CLICKINTELLECT
Logistics CRM

CRM built for cargo, not for abstract deals

A client loop where a record is not a lead but a cargo unit, a contract, a rate, a document and an operational status.

TOSWMSERPDocument flowClient portal

Operational scope

01

Contracts and rates

Contract terms, tariff models, service catalogues and commercial conditions.

02

Orders and requests

Request pipeline, classification, routing and execution control.

03

Cargo status

Operational status from TOS and WMS delivered to the commercial loop.

04

Documents

Transport and commercial document exchange with clients and counterparties.

05

Billing data

Service registration, settlement data and integration with ERP.

06

Client portal

Self-service access to statuses, documents, requests and history.

Typical integration perimeter

TOSWMSERPDocument flowClient portalEmail and messagingAnalytics

AI inside the CRM

  • Automatic request classification
  • Answer drafts for client enquiries
  • Document extraction and validation
  • Client service load forecasting
Methodology

How a system reaches production

A repeatable engineering path from operational survey to long-term support.

01Operational survey
02Architecture
03Prototype
04Development
05Integration
06Pilot operation
07Production
08Support and evolution
Next step

Describe the facility — we will describe the architecture

Send the operational context: facility type, current systems, integration perimeter and the process you need to change. The first response comes from an engineer, not a sales script.

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