Customs CRM
In customs brokerage what holds the job up is not customs but a document that has not come from the client. While the file waits, the bonded warehouse clock runs, and who asked for which document and when can only be worked out from phone logs.
The declaration number, the GTİP code and the bonded warehouse entry date are the file's own fields; a missing document is a task, and who it was asked from and when sits on the same file.
- Gather every shipment on a single file record with the declaration number, the GTİP code and the bonded warehouse dates, and see which stage the file is waiting at
- Open a missing document as a task, record who it was requested from and on what date, and send the reminder by WhatsApp or SMS from the same screen
- List the open files of importing and exporting companies under a single account, and report pending work by client
- Write the per-file fee and the costs to be passed on onto the record, and produce the month-end invoicing list from the files
| Customs File | Every shipment is a record; the declaration number, the GTİP code, the bonded warehouse entry date and the delivery date are the fields of that record. |
|---|---|
| Missing Document | Every document requested is a task; the document name, the person it was requested from and the date sit in its fields, and documents that do not arrive stay in the open task list. |
| Client Account | The importing company is an account record; the power of attorney validity date and the agreed per-file fee are kept in fields on the account. |
| Bonded Warehouse Period | The bonded warehouse entry date is a date field on the file record; files whose period, calculated from that date, is close to running out drop into a list and a notification goes to the person responsible. |
A customs file is made up of dozens of small pieces of information: the invoice, the bill of lading, the certificate of origin, the delivery order, the GTİP ruling, the power of attorney. Most of these come from the client, and they come incomplete. When a document request is said over the phone and then drops into email, the second person who takes the file over does not know where things were left; the same document is asked for twice and another one is never asked for at all. Meanwhile the clock runs on the cargo in the bonded warehouse and the cost of the delay falls to the client; the dissatisfaction comes not from the file itself but from nobody being able to say where it stands.
In Rapitek CRM every shipment is a file record; the declaration number, the GTİP code, the bonded warehouse entry date and the delivery date sit in the fields of that record. A missing document is a task: which document, who it is being asked from and when it was asked appear on the record, and the reminder goes out by WhatsApp or SMS from the same screen. Because the importing company is an account record, all of that company's open files are listed on a single screen; and because the per-file fee and the costs to be passed on sit on the same record too, the month-end invoicing comes out of the list of files.
The scope of the plans and the separately priced items are set out on the pricing page.
