Google Sheets
- No CRM, and you don’t want to learn one
- A few vehicles or couriers and one dispatcher
- You want to start simple
- You can check the sheet on your phone on the road
ServicesBusiness automationFor logistics
CRM for logistics and freight
CRM for logistics and freight
CRM for logistics and freight with no new software: orders land in Google Sheets or your CRM on their own, and the client gets status updates by message. For carriers, forwarders and couriers.
- Price quoted personally
- Your CRM or Google Sheets
- Status to the client — automatically
Just write — I’ll take it from there. I’ll estimate your task at no cost.
Sheetall leads together
CRMdeals and clients
To your Telegraminstantly, with the source
Remindersto clients, automatically
Who it’s for
A CRM system for carriers and courier services
A small carrier, courier service or freight forwarder usually runs on messengers: orders come in via Viber, voice notes and email, and the dispatcher copies them into a notebook or a spreadsheet. Then come the “where’s my cargo?” calls, waybills by hand, and a Friday when nobody remembers what’s still open.
You don’t have to set up a new CRM. If you already have one, the automation connects to it and orders land there on their own. If not, a Google Sheet works fine as a simple database of clients and shipments. Notifications come to you on Telegram, and documents fill in from your template.
Gordey Fisun · updated
Sheet or CRM
Google Sheets or your CRM: where to start
Either way, the order lands on its own and the status goes to the client on its own. The only difference is what you work with now.
Your CRM
- You have a CRM, but orders are entered by hand
- Nothing gets replaced or migrated
- Deals are created and statuses change on their own
- Managers work where they’re used to
Industry specifics
Logistics process automation: what to keep in mind
One transport order holds a route, cargo and time — and the client wants to know where their shipment is. That’s why these things matter here.
Route and cargo — in separate fields
From, to, weight or volume, pickup date, recipient contact. Then the sheet shows the week ahead, and documents fill in without follow-up questions.
Voice notes and emails — into fields
A client dictated “pick up two pallets from the warehouse tomorrow” in a messenger? AI sorts it into the order fields, and you just check it.
Statuses — in your words
I don’t impose someone else’s list: we use your words — “accepted”, “loaded”, “in transit”, “delivered”. The client gets what the dispatcher would say.
A person handles disputes
Non-standard cargo, a changed address, a complaint — the automation doesn’t decide on its own. It stops and hands the case to you with the full order.
If something fails, you know first
A status didn’t reach the client or a waybill wasn’t created — you get a message before the client starts calling.
Your shipper database is yours
The sheet, CRM, templates and access are on your accounts. Your list of regular shippers is yours: if you leave, the database stays with you.
What you get
What a CRM for logistics and freight gives you
All transport orders — in one list
An order from the website, a messenger or email lands as a row: from, to, what, when, contact. You get a Telegram message, and a regular shipper isn’t duplicated in the database.
Status to the client, no calls
The dispatcher or driver marks the status in the sheet: accepted, in transit, delivered. The client gets a message right away and doesn’t call to ask where the cargo is.
Documents from order data
The transport contract, waybill or completion certificate fill in from what’s already in the row: route, cargo, date, client. Nothing to retype by hand.
Weekly summary every Monday
Every Monday you get on Telegram: how many shipments, on which routes, and what’s still open on documents or payment. Nothing to collect.
Live demo
Watch a lead go through on its own
This is working code, not a picture. Send a request and you’ll see where it lands and who finds out.
How it works
From the first conversation to the first status
Tell me how an order moves now — from the call to the signed certificate. I’ll handle the rest.
We map the order’s path
Where orders come from, who takes them, which statuses you tell clients and which documents you prepare. I tell you what can come off your plate first.
The flow on one page
I draw it: order — row in the sheet or CRM — message to you — status to the client — document. You approve the flow before anything goes live.
Test run on real shipments
The automation runs alongside your dispatcher on live orders until its statuses and documents match what they do by hand.
Launch and handover
I switch it on, hand over access and show the dispatcher where to mark statuses. A new status or a different waybill template is changed in one place.
5.0 · 37 reviews
- You decide whether to move forwardAfter each stage, you can stop the project. You pay only for completed and accepted stages. I refund any prepayment for stages not yet started.
- The price is final. Overruns are on meIf the task hasn’t changed, the amount named at the start doesn’t grow. If it has, we talk first, then I do the work.
- Not what we agreed — money back
- Bugs are mine. 6 months at no cost
- Critical issues — within 2 hours
- Code, domain, data — yours from day one
Questions
What carriers ask
Which CRM for logistics and freight does a small carrier need?
A small carrier or courier service often does fine with Google Sheets as a database of orders and clients, and if you already have a CRM, the automation connects to it. What matters isn’t the software’s name, but that orders, statuses and documents move without retyping.
What should I prepare before talking about a CRM for a transport company?
Before we talk about automating your shipments, have a few real orders ready, plus your waybill or certificate templates and the list of statuses you tell clients. If you already have a CRM, its name is enough — access comes later.
How does the client find out their cargo status?
The client gets the cargo status automatically: as soon as the dispatcher or driver marks it in the sheet or CRM, a message goes to the client by messenger or email. They no longer need to call and ask “where’s my cargo?”
Which transport documents can be filled in automatically?
Any document you already have as a template fills in automatically: transport contract, waybill, completion certificate. The data comes from the order row — route, cargo, date, client.
Will this automation work for a courier service or a taxi fleet?
Order automation works for a courier service: orders with address, time and contact land in one list, and the client gets a delivery status. For a taxi fleet or transport company, I first look at how your orders come in, then tell you what’s worth automating first.
What does the weekly summary show a carrier?
The weekly summary arrives every Monday on Telegram: how many shipments, on which routes, and what’s still missing documents or payment. You decide which fields it shows.
How much does business process automation in logistics cost?
I’ll name the exact price of automation for logistics after our first conversation, and it won’t go up after that. It depends on how many order sources, statuses and document templates need connecting.