Courier And Logistic Company

Estimation Cost:
Client Portal: it can be built on Wordpress ?

CRM: ?

Mobile Application For Driver: ?

Mobile Application For Client: ?

Key Features:
1. Customer Management:

- Customer database: Maintain a centralized database with customer information, including contact details, addresses, and
communication history.

- Order history: Track and manage customer orders, including order details, delivery status, and any special instructions.

- Customer segmentation: Categorize customers based on various criteria such as location, order frequency, or shipping
preferences.

2. Order and Shipment Tracking:

- Real-time tracking: Provide customers with the ability to track their orders and shipments in real-time using tracking
numbers or order references.

- Automated notifications: Send automated notifications to customers regarding order status updates, delivery delays, or any
changes in the shipment schedule.

- Delivery proof: Capture proof of delivery, including recipient's signature, time of delivery, and any notes or comments.

3. Routing and Dispatch:

- Route optimization: Optimize delivery routes to minimize travel time, fuel consumption, and improve overall efficiency.

- Dispatch management: Assign delivery tasks to drivers or couriers based on availability, proximity, and workload.

- Real-time driver tracking: Monitor the real-time location of drivers to ensure efficient dispatching and provide accurate
delivery ETAs.

4. Billing and Invoicing:

- Automated invoicing: Generate and send invoices to customers automatically based on order details and pricing rules.

- Pricing and rate management: Configure pricing rules based on factors such as distance, weight, delivery speed, and special
services.

5. Reporting and Analytics:

- Performance metrics: Generate reports and analytics on key performance indicators (KPIs) such as delivery time, customer
satisfaction, order volumes, and revenue.

- Business insights: Gain valuable insights into customer behavior, market trends, and identify areas for improvement.

- Dashboards: Provide customizable dashboards for quick access to important metrics and data visualizations.
Order and shipment tracking:
Order and shipment tracking is a crucial feature in a courier and logistics CRM system. It allows customers and internal staff to
monitor the progress and status of orders and shipments throughout the delivery process. Here's a more detailed explanation
of how order and shipment tracking can work:

1. Tracking Numbers/Order References:

- Each order or shipment is assigned a unique tracking number or order reference for identification purposes.

- The tracking number or order reference can be generated automatically by the CRM system and associated with the specific
order or shipment.

2. Real-Time Tracking:

- Customers can enter the tracking number or order reference on the company's website or portal to access real-time
tracking information.

- The CRM system retrieves the latest tracking details and displays them to the customer, allowing them to see the current
status and location of their package.

3. Tracking Updates and Notifications:

- The CRM system receives tracking updates from various sources, such as shipping carriers or internal staff.

- These updates include information such as package pickup, transit milestones, customs clearance, and delivery attempts.

- Automated notifications can be sent to customers via email or SMS to provide updates on their order's progress, estimated
delivery times, or any exceptions or delays encountered during transit.

4. Delivery Confirmation and Proof of Delivery:

- When a shipment is delivered, the CRM system can capture delivery confirmation details such as the recipient's name,
signature, and timestamp.

- This information serves as proof of delivery and can be accessed later if any delivery disputes arise.

5. Shipment History and Tracking Logs:

- The CRM system maintains a history of all tracking events and logs associated with each order or shipment.

- This allows both customers and internal staff to view the complete timeline of tracking events, including pickup, transit,
delivery, and any exceptions or changes in the shipment status.

6. Exception Handling:

- If there are any exceptions or issues during transit, such as failed delivery attempts or customs delays, the CRM system can
record and track these exceptions.

- Notifications can be sent to both customers and internal staff to address the issue and find a resolution.
Routing and Dispatch:
Routing and dispatch is a critical aspect of a courier and logistics CRM system. It involves optimizing delivery routes, managing
driver assignments, and ensuring efficient dispatching of shipments.

1. Route Optimization:

- The CRM system utilizes algorithms and optimization techniques to determine the most efficient routes for deliveries.

- Factors such as distance, traffic conditions, delivery time windows, and any specific customer requirements are taken into
account.

- By optimizing routes, the CRM system minimizes travel time, fuel consumption, and overall transportation costs.

2. Delivery Task Assignment:

- The CRM system manages the assignment of delivery tasks to drivers or couriers based on various factors.

- It considers driver availability, proximity to pickup and delivery locations, vehicle capacity, and workload balance.

- Assignments can be automatically generated by the system or manually assigned by dispatchers, depending on the
organization's processes.

3. Real-Time Driver Tracking:

- The CRM system incorporates GPS or tracking technology to monitor the real-time location of drivers or couriers.

- Dispatchers can view the location of each driver on a map interface within the CRM system.

- Real-time tracking enables dispatchers to make informed decisions, reassign tasks if necessary, and provide accurate
delivery ETAs to customers.

4. Dynamic Route Adjustments:

- If there are unexpected events or changes during the delivery process, the CRM system can make dynamic route
adjustments.

- For example, if there is heavy traffic or a road closure, the system can reroute the driver to an alternative path.

- Dynamic adjustments help optimize the route in real-time and minimize delays or disruptions.

5. Communication and Collaboration:

- The CRM system facilitates communication and collaboration between dispatchers and drivers.

- Dispatchers can send instructions or updates to drivers through the system, such as new pickup or delivery requests, route
changes, or customer-specific instructions.

- Drivers can also provide feedback, report issues, or request assistance through the CRM system, ensuring efficient
communication and problem-solving.

6. Reporting and Performance Analysis:

- The CRM system generates reports and analytics on routing and dispatch performance.

- Key metrics such as on-time delivery rates, driver productivity, and route efficiency can be tracked and analyzed.
- These insights help identify areas for improvement, optimize resource allocation, and enhance overall operational efficiency.