Dispatch updates are scattered.
Loading changes and shipment references sit across calls, sheets and messages.
Give the dispatch team a shared record and defined milestones.ZOHO FOR LOGISTICS
Move the shipment.
Keep everyone
in the know.
Connect dispatch updates, delivery evidence and customer queries. Give your operations team a clear next action, without another round of calls.
Plan your logistics setup ↗DISPATCH DESK / INTERACTIVE DEMO
01 / READY
SHP–204812 cartons
Bengaluru → Mysuru
Bengaluru → Mysuru
02 / LOADED
03 / RELEASED
Vehicle assigned. Confirm the load before dispatch.
Illustrative workflow · No live shipment data.
CONNECTED AT EVERY HANDOFFLess chasing.
Less chasing.
More clarity on the ground.
From the dispatch desk to the customer service team.
01 / FIX THE GAPS BETWEEN TEAMS
The truck moves.
The information should too.
Customers chase the same answer.
Service agents have to ask operations before responding to a delivery query.
Connect each query to its shipment and responsible team.Proof arrives after the follow-up.
Delivery is marked complete, but supporting evidence is difficult to find.
Track missing evidence and route it for review.02 / HANDLE THE EXCEPTION
A delay needs an owner.
Not another group message.
Define what the team should do when a shipment misses its next milestone. Bring the issue, evidence and customer update into one accountable workflow.
Choose an example to see how the next action changes. Rules and alerts are configured around your operating process.
EXCEPTION DESK / SELECT A SCENARIO
Missed the hub departure
The departure milestone is overdue. Check the revised movement plan before promising a new arrival time.
- Owner
- Hub coordinator
- Next action
- Confirm the next departure and notify customer service.
DELIVERY EVIDENCESample record
SHP–2048 / Delivered
Cartons received: 12 of 12
Evidence: attached
Review: pending
EVIDENCE REVIEWED
Review the sample record to move it to the billing check.
03 / CLOSE THE DELIVERY LOOP
Delivered is a milestone.
Reviewed is the next step.
Keep proof of delivery with the shipment reference. Flag missing or disputed evidence and route accepted records to the appropriate billing review.
A configured approval workflow connects these steps. This illustration does not capture a real signature or issue an invoice.
04 / KEEP THE SYSTEMS THAT WORK
Connect your operation.
Keep specialist tools in their role.
Transport and tracking
Retain your TMS, GPS or carrier portal where it serves the operation. We assess available APIs, event quality and update frequency before planning integrations.
Customer and team workflows
Use the agreed shipment reference across service requests, delivery evidence and reporting. Make stale updates and failed exchanges visible to a named owner.
05 / YOUR LOGISTICS TOOLKIT
Five apps.
Clear responsibilities.
A starting point for transport and delivery teams. The final mix depends on your existing systems and scope.
Zoho CRM
Own the booking conversation.Track enquiries, customer contacts and quote follow-up.
Explore the module ↗Zoho Creator
Build operational workflows.Configure trip records, evidence forms and exception reviews.
Explore the module ↗Zoho Desk
Give shipment queries an owner.Organise customer tickets, escalation rules and service follow-up.
Explore the module ↗Zoho Books
Connect the billing review.Manage invoices, expenses and receivables from approved records.
Explore the module ↗Zoho Analytics
See where work is waiting.Build reports for milestone delays, evidence ageing and service patterns.
Explore the module ↗06 / HOW WE IMPLEMENT
Prove one operating flow.
Then expand with confidence.
Walk the handoffs
Map one shipment from booking to dispatch, delivery evidence and customer closure.
Agree the record
Define references, milestones, roles and required evidence. Review integration options.
Test real exceptions
Pilot duplicate events, missing POD, failed deliveries and delayed status updates.
Support the rollout
Train dispatch, support and billing teams. Review the first operating cycle together.
07 / SEE THE PRODUCTS
Explore the tools
behind the workflow.
Product video references from CFO Angle’s Logistics page.
08 / BEFORE WE BEGIN
Questions from logistics teams.
Will Zoho replace our vehicle tracking system?
Not by default. GPS and telematics remain specialist systems. We assess supported integrations to bring the required events into the agreed workflow.
Can we start with delivery evidence and customer queries?
Yes. A focused scope can connect the shipment reference, evidence review and service requests before extending to more operational steps.
Is the dispatch board a standard Zoho screen?
It is an illustration of a configured workflow. The final interface depends on the selected apps, your team’s needs and the agreed implementation.
What if we also operate a warehouse?
We review client stock, inbound and outbound processes, and your existing WMS. Zoho Inventory or additional integrations may be appropriate depending on requirements.
Can we migrate open shipments and customer records?
We map the source data, clean identifiers and test the import. Your team reconciles open records before the agreed cutover.