Are you a freight broker or 4PL?

No. We do not move freight or carry the liability — that is a different, capital-heavy business that competes with our customers. XecSuite is the software-plus-agent operating layer your 3PL runs on, not a broker.

Is XecSuite just another dashboard?

No. Dashboards show metrics; XecSuite reasons across the systems behind them and acts. Every module is wired into your agents — they read its data, recommend the next move with evidence, and write changes back through approval gates. No dead dashboards.

Does it replace our TMS, CRM, or accounting tools?

No. XecSuite sits above the tools you already run. It reads across them to build company memory and whole-operation decisions, not to replace your systems of record.

How is XecSuite different from horizontal AI assistants like Glean or Microsoft Copilot?

Those are horizontal Work AI tools — general assistants and enterprise search sold per seat across any company’s apps. XecSuite is vertical to cross-border Canada–US 3PLs and built to act, not just answer: freight- and lane-specific modules, a governed agent workforce that does the work behind approval gates, and value pricing with no per-seat fee. We route work across frontier models inside that vertical layer rather than competing as a general-purpose assistant.

How is XecSuite different from AI tools built for freight brokers, like Vooma, HappyRobot, or Drumkit?

Tools like Pallet, Vooma, HappyRobot, Drumkit, and Wisor automate important logistics workflows — quoting, carrier email, voice, dispatch, freight forwarding revenue, document parsing, or quote-to-cash. XecSuite is the operating layer across the whole 3PL: CRM, marketing, meeting intelligence, freight and lane analysis, operations/SOPs, and an executive assistant, all sharing tenant-private company memory under human approval. It is the layer those point tools would plug into, not a single-workflow agent.

Which AI models does XecSuite use?

XecSuite routes work across a hybrid model stack: private models for routine high-volume work and frontier models — GPT, Claude, Gemini, and others — for high-stakes reasoning, with human approval where decisions matter. Qualified engagements can add a private model adapter and per-company frontier API keys; Enterprise can add dedicated private infrastructure, sovereign hosting, ZDR, and procurement support where required.

What does XecSuite cost?

Entry is the $2,500 diagnostic — a fixed fee, fully credited against your subscription if you continue. The pilot runs the platform at $750/month for the first three months, cancel anytime during it. After that you subscribe to the platform plus the modules you switch on, priced on value rather than seats; Enterprise is quoted for dedicated capacity, sovereign hosting, or procurement-grade requirements. No per-seat fees, ever.

Who owns the data and the models?

You own your data. Company memory, evidence, embeddings, and transcripts are exportable anytime in open formats and are deleted on termination. Hosted model adapters and models are XecSuite-managed infrastructure and are not transferable — they are destroyed on termination.

Is my data hosted in Canada?

Sovereign Canadian hosting is available for engagements that need it, with least-privilege connectors that terminate on disconnect and tenant isolation enforced by Postgres row-level security. Residency, retention, and ZDR commitments are scoped for Enterprise and the IT/security review.

Can we add our own workflows and tools?

Yes. New workflows become new modules — wired into your agents to read the data, act on it, and write changes back through approval gates. Our team builds them with you, priced on the value they create.

Do we need every connector to start?

No. The diagnostic works with the data you can share today and we start on low-risk surfaces — your own ZoomInfo, email, and exports or a sandbox — then expand to production systems once IT is looped in. Most value shows up by connecting the systems tied to freight, customers, and the first target workflow.

Is the AI autonomous?

No. XecSuite produces approval-gated drafts and recommendations — it prepares the work and the evidence; your team approves before anything outbound or irreversible happens.

How does engagement usually start?

Start with the diagnostic. Prove the value in a 90-day pilot. Then subscribe to the platform and the modules you switch on, priced on value — or move to Enterprise when governance and capacity requirements need a custom proposal.

Freight CRM software

A freight-aware CRM layer your agents can actually act on

Most CRMs were not built around lanes, freight history, quote context, customs risk, or 3PL account reality. XecSuite adds a freight-aware CRM module and agent workforce that keeps customer memory useful, drafts follow-ups, surfaces at-risk accounts, and ties sales activity to freight context.

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Search intent

Best fit for logistics teams searching for freight CRM, 3PL CRM, or AI CRM tools that understand customer and lane context.

Why generic CRM breaks down in freight

A freight customer is not just an account record. It has lanes, contacts, quote history, service failures, customs patterns, carrier preferences, margin history, meetings, and open commitments. Generic CRM fields rarely capture the full operating context.

XecSuite connects CRM data to company memory so agents can help maintain records, draft approved follow-ups, and identify customer risk before it becomes churn.

Lead enrichment and dedupe against your CRM
Account and lane context in company memory
Agent-drafted follow-ups behind approval gates

CRM as part of the operating layer

CRM data gets more valuable when it is connected to meetings, email, freight analysis, and executive briefs. XecSuite turns CRM into one input in the operating loop: who should we call, what changed, which lanes matter, and what should leadership approve next?

How it works with HubSpot or Salesforce

XecSuite can work with your existing CRM where appropriate, or stand up the CRM module where the current process is too thin. Integrations are scoped during implementation; nothing is assumed live out of the box.

Best for

3PLs whose account context is split across CRM, inboxes, meetings, and spreadsheets

Agent role

Enrich, dedupe, draft, brief, and escalate behind approvals

Differentiator

Customer memory tied to freight, lanes, and operating context

FAQ

What buyers ask before the diagnostic

Is XecSuite a CRM replacement?

It can be a CRM module or a layer above your existing CRM, depending on the stack. The diagnostic determines the best path.

Does XecSuite integrate with HubSpot or Salesforce?

XecSuite is built to work across common CRM systems during implementation, with access and write-back scoped carefully.

What makes this freight CRM instead of generic CRM?

The account memory is connected to lanes, quote history, customer risk, freight analysis, meetings, and SOPs rather than only contacts and pipeline stages.

Map the workflow before you buy software.

The $2,500 diagnostic turns this search into your real operating numbers: tools, lanes, workflows, bottlenecks, ROI levers, and the fastest path to a 90-day pilot.