Logistics and delivery
A cargo company
Requests from WhatsApp stopped getting lost, and every shipment status became visible to the whole team.
One inbox
all client messages in one place
A pipeline
every shipment status visible by stage
1 day
to switch over, no team training
Challenge
Clients messaged managers on their personal WhatsApp numbers. When a manager was on the road, a request waited, and shipment status had to be chased down by phone.
Solution
We moved client WhatsApp into the shared WorkSpace inbox, set up a CRM pipeline for shipments and tasks with deadlines for each delivery stage.
«Requests used to get lost in personal chats. Now all conversations and deals are in one place, and any manager can see the shipment status.»
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