A custom CRM that cut a logistics firm’s admin time by 60%

The client managed hundreds of active shipments across a handful of disconnected spreadsheets, shared inboxes and a legacy tool nobody fully trusted. Quotes were slow, data was duplicated, and no one had a reliable view of what was happening across the business.

As they grew, the manual process became a hard ceiling on how many clients they could take on — and mistakes were starting to cost real money.

We designed and built a CRM tailored to exactly how their team works — no more, no less. A single dashboard brought clients, contacts, shipments and quotes together, with role-based access so each team saw what mattered to them.

• One-click quote generation from reusable templates
• Automated status updates and email notifications to clients
• A live pipeline view of every active shipment
• Search and reporting across the whole book of business

We shipped a thin end-to-end version first, put it in front of their team, and refined it weekly based on real usage — so the final product fit like a glove.

Within the first two months of going live, the impact was clear:

• 60% less time spent on manual admin and data entry
• Quote turnaround dropped from hours to minutes
• The team took on more clients without adding headcount

The CRM now runs the core of their operation — and gives them a foundation to keep building on as they scale.