CRM for Logistics
Navigate the complexities of logistics and distribution sales with precision and ease. From initial bid to project win, stay ahead at every step with BuddyCRM.
Smarter, faster decision-making
BuddyCRM creates a single customer view of all data and interactions relating to an account, which means nothing goes unnoticed. This centralised information ensures efficient teamwork and fosters a proactive environment where opportunities are quickly identified, strategies are aligned, and customer engagement is personalised at every touchpoint. With shared information, nothing is ever lost or missed because of holidays, accidents, or employee changes.
Stop missing deals and start making sales
BuddyCRM’s opportunity management is tailored to your sales process, ensuring leads progress through your sales funnel to completion. Automatic follow-ups mean opportunities are never overlooked, improving your team’s efficiency and boosting closure rates.
Better visibility throughout your business
Get improved visibility over your customer interactions, from financial data to sales, marketing, and support tickets – you’ll have accurate, up-to-date information to make real-time decisions. Ditch the spreadsheets and build the reports you need with BuddyCRM’s customisable reporting module. Plus, with automatic scheduling, management will know what’s happening at any given point.
Why you need BuddyCRM for Logistics and Distribution
Standard CRM solutions simply can’t keep up with the intricate demands of supply chain management, customer relations, and real-time data analysis. Here are some of the most common challenges:
- Built For You: All logistics businesses are different. Our customisation features, including unlimited custom fields, allow you to configure the CRM to match your business workflows and sales process.
- Software Integration: BuddyCRM becomes the central hub for all the data your essential software provides. Collating the information from your field software, bidding software, project management software, and more, BuddyCRM will give you a single customer view with everything you need in one place.
- Analytical Insights: Tailored analytics for logistics delivered in automated reports enable effective decision-making and forecasting, positively impacting strategic planning.
- Essential Document Storage: BuddyCRM empowers your team with the right documents to hand wherever they are. Store and manage essential documentation, such as quotes, delivery notes, and product information.
BuddyCRM is packed with features and support tailored for the logistics sector.
Contact Management
Deliver tailored sales experiences with in-depth contact and account management.
Tender Management
Organise and manage tender documents, submissions, and communications.
Email Marketing
Target your marketing. Create native HTML emails and email to specific customer segments.
Bid Tracking
Monitor the status of bids and proposals, manage deadlines, and track communications.
Sales Pipeline
From lead to opportunity through to quote and close, track your deals with the sales pipeline.
Workflows
Automate your repetitive tasks, from setting call reminders, emails, and tasks, to sending brochures and adding leads.
Webhooks
Trigger events in third-party software from actions in your CRM. Reduce admin and speed up tasks.
Quotes
Create detailed quotes within your sales system and send them directly to your contacts.
Reporting
Report on everything stored in your CRM. From activities, leads, and tasks to sales and accounting information.
Case Management
Keep your business in sync with great customer service. Create a ticketed help desk to deliver your support.
Document Storage
Facilitate easy sharing and collaboration on quotes, contracts, schedules, consignments, and other critical documents.
Integrations
Seamlessly connect with your ERP system to synchronise financial data, inventory, and operational processes.
Plus, everything you need from a modern CRM for logistics and distribution
BuddyCRM integrates with all your essential business tools, including:
Got any questions?
Give us a call on 0121 288 0808
Get to know BuddyCRM
Discover how we transform businesses in the logistics sector.
How Effective CRM Helps Streamline Logistics Expenses
LTS case study
Read how LTS streamlined logistics with BuddyCRM, centralising client data, automating tasks, and enhancing efficiency, collaboration, and client satisfaction.
Download the complete case study to print and read.
DOWNLOAD THE CASE STUDY
LTS
Not only is BuddyCRM able to help us support our clients better than before, it’s enabling our team to be more proactive. No longer are staff searching for the key piece of information or waiting for someone to get back to them–everyone has full visibility and can now work seamlessly from anywhere.
Knight Electronics
We interviewed five different CRM companies – many of the biggest names in that industry – no option was cost-prohibitive… we were looking for the best option to help our team. We went with BuddyCRM simply because of the value that they would be bringing to our company, and because they made it clear they would be there at the beginning of the process, during the development process, AND once we started using the system. They’ve been there every step of the way.
If you’re looking for an easy to use & intuitive CRM platform that is customisable; as well as great customer support BuddyCRM are the folks you need to do business with. The team at BuddyCRM have proven to us that they are invested in our company’s success.
Stay Connected On-the-Go with BuddyCRM's iOS Mobile App
When your life is on the go in logistics, having access to your CRM wherever you are is more important than ever.
BuddyCRM's iOS mobile app ensures you stay connected and informed, even when you're on the move:
- Real-time access
- Update information in the field
- Efficient task management
- User-friendly interface
FAQs
Businesses in this sector require a specialised CRM to effectively manage unique industry challenges such as complex supply chain coordination and dynamic customer relationship management. BuddyCRM is tailored to address these specific needs, offering features like advanced analytics, logistics-focused integrations, and customisable workflows, ensuring more efficient operations and enhanced customer satisfaction.
BuddyCRM integrates with key logistics and ERP systems, including SAP, Oracle Logistics, and Microsoft Dynamics, to streamline operations. It also connects with other essential tools like QuickBooks and Tableau, ensuring a comprehensive and efficient workflow. If you’re unsure whether your current tech stack is supported, our team is happy to discuss your needs to ensure seamless integration..
Absolutely! BuddyCRM is designed for ease of use, ensuring a smooth transition for your team. With intuitive features and a user-friendly interface, your team can quickly get on board and start seeing results. We'll also ensure you receive the right training and post-implementation support to get positive results from your CRM investment over the long term.
BuddyCRM offers extensive support tailored to the logistics industry, including regular consultations, comprehensive training programs, ongoing development to meet evolving needs, and a structured onboarding process. This support ensures our clients can fully leverage our platform's capabilities, adapt it to their specific operational requirements, and continuously benefit from its evolving features and integrations.
Our platform is not just a CRM but a tailored solution designed to bring your operations into the modern age. Together, we'll customise BuddyCRM to replace any outdated processes efficiently and easily. We're happy to address your specific concerns over a consultation.
We get it. You're busy. Executives in the logistics industry are notoriously always running at 100mph! To have the time to implement a CRM solution properly verges on the impossible. BuddyCRM has you covered though. All our plans include scoping, configuration, data uploads, training & support. It’s a five-star service delivering a software solution deeply customised to your business with as much or as little time needed for you to spend on the implementation as you wish.
Get Started with BuddyCRM
Ready to transform your logistics and distribution business with a CRM tailored to your needs?
Please fill out the form so we can discuss how BuddyCRM can bring efficiency, ease, and long-term support to your operations.
- Schedule a consultation to discuss your initial CRM requirements.
- Join us for a customised demo of our platform configured to your specifications.
- Start your journey to CRM success and enjoy long-term support, continued updates, customisation, and training.
