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Top Moving Company CRMs

Streamlining Operations and Boosting Customer Satisfaction

Growth is a great thing for moving companies, but if you’ve been struggling to keep up with bookings and manage all your leads, it might be time to invest in a moving company CRM.

Moving company CRMs are custom-made for companies just like yours. With one, you could potentially save your company a ton of time and send your profits skyrocketing. This software lets you handle quotes, scheduling, and follow-ups with ease.

Picking the right moving company management software can be a challenge, especially with so many different CRMs out there. Below, we discuss the five best CRM solutions for moving businesses and why you need one.

screen of software for managing transportation right

Understanding the Importance of CRM in Moving Companies

Have you ever upset a customer because of a scheduling mix-up? Do you feel overwhelmed by trying to manage leads from different sources? If managing your moving company feels like running on a treadmill that never stops, you simply can’t afford to go without a CRM.

With a CRM, your moving company can:
● Streamline operations and coordinate your drivers, sales reps, and customer support team
● Boost customer satisfaction by completing jobs more quickly and accurately
● Keep customers in the loop with real-time updates
● Monitor the performance of your team and pinpoint areas that need improvement

Essential Features of a CRM for Moving Companies

Most CRM software comes with so many features that it’ll make your head spin. Which ones are absolutely must-haves for your moving company? If you’ve never used a CRM before, it can be tough to know which features you really need and which are nothing more than fluff. A good CRM for moving companies should have features such as these

Contact Management

If you’ve been keeping track of your contacts manually, you know how much of a headache it can be. It’s all too easy to lose names, addresses, and phone numbers, especially if you keep all of your contact info written down in a notebook.

Moving company CRM software allows you to keep all of your contacts in one conveniently accessible place. That means no more flipping through notebooks or digging through bloated files looking for the details you need.

Scheduling and Dispatching

If your moving company has lots of jobs to tackle, it’s easy to get a few of them mixed up every now and again. Drivers could go to the wrong house or show up at the wrong time, which can lead to annoyed customers. If you’re tired of getting angry reviews because of scheduling mishaps, you need to invest in a CRM.

Quoting and Invoicing

Providing quotes and invoices to customers can be a real pain if you do it the old-fashioned way. By going paperless with a CRM, you’ll be able to get paid faster (and it’s better for the environment, too).

The best CRMs have automatic quoting and invoicing features that do all the math for you. You can send your customers a quote electronically and allow them to pay from nearly anywhere at any time.

Customer Feedback and Reviews Management

Moving companies live and die by the quality of their customer reviews. If you have too few reviews, customers will shy away from you, but a bunch of bad reviews can be even worse.

With CRM software, you can prompt customers to leave reviews after every job and even receive a notification when someone leaves a review for you. If it’s a bad one, that gives you the chance to reach out and make things right.

Mobile Accessibility

Without a CRM, managing your quotes, fleet, and moving inventories can be a real headache. You might have to head back to the office and hop on your computer just to pull up a quote, for instance. That just slows you down, which means less profits for you.

CRM software seamlessly integrates with your mobile devices. You can check scheduling details, dispatch trucks, and accept payment from your tablet or phone.

Integration Capabilities With Other Tools and Software

Do you use tools like QuickBooks, Stripe, PayPal, or Google Calendar? You don’t have to give those tools up to make the switch to a CRM. The best ones integrate with these popular tools, plus hundreds of others. Salesforce, for example, can integrate with more than 2,500 apps.

Overview of Top CRMs

We know it’s tough to choose the right moving company CRM, which is why we’ve provided an overview of the best ones. We based our selection criteria on factors such as:

  • Ease of use
  • Customization
  • Pricing
  • Support
  • Features unique to each CRM
  • Customization for moving companies

Detailed Reviews of Selected CRMs

You’ll find dozens of CRMs out there, but not all of them are custom-made just for moving companies. Below, take a look at the five best CRMs for moving companies.

MovingUp.Pro

movingup.pro dashboard moving crm

MovingUp.Pro offers a comprehensive suite of tools that allow businesses to automate marketing, sales, and service processes. It can be highly customized to meet the needs of any CRM.

