AGENTIC CRM FOR LOGISTICS & WAREHOUSING
Connect your ERP to the road. One platform plans smart delivery routes, digitizes the entire transport run from dispatch to proof of delivery, grades every driver, and turns a more efficient fleet into a higher return — with an AI teammate at every step.
Disconnected operations
Orders, products, inventory, and receivables live in your ERP, yet the moment goods leave the warehouse you lose the thread: routes get planned by gut, the delivery run is tracked on paper, and you can't see what happened at the door until the driver is back.
Manual delivery
Route changes, cash collection, delivery exceptions, and proof of delivery are recorded by hand. Managers see performance late, while disputes and shortages take longer to resolve.
Delayed decisions
Sales, delivery, and finance teams work from separate records. Customer knowledge stays fragmented, while volume changes, credit risk, and service issues surface too late.
1
Playbook
Fourteen years of logistics experience and 1,400+ specialists shape how we configure route planning, last-mile delivery, driver management, COD, reconciliation, customer tiers, and receivables. Your team starts with proven workflows and gets more stops from the fleet already on the road.
2
On top of ERP
ShareCRM connects with your ERP, OMS, TMS, WMS, and billing systems, bringing orders, inventory, customers, delivery status, and receivables into one operational view. Teams can grow volume from existing accounts and move completed deliveries into collected cash faster.
3
AI team
ShareAgent recommends routes, turns driver voice notes into structured records, checks proof of delivery, and flags volume or credit risks. Teams get earlier signals and spend less time on manual follow-up.
4
For the journey
Start with one stage, then expand as value becomes visible. We track on-time delivery, stops per route, mileage, fleet utilization, customer volume, and receivables, helping you improve capacity, cash flow, and margin over time.
The whole operation on one platform — integrated with your ERP, stock counted by AI, routes planned by AI, the delivery run digitized end to end, and every driver measured.
capability 01
Connect ShareCRM to your ERP so orders, products, inventory, customers, and receivables flow in automatically — no double entry, no swivel-chair between systems. Sales orders become delivery orders, and AR syncs back for collection, giving you one source of truth from the back office to the back of the truck. It doesn't stop at the ERP: integrate third-party fleet and telematics platforms like Motive — pulling GPS, ELD/HOS, and vehicle data onto the same record — and, for freight forwarders, your OMS, TMS, WMS, and billing.
capability 02
Keep stock accurate without the all-day count. ShareCRM gives you a real-time view of inventory across warehouses and delivery vehicles — synced with your ERP — so you always know what's on the shelf, what's loaded, and what's gone out the door. The standout: AI photo stock-counting — point a phone at a shelf or pallet and ShareCRM recognizes and tallies SKUs and quantities in seconds, turning a half-day manual count into a snapshot and flagging variances against the system on the spot.
capability 03
Plan every run by system, not by gut. ShareCRM sequences each day's stops and optimizes routes across distance, drop count, time windows, and driver load on a live map, then hands drivers turn-by-turn navigation — cutting miles and overtime while making the whole route auditable.
capability 04
Digitize the entire delivery run end to end — Prep → Driver Delivery → Completion. Customer service pre-confirms COD amounts; the warehouse manager reviews today's plan and verifies drivers, routes, and orders; drivers run guided delivery with check-in/out, on-site add-on orders, COD by voice, and photo proof; the day closes with cash reconciliation and on-screen e-signature. Nothing on paper, every step time-stamped.
capability 05
Make driver performance measurable and motivating. ShareCRM scores every run — stops, mileage, goods value delivered, on-time and accuracy, plus vehicle and safe-driving checks (voice-filled in seconds) — rolls it into KPI dashboards and performance points, and routes delivery evaluations and complaints into customer-service work orders handled to resolution.
Choice International is GREE's exclusive largest trader in Africa, operating three divisions — air conditioning, small appliances, and passenger vehicles — from its Nigeria base. As the business scaled to 1,000+ employees across sales, engineering, and after-sales, managing cross-continental operations through informal tools was no longer viable.
Explore the full story
Challenge
Three product divisions — GREE AC, LONTOR appliances, and GAC vehicles — ran through disconnected tools: WeCom, DingTalk, and a legacy ERP, with no unified pipeline or reporting view.
Solution
ShareCRM consolidated all three divisions onto one platform, with lead management, distributor tracking, and order management integrated directly with the existing U8 ERP.
Result
3 divisions
sales, engineering, and after-sales — unified on one CRM.
Challenge
Asia HQ had no real-time visibility into Nigeria field activity — sales progress, engineer deployment, and project margins were all opaque until someone filed a manual update.
Solution
A dedicated CDN node deployed in Lagos solved the connectivity gap, giving HQ live visibility into field operations, team activity, and project P&L without latency.
Result
1,000+ staff
across Africa — visible to HQ in real time.
Challenge
The GREE COOLMAN technician network had no standardised workflow — job dispatch, service completion, and commission settlement all ran through informal channels.
Solution
ShareCRM built a purpose-designed technician app with simplified interface, job dispatch, completion logging, and commission settlement — published on Google Play for mobile field access.
Result
4 months
to build and ship a technician app from scratch — dispatch to settlement.
Challenge
Engineering projects carried complex cost and margin structures that weren't tracked at job level — profitability was estimated, never measured.
Solution
Project-level P&L tracking linked cost, margin, and order data end-to-end from quotation through ERP reconciliation, making every project's financials visible in real time.
Result
100-day
sales platform deployment · after-sales live in 4 months
We used to take drivers' word for it on deliveries. Now every drop has photo proof and a signature — disputes about what did or didn't arrive have basically disappeared
Jason K.
Operations Director · Third-Party Logistics
Cash-on-delivery reconciliation used to be a manual, error-prone mess at the end of every day. In-app collection and same-day reconciliation closed that gap.
Chloe M.
Head of Fleet Operations · Beverage distribution
Customer and order data used to sit in separate systems that never talked to each other. Now every account has one profile, with volume trends visible before something goes wrong.
Owen Z.
Finance Director · Wholesale distribution
Trusted by 7,000+ enterprises globally
See how ShareCRM can connect your ERP to the road, digitize delivery operations, and improve fleet performance in real time.
