Case study · Freight brokering
How we increased EBITDA by 2% with automation and system
- Client
- Vervo
- Industry
- Logistics · Freight brokering
- HQ
- Riga, Latvia
What's inside
Five plays that raised EBITDA 2%
Standard TMS tools handle transport well. The rest of the work needed a custom CRM. Here is the playbook we used to cover it all.
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1
Custom CRM, Not TMS
No standard software matched their data model. We mapped every object: client contacts, driver, truck, pickup, delivery, billing. Then built a hub around it.
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2
Lead-to-Quote Automation
Inquiries land in the system and route to a complexity-matched team of one logistics specialist plus one sales manager. Sales reps stop decoding, start selling.
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3
Credit Control at the Door
Overdue invoices or credit-limit breaches block the order before it becomes a dispute. Full transparency and zero accidental margin leaks to the client.
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4
Smarter Hauler Requests
Historical matchups pick the best haulers per route. Fewer, higher-quality requests means better conversion and stronger long-term rates.
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5
Paperwork on Autopilot
CMRs, contracts, invoices auto-generated from the client request. Electronic signatures. Zero manual document work from quote through delivery.
Two points of EBITDA in a single year. Same team, much higher volume, close to zero errors.
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