“Push every lead — pipeline looks hot.”
CROSS-BORDER CA–US NETWORK · SAMPLE FEED
MODULES: 7 + 3 INCLUDED
APPROVAL GATES: ON
TENANT ISOLATION: POSTGRES RLS
PILOT: 90-DAY PROOF
rates · dwell Vancouver
ocean feeds Winnipeg Churchill
arctic signals Thunder Bay
lakes traffic Montreal · congestion Quebec City Halifax
atlantic feeds St. John's Iqaluit
The operating layer cross-border 3PLs run on
Every tool has AI. None see the whole operation.
Configurable modules — CRM, marketing, freight analysis, operations — run by a governed agent workforce across the systems your 3PL already uses. The work gets done, not just dashboards.
Council: shift 2 loads YYZ→YUL to overnight rail — border dwell avoided
87%SAMPLE
Connected during implementation — the systems you already run
Salesforce
HubSpot
ZoomInfo
QuickBooks
Microsoft 365
Google Workspace
Outlook
Excel & Sheets
Zoom
Slack
Teams
TMS / load boards
Through connectors where available, or governed exports and manual sources — scoped to your stack, starting on low-risk surfaces. Nothing is assumed live out of the box.
The problem
Smart tools. Noisy decisions.
Every logistics tool is getting AI. The risk is not using AI — it is letting each tool get smarter while your team still reconciles freight, customs, CRM, email, and spreadsheets by hand.
“Cross-border lane margins are thin.”
“At capacity. Dwell is climbing.”
“FX and customs are eating the quarter.”
Each system may be right inside its silo. Leadership needs to know what the whole operation should do next.
The solution
One layer for whole-operation decisions.
Connect the systems, model company memory, organize the agent workforce, decide with the Council — and measure the ROI.
01
Connect
TMS, CRM, email, spreadsheets, docs and call notes — scoped in implementation.
02
Model
Tenant-private company memory of your lanes, customers, rates and SOPs.
03
Organize
The agent workforce — sales, marketing, freight, ops and an executive assistant — wired in.
04
Decide
The Council turns agent debate into an evidence-backed recommendation you approve, defer or escalate.
05
Measure
Approved moves run behind human gates and are tracked to savings, speed and visibility.
The Council · live demo
Ask it the hard one first.
Five specialist agents — Finance, Sales/BD, Operations, Freight & Lane, and Customer — debate your question against real company memory. No cheerleading: the Finance agent opens in opposition and has to be convinced by evidence.
QUESTIONS ONE APP CAN'T ANSWER
Which lanes are losing margin this week that I should not ignore?
Which customer is at risk before we lose the freight?
Where is dwell or a customs delay costing us money right now?
COUNCIL SESSION · #0448
Demo
YOU ASK
“Why should we use XecSuite?”
{{ msg.agent }}
{{ msg.stance }}
{{ msg.text }}
{{ councilTypingAgent }} is drafting…
VERDICT · 5/5 UNANIMOUS
96% conf.
Do it. Yes — do it.
Even the opposition signed. Sources: TMS · CRM · Finance · Inbox
Convene the Council on your operation →Modules
Configurable modules, run by an agent workforce.
Software plus an agent workforce — the work gets done, not just dashboards. Switch modules on as they earn their place.
CORE PLATFORM · EVERY CUSTOMER
THE FOUNDATION
Company memory, agents, and governance
Your logistics company-memory and context layer: AI agents, data ingestion, admin controls, approval gates, and everyday workflow automation. Three capabilities ship with it:
OPERATIONS / SOPINCLUDED
Internal process assistant, SOP search, onboarding support, and task/checklist generation.
EXECUTIVE ASSISTANTINCLUDED
Daily briefings, decision support, task prioritization, and company-wide context retrieval.
FINANCE / FP&AINCLUDED
Finance summaries, cash, AR, and P&L insight, and board-style reporting.
01 · CRM MODULESUBSCRIPTION
A custom-CRM's flexibility, without owning one
Contact and account management, deal tracking, AI follow-up generation, call and meeting notes, and proposal support — configured to your sales process and tied to company memory.
