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Trucking companies · CRM

Keep every shipper, lane and unpaid trip in one record the whole team reads.

A CRM for a trucking company is the single record of shippers, enquiries, quoted rates, trips and dues that the owner and dispatcher both use. GullySales works on the fields, the stages and the habit of entering a load when it is booked.

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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 trucking companies

Sales and marketing for trucking companies, the overview.

Last updated 18 Oct 2026.

For trucking companies

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

  • “The dispatcher's phone is the database”

    When shipper numbers, quoted rates and promises sit in one phone and one memory, a dispatcher who leaves takes the business along. A shared record keeps the relationship with the fleet, not with a person. The same loss happens when a phone is replaced or a notebook is mislaid.

  • “A lane needs fields a general CRM lacks”

    Vehicle type, goods, weight, loading and unloading points, rate by trip or by tonne, and payment terms must all fit. If the tool cannot hold them, the team keeps a second sheet and the CRM goes unused.

  • “Dues belong beside the shipper”

    Seeing a shipper's pending payments while quoting a new load changes the quote. Linking the proof-of-delivery status and the amount due to the shipper's record puts that fact in front of the person quoting. A shipper who pays late deserves a different conversation from one who pays on the day.

  • “Stages should follow how a load moves”

    Enquiry, quote, truck assigned, loaded, delivered, proof received, paid. Name the stages in your own words so a clerk sees at a glance where each load stands. A stage nobody uses should be removed, and a stage everybody skips should be questioned.

What we do

What we deliver for trucking companies.

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

  1. Field design for a fleet

    The fields a trucking record needs: shipper, contact desk, lane, vehicle type, goods, rate basis, payment terms and credit notes.

    Result: One record holds everything a quote needs.

  2. Pipeline stages for a load

    Stages from enquiry to payment received, with a rule for who moves a load from one stage to the next.

    Result: Every open load shows its stage and the person responsible.

  3. Choice of tool

    A spreadsheet, Zoho CRM or another tool in ordinary use in India, chosen against the size of your team and the fields you need.

    Result: The tool fits the team that will actually use it.

  4. Import of existing contacts

    Shipper and broker numbers collected from phones, notebooks and WhatsApp chats into one list with duplicates removed.

    Result: Contacts live in one place, not in several phones.

  5. Entry habit and review

    A short rule for entering a load when it is booked, and a regular look at the records by the owner.

    Result: A load that was not entered is easy to spot.

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

Fields worth keeping

Fields a fleet needs beside every shipper.

Lanes run for this shipper
Entered by the dispatcher after each trip. Shows which routes repeat and where a standing contract could be offered.
Vehicle type used
Open, covered, tipper, tanker or trailer, chosen from a list. Lets the owner see which trucks a shipper depends on.
Payment terms and dues
Entered by accounts: agreed days, trips unpaid and the oldest date. Sits beside the shipper so a booking is not accepted blindly.
Booked through broker or direct
Marked by the dispatcher at booking. Shows how much of the business is held by brokers and which shippers could be approached.
Proof of delivery received
Ticked by the clerk when the signed copy reaches the office. The payment follow-up starts from this field.

Who it is for

This is written for these trucking companies.

  • Owner-operators with one to five trucks
  • Fleet owners with ten to fifty trucks on contract and market loads
  • Tipper and construction material truck operators
  • Tanker operators for fuel, chemicals, milk and edible oil
  • Trailer and container haulage operators near ports and rail terminals
  • Car carrier and vehicle transporters
  • Bulk cement and fly ash carriers
  • Truck operators attached to a single plant or a mine

Not for

It is not the right fit if.

  • Your dispatcher works from a phone and has no time to enter data after a long day.
  • You have a handful of regular shippers and the owner knows every due.
  • Accounts and dispatch each keep their own record and nobody reconciles them.

How it works

How the CRM work runs

The work itself, in order. How an engagement starts, from your brief to a written scope, is set out on our method page.

  1. 1

    Map the sales process

    We sit with the people who sell and write down how a deal moves from enquiry to payment, including where it stalls.

  2. 2

    Agree stages, fields and owners

    Each stage gets a name your team already uses and a proof that the deal has left it. We agree which fields are required at which stage, and who may change what.

  3. 3

    Build on a copy

    Pipeline, fields and views are built on a trial copy where the CRM offers one, or in a separate pipeline where the plan allows. Live work stays untouched.

  4. 4

    Connect channels, then switch on automations

    Channels are connected first. Each automation is then switched on separately, so a misfiring rule is easy to find.

  5. 5

    Test with real deals

    The people who will use the CRM run open deals through it. Gaps are fixed before the whole team switches over.

  6. 6

    Switch over and trim

    Once real use shows which fields stay empty and which stages nobody uses, those are cut and the handover record is updated.

Where this fits

Three pieces of sales work, in this order.

This work sits inside sales management. A target, a review routine and someone who owns the number.

  1. Step 1

    Sales audit

    Find where deals are being lost and what to fix first.

    Start here if you cannot say where orders are lost.

  2. Step 2

    Sales process design

    One written way to sell, from first enquiry to repeat order.

    Start here if every salesperson sells differently.

  3. Step 3 · you are here

    Sales management

    A target, a review routine and someone who owns the number.

    Start here if the team has targets and no routine.

Tell us what you need Your brief is read before we call. Scope, fee and term in writing.

FAQ

Questions owners ask before they call.

Not here? More answers, or ask on WhatsApp.

Tell us what you need
Is a spreadsheet enough for a small fleet?
Yes, if the fields are right and one person owns it. A spreadsheet fails when several people edit it without rules. GullySales sets up the fields and the habit first, and moves to a CRM tool only when the sheet stops serving the team.
Who should enter the data?
The person who takes the booking, at the moment of booking. Entry later from memory loses rates and promises. The owner reviews the record rather than keying it.
What about shippers who only call a driver?
Ask the driver to pass the shipper's name and number to the dispatcher after each trip. A shipper known only to a driver is a customer the business does not yet own.
How do we record a shipper who only calls the driver?
Ask the driver to send the shipper's name, number and the load details to the dispatcher by message after each trip. The dispatcher then enters it. Without that step the shipper is known only to the driver, and the relationship leaves the fleet if the driver does.
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.

More for trucking companies

Everything else we would do for you.

Closest to this: leads and follow-up

Also for trucking companies

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

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