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From Dispatch to Delivery: Smarter CRM for Trucking & Transportation
The Challenges Trucking & Transportation Businesses Face:
Leads slip through the cracks without a structured follow-up process.
Dispatch, subcontractors, and storage are tracked in separate spreadsheets or on paper.
Subcontractor billing is slow and disconnected from estimates for clients.
Invoices payments get delayed or miss due dates.
Storage charges pile up, but monthly billing is inconsistent and takes hours to reconcile.
Customers lack transparency into jobs and invoices.
How We Help Trucking, Drayage & Transportation Companies:
Lead Management
Capture leads directly from your website, automatically route them to the right sales rep, and track progress inside your CRM.
Estimates with Subcontractors in mind
Build estimates that include labor and subcontractor costs - all connected to downstream workflows so you can calculate accurate margins.
Automated Work Orders & Scheduling
Convert estimates into work orders that schedule crew, track labor costs, generate invoices for customers, and generate purchase orders for subcontractors.
QuickBooks Integration
Sync every customer, estimate, purchase order, and invoice automatically for seamless accounting. Any change in QuickBooks will reflect in the CRM, and any change in the CRM will reflect in QuickBooks instantaneously.
Customer Portals & e-Payments
Send invoices via text or email, and let customers pay online. Nothing falls through the cracks as everything is tightly scheduled.
Bill of Lading Printing
Generate accurately per job for the day that adjusts as your delivery adjusts.
Automated Storage Billing
Track inventory in storage with dedicated work orders, automatically invoice month-over-month, and stop billing the moment items are delivered out. Better yet, have it all connected for maximum visibility.
Results We Deliver for Trucking & Transportation
- >70% reduction in admin time spent on billing.
- Faster invoicing with automatic QuickBooks sync.
- Streamlined subcontractor and labor management.
- Customers pay faster through online portals.
- Storage billing that runs automatically, at the frequency that you set.
70% reduction in admin time spent on billing.
Faster invoicing with automatic QuickBooks sync.
Streamlined subcontractor and labor management.
Customers pay faster through online portals.
Storage billing that runs automatically, at the frequency that you set.
Case Study
Lawson Drayage Inc.
The Problem: Lawson Drayage struggled to manage logistics, subcontractors, and storage across multiple spreadsheets and disconnected apps. Billing delays and errors were common, and storage
Ready to Transform Your Trucking & logistics Business?
Book a free consultation and see how Alef Team can automate your dispatch, invoicing, and storage workflows.