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CRM for Logistics Directors

For logistics teams, CRMconnect bridges the gap between sales orders and physical execution: managing daily picking lists, warehouse selection, and automated shipping documentation. Real-time delivery status is visible company-wide, eliminating redundant status calls from sales to the warehouse.

What blocks you today

  • Sales teams calling the warehouse constantly to check delivery status
  • Discrepancies between system stock and physical inventory
  • Manual AWB and shipping label generation in external courier portals
  • Delayed preparation of transport documents and compliance files

The KPIs you are measured on

  • Perfect Order Rate (on-time and in-full)
  • Order-to-Shipment cycle time
  • Return rates and documented reason codes
  • Warehouse inventory accuracy levels

What a normal week looks like

  • Daily picking and packing lists by warehouse
  • Automated AWB and transport document generation from orders
  • End-to-end delivery tracking visible to all stakeholders
  • Real-time stock synchronisation with ERP/WMS

From order to dispatch, without the phone calls

Once an order is confirmed, it appears instantly in the picking list with precise product locations and quantities. As the order progresses, its status updates automatically in the CRM, giving sales teams full visibility without needing to interrupt warehouse operations.

  • Multi-warehouse and multi-location stock management
  • Native courier integrations for instant AWB and tracking
  • Automated transport documents and local compliance reporting

Keep warehouse and ERP data in sync

Inventory movements, receipts, and shipments flow seamlessly via API between CRMconnect and your ERP (such as SAP Business One, Microsoft Dynamics 365, or Odoo). This ensures your sales team never sells stock that isn't physically there.

Modules this role uses

WMS Warehouse Management Module

Automate logistics processes, optimise inventory levels, and increase warehouse operational efficiency.

Inventory & Warehouse Management

Track products accurately with real-time updates, automated replenishment alerts, and full stock traceability.

Last-Mile Delivery Automation

Connect your CRM with courier platforms - automated shipping label generation and real-time delivery tracking.

Electronic Transport Documents

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

Order Management System (OMS) Module

Unify all orders-EDI, API, e-commerce, and manual-into a single automated workflow, visible directly from your CRM.

ERP/WMS API Integration

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

Frequently asked questions

Does this replace my current WMS?
CRMconnect can either serve as your primary warehouse management layer or integrate natively with your existing WMS to act as the communication bridge for sales.
How are electronic transport documents handled?
The platform includes a dedicated module for electronic transport documents, automatically pulling data from the order and carrier info to meet local regulatory requirements.

Connect your orders to delivery end-to-end

Start your 14-day free trial and track a real order from confirmation to dispatch. No credit card required.

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CRM for other roles

See also the page dedicated to this function.