CRM Software Built for UK Logistics & Service Businesses
Generic CRM platforms are built for everyone, which means they work perfectly for no one. Our CRM Platform is designed specifically for logistics operators, freight forwarders, courier companies, and field service businesses with workflows, terminology, and reports that actually match how you work.
Core Features
- Client & Contact Management Complete client profiles with contact history, contract terms, and communication logs
- Job & Shipment Tracking Link CRM records directly to jobs, shipments, and delivery runs
- Sales Pipeline Visual pipeline management from initial quote to won contract, with forecasting
- Automated Follow-Ups Schedule call reminders, quote chase sequences, and renewal alerts automatically
- Document Management Store and retrieve contracts, invoices, and proof of delivery within each client record
- Reporting & KPIs Track conversion rates, revenue by client, delivery performance, and sales team activity
- Integration Ready Connects with your TMS, accounting software (Xero, Sage), and email platforms
- GDPR Compliant Consent tracking, data retention policies, and audit trails built in
Why a Specialist CRM?
Logistics businesses have specific needs that Salesforce or HubSpot simply do not address out of the box job-linked contacts, driver assignments, pallet counts, and transport-specific document types. Our CRM is built around these realities from day one.
Deployment & Support
Cloud-hosted with zero IT overhead, or self-hosted for full data control. Full staff training included. UK-based support from our Luton team. Request a free demo today.