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Group of programs: Business automation
CRM systems in logistics
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If you want to get acquainted with the program, the fastest way is to first watch the full video, and then download the free demo version and work with it yourself. If necessary, request a presentation from technical support or read the instructions.
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Program screenshot
A screenshot is a photo of the software running. From it you can immediately understand what a CRM system looks like. We have implemented a window interface with support for UX/UI design. This means that the user interface is based on years of user experience. Each action is located exactly where it is most convenient to perform it. Thanks to such a competent approach, your work productivity will be maximum. Click on the small image to open the screenshot in full size.
If you buy a USU CRM system with a configuration of at least “Standard”, you will have a choice of designs from more than fifty templates. Each user of the software will have the opportunity to choose the design of the program to suit their taste. Every day of work should bring joy!
CRM systems in logistics by the USU Software performs several useful functions for both parties, including the transport logistics itself and the customers of the transport company. A CRM system makes it possible to plan work with each client, drawing up an appropriate plan with a list of activities, where the general preferences of the client and his current needs are considered. Transport logistics involves the creation of the most optimal route for the movement of goods ordered by customers, meeting the minimum time and cost. The priority between these two factors, if it is present, can be indicated by costumer.
Accounting of transport logistics using a CRM system is the best format in accounting for interaction with clients since it solves the wide range of issues on the organization of current work, including the planning process. For example, due to the CRM system, it is possible to save the entire history of relationships with customers and transport service providers, which are also represented in CRM. In the ‘dossier’ of each client there is an indication of the date and time of the operations performed with the topic of the appeal, which allows collecting the entire volume of proposals and works performed in relation to the client in a certain period, and objectively assessing the manager's work - how prompt and effective he was.
Moreover, by the end of the period, based on such information, the CRM system in logistics will generate a report considering the activity of managers and focusing on their actions to attract new customers, process their requests, number of reminders sent to customers about an unfulfilled request, completed orders and received rejections. The same report will be automatically generated by the CRM system in transport logistics for each client, which will allow us to analyse his activity and ability to make orders, and not only send requests to calculate their cost. Thus, according to the reports, it is possible to quickly assess the performance of personnel, whose responsibilities include the timely refreshment of information in the system after each performed action with respect to customers.
To maintain this timeliness, CRM automatically determines the volume of actions performed by each employee at the end of a certain period. The USU Software independently calculates piecework wages, considering other parameters such as the terms of the employment contract and rates. However, the determining factor is the amount of work registered in the CRM system in logistics. If some amount of work was done, but CRM was not accepted for accounting, the reward will not be charged. This quality of CRM motivates personnel to be active in the automated accounting system, which only benefits the transport logistics company since it receives a detailed report on the state of current processes at the time of the request.
Who is the developer?
Akulov Nikolay
Expert and chief programmer who participated in the design and development of this software.
2024-11-22
Video of crm systems in logistics
In addition, the CRM system in logistics prompts contracts with counterparties, which are expiring in terms of validity, so they can be formed or prolonged automatically since the automation program independently generates all documents about logistics, including financial document flow, applications of goods transportation, reports on their delivery and others. The company receives all the current documentation in a ready-made form for accounting.
A CRM system in logistics can be actively involved in promoting the services of an enterprise. In organizing information and advertising mailings to counterparties on relevant occasions. To promptly inform about the route and delivery of goods, advertising texts can be sent via e-mail, SMS, Viber, or even voice messages, when CRM independently dials the subscriber's number and reads the specified announcement. At the same time, the program considers only those subscribers who have given their consent to receive this kind of information. A mark about this is present in the CRM system against each client. The list of subscribers forms automatically, considering the parameters that were set by the manager when choosing the target group that will receive this message. In the CRM system for transport logistics, a set of texts with different content is formed in order to provide information on various occasions and speed up the process of forming a mailing list.
By the end of the reporting period, the CRM system prepares a marketing report on the quality of feedback with counterparties after the use of advertising tools, where it evaluates their effectiveness, considering the profit received from each tool - the difference between costs and income from new arrivals that were provided by this information source and noted by counterparty during registration.
The formation of any documents is automatic, using their own information and with the choice of a form corresponding to the purpose from a set of templates.
Download demo version
When starting the program, you can select the language.
You can download the demo version for free. And work in the program for two weeks. Some information has already been included there for clarity.
Who is the translator?
Khoilo Roman
Chief programmer who took part in the translation of this software into different languages.
Instruction manual
Users have personal logins and passwords to enter the program, which share the rights to access service information within the scope of competence and authority. Each of them has its own information space, separate electronic forms that are inaccessible to colleagues, but open to management for control. The management checks the completed work according to the plan and adds new volumes, controlling the timing and quality of execution according to the manager's reporting forms.
The program contains the price lists of the company for the provision of services. Each customer may have his own price list, according to the terms of the agreement concluded between the parties. When calculating the cost of an order, the automation program differentiates the price lists using the one that is attached to the customer's ‘dossier’, if there is no ‘main’ mark.
At the end of the period, reports are automatically generated with an analysis of the company's activities and an assessment of the factors influencing it, which improves the quality of management of the entire enterprise.
The personnel assessment report allows you to identify the most effective and unproductive employees, compare their work by different indicators, and track the activity over several periods.
Order a crm systems in logistics
To buy the program, just call or write to us. Our specialists will agree with you on the appropriate software configuration, prepare a contract and an invoice for payment.
How to buy the program?
Send details for the contract
We enter into an agreement with each client. The contract is your guarantee that you will receive exactly what you require. Therefore, first you need to send us the details of a legal entity or individual. This usually takes no more than 5 minutes
Make an advance payment
After sending you scanned copies of the contract and invoice for payment, an advance payment is required. Please note that before installing the CRM system, it is enough to pay not the full amount, but only a part. Various payment methods are supported. Approximately 15 minutes
The program will be installed
After this, a specific installation date and time will be agreed upon with you. This usually happens on the same or the next day after the paperwork is completed. Immediately after installing the CRM system, you can ask for training for your employee. If the program is purchased for 1 user, it will take no more than 1 hour
Enjoy the result
Enjoy the result endlessly :) What is especially pleasing is not only the quality with which the software has been developed to automate everyday work, but also the lack of dependency in the form of a monthly subscription fee. After all, you will only pay once for the program.
Buy a ready-made program
Also you can order custom software development
If you have special software requirements, order custom development. Then you won’t have to adapt to the program, but the program will be adjusted to your business processes!
CRM systems in logistics
The report on the routes of departure allows you to identify the most popular and most profitable directions, to determine which type of transport is most often involved in transportation.
The report on carriers allows you to determine the rating of the most reliable and most convenient, in terms of interaction, the amount of profit, and the quality of work.
The finance report allows you to clarify goods with the most expenses in a certain period, items that can be excluded, and those with the greatest income.
The program regularly notifies about the current cash balances in each cash desk and in the bank account, reporting the full turnover of funds at each point, sorting all payments. Integration with different payment terminals allows you to speed up the receipt of the customer's payment, which can be a legal entity with a contract or an individual without it.
The built-in task scheduler allows you to automatically perform a series of different jobs according to a set schedule, including backing up service information.