CRM for logistics

CRM for logistics is specifically designed for freight forwarding and transport companies to help you optimize processes and enhance work efficiency. Monitor profits, manage shipments, improve communication with clients and carriers, handle all document workflows, and track payments within a single system.

Key features of the configuration:
– Processing transport requests (creating quotes, adding multiple shipments and price proposals from carriers, automatic profit calculation);
– Order management (adding additional income and costs per order, payment deferrals and terms, creating applications for clients and carriers, generating invoices and acts, tracking received payments, and accounting for invoices from carriers and payments made);
– Client database management (creating contracts and tracking their expiration dates, adding shipment directions, calculating order quantities and amounts, ability to impose work restrictions, auto-filling details);
– Carrier database management (creating contracts, adding routes, calculating trip quantities and amounts, ability to impose work restrictions, auto-filling details);
– Adding vehicles and drivers (linking vehicles and drivers with trips);
– Adding and managing cargo and trips (linking vehicle status with order status);
– Automatic bonus calculation (salary) for order managers and freight forwarders;
– Multi-currency support with reporting tied to the base currency and automatic conversion using the Central Bank of Russia rates (ability to set conversion according to any bank’s rates);
– Over 12 different reports (invoices, acts, debts, payment balances, profitability, expenses, order reconciliation, employee salaries, etc.).

For more information and to request a demo version of the CRM without installation, visit the official configuration website: crm4logistics.com

Install the configuration from the PlanFix marketplace.

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