Logistics and movers
Logistics and packers-and-movers CRM for transport companies
Survey the load, send a clear quote and share a tracking link until the proof of delivery is uploaded. Telecallers and survey teams work from the same enquiry.
Your pipeline, ready on day one
These stages come with the template. Rename, add or remove any of them.
- Stage 1EnquiryA customer asks for a move or consignment with from and to locations, date and rough volume.
- Stage 2SurveyA surveyor visits or does a video survey, lists items and volume, and records access issues.
- Stage 3QuoteA priced quote based on volume, distance, packing and insurance is sent and negotiated.
- Stage 4BookedThe customer pays the advance, and a vehicle, crew and date are allocated.
- Stage 5In transitThe goods are moving, and the customer receives a tracking link and status updates.
- Stage 6DeliveredDelivery is completed, proof of delivery is uploaded and the balance is collected.
What is a logistics and movers CRM?
A moving or transport business wins customers on trust at a stressful moment. Buyers compare three quotes, worry about damage and ask where the truck is. The CRM should therefore make the survey exact, the quote clear and the updates frequent. Gandiv stores from and to locations, date, items and volume on the enquiry, builds the quote from the survey and sends a tracking link once the goods are loaded. At delivery, the crew uploads the signed proof, and the balance is collected through a payment link. Complaints and damage claims attach to the same job, giving you evidence for both sides.
Why logistics and movers teams need one
Problem
Quotes are given over the phone without seeing the load.
With Gandiv
A survey form records items, floors and access, and the quote is built from it.
Problem
Customers compare quotes and go silent.
With Gandiv
Quote follow-ups are scheduled, with a call task at 24 and 72 hours.
Problem
Customers keep calling to ask where the truck is.
With Gandiv
A tracking link and status messages answer it without a call.
Problem
Delivery proof is a photo in a driver's phone.
With Gandiv
POD upload attaches the signed copy to the job.
Problem
Advance is promised and not paid.
With Gandiv
Booking needs a payment link or recorded advance before a vehicle is allocated.
Problem
Damage disputes have no evidence.
With Gandiv
Pre-load photos and the POD stay on the job for review.
Key features
Survey form
Record the load properly
Surveyors list rooms or consignments, item counts, floors, lift access and special items, with photos. The data feeds the volume estimate, so the quote reflects the real job.
- Item and volume list
- Access and floor fields
- Photos attached
Survey form
- Item and volume list
- Access and floor fields
- Photos attached
Quote builder
Clear quotes from survey data
Price by volume, distance, packing material, labour and insurance. Send a PDF quote with validity and an advance link, and revise it as versions during negotiation.
- Rate card by route
- Quote versions
- Advance payment link
Quote builder
- Rate card by route
- Quote versions
- Advance payment link
Booking and allocation
Right vehicle, right crew, right day
Allocate a vehicle, driver and crew to a booked job and avoid double-booking the same truck. Customers get the date and crew details on WhatsApp.
- Vehicle and crew assignment
- Double-booking check
- Customer confirmation
Booking and allocation
- Vehicle and crew assignment
- Double-booking check
- Customer confirmation
Tracking link
Answer where-is-it automatically
Share a tracking link when the goods are loaded and update status as the vehicle moves. Customers see the stage without calling, and your telecallers get time back.
- Shareable tracking link
- Status updates on WhatsApp
- Delay notes
Tracking link
- Shareable tracking link
- Status updates on WhatsApp
- Delay notes
POD upload
Proof of delivery on the job
The delivery crew uploads the signed receipt and photos from a phone. The balance is collected with a payment link, and any damage note is attached to the same job.
- Signed POD upload
- Balance payment link
- Damage note and photos
POD upload
- Signed POD upload
- Balance payment link
- Damage note and photos
What is inside the template
Everything below is created in your workspace when you pick this template.
| Fields | From city and address · To city and address · Move date · Volume or weight · Floors and lift · Packing needed · Insurance required |
|---|---|
| Automations | Survey slot confirmation on WhatsApp · Quote follow-up at 24 and 72 hours · Advance link on quote acceptance · Tracking link on loading · Feedback request after POD |
| Reports | Enquiry to booking conversion · Quotes pending by age · Jobs by route and month · Vehicle utilisation · Delivery delays and claims |
| Message templates | Your survey is set for tomorrow 4 pm · Your quote is attached, valid for 7 days · Your goods are loaded, track here · Delivered. Please share feedback on your move |
| Call script | Hello, I am [Name] from [Company]. You enquired about moving from [from] to [to]. Which date are you planning, and may I book a short survey so the quote is accurate? |
Fields
From city and address · To city and address · Move date · Volume or weight · Floors and lift · Packing needed · Insurance required
Automations
Survey slot confirmation on WhatsApp · Quote follow-up at 24 and 72 hours · Advance link on quote acceptance · Tracking link on loading · Feedback request after POD
Reports
Enquiry to booking conversion · Quotes pending by age · Jobs by route and month · Vehicle utilisation · Delivery delays and claims
Message templates
Your survey is set for tomorrow 4 pm · Your quote is attached, valid for 7 days · Your goods are loaded, track here · Delivered. Please share feedback on your move
Call script
Hello, I am [Name] from [Company]. You enquired about moving from [from] to [to]. Which date are you planning, and may I book a short survey so the quote is accurate?
By role
Operations head or owner
- See bookings, routes and vehicle use
- Review delays and claims
- Track advance and balance dues
Sales caller
- Schedule surveys and send quotes
- Follow up before customers go cold
- Collect the booking advance
Surveyor and delivery crew
- Complete survey forms with photos
- Update status in transit
- Upload POD at delivery
Integrations for this industry
Related industries
Apparel and FMCG distribution
Beat plans, order capture, schemes and outstanding for distributors and garment sellers.
Manufacturing and distribution
Handle RFQs, quotations, samples and purchase orders with credit terms under control.
Home services and interiors
Site visits, BOQ quotes, stage payments and a work-in-progress board.
Frequently asked questions
Can customers track their consignment?
Yes. A tracking link is sent when the goods are loaded, and the crew updates the status so the customer sees the stage.
Does it support a survey before quoting?
Yes. A survey form captures items, volume, floors and access with photos, and the quote is built from it.
Can POD be uploaded from a phone?
Yes. The crew uploads the signed receipt and photos on the job, and the file stays attached for any later dispute.
Does it work for transporters and not only movers?
Yes. Use weight or pallet fields, route-wise rate cards and consignment tracking in place of household items.
Can I avoid double-booking vehicles?
Yes. A vehicle allocated to a date is flagged as busy, so the same truck cannot be given to two bookings.
Start with the logistics and movers template
Your pipeline, fields and messages are created for you. Change anything later.