CRM for transport companies
Transport software that keeps the cash moving.
Loads, customers and accounts that never stop moving: invoice every load, match proofs of payment automatically and see who owes what, every day.
Load to paid
From the load to the money in the bank.
- 01
Quote the load
A professional quote with 15% VAT that the customer accepts online, or go straight to the invoice.
- 02
Invoice
Invoice each load in one click, with the customer’s order number on it.
- 03
Match payments
Proofs of payment emailed in are matched to the right invoice, and many payments are recorded in one go.
- 04
Collect
Monthly statements and an age analysis at 30, 60 and 90 days, with reminders on email or WhatsApp.
The transport set-up uses the POP Matcher, Statement Manager, Batch Payments, Business Insights and Age Analysis modules, each free for 30 days.
Watch, 7 minutes
Invoice a load in seconds.
Two ways to invoice: from scratch, or from an accepted quote in one click. Part of our free 16-video course.
Built for trucking and transport
Every load invoiced, every rand accounted for.
Invoicing and payments
The money side of every load, in one place.
- Invoices with order numbersTax invoices with 15% VAT, your VAT number and the customer’s order number.
- Proof-of-payment matchingPOPs emailed in are read and matched to invoices (POP Matcher module).
- Batch paymentsRecord a whole bank statement’s payments in one go (module).
- Monthly statementsStatements by email, and by WhatsApp too (Statement Manager module).
- Age analysisWho owes what at 30, 60 and 90 days, with reminders (module).
- Debt collectionTwo-stage letters for accounts that stay overdue (module).
Running the business
See the whole operation, not just today’s loads.
- Cash flow, day by dayDashboards on sales, cash flow and staff performance (Business Insights module).
- Money in and outBank statements, spend by merchant and an income and expense report from the POP inbox.
- Slip capturePhotograph fuel, toll and other slips and the expense is captured (module).
- Customer portalCustomers see and download their own invoices and statements.
- ContractsCustomer contracts kept on the customer’s record.
- Staff permissionsChoose exactly what each staff member can see and do.
Spreadsheets or transport software?
Still matching payments by hand? Here’s the difference.
Pricing
One plan. Add what you need.
More staff
R287.50/ month per 5 extra staff
- Add five more staff logins at a time
- Switched on inside your CRM
- Billed monthly with your plan
- Remove it again when you no longer need it
CRM Online
R575/month
No VAT is added: CRM Online is not a VAT vendor at present.
- Up to 5 staff logins
- 10 GB of storage
- Your own web address: yourname.crmonline.co.za
- Customers, quotes, invoices, projects, tasks, expenses, reports
- Hosted in South Africa, backed up daily
- Month to month, cancel any time
- 24/7 customer support
Modules
From R20/ month per module
- Every module free for 30 days
- WhatsApp Connect: R1,000 / month
- Statement Manager: R20 / month
- Age Analysis: R20, or R50 with WhatsApp Connect
- Yoco payments & Subscriptions: free
US-dollar prices use one fixed rate:
Transport software questions
Straight answers.
Anything else? Email us at support@crmonline.co.za.
What software do transport companies use for invoicing?
Transport and logistics businesses need fast invoicing per load, payment matching and debtors control in one place. CRM Online invoices each load with 15% VAT, matches proofs of payment to invoices and shows who owes what at 30, 60 and 90 days, from R575 per month for up to 5 staff.
Can proofs of payment be matched automatically?
Yes. With the POP Matcher module, proofs of payment emailed to you are read and matched to the right invoice, and anything unclear waits for you to review.
Can I send customers monthly statements?
Yes. The Statement Manager module sends monthly statements by email, and by WhatsApp too, with the age analysis on them.
How do I capture fuel and toll slips?
Photograph them with the Slip Capture module and the expense is captured, so costs are not lost in the cab.
Can I use it on my phone?
Yes. CRM Online works in any browser on a phone, tablet or computer, and you can add it to your phone’s home screen like an app.
What does it cost?
Nothing for the first 30 days, and no card is needed. After that it is R575 per month for up to 5 staff. No VAT is added: CRM Online is not a VAT vendor at present. Modules start from R20 a month, each free for 30 days.
Start today, decide later
Your own CRM, live in minutes. Free for 30 days.
No card. No setup fee. Then R575 per month for up to 5 staff.