Welcome to LogixCRM, the Customer Relationship Management (CRM) solution designed specifically for logistics, warehousing, and freight forwarding businesses. Unlike generic CRMs, LogixCRM is tailored to meet the unique demands of the logistics industry, helping you streamline operations, improve customer relationships, and maximize efficiency.
With LogixCRM, you’re not just getting a CRM—you’re gaining a powerful ally in ALYA AI, an intelligent AI agent designed to help you close deals faster and smarter. ALYA AI supports you in crafting winning emails by analyzing your previous communications, auto-computing the probability of closing a deal based on historical success rates, and even suggesting the most competitive rate quotes that offer the highest margins and the best chance to win the deal.
This guide will walk you through the steps to set up and start using LogixCRM effectively.
Why Choose LogixCRM?
LogixCRM is built to address the challenges faced by logistics businesses. With features like logistics-specific quotation management, rate matrix handling, and vendor RFQ management, LogixCRM ensures you have the tools you need to succeed. Plus, it integrates seamlessly with your existing logistics automation systems or LogixPlatform's WMS (Warehouse Management System) and LMS (Logistics Management System) products.
Meet ALYA AI – Your Deal-Closing Assistant
Winning Emails: ALYA AI analyzes your previous email conversations and suggests improvements to help you craft compelling, persuasive emails.
Deal Probability: ALYA auto-computes the probability percentage of closing a deal based on your historical success rates and the tone of your email conversations.
Smart Rate Suggestions: ALYA recommends rate quotes that balance the highest margin with the best chance of closing the deal, giving you a competitive edge.
Step 1: Log In to Your Account
Visit your unique Login URL
Enter your login credentials (username and password) to access your account.
If you are an Administrator, you will have access to the setup and configuration options to prepare the system for your team.
Step 2: Set Up LogixCRM for Your Business
As an Administrator, your first task is to configure the system by setting up the Master Data. This ensures LogixCRM is tailored to your business operations.
1. Operating Unit
Create your office or operating unit.
This represents the physical or virtual location from which your business operates.
Example: "New York Warehouse" or "London Operations Center."
2. User Management
Create user accounts for your team members.
Assign roles and permissions based on their responsibilities.
Associate each user with a specific operating unit.
3. Charges
Define or upload the charges you apply to your customers for services like warehousing, logistics, and freight forwarding.
Examples: Storage fees, handling charges, customs clearance fees, etc.
4. Services
Set up all the services your business offers.
Examples: Shipping, LTL (Less Than Truckload), FTL (Full Truckload), Export, Import, etc.
5. Vendor Management
Create master data for your vendors.
Include details like contact information, services offered
6. PDF Quotation Design
Design branded PDF quotation templates that reflect your company’s identity.
Customize the layout, logo, and fields to create professional and consistent quotations.
7. Rate Matrix
Upload your rate matrix to the system.
This will save time when creating quotations, as the system will automatically pull rates based on the predefined matrix.
Step 3: Start Using LogixCRM
Once the setup is complete, your system is ready to use! Here’s how you can start leveraging LogixCRM to grow your business:
1. Create Opportunities & Quotations
Use the system to generate accurate and professional quotations for your customers.
The rate matrix and predefined charges will make this process quick and efficient.
2. Leverage ALYA AI
Let ALYA AI analyze your email conversations and suggest improvements to increase your chances of closing deals.
Use ALYA’s deal probability feature to prioritize high-potential opportunities.
Implement ALYA’s rate suggestions to maximize margins and win more business.
3. Manage Customer Relationships
Track interactions with customers using LogixCRM inbuilt Emailing tool.
4. Track Sales and Performance
Monitor your sales pipeline and track the status of quotations.
Use analytics to identify trends and areas for improvement.