CRM for Daily Logistics Tracking

Job ID: 40353132

Budget: $250 – $750 USD

I need a CRM that gives me real-time, day-to-day visibility of our logistics operations. Daily tracking is the essential feature: every shipment, pickup, and delivery must be captured automatically so I can open the system each morning and see exactly what moved, where delays occurred, and which team member handled the task.

While logistics operations are the clear priority, the same environment should leave room for lead generation, sales notes, and light marketing touch-points so the whole commercial workflow lives in one place. Sales activities and marketing campaigns can stay dormant for now; I just want a structure that lets us switch them on later without rebuilding everything.

Key expectations
• Configure or build a dedicated logistics module with real-time dashboards and searchable history
• Guarantee accurate daily tracking with automatic date/time stamps and user activity logs
• Enable filters by client, route, status, and assigned rep, plus one-click export to Excel/CSV
• Provide a mobile-friendly interface that drivers and warehouse staff can use on the floor
• Set up role-based permissions so sales and marketing users cannot overwrite logistics data
• Deliver a short hand-over session and concise admin/user documentation

I’m open to the platform—Salesforce, Zoho, HubSpot, or a well-documented custom build are all acceptable if you can meet the daily logistics requirement flawlessly. Your proposal should outline the stack you suggest, the timeline you need, and a brief example of similar logistics CRM work you’ve completed.