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Sales & Engagement

Turn demand into conversation.

Reach the accounts that matter, respond when prospects come to you, and give your sales team the freight context they need to move the conversation forward.Reach the accounts that matter and respond when prospects come to you.

Outbound with Reach. Inbound with Relay. One freight-focused sales workflow.

OutboundSignal identifies account
ReachStart outreach
Gulf Coast Chemical Producer
Researching
Liquid Bulk · Houston · Transload
Outreach
Call · Email · Follow-up
StatusContacted
Conversation
InboundShipper inquiry
RelayRespond + qualify
New inbound inquiry
Need
Railcar Storage
Market
Chicago, IL
Requirements
75 cars · 6–12 months
StatusQualifying
Conversation
OpportunityMove relevant conversations forward
Outbound
  1. Signal
  2. Reach
  3. Conversation
Inbound
  1. Inquiry
  2. Relay
  3. Conversation
Opportunity
Fictional examples for layout only.
Outbound + inbound

Sales conversations start in different ways.

Sometimes your team needs to pursue an account showing interest. Sometimes a shipper reaches out first. Commtrex gives providers tools for both sides of the conversation.

ReachOutbound

Go after the right accounts.

Use demand context and account information to start relevant outbound conversations with companies your team wants to pursue.

  • Prioritize accounts
  • Prepare with context
  • Start outreach
  • Follow up
  • Track engagement
Explore Reach →
RelayInbound

Be ready when demand comes to you.

Respond to inbound interest, gather the information your team needs, and help qualify the opportunity before it gets lost in an inbox or voicemail.

  • Respond
  • Gather requirements
  • Qualify
  • Route
  • Follow up
Explore Relay →
Reach

Start the conversation with context.

Outbound works better when your team understands why an account may be relevant. Reach helps providers move from account intelligence into structured sales outreach without starting cold.

  1. SignalAccount showing interest
  2. ContextWhat they're researching
  3. ReachStart outreach
  4. ConversationTalk to the account
ReachOutbound workspace
Account
Gulf Coast Chemical Producer
Signal
Ultra Hot
Interest
  • Liquid Bulk
  • Houston
  • Transload
Recent activity
  • Viewed Houston facilities
  • Returned 3 times this week
Outreach
StatusNot contacted
Activity
  1. Sep 22Account added to outreach

Try the outreach actions. Fictional account; control names subject to the current Reach interface.

AI calling

Extend your outbound capacity.

Use AI-assisted calling to help work through targeted outreach while keeping the conversation grounded in the account, market, and freight context your team cares about.

Available calling workflows and controls depend on the provider's configuration.

AI callingCompleted
Account
Regional Plastics Producer
Target
Houston transload
Reason for outreach
Recent liquid bulk research
Outcome
Follow-up requested
Better outreach starts with context

Know why you're reaching out before you reach out.

Signal and provider data can give your team useful context about the account, the market, and the services attracting attention before a conversation starts.

Account
Understand which company your team is approaching.
Interest
See the services, markets, or capabilities associated with recent research where that context is available.
Timing
Use recent activity to help decide when outreach may be relevant.
Fit
Bring your own facility and service capabilities into the conversation.
Account brief
Regional Plastics Producer
Location
  • Baton Rouge, LA
Recent interest
  • Transload
  • Liquid Bulk
  • Houston
Recent activity
  • 5 research events
  • 2 return visits
  • Last active today
Your relevant capabilities
  • Liquid bulk transload
  • Rail access
  • Tank storage
Next step
Review account and start outreach
Capabilities come from your own provider data. The next step is your team's call. Fictional example.
Relay

Be ready when demand comes to you.

Inbound inquiries do not always arrive with everything your team needs. Relay helps providers respond, gather useful freight requirements, and move qualified conversations toward the right next step.

New inquiry
Railcar Storage
From
Industrial Manufacturer
Market
Chicago, IL
Request
75 railcars
6–12 months
Covered hopper
Relay3 of 3 details gathered

Thanks for reaching out. I can help gather a few details for the team.

  1. RelayWhere are the railcars currently located?
    ShipperJoliet, IL area
  2. RelayDo the cars require loaded or empty storage?
    ShipperEmpty
  3. RelayWhen do you expect storage to begin?
    ShipperNext month
Qualification
Service
Railcar Storage
Market
Chicago
Equipment
Covered Hopper
Quantity
75 cars
Duration
6–12 months
Location
Joliet, IL area
Storage
Empty cars
Timing
Next month
Ready for sales review →

Step through the responses to watch the requirements build. Relay gathers details; pricing, capacity and commitments stay with your team. Fictional example.

