $48K | Revise proposal volume · Oct 22 | Nov 12, 2026 | |
| Mountain West Lumber | Rail + Transload | Casey Ortiz | Engaged | $48K | Confirm car types · Oct 23 | Dec 2, 2026 |
- QualifyingNashville Materials Storage · Warehousing
- Value
- $96K
- Owner
- Jordan Reed
- Next Action
- Confirm storage requirement · Oct 15
- Expected Close
- Nov 30, 2026
- EngagedFrac Sand Transload · Transload
- Value
- $98K
- Owner
- Sam Patel
- Next Action
- Send rate sheet · Oct 15
- Expected Close
- Nov 13, 2026
- EngagedHouston Transload Program · Transload
- Value
- $185K
- Owner
- Jordan Reed
- Next Action
- Follow up on storage pricing · Oct 16
- Expected Close
- Nov 21, 2026
- NewSteel Coil Transload · Transload
- Value
- $64K
- Owner
- Alex Morgan
- Next Action
- Review requirement with operations · Oct 16
- Expected Close
- Dec 11, 2026
- ProposalPackaging Distribution · Warehousing
- Value
- $40K
- Owner
- Casey Ortiz
- Next Action
- Follow up on proposal · Oct 17
- Expected Close
- Oct 30, 2026
- ProposalToledo Chemical Rail Program · Rail + Transload
- Value
- $240K
- Owner
- Alex Morgan
- Next Action
- Proposal review · Oct 18
- Expected Close
- Nov 6, 2026
- NewCorpus Christi Grain Transload · Transload
- Value
- $42K
- Owner
- Sam Patel
- Next Action
- Review freight requirement · Oct 19
- Expected Close
- Dec 18, 2026
- QualifyingAggregates Rail Program · Rail + Transload
- Value
- $52K
- Owner
- Casey Ortiz
- Next Action
- Confirm rail access · Oct 19
- Expected Close
- Dec 9, 2026
- EngagedPaper Roll Warehousing · Warehousing
- Value
- $84K
- Owner
- Alex Morgan
- Next Action
- Site visit · Oct 19
- Expected Close
- Nov 25, 2026
- NewWichita Fertilizer Storage · Warehousing
- Value
- $36K
- Owner
- Casey Ortiz
- Next Action
- Qualify storage needs · Oct 20
- Expected Close
- Jan 15, 2027
- EngagedFeed Transload · Transload
- Value
- $46K
- Owner
- Alex Morgan
- Next Action
- Pricing call · Oct 20
- Expected Close
- Nov 18, 2026
- ProposalPhoenix Food Distribution · Warehousing
- Value
- $56K
- Owner
- Alex Morgan
- Next Action
- Proposal walkthrough · Oct 20
- Expected Close
- Nov 16, 2026
- QualifyingBagged Rice Transload · Transload
- Value
- $64K
- Owner
- Sam Patel
- Next Action
- Discovery call · Oct 21
- Expected Close
- Dec 4, 2026
- EngagedLake Charles Railcar Storage · Railcar Storage
- Value
- $54K
- Owner
- Jordan Reed
- Next Action
- Storage term review · Oct 21
- Expected Close
- Nov 20, 2026
- QualifyingMemphis Storage Expansion · Warehousing
- Value
- $125K
- Owner
- Jordan Reed
- Next Action
- Confirm Memphis volume · Oct 22
- Expected Close
- Dec 15, 2026
- EngagedCoatings Warehousing · Warehousing
- Value
- $42K
- Owner
- Sam Patel
- Next Action
- Confirm hazmat storage needs · Oct 22
- Expected Close
- Dec 1, 2026
- ProposalRoad Salt Transload · Transload
- Value
- $48K
- Owner
- Sam Patel
- Next Action
- Revise proposal volume · Oct 22
- Expected Close
- Nov 12, 2026
- EngagedLumber Rail Program · Rail + Transload
- Value
- $48K
- Owner
- Casey Ortiz
- Next Action
- Confirm car types · Oct 23
- Expected Close
- Dec 2, 2026
Close the loop
Record what happened and keep the pipeline useful.
