CRM
The relationship and the freight behind it.
Contacts, account history, quote requests and follow-up, with related loads in view.
The platform we’re building
From customer request
to billing review.
Every step can mean another tool, another subscription and another handoff. Meridian Central is being built to bring sales, operations and billing workflows into one connected workspace, with fewer places to check and less information to enter twice.
One business. One continuous story.
Delivery isn’t
the end of the job.
The POD arrives. Billing still needs the customer PO number. Keep the documents, requirements and follow-up with the load, so the next team can pick up the work.
01Quote
02Cover
03Deliver
04Billing review
One shared record
Load 4812Riverside Produce · Fresno → PhoenixSales workspace
It starts with a conversation.
The lane request, account history and quote belong to the same job.
Proposed workflow · From the first quote through billing preparation.
Four views of connected work
One workspace across sales, operations and billing.
TMS
The load and its changing requirements.
Appointments, carrier updates, documents and proposed next steps kept with the shipment.
Finance
Delivery evidence and billing requirements.
Match the POD, make missing customer information visible and prepare work for billing review.
Analytics
Patterns that lead back to the work.
See a change across the operation, open the loads behind it and identify the team that needs to review.
Decide what to consolidate. Connect the rest.
We’ll map the tools your team pays for and the work that happens between them. Then we’ll confirm what a pilot could bring into Meridian, what must stay elsewhere and which connections are supported.
These are proposed product workflows. They do not establish that an integration is available or that every module is ready for your team.
Give AI a defined job.
The design keeps sources alongside the work AI prepares: a customer reply draft, a proposed appointment update or a request for missing billing information. What AI may read, draft or act on must be agreed before a pilot.
See how a private pilot starts ↗