STREAMLINE

CRM and automation for logistics.

Updated

↳ THE LEAKS

Where does logistics lose money?

01

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.

02

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.

03

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.

04

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

What does an Auspex rollout look like for logistics?

  1. 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.

  2. 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.

  3. 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.

  4. 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 do 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

Which systems do we build on?

  • 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 US trucking holding with several divisions needed to move from cloud Bitrix24 to its own server and then have ongoing technical support: backups and updates, messages to drivers and changes for individual divisions.
Solution
In August–September 2025 we installed Bitrix24 On-Premise on the holding's server and moved the data from the cloud. Then support on request: our own module for messages to drivers' group chats with segmentation, a password-storage smart process with access by division, a weekly metrics dashboard for managers, field-change triggers and monthly backups and updates.
Result
The holding runs on its own server, messages to drivers go out through our module and managers enter their metrics in the dashboard. Support is ongoing.
Stack
CRM (On-Premise)Cloud → on-premise migrationBulk messaging moduleSmart processesBI dashboardScheduled backups
Logistics · Poland

Logistics group with an accounting firm

Problem
A group of two haulage and freight-forwarding companies and an accounting and legal firm in Poland works in one CRM. After a previous integrator, it needed email automation, sales and forwarder processes, accounting routines, document templates, debt collection and omnichannel.
Solution
An assessment and a four-phase proposal: a core CRM with monthly accounting deals, our own app that files emails into deals, business processes in Polish (shortfall notes, debt collection) and online consultations. Then leads and quotes in place of a Teams group, a sales-plus-forwarder process with client reactivation, contract and power-of-attorney templates, WhatsApp (two channels) and Telegram.
Result
All four proposal phases delivered, the last in February 2026. The sales-plus-forwarder process has run since May 2026, and WhatsApp and Telegram are connected. Working together since August 2025.
Stack
CRM (Cloud)Custom email appBusiness processesDocument templatesWhatsApp (2 channels)TelegramDebt-collection pipeline
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.

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