Shiprocket CRM
Lightweight CRM for ecommerce shipping and order optimization with Shiprocket API.
Overview
Shiprocket CRM is a lightweight but powerful tool designed to help ecommerce businesses manage, monitor, and optimize their shipping and order operations using Shiprocket’s API. Built for business owners and operations managers, the system provides real-time insights into deliveries, cancellations, RTO (Return to Origin), and profitability—all from a simple, Google Sheets-powered dashboard. The tool also includes a team management module that allows admins to allocate orders to callers or delivery coordinators, track individual performance, and generate daily stats automatically. This CRM acts as a virtual operations manager, simplifying task delegation and making ecommerce handling more efficient and transparent.
Client Type
Ecommerce Store Owner / Fulfillment Manager
Industry
Logistics / Ecommerce / D2C Operations
Key Features
Powerful capabilities that solved the client's business challenges
Real-Time Order Insights
View updated stats for Delivered, Cancelled, and RTO orders synced directly from Shiprocket via API.
Daily Business Snapshot
Track key metrics like number of orders, delivery rate, RTO rate, and cancellations in a simple, at-a-glance format.
Real-Time Profit Calculation
See daily profit and loss data with all deductions (COD fees, RTO charges, shipping costs) factored in automatically.
Team & Caller Management
Add team members as 'callers' and assign orders for follow-up, confirmation, or resolution.
Order Allocation System
Easily distribute daily orders among team members for calling or follow-up—built for speed and simplicity.
Individual Performance Tracking
Track each team member’s productivity, including number of calls made, orders resolved, and success ratio.
Google Sheets Integration
All data is logged, calculated, and visualized through Google Sheets, making it accessible and customizable for any team.
Challenge & Solution
The Challenge
Ecommerce businesses using Shiprocket lacked a real-time, customizable dashboard to manage day-to-day delivery operations.
Order follow-ups were scattered and manually handled, leading to delays, missed deliveries, and customer complaints.
No simple way to allocate tasks or track caller performance.
Profitability tracking required manual calculation and reconciliation across platforms.
The Solution
I developed a Shiprocket-integrated CRM system that automated order updates, simplified team workflows, and gave businesses a clear view of performance and profitability—all in real time.
Shiprocket API Integration
Pulled order data including delivery status, cancellations, and RTO info using Shiprocket’s secure API endpoints.
Live Google Sheets Sync
Used Google Apps Script and APIs to dynamically push and pull CRM data for real-time visibility and accessibility.
Profit & Loss Engine
Built a smart formula-based calculation engine that adjusts for shipping, payment mode, RTO, and deduction scenarios.
Caller Dashboard & Allocation Tool
Enabled quick order allocation and caller-specific stats to manage performance and accountability without micromanagement.
Tech Stack
Results
Measurable outcomes and business impact
50% Faster Daily Order Processing
Automation reduced manual tracking and allocation time by over half.
Clear Visibility on Profit Margins
Admins could now track net profit on a daily basis—factoring in RTOs and platform deductions.
Smarter Team Performance
Daily stats helped track team effort and improve accountability among callers and support staff.
Real-Time Operational Decisions
With instant delivery insights and order resolution tracking, business owners made faster, smarter decisions.
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