← All Projects
Demo SystemLogistics & DeliveryCRM & AutomationAI & Automation

Platone Delivery

Delivery CRM & WhatsApp Automation

A CRM for customers and deliveries with automated WhatsApp-style messaging for status updates — three surfaces: the platform, the CRM and a WhatsApp simulator..

01

— Business Requirement

Delivery businesses spend staff hours on status calls and manual WhatsApp updates; customer records and delivery states sit scattered across chats.

02

— The Solution

A CRM for customers and deliveries with automated WhatsApp-style messaging for status updates — three surfaces: the platform, the CRM and a WhatsApp simulator.

03

— What Can Be Managed

ModuleCustomer CRM
ModuleDelivery Management
ModuleStatus Automation
ModuleWhatsApp Messaging
ModuleNotification Flows
ModuleReports
04

— How the System Works

The flow below shows how information moves through the system — from the first step to the reports management relies on.

01

Order / Delivery Created

02

Customer Matched in CRM

03

Status Updates Triggered

04

WhatsApp Message Sent

05

Delivery Confirmed

06

History & Reports

05

— System Screenshots

Delivery platform
Delivery platform
CRM
CRM
WhatsApp automation
WhatsApp automation
●Try it yourself

Want to see how it works?

Open Live Demo ↗
●Need something similar?

Built around your business, not a template.

Every business operates differently. SarfC can customize this system — or build a new one — around your workflow, branches, employees and reporting requirements.