A mid-sized logistics company based in Kolkata, handling βΉ3β4 Cr of monthly business, was struggling with everyday operational chaos:
β Driver allowances were calculated manually β leading to constant errors π No clarity on trip-wise profitability β fixed and variable costs were all over the place π§Ύ Invoices were either missed or billed twice β causing losses and client trust issues π€― HR team was stuck resolving disputes around attendance, salary, and overtime π§ββοΈ Collection managers manually followed up on payments through WhatsApp β no structure, no reminders
These issues were draining both time and money.
π‘ The Solution
We implemented a custom ERP system with smart finance and automation tools that fit their logistics model:
Hereβs what we did, step by step π
1οΈβ£ Step 1: Real-Time Dashboard Setup β
A private dashboard tracked trip-wise costs, diesel, tolls, driver allowances, and profits
Managers could view live data and make quick decisions
Drivers used QR-based geo-attendance from their phones
Overtime, late marks, Sunday allowances β all auto-calculated
Payroll was processed without manual input
4οΈβ£ Step 4: CRM with WhatsApp Follow-Ups β
Every trip was linked to a CRM deal with expected payment dates
WhatsApp reminders were sent 3 days before payment due
Collection staff received alerts to follow up
5οΈβ£ Step 5: Project Library for Regular Clients β
Standard cost templates were saved for repeat routes (like MumbaiβPatna)
Estimates were auto-filled β no more guesswork or delays
π The Result
πΈ βΉ4.5L/month saved from billing errors, overtime mismatches, unclaimed advances, and delayed payments π· Managers could finally focus on scaling operations β not paperwork π§Ύ 100% trips were billed within 24 hours π² Drivers felt confident about their salaries and allowances π The company had full control over receivables and cash flow
π Why It Worked
βοΈ Systems handled the tracking, not people βοΈ Instant dashboards meant no guesswork βοΈ Automation removed dependency on follow-ups βοΈ Simple tools were used daily by even junior staff
π£ Final CTA
Want to fix leaks in your transport business before they become losses? Letβs build you a dashboard-first logistics engine.
ERP + CRM + WhatsApp = Smart Growth, No Chaos. Ask us for a free demo designed around your routes, staff, and payment cycles.