CRM for courier and logistics, to turn an enquiry into a regular customer
A courier office or a transporter does not want one parcel. It wants the shipper who sends every week. That takes a rate, a trial and several calls in between. CRM Bundals is for those sales calls: who was called, which stage the shipper is at, and when to ring again.
What the pack sets up
For courier offices, cargo agents and transporters looking for regular customers. One of the 7 starter packs, picked at sign-up.
Stages and visits
Sources and lost reasons
A source name is a label on the lead, not a connection. Everything on this page can be changed in Settings.
Pick Logistics and courier at sign-up. Leads ask about a service. The stages are few: Fresh, Not picking up, Rate shared, Trial shipment. The won stage is Regular customer, which says what the calling is for. A lost lead takes a reason: Rate too high, Uses another company, Volume too small or Could not reach. Pickup and Customer visit are the visit kinds. Old customer is one of the sources, next to IndiaMART, JustDial, Referral and Walk-in.
A caller’s day
What changes for the person who rings shippers.
Know what they send before the rate.
- The fresh-lead script: ask what they send, how often and to where, and who they use today.
- The caller taps Call. The phone’s own dialer and SIM make the call.
- English, Hindi and Gujarati on the caller’s screen.
Shown with the demo coaching academy.
Rate shared. Now what?
- After the call the caller picks the outcome and the stage, such as Rate shared.
- The call saves only with a next follow-up, so a rate is always chased.
- Lost needs a reason, and Rate too high is the first on the list.
Shown with the demo coaching academy.
A pickup with a date.
- Book a Pickup or a Customer visit from the lead’s page.
- A reminder follow-up is made 2 hours before.
- Mark it Came, Did not come or Cancelled.
Shown with the demo coaching academy.
The owner’s view
What changes for the person who owns the office.
Keep the regular customer regular.
- A lead that reaches Regular customer becomes a customer by itself.
- Give the customer a repeat-order date. It can repeat every few months.
- Marking one done makes the next one.
Shown with the demo coaching academy.
Money owed gets called.
- Add what is outstanding by hand or from an Excel or CSV file.
- A promise to pay needs a date. A missed date shows as a broken promise.
- A dispute needs a note, so the next caller knows what it is about.
Shown with the demo coaching academy.
Said plainly
- Keeps each shipper’s service, source, stage and next call.
- Shows the caller what to ask before the rate is given.
- Books pickups and customer visits with a reminder.
- Keeps repeat dates for regular customers.
- Keeps a calling list for outstanding payments.
- It does not book shipments, print dockets or track parcels.
- No rate card or rate calculator. Rate shared is a stage your caller sets.
- No freight billing, GST invoices or accounts.
- IndiaMART and JustDial are not connected. Download there, import here.
- It does not record calls, dial for you or send WhatsApp messages by itself.
Asked by this trade
Is this courier software?
No. It does not book, bill or track shipments. It is for the calls that bring in customers and the calls that follow up money owed.
How do I follow up after a trial shipment?
Move the lead to Trial shipment after the call and set the next follow-up. The call cannot be saved without one.
Can we call old customers again?
Yes. Import the list as an Excel or CSV file. Old customer is a source name in the pack, and a calling list can be made by source.
Do callers need a company number?
No. They call from the SIM they already use. If you give callers company SIMs, those work the same way.
What does it cost?
Prices are coming soon. Unlimited usage, no per user charge, no per client charge, no setup fee. Pricing is on the home page. Accounts open very soon.