CRM consolidation & workflow automation
LogisticsCRMLogisticsAutomation2025

Atralogix

CRM consolidation & workflow automation

+38%

Order fulfilment speed

92%

Manual data entry eliminated

↓ 54%

Client complaint rate

5 → 1

Systems consolidated

The challenge

Five disconnected systems across operations, sales, and dispatch meant data lived nowhere and decisions were made on gut.

Atralogix manages third-party logistics for 80+ retail clients across the UK and Ireland. Their operations ran across five separate platforms — a legacy WMS, a standalone CRM, a spreadsheet-based dispatch system, a separate invoicing tool, and a client-facing portal that was never properly integrated with any of them. Customer data existed in triplicate with no single source of truth.

Our approach

1

System rationalisation

We mapped every data flow across the five systems, identified the 14 manual handoff points that created delays and errors, and built a migration plan that consolidated everything into a single HubSpot implementation with a custom middleware layer connecting the WMS.

2

Custom workflow engine

Standard HubSpot workflows couldn't handle the complexity of their dispatch-to-invoice cycle. We built a custom automation layer on top of HubSpot's API that handles order state transitions, exception routing, and client notification triggers.

3

AI anomaly detection

An AI layer monitors order status patterns and flags anomalies — delayed collections, unusual dwell times, mis-routed shipments — before they become client complaints. Dispatchers receive prioritised exception queues rather than raw data.

We used to start every Monday not knowing which fires were real. Now we have a single system that tells us exactly what needs attention and why.

James Nkosi

Operations Director, Atralogix

Ready to move forward?

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