🧩 The Problem
A mid-sized logistics company based in Kolkata, handling ₹3–4 Cr of monthly business, was struggling with everyday operational chaos:
❌ Driver allowances were calculated manually — leading to constant errors
📊 No clarity on trip-wise profitability — fixed and variable costs were all over the place
🧾 Invoices were either missed or billed twice — causing losses and client trust issues
🤯 HR team was stuck resolving disputes around attendance, salary, and overtime
🧍♂️ Collection managers manually followed up on payments through WhatsApp — no structure, no reminders
These issues were draining both time and money.
💡 The Solution
We implemented a custom ERP system with smart finance and automation tools that fit their logistics model:
Here’s what we did, step by step 👇
1️⃣ Step 1: Real-Time Dashboard Setup —
- A private dashboard tracked trip-wise costs, diesel, tolls, driver allowances, and profits
- Managers could view live data and make quick decisions
2️⃣ Step 2: Finance Automation + Smart Billingn —
- Invoices were auto-generated right after a trip was completed
- GST, customer tags, and payment terms were pre-configured
- Duplicate invoices and missing bills were flagged automatically
3️⃣ Step 3: HR Automation — Attendance + Payroll —
- Drivers used QR-based geo-attendance from their phones
- Overtime, late marks, Sunday allowances — all auto-calculated
- Payroll was processed without manual input
4️⃣ Step 4: CRM with WhatsApp Follow-Ups —
- 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
5️⃣ Step 5: Project Library for Regular Clients —
- Standard cost templates were saved for repeat routes (like Mumbai–Patna)
- Estimates were auto-filled — no more guesswork or delays
📊 The Result
💸 ₹4.5L/month saved from billing errors, overtime mismatches, unclaimed advances, and delayed payments
👷 Managers could finally focus on scaling operations — not paperwork
🧾 100% trips were billed within 24 hours
📲 Drivers felt confident about their salaries and allowances
📈 The company had full control over receivables and cash flow
🔍 Why It Worked
✔️ Systems handled the tracking, not people
✔️ Instant dashboards meant no guesswork
✔️ Automation removed dependency on follow-ups
✔️ Simple tools were used daily by even junior staff
📣 Final CTA
Want to fix leaks in your transport business before they become losses?
Let’s 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.
