🧩 The Problem
A Kolkata-based logistics firm was facing day-to-day issues that every transport business owner can relate to:
❌ Trips were under-utilized – trucks went half-loaded
📊 No visibility on real-time movement or empty returns
🧍♂️ Fleet managers were stuck in manual coordination calls
🤯 Drivers were missing check-ins and delaying loads
🧾 Bills were delayed, fuel slips were mismatched, and follow-ups lost in WhatsApp chats
Even after hiring multiple coordinators, operations remained chaotic. Every trip felt like a gamble.
💡 The Solution
The firm switched to our ERP + CRM + Load Dashboard suite. Here’s how we fixed it:
1️⃣ Step 1: Trip Utilization Dashboard :-
- We setup a custom Trip Utilization Dashboard showing every truck’s load capacity, trip cost, and return efficiency.
2️⃣ Step 2: Shift-wise Attendance & Driver Check-ins :-
- Enabled shift-wise attendance and driver check-ins via mobile — no more “forgot to call” excuses.
3️⃣ Step 3: Smart Load Assignment Board :-
- Smart Load Assignment Board auto-mapped pending trips with available fleet — less phone calls, more trips.
4️⃣ Step 4: Vendor & Fuel Management Modules :-
- Used Vendor & Fuel Management Module to lock approved vendors and rates, and avoid fuel fraud.
5️⃣ Step 5: Daily WhatsApp Alerts :-
- Enabled Daily WhatsApp Alerts for trip dispatch, delivery, and delays – with real-time GPS updates.
6️⃣ Step 6: Accounts Module :-
Connected it all with the Accounts Module to auto-track trip-wise costing, advances, and settlements.
📊 The Result
📈 33% increase in trip utilization within just 1 month
💸 Fuel and repair costs dropped by ₹1.2L/month
🧠 Staff reduced from 5 coordinators to 2 — no compromise on output
🚛 Empty return trips cut down by 40%
📲 Owner now tracks everything from mobile, not diaries
overtime and absenteeism.
✅ Customer service became smooth — reviews improved as well.
🔍 Why It Worked
✔️ Visual dashboard = Instant decisions
✔️ WhatsApp + CRM = No missed updates
✔️ Daily trip visibility = More planning, less panic
✔️ Smart system = No need to hire more people
📣 Final CTA
📣 Want to streamline your transport business like this?
Let’s build your Dashboard-Driven Transport System.
No chaos. No guesswork. Just more trips, less loss.
ERP + CRM + WhatsApp = Growth Without Extra Cost 🚀
