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One AI-powered no-code platform for CRM and process automation in transport and logistics

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One AI-powered no-code platform for CRM and process automation in transport and logistics

Request a demo

Transport process map

One AI-powered no-code platform for transport and logistics CRM and process automation

Transport process map

Get a demo

Marketing and promotion

Lead management: 

Increase lead conversion by automating the entire lead lifecycle, from first contact to sales handover.

Campaign management: 

Attract customers by designing, running, and optimizing omnichannel marketing campaigns.

Event management: 

Build brand awareness and generate leads with marketing campaigns tailored to industry events and exhibitions.

Loyalty programs: 

Improve customer retention with a comprehensive automated loyalty rewards program.

Marketing and promotion


  • Increase lead conversion by automating the entire lead lifecycle, from first contact to sales handover.

  • Campaign management. Attract customers by designing, running, and optimizing omnichannel marketing campaigns.

  • Build brand awareness and generate leads with marketing campaigns tailored to industry events and exhibitions.

  • Loyalty programs. Improve customer retention with a comprehensive automated loyalty rewards program.




Sales

Opportunity management: 

Improve win rates by automating sales workflows for contracts, online orders, FTL/LTL, 3PL, and other opportunities.

Contacts and partners: 

Manage contacts and accounts in a shared database with a complete view of customer and partner profiles, history, and activity.

Field sales: 

Improve field sales with a mobile application for planning, routing, visits, ordering, and reporting.

Online freight booking and ordering: 

Increase online orders and customer satisfaction by automating delivery and service order submission and validation.

Sales forecasting: 

Create and manage forecasts by department, territory, workload type, and other dimensions.


Sales


  • Improve win rates by automating sales workflows for contracts, online orders, FTL/LTL, 3PL, and other opportunities.

  • Contacts and partners: Manage contacts and accounts in a shared database with a complete view of customer and partner profiles, history, and activity.

  • Improve field sales with a mobile application for planning, routing, visits, ordering, and reporting.

  • Online freight booking and ordering. Increase online orders and customer satisfaction by automating delivery and service order submission and validation.

  • Sales forecasting. Create and manage forecasts by department, territory, workload type, and other dimensions.

Carriers and rates

Carrier integration:

Synchronize third-party carrier data and rates, accelerate tender preparation, and optimize transport costs.

Rates: 

Access current carrier rates and use them for freight tenders, quotations, orders, and cost analysis.

Partner programs: 

Manage 3PL partner programs and integrate their systems or websites for automatic data synchronization.

Carriers and rates


  • Carrier integration: Synchronize third-party carrier data and rates, accelerate tender preparation, and optimize transport costs.

  • Access current carrier rates and use them for freight tenders, quotations, orders, and cost analysis.

  • Manage 3PL partner programs and integrate their systems or websites for automatic data synchronization.




Transport management

Trip planning: 

Optimize fulfillment through automated customer order planning, route scheduling, and expense management.

Freight tender: 

Reduce 3PL carrier costs by standardizing and automating freight tender processes.

Load status and tracking: 

Track shipments in real time and synchronize delivery status across logistics operations.

Routing: 

Adapt freight routing to changing conditions, automate cost calculations, and keep reporting accurate.


Transport management


  • Optimize fulfillment through automated customer order planning, route scheduling, and expense management.

  • Reduce 3PL carrier costs by standardizing and automating freight tender processes.

  • Load status and tracking. Track shipments in real time and synchronize delivery status across logistics operations.

  • Adapt freight routing to changing conditions, automate cost calculations, and keep reporting accurate.


Fleet management

Fleet tracking: 

Improve delivery with real-time fleet analysis and timely responses to unexpected events.

Driver schedules and work assignments: 

Optimize driver schedules and assignments to meet changing customer needs while fulfilling existing orders on time.

Vehicle inspection: 

Maintain and inspect your fleet regularly to avoid expensive repairs and unexpected delivery delays.

Fleet lifecycle management: 

Optimize total fleet operating costs by purchasing, repairing, and replacing vehicles at the right time.

Fleet management


  • Improve delivery with real-time fleet analysis and timely responses to unexpected events.

  • Driver schedules and work orders. Optimize schedules and assignments to meet changing customer needs while fulfilling existing orders on time.

  • Maintain and inspect your fleet regularly to avoid expensive repairs and unexpected delivery delays.

  • Fleet lifecycle management. Optimize total fleet operating costs by purchasing, repairing, and replacing vehicles at the right time.


Not sure where to start?

Book your Creatio demo today

Speak with your personal low-code/no-code expert to learn how to build multimodal enterprise applications and processes in hours

Request a demo

Not sure where to start?

Book your Creatio demo today


Speak with your personal low-code/no-code expert to learn how to build multimodal enterprise applications and processes in hours

Request a demo

Quotations and orders

Service catalog: 

Keep service and tariff information synchronized in a digital catalog, and create service bundles with different price lists, markups, and parameters.

Quotation management: 

Generate accurate quotations and invoices from consistent service, tariff, and business data held in a single source.

Order processing: 

Fulfill orders faster by automating processing workflows.

Invoicing: 

Create invoices in seconds, track their status, and gain full visibility into the payment process.



Quotations and orders


  • Keep service and tariff information synchronized in a digital catalog, and create service bundles with different price lists, markups, and parameters.

  • Generate accurate quotations and invoices from consistent service, tariff, and business data held in a single source.

  • Order processing. Fulfill orders faster by automating processing workflows.

