ManufacturingRegional Logistics Company
Replacing Spreadsheet Operations with a Custom CRM for a Logistics SMB
Challenge
A 120-person logistics company ran quoting, dispatch, and invoicing across disconnected spreadsheets maintained by three departments. Orders were re-keyed up to four times, errors were common, and no one could see the status of a shipment without phone calls.
Approach
Rather than force-fitting an off-the-shelf platform, we built a lean custom CRM around their actual dispatch workflow, integrated it with their accounting system, and automated the document flow between quoting and invoicing. Staff trained on the system in their own data before cutover.
Results
- Order processing time (hours)
- 92
- Data entry errors per month
- 14512
We'd tried two CRM rollouts before and both died because they didn't match how dispatch actually works. This one stuck because they built it around our process, not the other way around.
Related service
Technology Solutions