A transport CRM which maintains all customers within a single record.
Handle each customer, from start to finish using a CRM designed for transport enterprises. Manage customer profiles, contacts, contracts, GST ready customer invoices, payment and outstanding customer receipts in one location. Monitor credit limits, payment terms and account balances without using spreadsheets.
- Customers profiles, contacts, invoices, payments, contracts and notes
- GSTIN, PAN and credit terms for all the accounts.
- Practice excellent customer accounts receivable procedures
Customer Management
Your customer information is fragmented and your cash is also.
Customer data can be spread across various sources. Personal phones store contacts, rates are hidden in emails, invoices remain in spreadsheets and payments go unnoticed when they are overdue. If information is disorganized, collections are delayed and customer relationships become more difficult to handle.
Contacts in silos
Key customers are still stored in the individual phone of employees. When a customer leaves the company, so do the valuable relationships built with them.
Untracked receivables
There isn't a real-time view into who's owing money or how long they've been past due, which is why outstanding invoices don't get paid.
Lost contract terms
Old email threads go unnoticed when it comes to agreed pricing, terms and credit limits, which result in billing errors.
GST headaches
The absence of a consolidated system complicates the overall process of GST compliant invoicing, and causes delay in it.
Increased bonds, quicker collections
Collect faster
Keep track of unpaid balances on all accounts and follow up on late payments before they turn to bad debt.
Own the relationship
Keep all contacts, contracts, and notes within the company so that customer relationships aren't lost between employee changes.
Bill GST-ready
Maintain GSTIN and PAN details on each customer profile for speedy and accurate GST compliant invoicing.
Control credit risk
Monitor customer credit limits and terms to identify potential financial risks in time to avoid having too much on the books.
Provide better service for VIP consumers
Organize all customers by category so you can prioritize them according to their importance and give them custom service.
One source of truth
Maintain customer history and invoice/payments records in FleetStack and tie them to trips, lorry receipts, billing.
Complete records for each customer available
With each customer, FleetStack maintains a full profile complete with customer information, contacts, invoices, payments, contracts, and notes.
Every detail that's important on one screen!
Have a full commercial profile for each customer and store the customer GSTIN, PAN, VAT, billing address, shipping address, credit limit, payment terms, preferred currency, customer category.
- GSTIN, PAN, VAT, Billing and Shipping Addresses
- Credit limit, payment terms and preferred currency.
- VIP, Enterprise, Regular and Low Budget customer segments.
Every individual person who has an account at the record,
Keep all customer contacts, such as Procurement, Logistics, Finance etc. department, role, e-mail and phone number.
- Many points of contact for roles and/or departments
- Include email addresses and phone numbers.
- Contact Management, Active vs. Inactive.Contact Management, ACTIVE vs. INACTIVE.
Check what has been billed, paid and outstanding
Monitor all invoices, payments, due dates, GST and payment status. Keep good records of customer payments, bank information and transaction references.
- GST Invoice with due date and payment status
- NEFT and RTGS Payment references with Bank details
- Maintain excellent accounts receivable on all customers
Maintain agreements and customer records.
Keep customer contracts and contract values, duration, assigned vehicles and status. Keep a track of all notes, discussions, renewals, pricing changes and customer-specific requirements chronologically.
- Signing and signing up contracts with value, length of contract, vehicles and status.
- The notes from the sales, administration, and operations.
- Whole customer history of the relationship.
Through the Learning process and all the way to the Collections.
Add customer
Record GST information, credit terms, credit limits.
Map contacts
Include Customer Contacts including roles and departments.
Set contract
Document the price, vehicles assigned, and length of the contract.
Invoice
The customer can get their invoices with the correct GST amount.
Collect
Make payments and track outstanding receivables.
Customer management FAQs
Put every customer in one record
Book a free FleetStack demo and we’ll show you how to manage customer profiles, contracts, billing and receivables in a CRM built for transport.