Client
Streamline Logistics
Industry
Logistics & Supply Chain
Services
Custom App Development, UI/UX Design, API Integrations, Ongoing Support
Year
2025
Overview
Streamline Logistics was running their operations across six different tools — spreadsheets, email threads, a legacy database, and three separate SaaS platforms that didn't talk to each other. We built them a single, custom CRM that brought everything under one roof.
The challenge
Six tools, zero visibility
The ops team was spending two hours every morning just getting a picture of where jobs were at. Customer details lived in one system, job tracking in another, invoicing in a third. Nothing synced. Nothing was real-time.
When a driver called in sick or a delivery window changed, the ripple effect took hours to manually propagate across all systems. Mistakes were common. Clients were noticing.
The outcome
One platform, full control
The team now starts each day with a single dashboard showing every active job, its status, assigned driver, and any exceptions. Changes propagate instantly. The morning sync meeting went from 45 minutes to 10.
Client-facing status updates are automated. Invoice generation that used to take a full day now happens in one click. The ops team got their time back — and their clients got a better experience.
6→1
Tools consolidated
78%
Less admin time
3mo
Discovery to launch
0
Manual data entry steps
Our approach
How we built it
01 — Discovery
Mapping the mess
We spent two weeks embedded with the ops team — watching how they actually worked, not how they said they worked. We mapped every data flow, every workaround, every "yeah we just email that one" process. That map became the blueprint.
02 — Build
Iterative, not waterfall
We shipped a working prototype in three weeks and put it in front of real users. Feedback loops were tight — weekly demos, daily Slack. We built the core job-tracking module first, then layered on invoicing, client portal, and reporting.
03 — Migrate & Launch
Zero downtime cutover
We ran the old and new systems in parallel for two weeks, migrating data in stages. On launch day the team switched over with zero downtime and no lost records. We stayed on for a month of post-launch support.
Key features
What we delivered
Real-time Job Dashboard
Live view of every active job with status, driver assignment, and exception flags. Filterable by client, region, and urgency.
Automated Invoicing
Invoices generated directly from completed job data — no re-keying. Integrated with Xero for seamless accounting.
Client Status Portal
Branded self-service portal for clients to track deliveries, view history, and download PODs without calling the office.
API Integrations
Connected to their existing accounting (Xero), route optimisation, and SMS notification systems via REST APIs.
Role-based Access
Drivers, dispatchers, managers, and clients each see exactly what they need — nothing more, nothing less.
Reporting & Analytics
Weekly and monthly reports auto-generated. On-time delivery rates, revenue per client, driver utilisation — all in one place.
Client feedback
"We went from spending half the morning just figuring out what was going on — to having everything in front of us before we've finished our coffee. It's changed how we operate."
Mark Reynolds
Operations Manager, Streamline Logistics
Built with
