CRM by industry

CRM for Transport and Logistics

CRMconnect for transport and logistics keeps commercial relationships distinct yet synchronized with operations. RFQs and contracts sit in the sales pipeline, while support tickets link directly to shipments. With native support for electronic transport documents and WMS/ERP synchronization, management gains real-time visibility into client revenue, contract margins, and recurring operational issues.

What hurts today in transport & logistics

  • RFQs lost in email threads with no follow-up tracking
  • Customer complaints not reaching operations in a structured way
  • Negotiated contract rates that are difficult to track and compare
  • Manual, time-consuming monthly commercial reporting

A structured pipeline for commercial operations

Ensure every RFQ has an owner, a deadline, and a clear next step. Negotiated rates remain attached to the contract, and renewal alerts ensure you never miss a renegotiation window.

  • Pipeline management for RFQs and service contracts
  • Contract management with specific rates and expiry dates
  • Ticketing for complaints and delivery incidents
  • SMS and email alerts for clients and internal teams

Centralised document management

Store electronic transport documents, delivery notes, and client correspondence in a single folder with controlled access and a full audit trail.

Native operational synchronization

CRMconnect synchronizes data with warehouse systems and ERPs like SAP Business One or Microsoft Dynamics 365. Sales teams can respond to clients with real-time data, not outdated information.

Recommended modules for transport & logistics

Lead Management

Automate lead capture from any source, distribute them to your team based on custom rules, and track conversions from initial contact to closed deal.

See the module for transport & logistics →

Contract Management

Manage the entire contract lifecycle - creation, approval, signing, and renewals - natively within your CRM.

See the module for transport & logistics →

Ticketing System

Centralise customer requests, automate ticket allocation, and track status until resolution.

See the module for transport & logistics →

Electronic Transport Documents

Automate reporting of goods movements to national tax authorities, ensuring full compliance directly from your CRM logistics workflow.

See the module for transport & logistics →

CRM SMS Alerts & Notifications

Automate SMS communication with clients and teams, triggered by real-time actions within the CRM.

See the module for transport & logistics →

ERP/WMS API Integration

Establish a bidirectional connection with your ERP and WMS for complete operational data synchronisation.

See the module for transport & logistics →

Frequently asked questions

Can support tickets be linked to specific shipments?
Yes. Every ticket can be attached to a specific order or delivery, providing a full history and clear ownership.
Can I track contract expirations?
Yes, the system triggers alerts ahead of time, allowing you to initiate renegotiations promptly.
Does it integrate with existing warehouse systems?
Yes, CRMconnect uses native modules and APIs to sync seamlessly with WMS and ERP solutions.

Streamline your commercial operations

Start your free trial today and move your RFQs into a structured, accountable pipeline.