WhatsApp CRM for logistics and transport
Rate requests come in on WhatsApp mixed in with day-to-day operations, and the price quoted verbally on Tuesday never gets looked at again. ChatyFunnel separates commercial conversations from operational noise, sorts them into sales funnels and makes sure every rate request is followed up until you get a yes or a no.
Book a demoSeparate sales from the day's traffic
The same number receives rate requests from new customers, incident alerts and questions from long-standing accounts. When everything shares an inbox, sales always loses: the urgent thing gets handled and the quote goes unanswered. With a shared inbox and assignment by agent, team or stage, each type of conversation reaches the right person.
- Shared inbox where the sales and traffic teams don't get in each other's way
- Chat assignment by agent, by team or by funnel stage
- Automatic welcome message on first contact
- Replies outside office hours
- AI agent for first questions and qualifying the request
A funnel for rate requests
Winning a new account doesn't happen in one message: there's a request, a rate, a comparison against another carrier and a decision that takes weeks. Each conversation sits in a stage — request received, rate sent, negotiating, contract, active customer — and moves with you, so you stop finding out too late that nobody called back.
- Unlimited sales funnels from the Company plan
- A funnel per service type, per lane or per customer segment
- Drag and drop conversations between stages
- Scheduled follow-ups per funnel stage
- Per-stage metrics to see where requests fall through
The rate quoted verbally, in writing and followed up
A rate given over the phone or from memory leaves no trace and can't be chased. With shared templates, the team sends terms and rates in the same format from inside the conversation, and reminders and tasks stay tied to the contact so the follow-up happens even when the rep is covering a run that day.
- Shared templates for rates, terms and paperwork
- Reminders and tasks tied to each contact
- Meeting booking and scheduling from the conversation itself
- Contracts and e-signature sent straight to the customer
- Stripe payment links from the conversation
Accounts belong to the company, not to a rep's phone
When every rep carries their customers on a personal phone, the company has no idea what's been offered or to whom, and if that person leaves the conversations leave too. In ChatyFunnel, conversations live in the workspace, with role-based permissions and reassignment when someone is off sick or on holiday. Worth saying plainly: ChatyFunnel manages the commercial pipeline, not shipment tracking or fleet operations — you already have systems for that.
- Conversations stay in the workspace, not on personal phones
- Absence coverage with automatic chat reassignment
- Role-based permissions over who sees and edits each account
- Chat history imported when you connect the number
- Per-agent and per-stage metrics, plus multiple workspaces if you operate across depots
Frequently asked questions
- What is a WhatsApp CRM for logistics and transport?
- It's a system that centralises a transport company's commercial WhatsApp conversations — rate requests, shipping quotes, negotiations with new customers — in a shared inbox and organizes them by stage. ChatyFunnel lets you assign each conversation to a rep, schedule follow-ups and see which requests ended in a contract, instead of leaving them scattered across the team's phones.
- Can ChatyFunnel track shipments or manage a fleet?
- No. ChatyFunnel is a commercial tool: it manages the sales funnel, rate requests and conversations with customers and prospects. It does not track shipments, does not manage routes or fleet, and does not replace your transport management system. It sits alongside it and takes care of the commercial side.
- How do I stop quote requests getting buried under day-to-day operations?
- ChatyFunnel lets you assign chats by agent, by team or by stage, so commercial requests go into their own sales funnel and don't compete with the day's operational questions. Each request sits in a visible stage and carries scheduled follow-ups, so nobody has to remember to check it by hand.
- What happens to a rep's customers when they leave the company?
- In ChatyFunnel, conversations live in the company workspace, not on a rep's personal phone. When someone leaves the team, their chats and history stay accessible and can be reassigned to someone else, and role-based permissions decide who can see and edit each account.
- Can several reps work on the same WhatsApp number?
- Yes. ChatyFunnel connects one number to a shared inbox where several reps work at once, with chat assignment and automatic reassignment when someone is away or out covering a run. The Freelance plan includes 1 user, Company 3 and Enterprise 5.
Don't leave a single rate request unanswered
In a demo we'll show you what your sales funnel would look like with the conversations you already have.
Talk to the team