CRM allows you to control transportation and clients from your phone or computer anywhere
Logistics is a constantly changing environment: managers negotiate, work in warehouses, and travel, all while communicating with clients and contractors. Much of the communication occurs via phone and messaging apps, rather than through a unified system. As a result, requests come from different channels, messages are scattered, order data gets lost, and the team works out of sync. This directly impacts the speed of request processing, service quality, and the company's financial performance.
Solution: A unified CRM with a mobile-first approach
Avada CRM was developed with the logistics business in mind, where key processes take place outside the office. The system integrates all communication channels, orders, and finances in a single space and allows for full functionality from both a computer and a smartphone.
A mobile-first approach makes the mobile version the primary work tool: employees can manage orders, communicate with clients, and formalize agreements while on the road or in the warehouse, without being tied to an office.
Who is AVADA CRM suitable for?
Transport companies
To manage transportation requests, customer base, orders, transportation operations, and settlements.
Freight carriers
To process orders for cargo delivery, coordinate routes, deadlines and costs of transportation, and monitor order fulfillment.
Freight forwarding companies
To organize transport and forwarding services, work with clients and carriers, support orders, and control documents.
Courier and delivery services
To receive orders, distribute them among employees, monitor delivery statuses, and interact with customers.
International logistics companies
To manage international shipments, manage corporate clients, process requests, negotiate delivery terms, and control financial transactions.
Truck rental companies
To process rental requests, manage clients, orders, vehicle usage periods, and payments.
📱 AVADA CRM on your phone (PWA)
AVADA CRM is mobile-friendly and available as a Progressive Web App (PWA). The system opens like a familiar mobile app, requires no installation from the App Store or Google Play, and allows employees to manage logistics processes directly from their smartphones.
- Receiving and processing requests . Managers receive new requests in real time, review customer information, clarify delivery details, and respond to inquiries.
- Managing orders and shipments . Creating and editing orders, viewing routes, cargo types, delivery times, attached documents, and current statuses are all available directly from your phone.
- Payment and communication control . Employees can check the financial status of orders, record agreements, communicate with clients and colleagues, and receive up-to-date information about changes.
The PWA app is especially convenient for logistics companies, where managers, forwarders, and other employees are constantly on the go—in warehouses, at meetings, or on the road. They don't need to return to their computers to check information, update orders, or contact clients.
The manager is then able to monitor the team's work, order status, and financial performance through a single system, regardless of their location.
Result of implementation
Implementing Avada CRM allows logistics companies to build transparent and manageable processes: requests are processed faster, losses are reduced, all shipments are monitored, and finances become clear.
The team works in sync, and management can access the system from their smartphone at any time and get a complete picture of the business.
Would you like to implement a similar system in your company?
Contact us – we will analyze your processes, offer the optimal solution, and implement a system tailored to your business.
FAQ
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Is CRM suitable for managers who are constantly on the move?
Yes. The system was designed from the ground up for on-the-go operations. Managers can process requests, manage clients, and oversee shipments directly from their phones—on the road, in the warehouse, or during a meeting.
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Is it possible to work with orders and clients from a mobile phone?
Yes, all key features are available from your mobile device:
- correspondence with clients;
- creating and editing orders;
- view transportation details;
- payment control.
👉 Full-time work without being tied to an office.
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How does the system help you avoid losing applications and requests?
All requests are automatically collected in one system:
- website;
- messengers;
- forms.
Each request is recorded as a lead and is immediately available to managers.
👉 no requests are lost. -
Is it possible to work with documents and technical specifications directly in the CRM?
Yes. You can attach the following to the system:
- transportation requests;
- overhead;
- technical specifications;
- any files.
👉 All order information is stored in one place.
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How to monitor the status of shipments and team performance?
The system includes:
- order statuses;
- action history;
- unified order feed.
👉 Management can see the status of each shipment and who is responsible for it.
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How are customer payments and debts controlled?
The CRM has an accounts receivable section:
- paid / partially paid;
- debts;
- payment status.
👉 You always see the financial situation for each order.
