Every shipper's volume, service and margin,in one view.
Querri joins your TMS, Salesforce or HubSpot and QuickBooks, so account managers see which shippers are slipping and why before they move freight, and run QBRs on the numbers finance and sales already use.
One minute: shippers slipping and what came first, the Delivery exception desk, and what else your account data answers.
One view of every shipper
Four sources. One picture of each shipper.
Tenders and loads sit in the TMS, stop times in tracking, account contact in the CRM and payments in the books. Querri reads all four and defines on-time, usual volume and net revenue once, so the account review and the QBR start from the same figures.
TMS tenders and loadsYYour TMS
Tracking and stop eventsMMacropointTTrucker Tools
CRM account activitySalesforceHubSpot
Invoices and paymentsQuickBooksNetSuite
Defined once
Shippers, last four weeks against usual
Shipper
Loads
Usual
On-time
Bluegrass Paper Co
12
8
95.2%
Summit Building Supply
6
6
83.3%
Acme Foods
19
29
92.0%
Harbor Point Foods
9
14
90.4%
Sample data: Ridgeline Freight, a fictional freight brokerage. On-time is from tracking, April to September.
Where account managers start
Three answers every shipper account needs
These are good first jobs, not the whole list. Once loads, tracking, the CRM and the books are in, the same definitions answer whatever you ask next.
Shippers slipping, with the reason.
“Which shippers are tendering less, and did late loads or no account contact come first?”
How it's done today
The weekly tender report from the TMS, read by eye, with the CRM and the tracking portal open in other tabs.
In Querri
Querri compares each shipper's loads with its own usual weeks, then lines up late loads from tracking and the last call or meeting from Salesforce or HubSpot. The list says who is slipping and what happened first, and a monitor flags new drops each morning.
Sample data, last four weeks; late loads over 17 weeks. Lakeshore had 3 late deliveries in late July and August and no logged contact since July 22; its loads stopped after August 24.
What each shipper is worth, and who paid.
“What is each shipper really worth after accessorials, and who paid?”
How it's done today
Revenue by customer from the TMS. Detention, short pays and payments sit in the books, and nobody joins them per account.
In Querri
Querri puts each shipper's loads and revenue from the TMS beside carrier bills, accessorials and payments in QuickBooks, so you see booked against realized margin, detention never billed back and short pays, account by account.
Sample data. Harbor Point Foods looks like the best account at booking; $24,750 of detention paid to carriers was never billed back.
A QBR on the numbers finance and sales use.
“What did we move for this shipper, and where did service slip?”
How it's done today
A QBR deck pieced together from TMS exports, tracking screenshots and the shipper's own scorecard, the day before the meeting.
In Querri
Querri builds the QBR from the same definitions finance and sales use: loads, on-time and tender acceptance by quarter, and the late loads behind each miss. It goes out as slides and a workbook, and every number opens to the loads it came from.
Sample data. Exported as slides and a workbook for the shipper's review.
Slipping shippers is one view. Ask next about detention by receiver, accessorials by account or each shipper's lane mix. See how asking works →
More than an account report
One set of definitions, for every report and every AI agent
The three jobs run on the same foundation as everything else in Querri. Define a number once, and every dashboard, QBR, account review and AI answer uses it.
The Library
Teach it once. It stays right.
Say what counts as on-time, what a shipper's usual week is and how net revenue is worked out, and every answer after that uses it. The account review, the QBR and finance's numbers finally agree.
Click a shipper's on-time rate to see each load and stop event behind it, with when they refreshed. When a question has two reasonable readings, Querri tells you, and when it can't answer, it says what's missing.
Account managers ask in plain language and get the table, the chart and how it was worked out. QBRs go out as slides and workbooks, or answers come into your AI assistant, under each person's own access, so each account manager sees their own shippers.
Monitors judge each shipper's loads and on-time rate against its own history and say which account moved, not just that the total did. Every night Querri works through your data and leaves what it found in your Inbox. Nothing changes without your OK.
Four steps from sign-up to your own account desk. Here is everything that installs, ready to ask questions of and make your own.
1
Sign up free
No credit card. Your own workspace is ready in about a minute.
2
Install Delivery exception desk
Open Blueprints, pick the card and install it. Sample data comes with it, so every page has numbers right away.
Delivery exception desk21 pieces
3
Keep the sample, or connect your data
Connect your TMS, Salesforce or HubSpot and QuickBooks, and add your tracking exports. An agent sets up each connection with you.
4
Open your Exception desk
Shipper volume against usual, carrier on-time, and exceptions and claims on one site.
Open your Exception desk
Every shipper against its usual volume, with late loads beside it, in the Delivery exception desk blueprint (Ridgeline Freight sample data).
Everything that installs
6 Site pages
Exception desk
Today's desk
Shipper accounts
Carrier scorecard
Root causes
Claims
Definitions and data readiness
3 Dashboards
Shipper volume and service
Delivery performance
Exceptions and claims
4 Views
Shipper loads by week
Account accessorials
Shipment delivery
Shipment exceptions
3 KPIs
On-time delivery
Shippers below usual volume
Realized margin by shipper
4 Skill and monitors
Carrier escalation review
Shipper volume watch
Carrier on-time watch
New exceptions watch
A shipper's usual volume is its own average over the last 13 weeks. On-time compares delivery with the appointment the shipper was promised. Account contact, Freight claims and Loads also install, with the Delivery service collection, a saved question and the Service recovery plan project.
