CRM and automation for logistics.

↳ THE LEAKS

Where logistics leaks

An order status nobody can confirm.

“Where is my shipment?” — and the answer is a call to the driver and a guess. We tie order and shipment status to the CRM, so status is one lookup, not three.

Manual status updates eat the day.

Someone calls the customer at every stage, or nobody does. We automate status-change notifications and dispatch hand-offs, so the customer is informed without an agent dialling.

WhatsApp is the main channel and it is invisible.

Customers message on WhatsApp; it lives on a personal phone, off the record. We land WhatsApp Business in the CRM, attached to the order and the contact.

Several brands, one switchboard, no routing.

Customers bounce between numbers; agents pick up calls meant for another desk. We add multi-company telephony routed by line, company and building, so the right person answers with the contact on screen.

↳ HOW WE SHIP IT

How an Auspex logistics rollout looks

01

Map the order flow.

Two days with dispatch and customer service. Order lifecycle, hand-offs, channels and (for multi-company groups) inbound by company and line.
02

Unify orders in the CRM.

Order and shipment status, customer history and documents in one record, so confirming a status is one lookup, not a call to the driver.
03

Automate updates and hand-offs.

Status-change notifications to the customer, dispatch hand-offs and task assignments fire automatically — no one has to remember to call.
04

Connect the channels.

WhatsApp Business, email and web forms into the CRM, attached to order and contact — plus centralized multi-company telephony where the group needs it.

↳ OUTCOME

What logistics clients typically see

multi-co

one telephony core can route across several companies and branches

1 lookup

to confirm an order status, instead of a call to the driver and a guess

auto

status updates to the customer, instead of an agent dialling at every stage

mobile

access to orders and history for agents and drivers on the road

↳ STACK

Stack we typically deploy

Bitrix24 (On-Premise or Cloud)
Order & shipment status tracking
Automation: status notifications + dispatch hand-offs
WhatsApp Business API + omnichannel intake
Multi-company telephony (SIP, routing by line / building)

↳ Our take

Logistics lives or dies on coordination, and coordination starts at the order record. Put order status one lookup away, automate the updates, and the customer stops chasing while the dispatcher stops guessing — with multi-company telephony connected where a group needs it. Bitrix24 — cloud or on-premise — carries CRM, automation and omnichannel without a per-seat surprise as you add brands.

Let's map what this means for your business — in a free 30-minute audit.

Book a free audit →

↳ CASES

How it played out

Logistics · USA

Logistics holding

Problem

A multi-division logistics holding on a boxed CRM needed secure password storage by division, management dashboards, reliable backups and group bulk messaging.

Solution

Boxed-CRM enhancements: a password-vault smart-process with a division access model (master passwords, shared vs personal, rights by division), management dashboards, scheduled portal backups and updates, group bulk messaging, IMAP mail, and custom triggers on field changes.

Result

A secure per-division password smart-process, dashboards and scheduled backups are live; bulk messaging and IMAP intake configured. Ongoing support across a series of requests.

Stack

CRM (On-Premise)Smart processesManagement dashboardsScheduled backupsIMAP mailBulk messaging

Logistics · Poland

Freight & forwarding company

Problem

A Polish freight and forwarding company was rolling out CRM in phases and needed email automation, sales-department processes, contract and power-of-attorney templates, debt collection and omnichannel.

Solution

A phased CRM rollout (four stages by proposal): base CRM setup, email automation, internal business processes (freight sales + forwarder), online consultations; contract and PoA templates, debt-collection automation, leads and quotes, WhatsApp (two channels) plus Telegram.

Result

Stages 1–2 delivered (base CRM + email) with demos, sales-department processes and document templates configured, WhatsApp(2)+Telegram omnichannel connected. Support since 2025.

Stack

CRMEmail automationBusiness processesDocument templatesWhatsApp (2 channels)TelegramDebt-collection automation

All cases →

↳ FAQ

Frequently asked

01 Can you route calls across several companies / brands?

Yes — that is a core capability. One telephony core routes across several companies and brands by line, company and building. The right desk answers, with the contact already on screen.

02 Cloud or on-premise?

Either. Some clients run Bitrix24 On-Premise for control and data residency; many are happy on cloud. We choose based on your compliance and IT constraints.

03 Do you integrate WhatsApp Business?

Yes, natively. WhatsApp messages land in the CRM attached to the order and contact — off personal phones, on the record, answered from the CRM.

04 Can drivers and field agents use it mobile without roaming costs?

Yes. Centralized telephony plus a mobile CRM give unified call history and access on the road without per-call roaming charges.