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Logistics CRM software

Trace shipments every step of the way with heightened visibility over all your business processes. Pipedrive’s logistics CRM software helps you improve your efficiency, fulfillment speed and customer experience.

What is a logistics and transportation CRM?

A CRM (customer relationship management) in logistics and supply chain management empowers you to enhance your business operations by structuring data and sharing actionable insights.

Pipedrive consolidates your workflows across warehouse, transport and finance to help you deliver a better service to your customers.

Visualize your delivery cycle

Stay on top of every contract by organizing each into a pipeline. Clearly see how all your activities are progressing from order to delivery.

Update customers fast

Quickly respond to customers with chat and email functionality. Deliver next-level service with personalized responses that keep your customers in the know.

Create customized reports

Understand your revenue growth, lead generation progress and goal success with customized reports. Keep improving with insights that matter to your business.

Send automated tracking details

Update customers at every stage of delivery with automated tracking details. Create a transparent process for both staff and clients alike.

Work anywhere, anytime

Keep every delivery on track in real-time. Let drivers use your CRM platform from the road. Enable them to share traffic updates or record who signed for the shipment.

Store address details securely

Build trust with your customers thanks to Pipedrive’s data security. Process countless private contact details from addresses to payments safely.

How a CRM software for transportation companies can help you improve the speed and quality of customer relationships

Organizing the many departments within your logistics company can be overwhelming. Data overload leads to missed shipments, late payments and poor customer service.

Digitally transform your operations with Pipedrive’s logistics software for transportation companies. Improve staff efficiency with automated workflows while boosting customer satisfaction with regular, targeted communication.

Streamline your workflows

Automate repetitive tasks like payment confirmations and shipment tracking. Trigger sales and operations notifications at key stages with ease.

Let Pipedrive take over manual task admin and give your team more time to focus on nurturing new leads.

Discover the time-saving power of workflow automation with Pipedrive

Enhance your delivery tracking

Meet your customers’ needs and stay on top of every order with smart communications. Keep senders and recipients in the loop with real-time email, SMS and app updates.

Sync your contacts, choose from popular app integrations or create templates within your CRM to customize and automate every email.

Stay connected with Pipedrive

Empower your supply chain

Store all your data in your CRM transport system so every team has visibility over progress. Account managers can easily see inventory levels and drivers can know when the warehouse is ready for dispatch.

There are many moving parts in the logistics industry. From storage to inventory, packaging, handling and transport, a logistics CRM ensures you stay on top of them all.

Visualize your supply chain with Pipedrive

What to look for in a CRM for transport and logistics

The perfect CRM software for transportation companies relies on a flexible set of features.

Pipedrive sets you up for success with easy scheduling, automated customer service actions and remote access.

Scheduling

Optimize your collection and scheduling to ensure every shipment is delivered on time. Pipedrive helps you organize driver logistics across all regions in one CRM transport system.

Automation

Send estimates, invoices and updates automatically with Pipedrive. From corporate clients sending bulk products, to small businesses sending niche items, stay on track with it all.

Mobility

Access your CRM from anywhere. Your transport and logistics business is always on the move so, install mobile integrations to empower your team to connect from the road.

How does customer relationship management in logistics work?

Pipedrive’s CRM solutions help you efficiently process thousands of orders and organize distribution across the country.

From new customer leads to supply chain requirements and client tracking, your CRM platform streamlines it all.

  • Record information such as warehouse hours and packaging requirements for every client
  • Get an overview of client communication history
  • Integrate with tools used across the logistics industry and build workflow automation with Zapier
  • Automate collection reminders, SMS updates and delivery tracking to ensure every client knows where their goods are
  • Track email activity, including opens and clicks, to see how your customers are engaging with your business

How to set up your logistics CRM for success

  • 1. Set up and optimize your process for new leads

    Pipedrive visually represents your sales pipeline, making it easy to manage new leads. You can customize deal stages to suit your business and manage opportunities across your entire company.

    Create different workflows for inquiries based on their stage in your conversion funnel. See how likely a lead is to convert at its current stage, as well as those who need extra attention.

  • 2. Automatically assign incoming communications

    With Pipedrive’s powerful integrations, every contact you have with your customers will be collected, managed and stored in your CRM. You’ll be apprised of all inquiries as soon as they come in.

    Automatically assign tasks to your packing, dispatch or tracking team to keep everything running smoothly. Encourage customer loyalty by directing them to an expert team member who can help.

  • 3. Send automated delivery updates from your CRM

    With numerous deliveries out all over the country, tracking is a vital part of keeping your customers informed. Set up automated alerts that can be triggered by your drivers in real-time.

    Pipedrive’s email, SMS and mobile app integrations make updates a breeze. Let customers know when their delivery has left the warehouse, is nearby and has been signed for.

  • 4. Manage your revenue for one-off and repeat customers

    When entering a deal in Pipedrive, designate whether your customer will pay upfront or through installments. Set the payment amounts, dates and frequency to easily process monthly shipments.

    Collate all your revenue in one place and never look at a spreadsheet again. Pipedrive organizes everything for you and creates customizable reports joined to your live sales data.

Build efficient and flexible logistics operations with our powerful integrations

The right integrations are the key to a successful transport and logistics CRM. Connect GPS, finance and communications data from popular apps in one place. Build your perfect CRM with Pipedrive’s flexible functionality.

Here are some essential integrations that every transportation company can benefit from.

Google Maps

Google Maps is automatically installed on all Pipedrive accounts. Help your drivers plan the best routes and easily see customer locations thanks to geo-coded address types.

Get there with Pipedrive’s Google Maps integration.

Zapier

Link thousands of apps directly with your logistics CRM. Connect website inquiries, app tracking alerts and streamline your workflows with Zapier’s automation functions.

Discover Pipedrive’s Zapier integration.

Live Chat

Answer customer queries fast with Live Chat. Provide instant information to help your customers book a collection or track delivery. Real-time chat helps improve your customer experience.

Communicate with Live Chat, part of the LeadBooster add-on.

Simple Sign

Get fast, simple and legally binding eSignatures for every client. Customize your documents with pricing and contact information and close the deal securely.

Close deals with Pipedrive’s Simple Sign integration.

Xero

Create invoices from deal details within your CRM. With updated statuses, you’ll know when accounts are approved, paid or overdue.

Learn about Pipedrive’s Xero integration.

MPZMail

Design automated email updates to keep customers in the loop. Schedule communications to 1,000 clients per month for free and see detailed reports.

Stay connected with Pipedrive’s MPZMail integration.

Spend less time on admin and more time fulfilling orders!