Logistics & Distribution

CRM for logistics and distribution

Manage client accounts, orders and billing while keeping inventory, dispatch and finance connected in one customer view.

The challenge

What slows logistics & distribution teams down

!Client orders and billing fragmented
!Stock and dispatch visibility limited
!Receivables hard to track
!Manual reconciliation
01Orders billed cleanly at volume
02Stock visible across every node
03Receivables that never drift unseen
04One dashboard for the whole operation
How EazyCXM helps

One platform for logistics & distribution

In practice

A week inside a logistics & distribution team

High-volume billing day

Hundreds of orders invoice with sequential, collision-safe numbering; payments record against balances as they land.

Inter-depot transfer

Stock moves between locations under transfer orders with in-transit visibility, and counts verify the shelves regularly.

Receivables review

Ageing views show exactly which clients are drifting; reminders go out and reconciliations clear as payments arrive.

Capabilities

Everything logistics & distribution needs, included

Volume-safe invoicing and numbering
Multi-location stock and transfers
Receivables ageing and reminders
Client account 360 with history
Bank reconciliation via AA feeds
Operational dashboards that drill to source
How it flows

From first touch to lasting relationship

01

Order

Client orders captured and billed cleanly.

02

Dispatch

Stock movements tracked across locations.

03

Collect

Receivables monitored and reconciled.

04

Review

One dashboard for the whole operation.

Questions

Logistics & Distribution CRM, answered

Inventory tracks balances and transfers across every location.

GST-aware invoices with sequential, collision-safe numbering.

Outstanding invoices and balances are visible and reconcilable.

Operational documents post to the same accounting core.

Reports bring orders, stock and finance together.

Customer-tier and segment pricing rules apply client rates automatically on orders.

Invoice numbering is atomic under concurrency and lists paginate server-side for speed.

See EazyCXM for logistics & distribution

A guided walkthrough on workflows shaped like yours.

Talk to us

See EazyCXM on your business

Tell us a little about your team and we’ll walk you through the platform on workflows shaped like yours — your industry, your motions, your messiest Tuesday.

We reply within one business dayA real person, not a sequence.

The demo runs on your use caseBring your hardest question — that’s the fun part.

No pressure, no spamYour details are used to reach you about this, nothing else.

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