Detail

We provide customisation and configuration only (we don’t build radically new software from scratch). We adapt existing Zoho tools to match your business. Here’s what we set up for you:

• Zoho CRM Custom Setup – We configure modules in Zoho CRM for shipment orders, client contracts, billing, and payments. As described in the case study: “Customise Zoho CRM for shipment tracking and client management.” 

• Workflow Automation – Use Zoho Flow & Zoho Creator to automate tasks like route planning, document generation (customs, bills of lading), invoice creation, and payment follow-ups.

• Integration Setup – We connect Zoho with external systems: GPS/tracking APIs, warehouse management, ERP systems, email/WhatsApp communication. Case study: “Connect Zoho with external tools (GPS, ERP, WhatsApp or email systems).”
  
  
• Dashboard & Reporting Configuration – Build dashboards via Zoho Analytics for KPIs such as delivery time, fleet performance, and customer satisfaction.
  
  
• Warehouse & Inventory Module Setup – We configure Zoho Inventory, Zoho Books (as part of the ecosystem) to support shipping and logistics scenarios: inventory movement, zones, and multiple warehouses.

• Custom Roles & Access Control – We set up role-based access in Zoho so drivers, warehouse managers, sales reps, and clients see only what they should.
  
  
• Training & Handover – After configuration, we train your team to use the system and hand over documentation so you can run the system confidently.
  
  

In today’s fast-moving logistics and shipping world, companies face growing pressure to deliver faster, track their operations in real time, and maintain strong client relationships. In regions like Tunisia, where ports, freight, warehouses and cross-border shipments converge, the need for smart digital systems is even greater. According to a case study at Zolute, logistics firms needed shipment tracking, integrated CRM systems, automation of documentation and connected teams.

That’s where Zoho CRM comes into play. We specialise in customising and configuring Zoho CRM (and its ecosystem) to fit logistics-shipping workflows perfectly. From tracking cargo movements to automating billing and syncing warehouse data—our service helps your logistics company run smarter, leaner, and more transparently.

Benefits

• Improved Visibility – You’ll have real-time insights into shipments, delivery status and client updates in one system.

• Streamlined Processes – Automating tasks like document generation, invoice follow-up and route planning means fewer manual errors and faster operations.

• Stronger Customer Relationships – With an integrated CRM, you manage clients, contracts and shipping orders in one place—boosting service and trust.

• Better Resource Use – Dashboards and analytics show where delays, fuel use or idle time occur—helping you optimise fleet and warehouse operations.

• Single Source of Truth – All data (shipments, clients, invoices, inventory) is in one place so decisions are based on accurate facts.

• Scalable Systems – The configuration supports growth: more locations, more vehicles, more routes—all within the same system.

Our Experience

We are experts in configuring Zoho solutions for logistics and shipping. One of our projects in Tunisia’s Bizerte region shows how we customised Zoho CRM for a shipping firm: we configured client management, shipment tracking, document automation, integration with GPS and warehouse tools, and dashboards for fleet and delivery performance. We know every major feature of Zoho’s ecosystem (CRM, Creator, Analytics, Inventory, Flow) and we match those features to real-world logistics workflows. You benefit from our deep experience in this vertical.

What We Provide

• Detailed requirement gathering & logistics workflow mapping

• Custom configuration of Zoho CRM modules (shipments, clients, contracts)

• Setup of Zoho Flow & Creator workflows (automation of documents, payments, tracking)

• Integration of Zoho ecosystem (Inventory, Books, Analytics) with external systems (GPS, ERP, WhatsApp)

• Dashboard and KPI setup using Zoho Analytics for delivery, fleet, customer service

• Role-based access, user setup and permission configuration

• Training for your staff and handover documentation

With our service, your logistics and shipping company can transform its operations. We tackle the customisation and configuration of Zoho CRM and its ecosystem, so you get a system that fits your business—not the other way around. From client management to fleet tracking to finance dashboards, we build to your needs. Let’s make operations simple, visible, and efficient.