Orders in chats
Customers write on Viber, email, call — manager copies into Excel manually. Errors inevitable.
CRM FOR LOGISTICS
Planfix for logistics and transport
Orders, routes, drivers, waybills, delivery statuses, Nova Poshta integration — no Excel chaos.
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5 pain points of logistics business
Driver control
Drivers on route — manager doesn't know where each is. Order cards on paper.
Delivery statuses
Customer calls «where's my package?» — manager looks up TTN on Nova Poshta site.
Fuel and expenses
Fuel, repairs, parking — in a notepad. Real margin unknown.
Performance analysis
Which route is more profitable? Which driver is more efficient? — Unanswered.
How Planfix + n8n solves it
Orders from all channels
Viber, Telegram, site form → automatically in Planfix via n8n. No manual copying.
Route card
Route, driver, vehicle, delivery points, documents — in one card with GPS tag.
Nova Poshta API
Auto-create TTN, track statuses, update in client card. SMS notifications.
Expense tracking
Vehicle and driver cards. Expenses linked to route → real cost of trip.
Analytics
Dashboards by routes, drivers, cargo types. See where to save and where to grow.
What exactly we set up for a logistics company
Logistics is a business about deadlines and documents. An order lives for weeks from request to closing, with several contractors, several currencies and a stack of paperwork that has to add up.
Order card from request to payment
Route, cargo, rates, contractor, documents, communication and the financial result in one place instead of the mailboxes of three people.
Rate and margin calculation
Contractor rate, your margin and actual cost per order, visible before closing rather than at month end.
Contractors and carriers
A base with terms, history and actual discipline: who met the deadline and who did not. That drives the choice for the next run.
Documents
Requests, contracts, invoices and acts generated from order data, with details filled in automatically — fewer typos in numbers.
Deadline control
Loading, arrival and document submission dates. A delay is highlighted to the owner before the client calls.
Receivables
Who owes what and for how many days, with automatic reminders — the cheapest way to shorten the cash gap.
Multiple entities and currencies
Orders from different legal entities, invoices in different currencies, the rate fixed on the right date without manual recalculation in spreadsheets.
Communication inside the card
Mail and messengers are attached to the order, so history stays with the company rather than in a manager's personal phone.
Analytics
Margin by lane, client and contractor; manager workload; conversion of requests into orders.
How the implementation goes
1. Process audit
How requests arrive, who calculates the rate, where documents live, how an order is closed and money counted.
2. Order model
We design the structure: transport types, stages, mandatory fields, roles and closing gates, agreed in writing.
3. Setup and transfer
Cards, document templates, financial fields, reports. Active orders and the counterparty base are migrated.
4. Launch and support
We train managers on real orders and tune the system to your lanes during the first weeks.
Logistics package
- Order and route cards
- Full Nova Poshta integration
- Driver and expense tracking
- Telegram/Viber pipeline
- 30 days of support
Frequently asked questions
Everything runs on email here. Can that really be moved?
Yes, and it is usually the main value: mail is attached to the order so the history stays with the company. The most painful scenario in logistics is a manager leaving and taking the client correspondence with them; the system closes that.
Can margin be calculated per order?
Yes. The contractor rate and your revenue live in the card, so the result is visible as you go rather than after month end. It also removes the case where an order was run at a loss and nobody noticed.
We work with several legal entities and currencies. Is that complex?
No, it is a standard requirement. The entity is chosen in the order, the invoice is issued from it, and the exchange rate is fixed on the right date and stored in the document.
Do we have to change how we calculate rates?
No. The calculation can stay where it is convenient for you; the system stores the result linked to the order. Breaking a working process for the sake of a system is the fastest way to get sabotage.
How long does implementation take?
The base setup with documents takes two to four weeks. The timeline is driven by the number of transport types and documents, not by the number of orders.