Why generic CRMs struggle in logistics
Standard CRMs are built around leads and deals. A logistics company lives in a different object: the shipment, with a route, a driver, a vehicle, documents, a price, a cost and a status that changes several times a day. Forcing that into a deal card usually ends with spreadsheets next to the CRM.
What a logistics CRM should cover
- The order card: client, route, cargo, price, driver, vehicle, status and all documents in one place.
- A dispatch board: today's loads, what is unassigned, what is late.
- Documents: CMR, invoices, acts attached to the order and findable in seconds.
- Driver interface: a simple page or Telegram bot for confirming pickup and delivery, no app install required.
- Client notifications: automatic statuses so the phone stops ringing.
- Roles and margins: drivers do not need to see prices; accountants do.
- Integrations: accounting software, GPS or telematics, email.
Build, buy or customise?
If your process is standard, a ready product may be enough. If your value is in how you work — special routes, subcontractors, mixed pricing — a custom CRM pays back faster, because it follows your process instead of forcing you to follow its.
How we do it
We start with a working first version in a few weeks around your real orders, then grow it in one-week steps. See the logistics CRM case or describe your process.