Case study · Logistics
Logistics CRMTen-plus workflows on one record, invoicing 75% faster
- Workflows unified
- 10+
- Faster invoicing
- 75%
- Source of truth
- 1
Before
Bookings, shipment status, customer records and invoices lived in separate tools. Staff copied data between them, which caused billing errors and made it impossible to see a customer's full history in one place.
What we built
- 1Mapped more than ten operational workflows — from enquiry and booking through dispatch, delivery and invoicing — onto a single customer record.
- 2Used Appwrite for staff authentication, role-based permissions, document storage and real-time status updates.
- 3Modelled shipments and billing in MongoDB so invoices are generated directly from delivery data, not re-keyed.
- 4Deployed the CRM front end on Vercel with preview environments so operations leads approved each workflow before release.
After
Manual re-entry is gone, more than ten workflows run on one record, and invoicing is 75% faster because invoices are raised from the data that already exists.