Add an AI broker to your team for $10/hour
One that keeps working after hours, follows up with every lead, updates your CRM, and moves opportunities forward without waiting on your team.
The product
A digital teammate that works inside your CRM.
StepDeck is not another chat window. It is an operating workspace where AI brokers understand shipments, update records, follow up with customers, and keep the next step moving.
Lead follow-up
No lead waits until morning.
Missing info
Collects the fields needed to quote.
CRM cleanup
Keeps notes, statuses, and tasks current.
Shipment progress
Turns updates into next actions.
Human approvals
Routes judgment calls to brokers.
After-hours coverage
Keeps work moving when your team logs off.
How it works
Start with the repetitive work. Keep humans in control.
Connect your brokerage inbox
StepDeck watches quote requests, customer replies, shipment updates, and missing information.
Give your AI broker a shift
It starts working through repetitive tasks: lead intake, follow-ups, CRM updates, summaries, and reminders.
Review the important calls
Pricing exceptions, sensitive replies, carrier decisions, and risk signals come back to your team.
Autopilot for busywork. Approval for judgment calls.
Your team decides where the AI broker can act, where it needs approval, and where it should escalate immediately.
Put an AI broker on the desk tonight.
Add coverage for follow-ups, CRM updates, and operational handoffs without hiring another full-time seat.