When an opportunity reaches an outcome, capture the result so active work stays separate from completed commercial pursuits.
Keep the work together
Keep the proposal, requirements, and commercial context with the opportunity.
Store the files, notes, activities, and follow-ups your team needs to understand what has happened and what comes next.
Gulf Coast Polymers · Houston Transload ProgramEngaged · Jordan Reed
Activity
- Oct 13 · EmailStorage pricing sent to Morgan Lee
- Oct 12 · NoteCustomer is evaluating two potential destination markets. Confirm Memphis volume before revising pricing.
- Oct 11 · CallDiscussed expected monthly volume and storage requirements with Morgan Lee.
- Oct 11 · StageStage changed from Qualifying to Engaged
Documents
- Gulf Coast Polymers Storage Pricing.pdfPricing · Oct 13 · Jordan Reed
- Houston Transload Requirements.xlsxRequirements · Oct 10 · Jordan Reed
Open tasks
- Follow up on storage pricingDue Oct 16 · Jordan Reed
- Schedule pricing review with Morgan LeeDue Oct 20 · Alex Morgan
- Draft proposal outlineDue Oct 28 · Jordan Reed
A task is something that should happen. An activity is something that happened. Notes are an activity type.
Built around freight
The opportunity is only useful if you understand the move behind it.
Generic sales tools can track a deal. Commtrex can connect the commercial opportunity to the freight requirement, facilities, services, and network context behind it.
Account
Gulf Coast Polymers
Opportunity
Houston Transload Program · $185K
Freight requirement
Plastic Resin · 40 railcars / month
- OriginHouston, TX
- DestinationMemphis, TN
- CommodityPlastic Resin
- ServiceTransload
- FacilityHouston transload terminal
- Rail / port / truckRail → Truck · Class I documented
Commercial workflow
Stage · Owner · Next Action · Tasks · Activity
Commtrex for providers
From being found to working the opportunity.
- Provider product
Get Found
Build your presence where shippers are searching.
Get Found → - Provider product
Demand Intelligence
Understand which companies are showing interest.
Demand Intelligence → - Provider product
Sales & Engagement
Research accounts and begin the conversation.
Sales & Engagement → - This page
Opportunity Management
Organize and work qualified commercial opportunities.
You are here - Related provider product
Desk
Desk keeps prospects, conversations, requests, opportunities, next actions, and pipeline organized in one lightweight sales workspace built specifically for logistics providers.
About Desk →
Opportunity Management FAQ
Questions about Opportunity Management
What is Commtrex Opportunity Management?
Opportunity Management is a freight-focused sales workspace for organizing commercial opportunities, tracking pipeline stages, coordinating follow-up, and keeping opportunity activity connected to the account and freight context represented in Commtrex.
Is Opportunity Management a CRM?
Opportunity Management brings core opportunity and pipeline workflows into Commtrex, with the freight, provider, and demand context that generic sales tools typically do not have. It is designed around the commercial workflows of freight providers rather than as a general-purpose CRM for every business process.
How does Opportunity Management work with Demand Intelligence?
Demand Intelligence helps surface companies showing interest in your facilities and services. When that activity becomes worth pursuing, your team can create an opportunity and carry the relevant account and freight context into the commercial workflow.
Can my team manage follow-ups?
Opportunity Management is designed to keep next actions and follow-up tasks connected to the opportunity, with clear ownership and due dates.
Can we keep proposals and files with an opportunity?
The Opportunity Management experience is designed to keep relevant commercial documents with the opportunity so the team can find the proposal, requirements, and supporting files alongside the rest of the commercial context.
Can multiple people work from the same pipeline?
The experience is designed around shared team visibility, with opportunity ownership, tasks, stages, and activity making it clear who is working what and what needs attention next.
Commtrex Opportunity Management
Turn freight demand into a pipeline your team can work.
Bring opportunities, freight context, follow-ups, and commercial activity together from first signal through final outcome.
- Demand
- Opportunity
- Follow-up
- Proposal
- Outcome