Operating System

One platform for your entire brokerage operation

More than a TMS. Zirio is a complete operating system that unifies dispatch, pricing, CRM, accounting, and autonomous support. Six integrated modules, five AI agents, all working together.

Complete client management

CRM built for logistics. Track clients, manage sales pipeline, and monitor team performance all in one place.

Zirio CRM interface showing client directory with contacts, status, and sales information

Six integrated modules, one platform

Every part of your operation works together seamlessly. No more switching between tools or reconciling data.

Dispatch & TMS

Book, assign, and execute loads

Complete transportation management with load booking, carrier selection, and shipment execution across FTL, cross-border, ocean, and air.

  • Automated carrier matching
  • Ocean & air freight
  • Cross-border documentation
  • Live rate comparison
2.1 minAvg. dispatch time
6Modes supported

Profit Tracker

Finance, commercial, and team views

Three financial views in one: overall P&L, margin analysis by customer and lane, and rep performance tracking.

  • Real-time margin tracking
  • Lane profitability
  • Rep commission tracking
  • Cash flow forecasting
13%Avg. margin visibility
3Financial views

Logistics CRM

Purpose-built for freight sales

Quote packages by region, lane-based pipeline tracking, and customer health scoring based on volume and payment patterns.

  • Quote packages by region
  • Lane-based opportunities
  • Customer health scores
  • Activity timeline
248Clients managed
91%Retention rate

Billing & Accounting

SAT CFDI 4.0 + QuickBooks

Same-day invoice generation with SAT stamping for Mexico and direct QuickBooks sync for the US, with payment tracking and aging.

  • SAT CFDI 4.0 stamping
  • QuickBooks integration
  • Payment tracking
  • Aging reports
Same-dayInvoice generation
2Countries billed

Customer Portal

Branded self-service access

Give customers self-service access to track shipments, view invoices, request quotes, and communicate through a branded portal.

  • Self-service tracking
  • Invoice history
  • Quote requests
  • Document access
24/7Customer access
0After-hours calls

Driver App

GPS, POD capture, and updates

Mobile app for carriers with GPS tracking, POD capture, and automatic status updates that reduce check calls.

  • GPS location tracking
  • POD photo capture
  • Status updates
  • ETA notifications
-70%Check calls
Real-timeLocation data
Carrier Onboarding

Onboard carriers in minutes, not days

A self-service portal for carriers to complete onboarding. They enter their DOT/MC details, upload insurance documents, and get approved automatically. Supports US, Canada, and Mexico carriers.

1
Carrier ID
2
Contacts
3
Operations
4
Documents
5
Insurance
6
Review
USDOT and MC number verification
Automatic insurance document extraction
Multi-country support (US, CA, MX)
Integration with RMIS and Highway
Complete in ~10 minutes
MC Number Verification

Vet any carrier before you tender the load

Type an MC or DOT number and Zirio runs a live FMCSA check in seconds. See authority status, insurance, safety ratings, and out-of-service history, then get an instant risk score so you never book a non-compliant carrier again.

Live FMCSA dataPull authority, safety rating, insurance, and out-of-service rates straight from FMCSA in real time.
Instant risk scoringEvery carrier gets a letter-grade risk score so dispatchers can approve or flag in seconds.
Exportable reportsDownload a full FMCSA report for your records and compliance audits, one click per carrier.

Zirio Carrier Verification

Eagle Trucking

MC-987654DOT 3648210LAREDO, TXInterstate
Live FMCSA dataJun 29, 2026
Authority

Authorized

Safety Rating

Not Rated

Insurance

Verified

OOS Rate

28.6%

Carrier Risk Score
ExcellentA91/100
Driver OOS rate is 2.8× the national average
No active cargo insurance on file

Insurance: UNITED FINANCIAL CASUALTY COMPANY · $0.8M

Checked in 1.2s

Foreign Trade Module

Comercio Exterior · Add-on

Enabled

3

Countries

24

Active lanes

2

Freight modes

Included capabilities

Customs & broker packages
Pedimentos & Carta Porte
CFDI 4.0 · SAT invoicing
HS code classification

Plugs into your existing workspace

Shares dispatch, billing, CRM & AI agents automatically

Foreign Trade Module

Add global trade the moment you need it

Turn on the integratable Comercio Exterior module and Zirio extends beyond the road. Manage customs, pedimentos, CFDI invoicing, and international shipments including ocean and air, all inside the same platform your team already uses.

