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04 / Business tools
A CRM shaped around international shipments
ProjectDPC Logistics CRM
Customer records, shipments, multiple payments, documents and manager access in one logistics workflow.
Context
The challenge.
Generic CRM tools did not map cleanly to the company's shipments, partial payments and documents across international customers.
What we built
The work.
- A customer and shipment database.
- Multiple payment records for each shipment.
- Documents attached directly to the shipment record.
- Different access levels for managers.
Workflow
The experience.
- 01Open a customer and their shipments.
- 02Record payments and attach shipment documents.
- 03Give each manager access appropriate to their role.
Technology
The connections.
Outcome
The result.
A shipment-focused CRM described in the project record as being used by the company’s managers. Customer records, documents and payment history share a single operational workflow.
