Not necessarily. Many teams only need better integration, clearer workflows, and better dashboards around the tools they already use.
Service / CRM + OMS integration
Service / CRM + OMS integration
Workflow mapped
Disconnected work
CRM
Customer asks for status
Agent sees only profile details
OMS
Order data elsewhere
Separate lookup required
OPS
Return approval pending
No clear owner or SLA
Connected context
✔
Customer matched
Profile, order, and complaint history in one view
✔
Order workflow synced
Status, return, exchange, and payment context attached
✔
Handoff rule applied
Owner, queue, SLA, and dashboard updated
Tool switching
SLA
Clear ownership
Order Visibility
Why This Page Exists
01
Agents switch tools
Customer records, order status, returns, complaints, and internal notes sit in separate systems.
02
Customers wait for simple answers
Order status, payment confirmation, exchange eligibility, and complaint updates take longer than they should.
03
Back-office work is hard to track
Approvals, returns, refunds, dispatch checks, and exceptions move through manual follow-ups.
04
Dashboards show the past
Managers need workflow visibility while work is happening, not only after the report is prepared.
What We Automate
Customer and order context
✔ CRM profile and history
✔ Order status and item details
✔ Return, exchange, and complaint context
Workflow routing
✔ Queue and owner assignment
✔ Approval and exception rules
✔ SLA and escalation paths
Dashboards and reporting
✔ Operational dashboard setup
✔ Support and order visibility
✔ Management-level reporting
How it Works
How ShuttlePro fits
We do not start by forcing a full system replacement. We first identify the few places where missing context creates the most manual work, then design the integration or dashboard around that.
Customer or internal team raises a request
It could be an order status question, return request, complaint, dispatch issue, or payment check.
01
CRM and OMS context is pulled together
Customer profile, order data, history, and workflow status become visible in one place.
02
Rules decide the next action
The request is answered, assigned, escalated, approved, or sent to another system.
03
Managers can see the workflow
Queues, ownership, pending items, and SLA pressure become visible without chasing updates.
04
Start with a CRM/OMS Workflow Audit
Bring your current CRM, OMS, support, and order process. We will map where manual lookup happens and what should be connected first.
Best first step
What you get
✔ Current workflow map
✔ Manual lookup inventory
✔ Integration opportunities
✔ Dashboard recommendations
✔ Pilot scope