Orders in Excel
Enquiries were processed manually. When working with spreadsheets, some data was lost, and there was no unified order management system.
CRM · logistics · B2B/B2C · Excel integrations
Logistics process automation for a transport company
We created an internal CRM system for order management, separated B2B and B2C flows, connected online enquiries with managers and automated high-volume data processing.
Logistics and Freight TransportAlmaty, KazakhstanMid-sized business
Online Enquiries
Order CRM
Excel and Import
Reporting
Notifications
B2B
Freight Transport · Almaty → Astana
Order from Client Database
In progress
Responsible Manager Assigned · Shipment Status Tracked
CategoryB2B Order
DataImported
NotificationSent
ClientName undisclosed · NDA
GeographyAlmaty, Kazakhstan
TaskLogistics process automation
SolutionCRM, Website and Data Processing Modules
About the project
As orders increase, Excel ceases to be an effective management system.
The transport company operates in logistics and freight transport. Before implementation, enquiries were processed manually, information was fragmented, and managers lacked a unified space to control orders.
It was necessary to connect B2B and B2C directions, client enquiries, the website, large data arrays, and management analytics into a single digital loop.
Before implementation
Manual order processing limited business control.
Key data was located in Excel and separate workflows. As the volume of information grew, it became harder for the team to control enquiries and interaction history.
Fragmented Information
Interaction history with clients was not recorded centrally. It was difficult for managers to understand which orders were already in progress.
B2B and B2C Not Separated
Orders from different directions were processed without structuring. The team lacked separate scenarios and clear categorization.
No Website for Enquiries
Clients could not conveniently place an order for transport online. For the B2C direction, there was no digital entry point.
Large Data Arrays Manually
Import, export, and data processing were not automated. Manual information loading slowed down the team's work.
Solution
Built a Unified Digital Loop for Transport Management
CRM became the central system: orders, B2B and B2C flows, client history, online enquiries, data import, reporting, and analytics are now interconnected.
Before implementationManual Work in ExcelFragmented Client HistoryMixed B2B and B2C OrdersNo Online OrderManual Import and ExportNo unified analytics
WDACRM-
CRM-
Loop
Logistics
After implementationUnified Order DatabaseB2B and B2C SeparatedInteraction historyOnline Enquiries from WebsiteImport, Export, and ParsingReporting and analytics
Unified ecosystem · integrated stack for a transport company
Order CRMB2BB2CWebsiteExcelImportExportAnalyticsNotifications
01 · Audit and Terms of Reference
Analyzed processes and prepared a detailed Terms of Reference
Started with a deep business analysis: described processes, identified weaknesses, and determined which operations to automate first.
- Description of automated processes
- Separation of B2B and B2C logic
- Designing accounting and reporting
- Customer interaction scenarios
OrdersB2B · B2C
Analysis
Terms of Reference (ToR)System modules
Target automation model defined
02 · UX/UI
Designed an intuitive interface for the internal platform
Created an enquiry structure where managers can quickly find orders, track cargo shipment statuses, and access necessary actions without excessive navigation.
- Internal platform interface
- Structured enquiries
- Shipment statuses
- Quick order search
#LG-1840 B2BAlmaty → Astana · in transitMManager
#LG-1841 B2COnline order · newNNew
#LG-1842 B2BDocuments · verificationVIn progress
03 · Order CRM
Created a centralized CRM for freight transport
All enquiries are now stored in a single database. Separate categorization is provided for B2B and B2C directions, and managers can view interaction history and status notifications.
- Centralized enquiry database
- Separate processing for B2B and B2C
- Interaction history
- Notifications for managers
New enquiry → responsible person assigned
New 4
B2COnline order
In progress 7
B2BAlmaty → Astana
In transit 5
Status updated
Closed 12
History saved
04 · Website
Integrated online freight order with internal CRM
Developed a modern website and embedded a form for B2C customers. New enquiries automatically enter the CRM and are distributed among managers.
- Transport company website
- Interactive B2C form
- Automatic enquiry submission
- Assignment to managers
FromAlmaty
ToAstana
Cargo typeSpecified by the client
New enquiryTransferred to CRM
Manager assigned automatically
05 · Data processing
Automated import, export, and Excel data processing
Developed Excel integration modules for uploading orders and client databases, exporting transport reports, and quickly analyzing large data sets.
- Import of third-party data
- Uploading order lists
- Exporting transport reports
- Parsing large data sets
Excelorders · clients
exchange
CRMunified database
Reports are exported without manual compilation
06 · Analytics
Added reporting and performance control
Automated enquiry distribution, developed a reporting system and analytics dashboard so management can see the company's key performance indicators.
- Enquiry distribution
- Management reporting
- Key company indicators
- Analytics dashboard
Orders by direction
B2B · B2C
Shipment statuses
CRM · in the real order context
Enquiry distribution
B2BCorporate ordersflow
B2COnline Enquiriesflow
Result
From manual processing to a controlled logistics system
Before implementation
- Manual work with enquiries in Excel
- Data loss and lack of a single database
- Client history is not recorded
- B2B and B2C flows are mixed
- No online freight booking
- Reports are compiled manually
After implementation
- Enquiries are stored in a centralized CRM
- B2B and B2C are processed separately
- Interaction history is preserved
- Online enquiries automatically enter the CRM
- Excel exchange and parsing are automated
- Analytics available to management
Enquiry journey
From online booking to management analytics
Each enquiry follows a linked scenario: without manual data transfer between the website, spreadsheets, and work chats.
- 01
Client sends an enquiry
B2C order is placed via an interactive form on the website.
- 02
CRM creates the order
The enquiry automatically appears in the centralized database.
- 03
Flow is determined
The order is classified as B2B or B2C and assigned a responsible manager.
- 04
Manager receives a notification
The team tracks the order and updates the shipment status in the system.
- 05
Data is synchronized
Excel modules help import data and export reports.
- 06
The manager sees the analytics.
Key metrics are available on a unified reporting dashboard.
Solution Architecture
CRM unifies customer and operational data
Website, B2B and B2C orders, Excel modules, notifications, and analytics work as a single system.
Central systemCRM
logisticsunified order database
Websiteonline enquiriesB2B and B2Cseparate flowsExcel modulesimport · exportNotificationsorder statusesAnalyticsreportinglogisticsunified order database
What changed
The team received a managed digital environment
Without unverified percentages and artificial figures: the effect is reflected through actually implemented process changes.
Orders collected in CRM
All enquiries are stored in a centralized database, and managers see the current shipment status.
B2B and B2C Separated
Different order categories are processed separately, making processes clearer for the team.
Online orders enter the workflow
The website form sends B2C enquiries to CRM and triggers distribution among managers.
Analytics available to management
Reporting and dashboard metrics help monitor company performance.
Implementation Stages
From process analysis to system launch
1
About 10 daysBusiness process analysis
Conducted interviews with staff, described the current state of the business, and identified bottlenecks.
2
About 1–3 weeksCRM system development
Created a database of clients, enquiries, and cargo; added interaction history and order status tracking.
3
About 1–2 weeksWebsite development and CRM integration
Implemented a freight transport order form, automatic enquiry submission, and site SEO optimization.
4
About 1–2 weeksExcel integration and data automation
Configured data exchange between Excel and CRM, flexible reporting, and metric analytics.
5
About 1–2 weeksLaunch, testing, and training
Conducted multi-stage system testing and trained staff to work in the new environment.
Need an enquiry and logistics management system?
We will analyze current processes, data loss points, and manual operations. We will determine which modules will give the business the greatest effect.
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