PortLink: Supply Chain Management CRM Software

PortLink is a robust vessel supply chain management and CRM system that allows companies to manage maritime operations, vessel operations, customer relations, certification, orders, billing, and logistics processes effectively.

This system offers an integrated platform that allows companies to manage their customers, supplier organizations, vessels, ports, vessel certificates, cases, bills, payments, and engineer allocation processes on a single platform. It automates and digitizes the entire process, allowing maritime organizations to manage vessel details, orders, engineer allocation, and full case history on a single portal.

Additionally, this system offers custom reporting options and operational dashboard features to help management keep track of turnovers, volume, gross profit margin, vessel orders, certificates, supply chain processes, and financial information.

• Centralize vessel and supplier management operations.
• Digitize vessel certification and documentation processes.
• Streamline customer, order, and case management.
• Improve vessel assignment and port-to-port planning.
• Automate invoice and payment management.
• Simplify engineer scheduling and vessel visit management.
• Provide centralized access to vessel history, certificates, and documents.
• Improve operational visibility through dashboards and customized reports.
• Reduce dependency on manual paperwork and administrative processes.

1. Manual Vessel & Certification Management

The client relied heavily on paperwork and manual processes to manage vessels, certifications, vessel history, and related documentation. Finding certificates and historical records was time-consuming and made it difficult to maintain accurate information.

2. Complex Vessel & Order Tracking

The client needed to manage multiple vessels across different supplier companies while identifying suitable vessels for customer requirements. Tracking vessel assignments, routes, source and destination ports, availability, and order status through manual processes created operational difficulties.

3. Disconnected Customer & Case Management

Customer inquiries, vessel requirements, commissions, payment terms, expiry dates, and order information were handled through separate processes. This made it difficult for sales executives to maintain complete case histories and follow up on customer requirements efficiently.

4. Complex Reporting Requirements

The business required multiple customized reports covering vessel order status, certifications, supply chain tracking, invoices, financial information, and operational performance. Each report required different filtering criteria, datasets, and presentation formats.

5. Port Operations & Vessel Assignment

Managing vessel movements between source and destination ports required coordination of vessel availability, routes, schedules, and customer requirements. The lack of centralized port and route information made vessel assignment and operational planning more difficult.

6. Manual Invoice & Payment Processes

Creating and tracking invoices for vessel services, certifications, and customer orders required significant manual effort. The client needed a centralized financial workflow for invoice management, payment information, and transaction tracking.

7. Engineer Scheduling

Assigning engineers to specific vessels and coordinating vessel visits required manual communication and scheduling. The client needed better visibility into engineer assignments, availability, vessel visits, and upcoming certification activities.

Dashboard

Provides authorized users with a centralized view of important business metrics, including turnover, volume, gross profit, and margin for the current year based on user roles and permissions.

User Management

Administrators can manage employees, assign roles, and control access to different modules and functions based on user permissions.

Customer Management

Manage customer records, vessel requirements, inquiries, deadlines, and customer-related cases from a centralized interface.

Companies / Agent Management

Manage supplier companies and their associated vessels, including company information, vessel history, ports, and vessel details.

Vessel Management

Maintain detailed vessel records including capacity, dimensions, routes, vessel history, maintenance certificates, source and destination ports, and availability.

Port & Route Calendar Management

Create, update, and manage ports and use source and destination information to identify suitable vessels for customer requirements.

Case Management

Create and manage vessel-related cases with customer details, inquiry information, vessel requirements, commissions, currencies, expiry dates, order categories, and payment terms.

Order Management

Assign suitable vessels to customers and manage order-related documentation, destination and source port information, and applicable country or regulatory requirements.

Vessel Certification Services

Manage certification requests, document reviews, certificate requirements, vessel history, and certification-related activities.

Vessel Visit Management

Schedule vessel visits and communicate visit dates, times, and required documentation to vessel owners and relevant stakeholders.

Engineer Event Management

Schedule engineers for specific vessels, track assignments, monitor availability, and coordinate upcoming vessel activities.

Certificate Creation & Renewal

Create vessel certificates with service dates and manage renewal schedules. The system can send reminders based on certification types and renewal requirements.

Invoice Management

Manage customer and supplier invoices with case number, order version, customer details, supplier details, vessel information, port information, status, creation date, and received/sent status.

Payment Management

Maintain company bank information and support payment workflows for invoices, including direct bank transfer details.

Customized Reports

Generate customized reports based on different datasets and filtering requirements, including vessel order status, certifications, supply chain tracking, invoices, and operational information.

Reporting & Data Visibility

Provide centralized reporting and business data visibility to support operational monitoring and management decision-making.

Document & Case History

Maintain complete vessel, certification, order, invoice, and customer case histories so authorized users can quickly retrieve information and share relevant records with customers, companies, or vessel owners.