Transportation and logistics
Carriers, freight forwarders, logistics providers: your clients request quotes through every channel, each shipment passes between several teams and paperwork piles up.
Bitrix24 brings requests, shipment tracking, documents and team coordination into one tool. MonCRM sets it up and connects it to your software.
The problem
One quote request arrives on WhatsApp, another by e-mail, a third by phone. Sales reply late, dispatch lacks the information, and the warehouse learns about the pickup the same morning.
Meanwhile, consignment notes, customs paperwork and proofs of delivery are scattered across inboxes and personal drives.
Your challenges
01 The problem
Lost orders and delayed quotes when messages arrive everywhere.
With Bitrix24
Every request in one CRM
Every client and request lands in the CRM, for faster quotes.
02 The problem
Hard to know who owns each shipment and what stage it is in.
With Bitrix24
Every shipment visible in real time
Clear ownership and status for every shipment, from booking to final mile.
03 The problem
Information flows poorly between teams, causing delivery delays.
With Bitrix24
Aligned teams
Shared spaces and calendars keep teams aligned and cut handoff delays.
04 The problem
Scheduling pickups, assigning drivers, sending status updates and invoicing take valuable time.
With Bitrix24
Automated dispatch
Triggers, notifications and AI cut manual work so staff can focus on clients and exceptions.
05 The problem
Contracts, bills of lading, customs paperwork and proofs of delivery are hard to find and secure.
With Bitrix24
A centralised document hub
Every contract and shipping document searchable, with role-based access and e-signature.
06 The problem
Which routes and drivers are efficient? Where do delays occur? What does each shipment cost?
With Bitrix24
Data-driven performance
Reports and dashboards for delivery times, driver workload and cost per shipment, to spot bottlenecks early.
07 The problem
Accounting, telephony, freight-tracking platforms and client portals: duplicated data and slower operations.
With Bitrix24
Your tools connected
Bitrix24 becomes the operational hub, connected to the rest of your software.
What you gain
By connecting sales, dispatch and warehouse teams, the company follows every shipment from booking to invoicing. The result: fewer delays, controlled costs and sustainable growth.
How we work
Your services (parcel, groupage, chartering, forwarding, warehousing), shipment stages, documents and KPIs.
Quote pipeline, a shipment process with its statuses, document templates, driver assignment and automatic client notifications.
Training for sales, dispatchers and drivers (mobile app), then KPI reviews.
No. Bitrix24 handles client relations, quotes, file tracking and team coordination. It can exchange data with your TMS or WMS through the API.
Yes. Whenever a shipment changes status, an automation rule can send the client an e-mail or message.
Yes. With the mobile app, they view their jobs, update statuses and attach a photo of the proof of delivery.
Yes, from the amounts, costs and time recorded on each shipment, consolidated in dashboards by client, route or period.
With Bitrix24 Cloud, data can be hosted in Europe. If you want to keep it in Morocco or on your own infrastructure, the self-hosted (on-premise) edition installs on your servers or in a Moroccan data centre. Either way, we include the steps required with the CNDP (Morocco's data protection authority, Law 09-08) in the project.
Walk us through a shipment, and we will show you how Bitrix24 would track it, from quote to invoice.
