CRM for logistics companies: no lost quote requests, no forgotten repeat shipments.
A manager gets quote requests via WhatsApp, email and the website, keeps negotiations in their head and loses a client who hasn't replied for three days. A CRM collects all inquiries into one pipeline, reminds about open proposals and signals when a regular client hasn't shipped for longer than usual.
A logistics company has two commercial processes that are often not automated. The first is handling new requests: a quote request goes to several carriers at once, and whoever sends a proposal first is more likely to win the cargo. Without a CRM, the manager can't see whom they haven't answered or how many requests have been waiting a day without a quote.
The second process is retaining regular clients. A company that ships regularly means predictable revenue. But if the manager doesn't remind them about the next shipment, the client goes to a competitor who wrote first. A CRM with a “client hasn't shipped for 30 days” trigger and a WhatsApp message template solves this automatically.
We configure amoCRM or Bitrix24 for a logistics company's processes: pipelines by route, integration with the website, WhatsApp and 1C, receivables control and a management report for each manager and route.
What we configure in a logistics company's CRM.
Inquiry → quote calculation → sent → negotiation → confirmation → shipment. Each stage has a task and a deadline for the manager; overdue ones go to the head of sales.
Website requests, WhatsApp, email, calls and ad leads in one feed, tagged with source, route and manager.
An automatic trigger: if a client hasn't created a request for N days, the manager gets a task and a WhatsApp template “time to ship the next batch”. Works without manual control.
“Amount due” and “payment date” fields in the deal, automatic reminders to the client and manager when payment is overdue, a receivables summary for the finance team.
Syncing counterparties, deals and payments between the CRM and 1C: the manager sees the client's shipment history and debts without exports from accounting.
Requests from China ads go to the China manager, domestic freight to another; routing rules by tag and source.
Requests received, quotes sent, deal conversion, average deal size and revenue for each manager and route — a daily dashboard.
Proposals, contracts and acts are generated from the deal card with client data and cargo parameters and sent via WhatsApp or email in one click.
Pipelines and automations.
- “New requests” pipeline: inquiry → quote → negotiation → confirmation → shipment
- “Regular clients” pipeline: active, repeat shipment trigger, reactivation
- “Receivables” pipeline: payment control and reminders
- Automated first reply in WhatsApp on a new request
- Automated reminder about an open quote after 24 hours
- Repeat shipment trigger based on the date of the last request
- Routing requests by direction and manager
- End-to-end analytics by ad source
How implementation works in a logistics company.
- Audit — 2–3 days: we study the current flow of requests, how managers work and where clients get lost. We draw the pipeline scheme and an estimate.
- Setup — 1–2 weeks: pipelines by route, fields, proposal and WhatsApp templates, connecting channels and telephony.
- Integrations — 1–2 weeks: website, 1C, call tracking, ad accounts.
- Training — managers and the head of sales, instructions and videos; the first week we work alongside the team.
- Support — a month of adjustments based on real work, then support on request.
Why CRM fails to take root in transport companies.
- A universal pipeline that ignores routes — managers don't understand how to run China and domestic freight in one pipeline and go back to Excel.
- No required “route” and “cargo type” fields — route analytics stays empty.
- The CRM isn't connected to 1C — double data entry, and managers pick one system.
- No repeat shipment trigger — the main retention feature doesn't work.
- The head of the company doesn't look at the dashboard — the team stops filling it in. We build a report people open every morning.
What affects the implementation price.
Basic amoCRM or Bitrix24 implementation for a logistics company — pipelines by route, channels, WhatsApp templates, training — costs ₸350,000–600,000, 2–3 weeks. With 1C integration, telephony, call tracking and end-to-end analytics — ₸600,000–1,000,000, 4–5 weeks. CRM and WhatsApp Business API licenses are paid to the vendors separately.
Base prices and setup options are on the CRM and automation page.
The short version.
How much does a CRM for a logistics company cost?
Basic implementation with pipelines, channels and WhatsApp templates costs ₸350,000–600,000. With 1C integration, telephony and analytics — ₸600,000–1,000,000. amoCRM or Bitrix24 licenses are extra.
amoCRM or Bitrix24 for logistics?
For a company with 3–10 managers focused on sales — amoCRM: faster to set up, strong WhatsApp and telephony integrations. For a large company with tasks, document flow and several departments — Bitrix24. We recommend one after a process audit.
Can the CRM be connected to 1C?
Yes, we sync counterparties, deals and payments. The manager sees the client's shipment history and debt in the CRM without exports from 1C, and the accountant gets closed deals automatically.
How does the repeat shipment trigger work?
The system tracks the date of the client's last request. If more than the set period has passed (for example, 30 days), the manager gets a task and a ready WhatsApp message template. It is configured separately for each client type and route.
When will we see the effect?
A single pipeline and the first WhatsApp reply work from the first week: fewer lost requests, faster quotes. Repeat shipment triggers and manager analytics deliver results in 1–2 months, once data accumulates.
Same service for other industries
Losing quote requests? Describe how your managers work now — we'll propose a setup and estimate.
Tell us how many managers and routes you have, where requests come from and whether you use 1C. We'll reply with an implementation plan within 1–2 business days.