02 · NOTE-TAKER / AI CALL AGENTSUBSCRIPTION
Nothing said on a call gets lost
AI note-taker with summaries and action items, live company-context Q&A, automatic knowledge capture, and follow-up drafting.
03 · FREIGHT ANALYSISSUBSCRIPTION
See which lanes actually make money
Carrier rate analysis, shipment data processing, savings analysis, margin visibility, and proposal support for cross-border CA–US freight.
04 · RFP / PROPOSAL RESPONSESUBSCRIPTION
Answer RFPs in hours, not weeks
A proposal answer library with AI draft, review, and export.
05 · MARKETING AUTOMATIONSUBSCRIPTION
Campaigns that get sent — and tie to revenue
Campaign operations, lead-gen workflows, and attribution back to booked freight.
06 · CONTENT & SOCIALSUBSCRIPTION
A publishing engine that sounds like you
Organic content generation and posting workflows, grounded in your company memory.
07 · PROSPECTING & SCORINGSUBSCRIPTION
Know who to call before competitors do
ICP discovery, buying-committee research, and fit scoring for the freight you actually want.
08 · YOUR WORKFLOWCONFIGURED TO YOU
New workflows become new modules
Wired into your agents to read, act, and write through approval gates — configured to your terminology, data, and process.
The entry offer
Start with the diagnostic.
A one-time implementation & configuration engagement: we map your tools, lanes, and workflows, identify the highest-value automation, and define the fastest path to proof — then the platform takes over.
- ✓Map of your tools, lanes, and decision bottlenecks
- ✓Top 3 risks, opportunities, or margin leaks
- ✓Recommended modules and agent workflow plan
- ✓Initial ROI hypothesis and implementation path
- ✓One source-backed recommendation or workflow
Implementation & configuration$2,500 one-time
The diagnostic on-ramp · workflow mapping, integrations, onboarding · fully credited when you continue
Pilot$750/mo · 90 days
A proof window on your real operation — cancel anytime
Starter / GrowthSubscription
The core platform — company memory, agents, approval gates — plus the modules you switch on
EnterpriseCustom
Dedicated capacity · sovereign Canadian hosting · data residency, ZDR, procurement
You own your data: company memory, evidence, embeddings, and transcripts are exportable anytime in open formats and deleted on termination.
Why now
Every logistics tool is becoming AI-enabled. 3PLs need the layer above them.
Without a unified layer, each tool optimizes locally while your team still reconciles cross-border freight, customs, and cash by hand.
◆
AI inside one tool cannot see the tradeoff across freight, margin, operations, and customers.
◆
3PLs that organize their data, agents, and approvals now will quote, decide, and act faster — with better evidence.
◆
The advantage compounds when your company memory, lane history, and ROI tracking improve every month.
“I would love to be in the pilot program. This will help with my executive team.”
Owner-led logistics company
“I can see tremendous value in having this run our operation.”
Cross-border operator, in discovery
“A central operating layer is exactly what I need.”
Owner-led operator, in discovery
Early validation = willingness to pilot + measurable ROI proof — not closed revenue. Every engagement starts by defining what proof should look like. Quotes are from owner-led prospects in discovery, so names are intentionally withheld.
Trust & control
Governed, gated, and yours.
Plain English, no buzzword soup. The layer recommends; your people approve.
◆
Source-backed answers with confidence and freshness indicators
◆
Human approval gates before high-impact changes
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Clear labels for live, manual, demo, stale or missing data
◆
Hybrid model routing: private models for routine work, frontier models for high-stakes reasoning
◆
Sovereign Canadian hosting available; connectors terminate on disconnect
◆
You own your data — exportable anytime in open formats, deleted on termination
FAQ
The questions operators actually ask.
Start the conversation
Stop stitching the operation together by memory.
Tell us about your lanes, your tools, and where decisions get stuck. We'll come back on fit, diagnostic scope, and the fastest path to proof.
Replies within one business day
nick@xecsuite.com · max@xecsuite.com