CRM for trucking companies: what the system has to hold

No trucking system built by this studio is in production. This page is the list a build would start from, and it says which parts come from systems that do run.

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The short answer

A trucking company's system has to hold what a sales CRM has no place for: each load with its pickup and delivery windows, the truck and driver on it, the documents that travel with it, the expiry dates on driver and truck paperwork, and money that arrives after delivery. Orium Studios, based in Sacramento, has not built a trucking system yet; one would start at $4,500 over 30-45 days, scoped in writing first.

SHT-02What drives the number

01

A load is not a deal

A sales CRM models a deal moving toward a signature. Trucking does not work that way: the unit of work is a load, with a shipper, a receiver, a pickup window, a delivery window, a rate, a truck and a driver, and its status moves when the freight moves, not when a salesperson updates a stage. A customer with a hundred loads a year is one contact and a hundred records. Trying to hold that in a pipeline produces the familiar shape: the CRM holds the customer, a spreadsheet holds the loads, a group chat holds dispatch.

02

Paperwork with dates that raise their hand

Drivers and trucks carry documents that expire: licences, the paperwork a truck needs to be on the road, insurance certificates, operating authority. A folder does not warn anybody. The system has to hold each document with its date and raise its hand before the date rather than after, because an expired document does not fail loudly, it fails at the moment a load is waiting. Scheduled jobs are the right mechanism, and the same pattern already does the dated work in one of the studio's systems in production.

03

The documents travel with the load

The rate confirmation, the bill of lading and the proof of delivery belong on the load record, not in a driver's photo roll. The useful rule is a small one: an invoice for a load cannot go out until its proof of delivery is attached. That rule is what turns a document store into a system, and it is the kind of rule that only exists in software when someone writes it down on purpose.

04

Money arrives after delivery, so profit has to be one number

Revenue per load, driver pay, fuel and the other costs on a load are the money model of the company, and the worst version of it is the common one: profit computed in several places and answering in several ways. In Autobroker, a system built here for a car broker, profit was computed in four places and answered three different ways on the same day before a rewrite; the rule now exists once in the application and once in the database, and the two move in one commit or not at all. A trucking system needs the same discipline from the first day, including showing a load with no revenue recorded as unknown rather than as a loss.

05

Dispatch in Russian, brokers in English, one database

Russian- and Ukrainian-speaking families have run trucking companies in the north of Sacramento County for decades, alongside contracting, auto repair and cleaning. Inside many of them the owner, the dispatcher and the drivers speak Russian, while shippers, brokers, insurers and banks use English. The system does both at once: the dispatcher's screens and the drivers' notifications in Russian, the documents and emails that leave the company in English, one record underneath. The studio works in English, Russian and Ukrainian.

06

What runs today, and what does not

No trucking system built by the studio is in production, and this page will not pretend otherwise. The closest work that does run: Easy Move Florida, the founder's own moving company, whose quote calculator refuses to price a move the company may not do; and Dog Transport USA, a client's door-to-door dog transport business working across the United States, whose website the studio rebuilt. The engineering behind the three CRMs in production can be checked before you pay: 3,693 automated tests in the newest system and 442 database migrations.

07

When to buy software instead

Trucking management software exists for a reason, and for many companies it is the right answer: loads, dispatch and invoicing modelled by people who have seen thousands of fleets. A system of your own earns its place when your money model is unusual, when two languages inside the company keep colliding with an English-only product, or when you are paying people to retype the same load between three tools. The free audit says which of these you are, the same day.

SHT-03The options, side by side

What each route actually costs you.

OptionPriceTimelineThe trade-off
Trucking management softwareTheir published plans, per truck or per seatDays to weeksLoads, dispatch and invoicing for the common case, and often the right answer. Your own money rule and your second language are yours to fit around it.
A general sales CRMPer seat, per monthSame dayGood at the customer. Has no load, no delivery window and no document with an expiry date.
Spreadsheets and a group chatLow, in softwareAlready thereFlexible and free. The cost is a person retyping every load and an expiry date nobody is warned about.
A system built for your companyFrom $4,50030-45 daysLoads, documents, dates and one profit rule as real objects, in two languages if you need them. A first build for this trade, so the scope is written before anything starts.

SHT-04General notes

The questions people actually ask.

N01Has Orium Studios built a CRM for a trucking company?
No, not yet, and this page says so rather than implying otherwise. The closest work that runs is Easy Move Florida, the founder's own moving company, and the website of Dog Transport USA, a client's dog transport business. What carries over is the pattern: dated documents that warn before they expire, one profit rule, and two languages on one database.
N02Why not just use trucking management software?
Often you should. It is cheaper and faster than a build, and it models loads and dispatch well. It stops fitting when your money model is unusual, when your team works in a language the product does not, or when the same load is retyped between tools every day.
N03Can dispatch work in Russian while shippers and brokers get English?
Yes, on one database. The dispatcher's screens and the drivers' notifications can be in Russian, and every document and email that leaves the company in English. The studio works in English, Russian and Ukrainian.
N04What would a trucking CRM cost?
A system of your own starts at $4,500 and takes 30-45 days. Because no trucking system has been built here yet, the scope is written first: the $750 Client Acquisition Blueprint maps how the company runs and is paid upfront as its own piece of work.
N05What happens to our load history and spreadsheets?
They come with you. Customers, loads, history and files move before the switch, the counts are checked on both sides, and the old files stay readable until you turn them off yourself. Migration is its own line in the scope.

SHT-05Evidence

The work this argument comes from.

Everything above was learned building these. Each sheet names the business, what the trade's arithmetic actually is, and the file in the repository that proves the capability. No client revenue and no client's customers appear on any of them.

SHT-07What it costs

What a system like this costs.

A custom CRM built around how your business actually works starts at $4,500. One of the systems that already runs, fitted to your process, starts at $2,500. Both are floors, and the build is priced by the work.

Custom CRM
From $4,500
Fitted System
From $2,500