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    Forwarding company (25 dispatchers)

    Rollout of TransportCRM + Exchange Monitoring Agent + BaseTMS

    +12%
    Margin growth
    +85/mo.
    New orders
    PLN 45,000/mo.
    Savings
    -65% time
    Customer acquisition

    Challenge

    No CRM — sales used 15 different spreadsheets. 30% of leads were lost to missed follow-ups. Margins eroded quarter after quarter.

    • 15 different Excel files instead of one CRM — no coherent sales pipeline view
    • 30% of leads were lost through missing systematic follow-ups
    • Margins eroded each quarter — no data to negotiate rates from
    • No insight into the profitability of individual clients or lanes

    Solution

    Rollout of TransportCRM + Exchange Monitoring Agent + BaseTMS

    • TSL-specific CRM with automatic pipeline and follow-up reminders
    • AI agent monitoring freight exchanges and alerting on attractive loads
    • BaseTMS integrating order management with the CRM
    • Profitability dashboards per client, lane and dispatcher

    Tools deployed

    TransportCRMExchange Monitor AgentBaseTMSProfitability Dashboard

    Rollout time

    10 weeks

    From kick-off to full rollout

    Return on Investment (ROI)

    Investment
    PLN 150,000
    Savings / month
    PLN 67,000
    Payback
    2.2 mo.
    Annual savings
    PLN 654,000

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