Logistics · India · Live
Truck Sathi CRM: sales, WhatsApp, GPS installs and freight run from one command centre
A custom CRM for a trucking and GPS business, live at crm.trucksathi.co.in. Leads from every channel land in a pipeline, WhatsApp and calls are shared by the team, and GPS orders, installations, freight bookings and payouts are tracked end to end.
What Truck Sathi needed
Truck Sathi sells GPS trackers, installs them through field agents, renews them every year and matches trucks with loads. Leads arrived from IndiaMART, WhatsApp, calls and the website, and each team kept its own list.
They wanted one system that every team uses, with the flexibility of tools like GoHighLevel but built around their own business.
What we built
Command centre
One screen with IVR calls, unassigned chats, unpaid orders, installs, renewals, pipeline value, overdue payments and partner payouts.
Pipelines and quotations
Separate shipper and partner pipelines with custom stages, quotations with margin approval, lane rates and a 360 view of every customer.
Shared WhatsApp inbox and calls
One official WhatsApp number for the whole team on the Meta Cloud API, with templates, round-robin assignment, Instagram and Facebook messages, and call and IVR records.
GPS orders to activation
Orders with Razorpay payment links and GST invoices, installation jobs assigned to the nearest agent, customer OTP to activate, then devices and renewals.
Freight
Bookings and trips, load matching by distance, partner KYC, invoices, collections and partner payouts with UTRs.
Automation and control
25 automation rules, nine ready roles plus custom roles with fine-grained permissions, an audit log, Excel import and export, and DPDP data export and erasure.
The result
- Live since 10 November 2026, with every existing lead, deal, call and automation carried over and every user keeping their access.
- Every new lead from every source now lands in a pipeline automatically, with no manual step.
Key screens
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