How Querri compares with the other ways account managers get these numbers
Most brokerage account teams already have TMS and visibility reports, a CRM, a QBR template or an AI assistant. Here is where each fits, where it stops, and how Querri works alongside it.
Querri
TMS and visibility reports
A warehouse and a data team
An AI assistant you wire up yourself
Time to the first answer
Minutes on sample data from the blueprint, then on your own
Right away, inside each system
Months: pipelines, models, then dashboards
A first demo in a day
Loads, tracking, CRM and books together
One Library, from 125+ connectors and file uploads
Each stops at its own system's edge
Once each source is piped in and modeled
One connector at a time, joined in the chat
Why a shipper's volume dropped
Late loads and account contact, lined up beside the drop
This week's tenders, without the history
Once someone builds the model
For the files you give it
What on-time and usual volume mean
Taught once; every answer, QBR and AI agent uses it
Each system's own field
In a semantic layer the data team maintains
Per person or per project, in prompts and skill files
Where a number came from
Click any number to see its loads and stop events
In the report's filters
In the SQL, for whoever can read it
In the chat, worked out fresh each time
Watching for changes
Monitors on each shipper against its own history
Reports you run before each call
Through a BI or alerting tool on top
Scheduled tasks someone writes and keeps working
Tracking trucks and messaging drivers
Not Querri's job. Keep your TMS and visibility tools
Their core strength
Not its job
Only if someone builds it
How it works with Querri
Reads from all three, plus the TMS, the CRM and the books
Keep them for daily operations. Querri reads them side by side
Querri connects to it and puts the answers in front of account managers
Use both. Querri works inside the assistant, on the same definitions
The right call on its own when
Your shipper picture crosses the TMS, tracking, the CRM and the books
The question lives inside one system
A staffed data team already models freight and CRM data
It's a one-off look at a spreadsheet
Approaches, not products: what each typically looks like in late 2026.
Shipper account management for freight brokerages: common questions
How do freight brokerage account managers spot shippers tendering less before they move their freight?
Querri compares each shipper's loads from the TMS with its own usual weeks and flags every account running below them. A monitor checks each morning and leaves new drops in your Inbox, so the account manager calls while the freight is still there to win back, not after the quarter closes. Nightly insights and Monitors →
Can Querri show why a shipper's volume dropped?
Yes. Querri lines up the drop with what happened around it: late loads and missed appointments from tracking, and the last call or meeting with the account from Salesforce or HubSpot. The list says which came first, so the account manager walks into the call knowing whether to talk about service or simply reconnect. See every connector →
How can account managers see what each shipper is worth after detention and accessorials?
Querri puts each shipper's loads and revenue from the TMS beside carrier bills, accessorials and payments in QuickBooks, so you see booked against realized margin, detention paid to carriers but never billed back, and short pays. A shipper that looks best at booking can turn out to be the account leaking the most margin. QuickBooks →
How do brokerages build a shipper QBR from numbers finance and sales already use?
In Querri, the QBR reads the same definitions as finance and sales: loads, on-time and tender acceptance by quarter, net revenue, and the late loads behind each miss. It goes out as slides and a workbook, and every number opens to the loads it came from, so the shipper's scorecard and yours can be checked line by line. Reports →
What does Querri add if our TMS and visibility tools already report on-time?
Keep them for running loads. They report well inside their own systems. Querri joins the TMS, tracking, the CRM and the books, so one view shows a shipper's volume against usual, the service behind it, the last account contact and what the account really earns. On-time is defined once, so the QBR matches what operations and finance see. The Library →
Is it safe to connect our TMS, CRM and QuickBooks to Querri?
Yes. Querri's connectors are read-only, so Querri never changes a load or a record in your TMS, CRM or books, and an agent sets up each connection without ever seeing your passwords. Each organization has its own database and storage, encrypted with AES-256 at rest, and your data, prompts and results never train any model. Querri is SOC 2 Type II, HIPAA and ISO 27001:2022 certified. Visit the Trust Center →
What does a brokerage account team connect first to get started with Querri?
To get started with Querri, an account team connects its TMS and Salesforce or HubSpot, then adds tracking exports and QuickBooks when it wants service and margin by shipper. The Delivery exception desk blueprint opens on sample data first, with shipper volume against usual, carrier on-time and open exceptions, then runs on your own loads. Sign up and open the blueprint →
Do I need a credit card to try Querri for shipper account management?
No. Querri is free to start, and no credit card is required. When you sign up, the Delivery exception desk blueprint opens on sample data with every shipper against its usual volume, so you can see how it works before you connect your TMS. Current plans are on the Querri pricing page. See pricing →
Playbooks
Three reports account managers rebuild by hand
Step by step, with sample data, for the person who builds the report.
Playbook coming
Shippers tendering less than usual, with the reason
Which shippers are tendering less, and did late loads or no account contact come first?
Playbook coming
Shipper margin after accessorials and short pays
What is each shipper really worth after accessorials, and who paid?
Playbook coming
A shipper QBR in minutes
What did we move for this shipper, and where did service slip?
From the blog
For the account manager
What to do once you have the answer.
Article coming
When a shipper goes quiet
Read the service history before the call.
Article coming
Your best account at booking
Check it again after detention lands.
Article coming
QBRs that tie out
Bring numbers the shipper can check.
Start with every shipper against its usual week.
The Delivery exception desk blueprint opens when you sign up. Connect your TMS and Salesforce or HubSpot, and every shipper below its usual volume lands on one list, with late loads and last contact beside it. Then ask what you'd ask next.
Salesforce
HubSpot
QuickBooks
NetSuite