A custom CRM that cut a logistics firm’s admin time by 60%
We replaced a tangle of spreadsheets and email threads with a tailored CRM — giving the team one place to manage clients, shipments and quotes, and cutting manual admin by more than half.
01 The Challenge
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.
02 The Solution
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.
03 The Results
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.
Tech Stack
They took the time to understand our business before writing a line of code. The CRM fits us perfectly — it’s hard to imagine going back to how we worked before.
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