Enhance customer relationships with a CRM for logistics

Understand your customers' wants and needs like never before.

What would you like to manage on monday.com?
Buyer-supplier relationships
Journey mapping
Customer segmentation
Appointment scheduling
Ticket routing
Customer engagement
Issue tracking
Order fulfillment
Reporting & analytics

Get monday sales CRM for logistics and sales ops

Create custom workflows monday sales CRM

Combine the insights and communication you need to have cohesive teams and processes.
deals 1

Access CRM for logistics features on monday.com

01

Email
capabilities

Sync your email account to send and receive emails, get automatic notifications when a lead opens an email, save time with personalized email templates, and more.
02

Performance tracking

Always know where you stand. Track your pipelines, targets, team performance, and other metrics on one user-friendly dashboard that takes seconds to learn.
03

Data
storage

All your existing leads, contacts, and accounts from any platform right into monday.com CRM. Easily consolidate duplicate data to make progress fast.
18

Drag and drop functionality

Quickly update where prospects are in the funnel, move deals around, and customize your entire CRM without needing to open a ticket with the dev team.
19

Automate
your work

Spend more time closing deals and less time on tedious manual work. Automatically assign owners, change deal stages, notify team members—all with a few clicks.
17

Seamless
integrations

Why have dozens of tabs open when you can use all of your favorite tools on one software? Choose from Zoom, Docusign, Aircall, and others.

Other customer service CRM templates you may like

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Contacts

Get as much value as you can out of your events. Collect feedback and stay on top of opportunities by tracking communications.
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Work Calendar

Capture leads, track sales pipelines, and manage all actions and communications with prospects and leads. Use this template to build your dream CRM in minutes.
TS1

Basic CRM

Give your customers the smoothest onboarding experience possible. Follow customers' training, progress, and make sure internal teams stay aligned.

An award-winning platform. Loved by customers

Based on 10,000+ customers
G2 2020 Fall Report Badges

Frequently Asked Questions

Questions?
  • A CRM for logistics can help you understand prospects and leads better and create enhanced customer experiences. With a CRM, you can create impactful communications, easily manage data, easily collaborate with team members, and more.
  • The most powerful CRMs on the market will allow you to store data easily, track all customer communications, and build and maintain customer relationships. Other attributes to look for include:
    • Customizable workflows
    • Automations
    • Intuitive dashboards
    • Integrations
    • Task prioritization tools
  • The three types of CRM systems are operational, analytical and collaborative.

    Operational CRMs helps companies generate leads, converts them into paying users, and allows sales teams to retain customers.

    An Analytical CRM helps businesses better understand their customer data, such as how they interact with the business.

    Lastly, a collaborative CRM provides teams organization-wide with one source for data for easy sharing.