  • Create invoices in seconds, track their status, and gain full visibility into the payment process.

Supply chain management

Demand forecasting: 

Create demand forecasts and predictive estimates using historical analytics and AI and machine learning modeling tools.

Last-mile delivery management: 

Improve efficiency by automating planning, scheduling, tracking, and task management for last-mile delivery teams.

Vendor and contractor management: 

Strengthen partner, supplier, and contractor relationships through a partner portal with unlimited workflow automation.

International logistics management: 

Improve coordination with overseas suppliers and international 3PL partners. Integrate cross-border service data across companies and accelerate decisions with connected analytics.

Supply chain optimization: 

Continuously improve your supply chain by tracking KPIs, recording delivery incidents, and A/B testing workflow scenarios.

Supply chain management


  • Create demand forecasts and predictive estimates using historical analytics and AI and machine learning modeling tools.

  • Last-mile delivery management. Improve operational efficiency by automating planning, scheduling, tracking, and task management for last-mile delivery teams.

  • Supplier and contractor management. Strengthen relationships with partners, suppliers, and contractors through a partner portal with unlimited workflow automation.

  • Improve coordination with overseas suppliers and international 3PL partners. Integrate cross-border service data across companies and accelerate decisions with connected analytics.

  • Continuously improve your supply chain by tracking KPIs, recording delivery incidents, and A/B testing workflow scenarios.


Customer support

Multichannel technical support: 

Improve customer and partner support with an omnichannel helpdesk and self-service portals for fast resolution and feedback.

Online delivery tracking: 

Improve customer satisfaction with online delivery tracking and automated real-time delivery and estimated arrival notifications.

Field service: 

Assign work orders, coordinate field engineers' schedules, and stay connected with field staff through integrated planning, dispatch, and communication tools.

Customer satisfaction management: 

Improve safety by streamlining satisfaction surveys, feedback analysis, and follow-up actions.


Customer support


  • Omnichannel helpdesk. Improve support for customers and partners with a multichannel helpdesk and self-service portals, enabling fast resolution and feedback.

  • Improve customer satisfaction with online delivery tracking and automated real-time delivery and estimated arrival notifications.

  • Assign work orders, coordinate field engineers' schedules, and stay connected with field staff through integrated planning, dispatch, and communication tools.

  • Customer satisfaction management: Improve customer satisfaction by streamlining satisfaction surveys, feedback analysis, and follow-up actions.

Warehousing

Inventory management: 

Maintain accurate stock levels, avoid overspending and excess inventory, and synchronize goods movements between warehouses.

Inventory replenishment: 

Order what you need at the right time, optimize replenishment schedules, and forecast stock levels to improve fleet planning.

Distribution center operations: 

Organize distribution center operations, reconcile inventory, manage material receipt and storage, and analyze performance.

Warehouse equipment inspection: 

Maintain and inspect warehouse equipment regularly to avoid expensive repairs and unexpected downtime.

Warehouse safety: 

Meet industry safety standards and strengthen a culture of accountability

Warehousing


  • Maintain accurate stock levels, avoid overspending and excess inventory, and synchronize goods movements between warehouses.

  • Order what you need at the right time, optimize replenishment schedules, and forecast stock levels to improve fleet planning.

  • Organize distribution center operations, reconcile inventory, manage material receipt and storage, and analyze performance.

  • Warehouse equipment inspections. Maintain and inspect warehouse equipment regularly to avoid costly repairs and unexpected downtime.

  • Warehouse safety: Meet industry safety standards and strengthen a culture of accountability.


Risk and compliance management

Customer privacy management: 

Design and implement personal data compliance workflows aligned with industry best practices and privacy rules, including GDPR and CCPA.

Regulatory compliance monitoring: 

Support organization-wide compliance through centralized management of regulations, compliance plans, and employee policies.

Litigation management: 

Improve litigation management with standardized documents, better workflows, and stronger collaboration.

Certification system development: 

Manage certification processes across the organization to ensure full regulatory compliance.

Internal audit: 

Oversee audits of your organization's financial, physical, and legal assets.


Risk and compliance management


  • Design and implement personal data compliance workflows aligned with industry best practices and privacy rules, including GDPR and CCPA.

  • Regulatory compliance monitoring: Support organization-wide compliance through centralized management of regulations, compliance plans, and employee policies.

  • Litigation management: Improve litigation management with standardized documents, better workflows, and stronger collaboration.

  • Certification system development: Manage certification processes across the organization to ensure full regulatory compliance.

  • Internal audit: Oversee audits of your organization's financial, physical, and legal assets.

Corporate services

Employee lifecycle management: 

Implement consistent, transparent HR processes for recruitment, onboarding, development, retention, and offboarding.

Employee request management: 

Improve employee satisfaction with a convenient solution that automates leave, travel, expense, and other requests.

Collaboration and knowledge sharing: 

Centralize communications, collaborate, share knowledge and documents, schedule tasks and meetings, and manage reviews and approvals.

Corporate services


  • Employee lifecycle management: Implement consistent, transparent HR processes for recruitment, onboarding, development, retention, and offboarding.

  • Employee request management: Improve employee satisfaction with a convenient solution that automates leave, travel, expense, and other requests.

  • Collaboration and knowledge sharing: Centralize communications, collaborate, share knowledge and documents, schedule tasks and meetings, and manage reviews and approvals.


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Automate sales, customer service, contracts, and transport request processing.

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