Cases · Archive · Logistics · 2026

Infinity Logistix: CRM Automatizations

Agency-era case study (2026).

This case was first published on the old humanswith.ai WordPress site between 2019 and 2024 — before the 2025 platform pivot. Performance, SEO, CRM, content, or growth work from that era. Modern AI-search cases (with per-engine Hermes data) live at /cases. Preserved here as written at the time.


Result in end-to-end analytics

Website:

Infinity Logistix

Industry:

Logistics / dispatch service (trucking, USA)

Location:

USA

Geography:

USA

Project timeline:

October 2024 – December 2025

Result:

Share of qualified leads increased to 80% through quiz-based auto-qualification and CRM segmentation

Result:

Reduced CPL from $22.99 to $3.78

Context of lead generation and sales automation in a dispatch company

1

Bring structure to lead generation

2

Automate sales manager routine tasks

3

Segment incoming lead flow

Lead generation challenges in a US freight dispatch company

Ignoring leads

70% of leads did not answer calls after submitting a request

There is no segmentation

CRM mixed different client types without proper segmentation

Time-consuming

Sales manager spent time manually qualifying each lead

Mistakes

Contracts and data preparation were done manually, leading to errors

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Stages of implementing lead generation and sales automation in a dispatch company

- Stage 1. Implementing a smart quiz for lead pre-qualification

We replaced the standard lead form with an interactive Typeform quiz that adapts based on user responses. Instead of just collecting contact details, we began identifying customer status, business type, pain points, and goals. This allowed us to instantly separate truck owners, drivers, and dispatchers and build personalized communication even before the first call.

- Stage 2. Automated lead segmentation and routing in CRM

We integrated Typeform with Kommo CRM via Zapier/Albato and distributed all incoming leads into four separate funnels: Owner Operators, Drivers, Dispatchers, and Small Trucks. Each lead type was automatically routed to its own processing pipeline, while part of the data was sent directly to Telegram or partner channels. The sales manager no longer spent time sorting or structuring leads.

- Stage 3. Full automation of sales, contracts, and communication

We implemented automatic contract generation based on quiz data and trigger-based CRM workflows. Bots handled follow-ups, reactivation, and deal cleanup, while UTM tags were captured and passed into deals for end-to-end analytics. As a result, the sales manager focused only on warm and qualified leads.

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Impact of quiz and CRM automation

The implementation of a quiz, segmentation, and full CRM automation completely transformed lead handling: it reduced sales manager workload, accelerated response time, and significantly increased the share of qualified leads.

ROI and key metrics: what lead generation automation delivered in US logistics

By implementing a quiz, segmentation, and CRM automation, we turned a chaotic flow of inquiries into a structured sales system, reduced acquisition costs, and dramatically improved lead quality.

Over 1 year of operation:

We reach clients

faster and with better context

To 80%

Share of qualified leads increased to 80%

$22.99 to $3.78

CPL reduced from $22.99 to $3.78

10+ hours per week

Sales manager time saved


End of archived case

Want a modern case? Hermes data, not Google Analytics.

The seven modern cases at /cases use a different proof model: per-engine AI mention rate, citation tracking across nine engines, and weekly delta reports. Different category, different proof, different era.