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CRM

CRM for logistics companies

Capture quote requests, keep each customer's jobs and messages on one record, send updates on WhatsApp and invoice on delivery.

Start free

Free plan, no card needed. Or book a demo.

Logistics customers want answers, fast

Delivery and haulage companies live on quote requests and "where is my shipment?" messages. When those come in on personal WhatsApp numbers, the business loses track of who asked what, and what was promised.

startbuddi gives every customer one record. Quote requests from your form, WhatsApp chats and emails land there, your team replies from one inbox, and the invoice goes out when the job is delivered.

Where it fits and where it does not

  • It fits: quote requests, customer conversations, repeat customers, invoices and payments.
  • It fits: a pipeline for contracts you are trying to win.
  • It does not do fleet tracking, route optimisation or proof-of-delivery scanning. Keep a dedicated tool for those.

See startbuddi for logistics companies for the day-to-day view.

  • Quote requests into the CRMA quote form saves every request as a contact with the details.
  • One WhatsApp number for the teamEveryone replies from the shared inbox.
  • Contracts in a pipelineTrack bids for regular clients from first call to signed.
  • Invoice on deliverySend the invoice link and get paid by card or transfer.
Build with Chip

A quote form in a minute.

Describe it to Chip, for example "a quote form for deliveries in Lagos", and edit the fields it drafts. Every request becomes a contact.

  • "Generate with AI" from one sentence
  • 12 templates for business, agency, healthcare, real estate, education and restaurants
  • "Ask Chip" suggests fields while you build
More about Forms
Channels

Every "where is my delivery?" in one inbox.

WhatsApp, email and website chat arrive in one list, on the right customer, so anyone on the team can answer.

  • WhatsApp, Email, SMS, Website Chat, Instagram, Facebook, Telegram and Voice
  • Open, Snoozed and Closed tabs, sorted Newest, Oldest or Unread first
  • Filters: Unassigned, Assigned to me, Unread, Chip has a reply
More about Inbox
Create

Invoice when it is delivered.

Create the invoice from the customer's record and send the link. They pay by card, bank transfer or USSD.

  • Existing client or One-off recipient, with Also save as a contact
  • Tax rate, discount and any currency: naira, cedis, dollars, pounds
  • Notes and footer for your bank details and a thank-you
More about Invoicing
Same workspace

Your CRM is already connected to the rest of the business.

The same client record is used by your invoices, bookings, projects and follow-ups, so nothing is typed twice.

01

Invoices that get paid

Send the invoice from the client's record. When it is paid, the deal is marked won.

Explore Invoices that get paid
02

Online bookings

Clients book from your link and land in your contacts with the booking on their page.

Explore Online bookings
03

Follow-ups that run themselves

Follow-ups, reminders and tasks that start when a form, booking or deal changes.

Explore Follow-ups that run themselves
04

Projects your team can follow

Won the work? Start the project, track tasks and share progress with the client.

Explore Projects your team can follow
05

Dashboards and reports

A ready-made Leads and sales dashboard in Analytics: leads by source, form conversion, bookings, pipeline and deals won.

More about Analytics
Plans

A CRM on every plan, including Free

The CRM is on every plan. Free keeps 250 contacts, Starter 2,500, Growth 15,000 and Scale 75,000. The shared inbox, WhatsApp, SMS and automations unlock on Starter.

Start freeCompare every plan
  • Free Included, free forever $0
  • Starter Included, 30-day trial $29/mo
  • Growth Included, 30-day trial $79/mo
  • Scale Included, 30-day trial $199/mo
SolutionLogistics & Transport Companies BlogCRM for logistics: how to track clients, quotes and payments without the spreadsheet mess ProductForms ProductCustomers ProductContacts & companies ProductSales pipeline & deals ProductInbox CompareBest CRM Software for Small Business GuideHow to organise your customers: from WhatsApp chats to a real pipeline

Questions people ask

Can startbuddi track my vehicles?
No. It does not do fleet tracking or route planning. It handles your customers, quotes, messages and invoices.
Can my dispatch team share one WhatsApp number?
Yes. Connect your WhatsApp Business number and the whole team replies from the shared inbox, with conversations assigned so nobody doubles up. This unlocks on Starter.
Can customers request a quote online?
Yes. Build a quote form with pickup, drop-off and load details. Every submission creates a contact you can quote from.
What does it cost?
The CRM and invoicing are on Free. Starter costs $29 a month and adds the shared inbox and WhatsApp.

Put every client in one place.

Start with your contact list and your WhatsApp chats. Add deals, invoices and follow-ups when you are ready.

Start free
Free plan available. Every paid plan starts with a 30-day trial.