How to customize a CRM to become a more organized and efficient fleet manager

As a fleet manager, you want to spend the majority of your time supporting your team of drivers as they deliver goods efficiently and safely, not worrying about organization and the finer details of your business. A CRM can help you stay organized, keep track of leads and clients, and streamline your workflow so that you can focus on what you do best. To get off to the best possible start with your new CRM, you’ll want to customize it to suit your needs.

There are many CRM features that there’s no need to customize, but to make the most of your CRM, some features will require a bit more set up. To speed up your CRM set up process, read on for customization ideas that will help you get the best value out of your CRM as a fleet manager.

Three critical features that you’ll want to customize in your CRM are groups, pipelines, and custom fields. Take a look below for some inspiration for how you can customize these three features as a fleet manager and make your CRM work for you.

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Imports and exports
Note: If you’re considering CRMs and you want to give our product — Less Annoying CRM — a try, we’ll be happy to apply all these customizations to your account during your free trial so you don’t need to worry about a thing. Just get in touch with our support if you’d like to give it a try.

Groups

Segment and organize your list of contacts and companies in the CRM.

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Pipelines

Pipelines

Track any workflow or process that you repeat over and over again.

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Fields

Custom fields

Collect all the information you need that is critical for your work.

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Custom fields

As a fleet manager, it will be especially important to collect information on your drivers and the trucks they drive so that every trip runs smoothly and safely.

  • 🚚Vehicle Inspection Date (date field that lists the truck’s last inspection date)
  • ⛽️Fuel Efficiency Rating (number field that lists a vehicle's mpg rating)
  • 🪪Driver's License Number (text field storing the license number for your drivers)
  • 🏎️Driver's Training Completed (checkbox list of drivers’ training classes - check off which classes each driver has completed)
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Custom fields let you take your CRM to the next level. Collect more than just the basic information about the contacts and companies you work with; instead, collect everything that is critical for your work.

Pipelines

Pipelines are composed of statuses—each status is step in the process you are tracking. Pipelines consist of both active and closed status. An active status is something that requires follow up or additional work. A closed status tracks the end points of a process.

As a fleet manager, you can use a pipeline to track your entire process. From the moment a vehicle is requested to the day the truck is retired from your fleet—store all of that information in your pipeline. Take a look at an example pipeline for fleet manager below.

Active statuses

Vehicle Request
Vehicle Assigned
Vehicle Inspection Completed
Vehicle in Use

Closed statuses

Vehicle Returned
Vehicle Retired
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Pipelines are one of the most useful CRM features; they let you track any workflow or process that you repeat over and over again. It's a great way to make sure nothing slips through the cracks.

Groups

As a fleet manager, use groups to easily track the team that helps you keep your fleet running. Take a look at a couple example groups that are perfect for fleet managers below.

  • 🚛Drivers
  • 🚚Vehicles
  • 🛠️Maintenance Team
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Groups are a handy feature that you can use to segment and organize your list of contacts and companies in the CRM. Think of groups as tags that you can attach to anyone to assign a label to them.

Once you’ve created custom fields, pipelines, and groups in your new CRM, you are ready to get started! Dive right in and start making the most of your new CRM.

Less Annoying CRM is a contact management tool designed for small businesses, run by a small business.

At $15/user/month with a 30-day free trial, LACRM has all the features that you need to manage your customers, new prospects, and everyone in between.

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