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Freight and transport companies · CRM

Keep every rate quote, lane and shipper contact in one place instead of one phone.

A CRM for a transport business is a shared record of who asked for which lane, what rate was quoted and what happened next. GullySales sets it up around lanes, vehicle types and shippers, then helps the team use it on the day a quote goes out.

Tell us what you needor call +91 80958 58589

Scope, fee, reporting and term are agreed in writing after we have read your brief and spoken to you.

Realistic editorial illustration of freight and transport companies at work in India

What CRM means

A CRM is the record where every enquiry, call and quote is kept against a customer, replacing separate notebooks, spreadsheets and memory. GullySales sets up or cleans an existing CRM and reports from it by enquiry outcome rather than by activity logged.

Also for freight and transport companies

Sales and marketing for freight and transport companies, the overview.

Last updated 5 Oct 2026.

For freight and transport companies

Where it usually goes wrong, and what we would do.

  • “The rate lives in the owner's memory”

    A plant asks for rates on three lanes, the owner replies from memory on a call, and the figures exist nowhere else. When the shipper returns, no one can say what was offered, to whom or against which vehicle type.

  • “A lane is a better record than a contact name”

    A shipper rarely wants just a truck. They want a 32-foot container from one city to another on a set schedule. A record built around the lane lets you see who ships where, and which of them sit at the far end of a lane you drive empty.

  • “The shipper who stopped booking leaves no trace”

    When a regular customer cuts volume, nothing in a phone book shows it. A record of loads booked, claims raised and bills outstanding lets the owner spot the slide while a call can still change the outcome.

  • “Brokers, traders and plants need different handling”

    A broker sends spot loads and wants a price. A plant wants a panel place and paperwork. A trader wants part-load capacity. One flat list of numbers hides this; tagging each record by type lets the right person call with the right offer.

What we do

What we deliver for freight and transport companies.

Every deliverable, what it covers for you, and the result it is there to produce. Nothing here is an extra.

  1. A CRM set up around lanes and vehicles

    Fields for origin, destination, vehicle type, load type, shipper type and rate quoted, built in a tool in ordinary use in India such as Zoho CRM, HubSpot or a well-kept Google Sheet.

    Result: Any quote can be found by lane or by shipper in a few clicks.

  2. A one-line quote entry habit

    A short form or template the dispatcher or owner fills the moment a rate is given, so no quote stays only on the phone.

    Result: The record shows every rate that left the office.

  3. Import of existing contacts

    Phone books, WhatsApp contacts and old quote sheets cleaned, deduplicated and loaded with a type tag on each.

    Result: The first day in the CRM starts with real shippers, not an empty screen.

  4. Account view for regular shippers

    A page per regular customer showing loads booked, on-time placement notes, claims and payment days as the owner records them.

    Result: A shipper who is slipping shows up before they switch carriers.

  5. Return-lane watch list

    A saved view of shippers located at the far end of your busiest lanes, kept ready for the dispatcher to call when a truck is about to run back empty.

    Result: The dispatcher has names to call before the truck is unloaded.

  6. Short training for the office

    A walk-through for the owner, dispatcher and anyone who answers the phone, using your own quotes as the practice material.

    Result: The people who take enquiries know where to log each one.

How the result is measured

  • Enquiries logged in the CRM
  • Data completeness
  • Reports generated from CRM data

Recorded as a baseline before work starts, so every later report has an honest comparison.

Read the full CRM implementation and customisation page

Who it is for

This is written for these freight and transport companies.

  • Full truck load fleet owners
  • Part truck load and groupage operators
  • Transport brokers and freight agents
  • Container and trailer transport companies
  • Temperature-controlled and reefer transport
  • Tanker operators for liquids and chemicals
  • Heavy haulage and project cargo movers
  • Staff bus and employee transport operators
  • Freight forwarders handling road, rail and port movements

How it works

From your first message to the first report.

No open-ended retainer. Every step gives you something in writing.

  1. First

    Your brief

    You tell us what you need in a few short steps: your business, what you want, where enquiries come from and how they are handled.

  2. After the brief

    A conversation and a written scope

    We read it, then talk with whoever handles your enquiries. If you want our help, the scope, the fee and the reporting come in writing, and nothing starts before you have read them.

