Industry package
Shipments, documents and delivery, tracked end to end
Freight runs on paperwork as much as on vehicles. This package structures the shipment from request to delivery and keeps every consignment document with the job it belongs to.
Freight transport operations - factory purchases, trucks and drivers, loading, customs clearance and freight payment - as an installable case workflow.
What gets in the way
A missing document stops a loaded vehicle
Consignment notes, permits and delivery confirmations each gate movement, and discovering a gap at the depot is the most expensive time to discover it.
Job status is a phone call
Customers ask where their shipment is, and answering requires calling a driver because the status was never recorded anywhere queryable.
Route and customer profitability are unknown
Which lanes, customers or vehicle types actually make money is decided by feel when the job data is not captured consistently.
How the package handles it
- The shipment pipeline tracks each job from request through scheduling to delivery, so status is a field rather than a phone call.
- A consignment case carries the job's documents and their approval states, so a missing permit surfaces before loading, not at the depot.
- Route, customer and vehicle details are structured fields, so profitability can be grouped by lane or account directly in a report.
What installing it configures
Every number below is what this package actually provisions in your workspace.
Your workspace speaks your industry
The package renames the generic CRM objects so screens, reports and permissions read the way your team already talks.
The pipeline your work already follows
Freight Sales Pipeline
Cases and documents
Operational case types and the document types tracked against them, each with its own approval state.
- Transport Case
- Bill of lading
- Weighbridge
- Packing list
- Bijak
- Unloading receipt
- Remittance
- Clearance document
- Image
- Related file
AI that knows your industry
The assistant is briefed with this vertical's context, so its suggestions use your terms rather than generic CRM language.
This workspace runs freight transport cases: purchases from factories, trucks/carriers/drivers, loading, customs clearance, and freight payment. Operational cases are transport files; the primary contact is the customer.
Start with Transport & Logistics configured from day one
Create a workspace, install the package, and the fields, pipeline, reports and dashboards described here are in place before you add your first record.