Ocean freightFCL · LCL
FCL & LCL bookings with container-level milestone tracking and demurrage alerts.
Air freightExpedited
Expedited, time-critical air moves with airport-to-door coordination.
Cross-borderUS · MX · CA
US ↔ MX ↔ CA lanes with bonded carriers and border transfer management.
Team & Permissions

Add your whole team, with no per-seat limits

Invite unlimited users and assign granular, role-based permissions. Dispatchers, sales reps, accounting, and viewers each see exactly what they need, nothing more.

Unlimited users includedScale your team without worrying about per-seat pricing
Granular role-based accessControl module and data access per role and per user

Team Members

Unlimited · 4 shown
Search members…
MW
Marcus Whitfieldmarcus.w@ridgelinefreight.com
Admin
PN
Priya Nairpriya.nair@ridgelinefreight.com
Sales
DS
Diego Salcedodiego.s@ridgelinefreight.com
Dispatch
HB
Hannah Brookshannah.brooks@ridgelinefreight.com
Accounting
One integrated platform

Get it bundled with the Customs Module, all in one place

Request your Operating System together with the Customs Module and run freight and foreign trade side by side. No separate tools, no data silos, no double entry.

  • Dispatch, billing & CRM in one workspace
  • Customs docs, pedimentos & CFDI 4.0
  • Shared AI agents across both modules
  • A single login, one bill, one support team

Operating System

Dispatch · Billing · CRM · AI

Customs Module

Foreign Trade · Customs Declarations

One workspace. One bill. Everything connected.

AI Agents

Five AI agents working for you 24/7

Automate routine tasks, get proactive alerts, and scale your operation without adding headcount.

Dispatch Agent

Automatically processes incoming load requests via email, selects optimal carriers, and schedules pickups without manual intervention.

Secretary Agent

Prepares daily briefings, prioritizes tasks, and anticipates issues. Your AI-powered operations assistant.

Sentinel Agent

Monitors route risk in real time using weather, traffic, and historical incident data. Alerts you before problems happen.

Tracking Agent

Keeps customers informed with proactive WhatsApp and email updates. Handles status inquiries automatically 24/7.

Customs Agent

Processes customs documents, validates compliance requirements, and prepares broker packages automatically from email attachments.

Performance & Goals

Measure every rep against their revenue goal

Set monthly targets per team member and track progress in real time. Zirio surfaces who is ahead and who needs support, automatically.

Sales Leaderboard

July 2026 · Team View
Live
MB
Michael Brooks
Goal:$250,000
$212,400-$37,600
85%
MV
Marisol Vega
Goal:$200,000
$188,000-$12,000
94%
JC
James Carter
Goal:$180,000
$97,200-$82,800
54%
SH
Sofía Herrera
Goal:$220,000
$68,200-$151,800
31%
$850KTeam goal
$565.8KAchieved
67%To target

One platform replaces your entire stack

Stop paying for disconnected tools that don't talk to each other. Zirio unifies everything and connects to what you already use.

Replaces 8+ disconnected tools
TMS
CRM
Accounting
Load Boards
Tracking
Carrier Vetting
Customer Portal
BI Dashboards
Zirio
Connects to your existing tools
QuickBooksAccounting
WhatsAppComms
DATLoad Board
TruckstopLoad Board
RMISVetting
HighwayVetting
MacroPointTracking
EmailComms
40%Cost savings vs. multiple tools
1 WeekAverage onboarding time
24/7AI agent availability
100%Audit trail coverage

Ready to unify your operations?

See how Zirio can replace your fragmented tool stack with one powerful platform.