Industries · Automobile & logistics
Loads booked, trucks tracked, billed on proof of delivery.
Load requests are quoted, allocated a vehicle and tracked in transit until the POD comes in. Billing follows the delivery instead of waiting on paperwork.
Your pipeline
The stages your deals really move through.
- 01New Enquiry/Load Request
- 02Quotation Sent
- 03Vehicle/Capacity Allocated
- 04In-Transit/Dispatched
- 05Delivered & POD Received
And when one doesn't work out:Lost/Cancelled
Customer fields
What your team records about every customer.
- Cargo TypePick one
- Origin-Destination LaneText
- Vehicle Type RequiredPick one
- Shipment Weight/VolumeNumber
WhatsApp templates
Messages already written, ready to send.
- Shipment status update
Hi customer name, your shipment #shipment number is currently status, expected delivery expected date.
- Pod confirmation
Hi customer name, shipment #shipment number has been delivered and POD received. Invoice to follow shortly.
- Freight payment reminder
Hi customer name, amount due is outstanding against freight invoice #invoice number, due due date. Please arrange payment.
Highlighted words are filled in for each customer. Templates are submitted to Meta for approval on your own number, and you can edit the wording first.
After the sale
Customer requests, sorted as they arrive.
- Shipment Status/Tracking
- POD Request
- Freight Billing Dispute
- Damage/Loss Claim
Where to start
The parts that matter most for fleet & freight.
See where your business is leaking.
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