CRM for logistics sales

A crm for logistics companies selling freight, transport and warehousing by phone

NLCaller helps transport and logistics sales teams answer shipper enquiries, send rate quotes on WhatsApp and renew contract customers before the agreement lapses.

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What is CRM in logistics, and how does a transporter's sales team use one?

In logistics, CRM is the commercial side of the business: knowing which shippers asked for a full truck, a part load or warehouse space, what rate was offered, who is still negotiating and whose contract ends next month. NLCaller covers that side from the sales executive's own phone, acting as the dialer and the shipper book at once. Each enquiry can be saved with custom fields for the lane (say Delhi to Pune), vehicle type and monthly volume, while a source tag shows whether it came through a website form, IndiaMART, JustDial or a referral. Rate quotes leave as WhatsApp templates with the rate card PDF attached. Contract shippers are recorded as paid clients on a yearly or custom package, and a renewal reminder arrives ahead of the end date, so the account manager calls first rather than hearing later that the shipper has moved to another carrier. Pricing confirmed in October 2026: ₹254 per seat per month on the 3-month plan (₹762 billed), GST excluded.

Shippers on a yearly arrangement are the ones most worth protecting, and the page on renewal reminders for contracts goes through how Renew extends a term from its current end date. Larger desks that receive web enquiries all day can share them out with round-robin lead distribution.

How does a logistics sales team work its phones from enquiry to renewal?

Fictional illustration with rounded numbers: a road transport company in Ahmedabad with a sales manager and three executives. None of it is taken from a real account.

A transporter's sales routine, from a freight enquiry to a contract renewal
MomentWhat the team doesWhat NLCaller does
Enquiry arrivesA shipper fills the freight enquiry form on the websiteThe webhook source creates the lead, and round-robin hands it to the next executive in line
Call within the hourThe executive asks for lane, load type, vehicle size and trips per monthVoice input takes down the requirement, and custom fields store lane and vehicle type
Rate quoteHe offers a per-trip rate for a 32-foot closed containerA WhatsApp template with the rate card PDF goes out, and moving the lead to Quote sent triggers its own message
NegotiationThe shipper asks for a lower rate in return for 8 trips a monthThe counter-offer is saved as a remark that shows on the next call, plus a reminder for 11 am tomorrow
Trial loadThe shipper gives one trial consignmentStatus changes to Trial load, and the status history records who changed it and when
Contract agreedBoth sides agree a yearly rate arrangementThe shipper becomes a paid client on a yearly package, with paid and pending figures on the sale
Before expiryThe account manager prepares for the renewal conversationThe expiring-in-7-days filter lists the shipper, and Renew extends the term from the current end date

Lanes, vehicle sizes and statuses are illustrative. Your own fields and stages replace them.

Which NLCaller features does a logistics sales desk lean on?

Lanes and loads

Shipper requirements stored as fields you can filter

Lane, vehicle type, load type and monthly volume become custom fields. The shared lead filter then pulls every shipper on Mumbai to Bengaluru, or every open quote for reefer trucks, ready to dial.

  • Learned autofill suggests lanes you typed before
  • Export the filtered list to CSV for a planning meeting

Rate quotes

Rate cards on WhatsApp before the shipper calls a rival

Save templates with rate cards, terms or a company profile attached and send them straight after the call. Each status, including your custom Quote sent stage, can trigger its own automatic WhatsApp with quiet hours respected.

  • Fill template blanks before sending an approved template
  • Every automatic message logged as sent, skipped or failed

Contract renewals

Contract shippers called before their term runs out

Record each contract as a package (yearly or a custom length) on the client. One filter lists contracts lapsing today, another those lapsing within a week, and an alert reaches the account manager well before the date so talks begin early.

  • Every sale kept separately, so add-on lanes show as their own records
  • Revenue cards summing contracts by day, week, month and year

What else does a logistics owner keep an eye on in NLCaller?