Qualification

Get the freight details before your team takes over.

The right questions depend on the service. Relay can help gather the operating information your team needs to understand the request and decide what should happen next.

  1. Inquiry
  2. Service identified
  3. Relevant questions
  4. Structured requirements
  5. Sales review
Relevant questions · Railcar Storage
  • Car type
  • Loaded / empty
  • Quantity
  • Current location
  • Duration
  • Railroad
  • Start date

Examples only. Production questions follow the supported request schema for each service.

Qualification means the request has enough structured context for the provider to evaluate it. It is not an approval of the buyer or a judgment that the opportunity is good.

Conversation context

Keep the freight details with the conversation.

Sales teams should not have to reconstruct a request from scattered emails, notes, calls, and form submissions. Keep the account, requirements, activity, and conversation context together as the opportunity develops.

Opportunity contextMidwest Food Manufacturer
Request
Food-grade warehousing
Market
Chicago, IL
Requirements
  • 15,000 sq. ft.
  • Pallet storage
  • Food grade
  • Inbound truck
  • October start
Engagement
  1. Sep 28Inbound inquiry receivedInquiry
  2. Sep 28Relay qualification completedRelay
  3. Sep 29Sales follow-upEmail
  4. Sep 29Call completedCall
Notes

Customer evaluating Chicago-area capacity for Q4.

Fictional example.

From conversation to opportunity

When the conversation becomes real, keep it moving.

Relevant conversations can move into opportunity management so your team can track the request, follow up, coordinate next steps, and keep the commercial process organized.

  1. DemandSignal
  2. EngageReach / Relay
  3. Conversation
  4. OpportunityDesk
  5. Win
  1. Demand identified

    Signal helps surface accounts showing relevant interest.

  2. Conversation started

    Reach or Relay helps move outbound or inbound demand into a conversation.

  3. Opportunity created

    Relevant conversations can move into the provider's opportunity workflow.

  4. Sales process continues

    Your team manages follow-up, requirements, and commercial progress from there.

The provider platform

Engagement connects demand to opportunity.

Commtrex brings provider visibility, demand intelligence, sales engagement, and opportunity management together in one freight-focused workflow.

  1. ATTRACT

    Get Found

    Build a presence shippers can discover.

  2. IDENTIFY

    Demand Intelligence

    Understand which accounts are showing interest.

  3. ENGAGEThis page

    Sales & Engagement

    Reach prospects and respond to inbound demand.

    • ReachOutbound
    • RelayInbound
  4. MANAGE

    Opportunity Management

    Keep opportunities and customer activity organized.

  5. WIN

    Turn the right opportunities into business.

Frequently asked questions

Questions about Sales & Engagement

What is Commtrex Sales & Engagement?

Sales & Engagement helps logistics providers act on demand through outbound and inbound sales workflows. Reach supports proactive outreach, while Relay helps respond to and qualify inbound interest.

What is Reach?

Reach is the outbound sales-engagement capability within the Commtrex provider platform. It helps providers use account and demand context to organize outreach and start relevant sales conversations.

What is Relay?

Relay is the inbound engagement capability within the Commtrex provider platform. It helps providers respond to inquiries, gather relevant freight requirements, and prepare the conversation for the appropriate next step.

Can Reach make outbound calls?

Reach includes AI-assisted calling capabilities designed to help providers execute targeted outbound outreach. Available calling workflows and controls depend on the provider's configuration.

What information can Relay collect?

Qualification depends on the type of freight request. Relay can gather supported details such as service requirements, location, freight, equipment, volume, timing, and other information relevant to the provider's workflow.

Does Sales & Engagement replace my sales team?

No. Reach and Relay help providers execute and organize parts of the sales engagement process. Your team remains responsible for customer relationships, commercial decisions, pricing, capacity, and the sales process.

What happens after a conversation is qualified?

Relevant conversations can move into the provider's opportunity-management workflow, where the team can track requirements, follow-up, activity, and commercial progress.

Opportunity Management →
Sales & Engagement

Turn the next signal or inquiry into a conversation.

Use Reach to pursue relevant accounts and Relay to respond when demand comes to you, with the freight context your team needs to move the conversation forward.

Outbound with Reach. Inbound with Relay.