SAN — Sistema de Agente Naviero

End-to-end CRM for Tramavenca (maritime logistics). Modules: Sales, Operations, Logistics, HR. Reduced PDA Proforma generation from 3 hours to 3 minutes (98% reduction).

SmartSuite CRM Automation Maritime Logistics

The Problem

Tramavenca's team spent 3+ hours manually generating PDA Proformas — a critical document in maritime logistics — using spreadsheets and email threads. Data was scattered, errors were frequent, and there was no visibility across Sales, Operations, and Logistics.

The Solution

Built the Sistema de Agente Naviero (SAN): a custom CRM on SmartSuite covering Sales, Operations, Logistics, and HR. Automated the PDA Proforma generation with pre-filled templates, approval flows, and real-time data from linked records.

Results

✓ PDA Proforma generation reduced from 3 hours to 3 minutes — 98% reduction
✓ Full visibility across Sales, Operations, Logistics, and HR in one system
✓ Eliminated manual data entry and cross-department email threads
✓ Scalable foundation for future automation and reporting