Quotes per route, weight and truck. Accounts that ship every week. Most CRMs treat it like a one-off sale.
Quotes vary by route, weight and truck type. Manual every time.
Customer contacts spread across depots.
A regular shipper goes quiet and nobody notices.
Invoices chased by hand.
Custom fields for route, weight and truck type on the deal.
Sales orders with approval routing and e-signature, with the Billing module.
A weekly alert for closed-won customers who have gone quiet.
Courier labels and tracking with Shiprocket, Delhivery or FedEx, with the Inventory module.
Five reminder stages on overdue invoices, with the Billing module.
For the sales side, yes: accounts, contacts and deals with custom fields for route, weight and truck type. It is not a transport management system, so there is no trip record, driver app or route pricing.
Record route, weight and truck type in custom fields and build the quote as a sales order, with approval routing over your threshold. Pricing per leg is not calculated for you.
Closed-won customers who have gone silent past your threshold are flagged weekly to managers, and win-back candidates are surfaced as a fresh outreach list.
With the Billing module, five escalating reminder stages in your own wording are emailed automatically, pausing on a dispute and skipping anyone who unsubscribed.
Guided onboarding walks you through company, details, product and AI context, then inviting the team.
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