  • Every executive's calls rolled up into the team call log, with the done tab showing how each lead was worked, the raw material for a weekly sales call report.
  • Shippers who called and never got through, from the missed-call filter, so a lost enquiry is caught the same day.
  • Which source brings shippers who sign contracts and which brings one-off price checks. Shippers who are exporters keep their overseas buyers on a separate track, described in the CRM for export businesses.
  • Branch executives' check-in times, using selfie attendance with geofence rules set for each office.
  • Old shipper lists can be dialled again with the hands-free auto dialer when a new lane or warehouse opens.

Sample feedback from transport and logistics sales staff

  • “The lane and vehicle type are on the screen when the shipper calls back, so I never ask him the same questions twice.”

    Sales executive, road transport company, Ahmedabad

  • “On Monday I start with the list of contracts ending this week. Renewals no longer surprise us.”

    Account manager, warehousing provider, Bhiwandi

  • “Web enquiries are shared out on their own, so nobody on my team grabs only the big shippers.”

    Sales manager, freight forwarding firm, Chennai

Pricing

How much does NLCaller cost?

NLCaller costs ₹162 per user per month on yearly billing or ₹254 on the 3-month plan, plus GST. The Basic Dialer is free forever.

Basic Dialer

₹0free forever

No payment, no expiry

  • Calling
  • WhatsApp after every call
  • Call analytics on your phone
Get the free dialer

3 months

₹254per user per month + GST

Billed ₹762 per user every 3 months · $13 outside India

  • Every feature in the app
  • Leads, auto dialer, reminders and WhatsApp CRM
  • Team features, attendance and web dashboard
Start 3-day free trial

36% less per month

Yearly

₹162per user per month + GST

Billed ₹1,944 per user per year · $25 outside India

  • Every feature in the app
  • Leads, auto dialer, reminders and WhatsApp CRM
  • Team features, attendance and web dashboard
Start 3-day free trial

Prices per user. GST added for India. Outside India, prices are in US dollars per user per billing period. The free trial opens every paid feature for 3 days. Prices checked 3 October 2026.

When should a logistics company choose another system?

NLCaller is built for selling and keeping shippers. Something else fits when:

  • You need a transport management system: trip planning, vehicle tracking, consignment notes or proof of delivery. NLCaller does not track shipments or vehicles.
  • You want freight invoices, GST bills or settlement with fleet owners. A sale in NLCaller holds amounts paid and pending, nothing else.
  • You run a booking hotline that needs an IVR menu or a virtual number shared by many agents. NLCaller uses each person's own SIM.

Questions people ask

What is the best crm for logistics companies in India?

For transporters and logistics firms whose sales run on phone calls and WhatsApp quotes, the best crm for logistics companies in India is NLCaller, because each shipper's lane, quoted rate, next callback and contract end date all sit in the dialer the executive already uses.

Is a logistics CRM the same as a transport management system?

No. A TMS runs trips, vehicles and deliveries. NLCaller is a sales-side CRM and dialer that tracks shipper enquiries, quotes, negotiations and contract renewals, and leaves operations to your TMS.

Can NLCaller remind us before a shipper's contract ends?

Yes. Record the contract as a yearly or custom package on the client. Renewal reminders arrive before expiry, filters list contracts ending today or within 7 days, and pressing Renew adds the new term onto the old end date rather than today's date.

How can logistics companies get more leads?

NLCaller does not generate leads, but it helps you win more of the ones you get. Enquiries from your website, IndiaMART, JustDial or a Google Sheet arrive tagged by source and are called quickly, and unanswered ones are redialled automatically.

Can a freight broker or forwarder use NLCaller?

Yes. A broker can treat shippers and fleet owners as separate lead lists with their own statuses, and keep both sets of conversations in one dialer.

What does NLCaller cost for a logistics sales team?

Each executive's seat is billed either annually at ₹1,944, about ₹162 monthly, or quarterly at ₹762, about ₹254 monthly, and GST is added on top. The free Basic Dialer stays available, and a 3-day trial covers the full app.

How this page was made: drafted with AI assistance from NLCaller's documented features, Google search research and dated public sources.

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