  3. Before work starts

    Baseline recorded

    The numbers this work is meant to move, such as enquiries, quotations, orders, visits or renewals, written down so every later report has an honest comparison.

  4. After the baseline

    The first fix goes live

    The fix we agreed to start with is put in place and measured against the baseline, whether that is a reply, a follow-up, a page, a listing or the handover between marketing and sales.

  5. As agreed

    Report against the baseline

    What moved, what did not, and what changes next, in plain words. How often you get it is set in writing before work starts.

  6. At renewal

    Renew on the numbers

    The term ends and you decide whether to continue from the results. The length is agreed in writing before anything starts.

How the CRM work runs

  1. 1

    Map the sales process

    We record how a deal actually moves from enquiry to close in your business today.

  2. 2

    Configure stages and fields

    The CRM's pipeline and fields are built to match that process exactly, not a generic template.

  3. 3

    Set up automations

    Reminders, assignment rules and follow-up triggers are configured so routine steps happen without manual effort.

  4. 4

    Test with real deals

    We run the configuration against actual current deals to catch gaps before the whole team relies on it.

Why us

Why owners pick GullySales over an agency.

  • Marketing and sales, as one job

    Most agencies stop at the enquiry. We also fix what happens after it: the reply, the follow-up, the quote and the CRM.

  • The person on the first call does the work

    No account managers in between. You are never handed to someone you have not met.

  • A baseline before anything starts

    Your numbers are written down on day one, so every later report compares against something honest.

  • The fee in writing, split three ways

    Our time, your media spend and production on separate lines. You always see what goes to us.

  • No guarantees we cannot keep

    The term is agreed in writing and never a default twelve months. We never promise a ranking or a lead count, because nobody controls those.

  • One office, and we say so

    Nagarbhavi, Bengaluru. We work across India by call and WhatsApp and travel when a session needs to be in person.

#257, 3rd floor, Sri Nanjundeshwara Complex, Nagarbhavi 8th Block, Outer Ring Road. How we work.

Your brief

Tell us what you need, and we will read it before we call.

Eight short steps about your business, what you want and who decides. Most questions are a tap, and you can skip any you would rather answer on the call.

Tell us what you needor call +91 80958 58589

FAQ

Questions owners ask before they call.

Not here? More answers, or ask on WhatsApp.

Tell us what you need
Our dispatcher is not good with software. Will this work?
The set-up keeps the entry short, a few fields and a note. The dispatcher logs the quote from the same phone that takes the call. If a field is not used, it is removed rather than left to clutter the screen.
Is a spreadsheet enough for a small fleet?
A well-kept sheet can do the job for a small fleet, and we will say so if that fits. A CRM earns its place when more than one person quotes, or when follow-up reminders are being missed.
Can the CRM track payment delays?
It can hold the invoice date and the date paid for each shipper, as entered by whoever handles billing. It is not an accounting system, so the figures come from your accounts and sit beside the sales record.
How much does it cost?
There is no price list, because the work differs by business. The fee is scoped after we have read your brief and spoken to you, and put in writing before anything starts, split into our time, your media spend and production.
How long is the contract?
The term is agreed in writing after we have spoken, along with the fee and the reporting. It is never a default twelve months, and renewal is decided on the numbers against the baseline recorded at the start.
How soon will we see results?
It depends on the trade, the channel and what is already in place. After we have read your brief and spoken to you, we say what we would expect to move first and how it will be measured against the baseline. Nothing here is guaranteed.
Who will actually do the work?
The person you speak to before anything starts. We work from one office in Nagarbhavi, Bengaluru, with no account managers in between.
What do you need from us?
Your brief, and a conversation. After that, access to whatever this work touches, such as your website, your accounts or your enquiry record, and time with the people who handle your enquiries.
What if we are not happy with the work?
Tell us and the plan changes. Everything is reported against the baseline, so a number that is not moving is visible to both sides. The term is in your written scope, and the refund and cancellation policy sets out the rest.

From the blog

Further reading for freight and transport companies.

All articles

More for freight and transport companies

Everything else we would do for you.

Closest to this: leads and follow-up

Also for freight and transport companies

Or start from the overview: sales and marketing for freight and transport companies.

Your next practical step

Tell us what you are trying to grow, and we will read it before we call.

Eight short steps, mostly taps. Skip anything you would rather answer on the call.

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