Custally for logistics & supply chain companies
Shippers want answers now, on WhatsApp. Custally turns those messages into tickets on the right account, tracks branch and warehouse visits, and warns you when a key shipper is drifting away.
Who it’s for
Freight forwarders, 3PLs, courier and express companies, fleet and warehousing providers.
Start with
The problems logistics & supply chain teams tell us about.
Support lives on WhatsApp
Customers message ops managers’ phones; nothing is tracked.
Key accounts drift
A big shipper quietly moves volume to a competitor.
Branch visits unverified
Sales and ops visits to client warehouses can’t be proven.
Rate contracts expire
Contract renewals are missed or renegotiated too late.
Every module, applied to your business.
A key shipper caught before it left
A fictional company, a real workflow — step by step.
Week 1
Complaints from Bluepeak rise on WhatsApp — each becomes a ticket on the account.
Week 2
The AI Health Score drops and names the reason: delivery complaints up, no review meeting in 60 days.
Week 2
Customer Insights finds Bluepeak opening 40 new stores — a reason to fight for the account.
Week 3
The account manager visits the warehouse (geofenced check-in) and proposes a dedicated lane.
Week 6
A renewal deal with expanded volume is approved and won.
What to switch on in week one.
Everything here is configured by your admin — no code, no developer.
Modules
- Kairo (WhatsApp)
- Tickets
- Accounts & Contacts
- Tasks with geofencing
- Deals
- AI
Custom fields to add
- Monthly volume
- Lanes
- Contract end date
- Key warehouse address
Automations to start with
- Ticket from WhatsApp → assign to the account’s ops owner
- RAG changed → alert regional head
- Contract end in 45 days → renewal deal task
Click through it yourself.
Custally’s real look and feel on sample data. Replies are scripted — nothing here calls an AI or saves anything.
Accounts
6 of 6 accounts
| Account | ARR | Health | Renewal | Open tickets | CSM |
|---|---|---|---|---|---|
| Logistics | ₹1.24 Cr | Red · 44 | 23 days | 6 | PMPriya M. |
| Retail | ₹81 L | Amber · 61 | 47 days | 3 | RSRahul S. |
| Healthcare | ₹98 L | Green · 86 | 180 days | — | AKAnita K. |
| Fintech | ₹52 L | Amber · 58 | 90 days | 2 | PMPriya M. |
| FMCG | ₹33 L | Green · 79 | 200 days | 1 | RSRahul S. |
| Automotive | ₹1.46 Cr | Green · 82 | 132 days | 1 | AKAnita K. |
Tip: open Acme Logistics to see why it’s Red.
Accounts: Filter by health, open Acme Logistics, read why it’s Red and turn a next best action into a task. This is a scripted mock-up on sample data — no AI runs and nothing is saved.
Custally for Logistics & supply chain: questions.
Can several people answer the same WhatsApp number?
Yes. Kairo is a shared WhatsApp Business inbox: conversations are tied to the right account and contact, with templates, automation sends and AI reply suggestions.
Does it work on the phone?
Yes — the app has mobile views for tasks, check-ins and tickets, in the browser.
Stop managing activities.
Start saving customers.
See Custally with your own process: in a 30-minute session we’ll map your customer success, sales, delivery and support flow onto it — and show you which of your accounts it would flag first.