TransportCRM
Our own SaaS platform — the first CRM dedicated to the TSL sector, where AI agents support sales and dispatchers in winning orders, qualifying customers and running the sales funnel.
About the client
TransportCRM is Appwise's own SaaS product — the first CRM designed from the ground up for the sales processes of transport and forwarding companies. It combines classic CRM features (contacts, deal pipeline, offers, communication) with AI agents that actually do the work for the salesperson: qualifying leads, monitoring the market and automating follow-ups.
Scope of work
We designed and built the entire TransportCRM platform — from architecture, through UX and frontend, to backend, integrations and the AI agent layer. The product is rolled out at transport companies as a ready-to-use SaaS, tailored to the real sales processes of the TSL industry.
CRM tailored to the TSL industry
Managing customers, contacts and transport companies with fields and attributes specific to the industry (lanes, fleet type, volumes, order frequency). A central knowledge base of sales relationships — without Excel and scattered notes.
Sales funnel and order pipeline
A configurable funnel with sales stages typical for TSL — from first contact, through offer and negotiation, to long-term cooperation. Full visibility of each deal's status and revenue forecasting.
AI agents supporting sales
Built-in AI agents that actually do the work: qualifying leads, suggesting the best next actions, generating follow-up messages, analysing contact history and proposing the next steps in a deal. Sales people work faster and lose no opportunities.
Automatic lead acquisition and qualification
AI agents monitor industry sources and classify new leads by fit with the client profile. Sales people get a sorted list of opportunities with a ready context note instead of searching manually.
Communication and follow-up automation
Rules and AI agents keep the rhythm of contact with the customer — they remind about follow-ups, generate personalised messages and log interactions in the contact history. No more forgotten emails and missed opportunities.
Sales analytics and reports
Dashboards and reports showing sales performance, pipeline conversion and revenue forecasting. Sales decisions based on real data, not gut feeling.
Key outcomes
- First CRM dedicated to the TSL industry
- Built-in AI agents that genuinely support sales
- Automatic lead qualification and follow-ups
- Pipeline and fields tailored to forwarding processes
- Ready-to-use SaaS — rollout in days
- Open API and integrations with TMS and email
Integration with the client's system
TransportCRM is a SaaS platform that can be deployed in days. Open to integrations with TMS systems, email, calendar and marketing tools — making the CRM the central workplace of a salesperson in a transport company.
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