A client emails: "Where's my sign?" You check FedEx. Then you update the client. Then you update your CRM. Three steps that should be zero steps.
Atellier's shipping integration monitors carriers automatically and updates your CRM in real time. Your team and your clients stay informed without anyone lifting a finger.
The Manual Tracking Problem
- Delayed updates — By the time someone checks tracking and updates the CRM, the information is already stale
- Client anxiety — Clients who can't check their order status will call or email you — repeatedly
- Missed deliveries — If you don't know a package was delivered, you can't trigger follow-up sequences on time
- No delivery confirmation — Did the client actually receive it? Is it damaged? You don't know until they tell you.
The best customer service is proactive. Tell clients what's happening before they have to ask.
How Automatic Tracking Works
- Add tracking number — Enter the tracking number on the deal (or it's pulled from the factory order). The deal stage auto-updates to "Shipped."
- Client notification — An automatic email goes out with the tracking number and estimated delivery date
- Carrier monitoring — Atellier checks FedEx/DHL for status changes and updates the deal timeline
- Delivery detection — When the carrier confirms delivery, the deal moves to "Delivered" and your post-delivery sequence begins
From factory to front door — tracked, automated, and transparent.
Related Articles
From Permit to Install: How Atellier Tracks Every Step
The gap between proposal signed and sign installed is where most shops lose control. Atellier connects permits, production, and installation into one automated workflow.
Read moreQC Workflows That Catch Defects Before They Ship
A defect caught in the shop costs $50. At the client's site, it costs $5,000. Structured QC workflows with photo documentation catch problems before they ship.
Read moreFactory Order Management: Stop Emailing Specs to Your Factory
Emailing specs to your factory is how orders get wrong. Structured factory order management eliminates errors and gives you a clear audit trail from order to delivery.
Read more