Creatio for logistics: from request and quote to delivery

CRM for transportation and logistics: what Creatio provides

Creatio for transportation and logistics is a workspace for customer records, freight requests, quotes, proposals, orders, and tenders. Logistics depends on response speed: a customer who does not receive a quote on time may choose another carrier. Creatio does not replace a transportation management system or dispatch software; it supports sales, customer relationships, and request tracking.

Where requests and margin get lost

A transport request may arrive by email, a messaging app, or phone, while different managers calculate rates in separate spreadsheets. Dispatch knows where the vehicle is, but the sales manager may not know what to tell the customer. A shared request record connects sales with execution.

A Creatio setup for logistics

• a queue for requests from email, forms, and messaging apps;
• customer records with request history;
• quotes and proposals with versions and terms;
• requests with execution statuses;
• tenders with submission deadlines;
• reports by customer, route, and manager;
• carrier rates and terms;
• trip and loading statuses;
• customer questions about shipment location in one service request.

What sales and dispatch can see

A manager receives a request, prepares a proposal, and sees whether the customer accepts it. Once confirmed, the request goes to dispatch, and execution updates return to the manager. A team lead can review active requests, proposals awaiting a response, and tenders approaching their deadlines.

Different freight modes require different workflows

Road, rail, sea, and air freight, as well as forwarding and warehouse logistics, each require different fields and stages. We configure directories and stages for your routes instead of using a generic template.

Roles from account manager to dispatcher

Business development managers handle customers, requests, and proposals. A logistics specialist selects a carrier, calculates rates, and plans loading and routes. Dispatch hands trips over for execution and tracks their status. Operations managers review trips, fleet, and invoicing; service staff answer customer questions about shipment location; warehouse staff manage stock and storage. The platform supports carrier and rate management, trip planning and tenders, status tracking, fleet, and warehouse processes. The first phase focuses on the areas with the greatest losses, usually requests, quotes, and hand-off to execution.

Which carriers and freight forwarders can benefit

The system suits transportation and logistics companies with a team of managers, a steady flow of requests, and several routes. If you operate under only a few long-term contracts with two managers, you may not need a platform at this scale; we will tell you directly.