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Common CRM problems in Logistics and Supply Chain

Why most CRMs
don't work for
Logistics and Supply Chain

Most CRMs lack flexible workflows, deep automation, and real-time process customization needed for complex, multi-step, and compliance-driven logistics operations, often resulting in fragmented data and poor integration with essential industry systems.

Illustration showing common CRM problems and frustrations

Common frustrations seen across the Logistics and Supply Chain field

"It doesn't handle our multi-step shipment workflows or regulatory checks."

"We can't automate freight rate updates or custom notifications."

"Critical data is split between systems and not updated in real time."

"We need more flexibility to track exceptions and non-linear processes."

Monday.com CRM solution for Logistics and Supply Chain

So, What makes monday CRM
perfect for Logistics and Supply Chain?

Total Visibility in One Place

Easily track orders, performance, and communications from a single, intuitive dashboard.

Custom Workflows for Every Process

Adapt processes to fit your supply chain needs with fully customizable workflows and boards.

Automate and Save Time

Reduce manual tasks with automation for assignments, notifications, and data updates.

Seamless Integration with Existing Tools

Connect monday CRM with your current software for smooth, uninterrupted information flow.

Use cases for Logistics and Supply Chain

Key use cases

Teams in the logistics and supply chain industry use monday CRM to streamline operations, automate key workflows, and enhance customer and partner relationships.

🚚

Order and Fulfillment Tracking

Monitor incoming orders, automate fulfillment steps, and keep teams updated on delivery status in real-time.

📦

Inventory Management

Easily oversee inventory levels, sync stock data, and coordinate with warehouses to prevent shortages or overstock.

📊

Performance Analytics

Track KPIs, team targets, and pipeline progress with customizable dashboards for data-driven decisions.

📧

Automated Communication

Send, receive, and track emails with customers and suppliers, using templates and notifications for timely engagement.

🤝

Buyer-Supplier Relationship Management

Centralize interactions with partners, manage contracts, and map out supplier and customer journeys.

🔄

Workflow Automation

Automate repetitive tasks like lead assignment, ticket routing, and deal stage updates to boost efficiency and reduce manual errors.

Integrations and FAQ

Everything
integrated

Frequently
asked
questions

monday CRM provides a central hub for all your client communications, making it easy to track conversations, resolve issues quickly, and build stronger relationships with shippers, carriers, and customers.

Yes, you can use customizable workflows to monitor orders at every stage, assign tasks to your team, and ensure nothing slips through the cracks.

monday CRM lets you automate repetitive work like assigning shipments, updating order statuses, and sending notifications, so your team can focus on more valuable tasks.

Absolutely—track every interaction, deadline, and agreement with suppliers in one place, so you avoid miscommunication and always know the status of each partnership.

With visual dashboards and real-time boards, you can instantly see where every order, shipment, and customer request stands across your entire business.

You can create boards to monitor inventory, set up alerts for low stock, and integrate demand forecasting, helping prevent both shortages and overstocking.

Yes—the platform is highly flexible, so you can tailor pipelines, dashboards, and automation to fit your specific logistics processes without needing technical expertise.

Ready to grow your business?

An AI-first CRM that's easy to use, quick to set up, and cost-effective, thousands of businesses like yours are turning to monday CRM.

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