MovingUp.Pro allows you to:

  • Unified Dashboard to view multiple functionalities into a single dashboard, eliminating the need to have separate software for various tasks.
  • CRM Functionality to help businesses to track interactions with leads and customers. This feature enables users to manage contacts, track deal flow, and implement follow-up campaigns.
  • Marketing Automation is one of its prime features, with capabilities that enable businesses to create automated email and SMS campaigns and implement trigger-based communication.
  • Landing Page and Funnel tools for creating high-converting landing pages and sales funnels with ease.
  • Communication Platform allows businesses to communicate with their clients via multiple channels like email, SMS, and even phone calls, all integrated into a single platform.
  • Integrations provides a wide array of integrations, ensuring that businesses can easily connect to MobileUp.Pro with other tools they are using.
  • Client Management can manage multiple clients under a single account, which is a crucial feature for marketing agencies to maintain distinct and organized client data.
  • Reporting and Analytics features to help businesses track performance and gain insights into their campaigns.

MoveNinja

moveninja screenshot

MoveNinja is a lightweight CRM that’s built just for moving companies. It’s the trusted CRM of movers such as Metro Moving, Argo Moving & Labor, and Alberta Pro Movers. According to moving company software reviews of MoveNinja, customers love that it’s affordable, powerful, and a snap to use.

You can choose from one of two MoveNinja products: the classic MoveNinja CRM or MoveBooker, an AI-powered tool that allows customers to book your services online 24/7.

If you’d like to keep things simple, you can always stick with classic MoveNinja. This CRM software for moving companies makes it easy to follow up on leads, provide quotes, assign jobs, and close sales.

Key Features Might Include:

  1. Lead Management: Tracking and managing potential customer inquiries and interactions.
  2. Customer Management: Keeping detailed customer profiles and interaction histories.
  3. Moving Job Management: Scheduling, dispatching, and tracking moving jobs.
  4. Estimation and Quoting: Providing accurate estimates and quotes for moving jobs.
  5. Invoicing and Payments: Managing customer billing, invoicing, and payment processing.
  6. Communication Tools: Engaging with customers via various channels like email, SMS, and calls.
  7. Task and Employee Management: Managing tasks, employee schedules, and dispatching crews.
  8. Inventory Management: Keeping track of moving supplies and assets.
  9. Reporting and Analytics: Analyzing business performance through various metrics and reports.

MoverBase

moverbase crm screenshot

MoverBase is a cloud-based CRM that’s a good pick for moving companies on a budget. It offers a free plan so you can see if the CRM is right for you, plus a wallet-friendly plan that costs only $19 per month.

MoverBase allows you to:

● Excel at streamlining moving company operations
● Automate emails to respond to potential clients
● Accept payment on location with wireless and swipe POS
● Digitize any document
● Save time by automatically filling in all documents

Key Features:

  1. Comprehensive CRM: Manage customer relationships, from initial contact through to moving job completion and follow-up with store customer details and moving job information in a centralized database.
  2. Job Management: Schedule, dispatch, and manage moving jobs efficiently, with calendar features and job status tracking. Allocate resources, such as assigning crews and vehicles to particular jobs.
  3. Estimates and Invoicing: Create, send, and manage estimates and invoices directly within the platform then convert estimates to jobs with ease upon client approval.
  4. Customer Communication: Engage with customers via integrated communication tools like email and SMS. With automated follow-ups and reminders, you can streamline communication with clients.
  5. Inventory Management: Keep track of moving supplies and assets, ensuring availability and optimization of resources. You can integrate item lists into estimates and job workflows.
  6. Employee Management: Schedule crews and manage employee availability and hours. Facilitate communication among staff and allocate tasks effectively.
  7. Reporting and Analytics: Analyze performance data and generate reports to gain insights into operations and financials. Utilize data to make informed decisions about scaling and optimizing the business.
  8. Integrations: Potentially integrate with other tools and platforms for accounting, marketing, or extended CRM capabilities. MoverBase integrates with more than 400 popular apps, including PayPal, Stripe, and Google Calendar. Plus, it comes with free training and support.

Movegistics

movegistics screen

Movegistics CRM is one of the best CRMs for movers with less than 15 employees. This CRM was created by a team of movers who know exactly what moving companies need to succeed.

According to Movegistics, movers can potentially quadruple their revenue by using this CRM. With Movegistics, you can:

● Easily capture and organize moving company leads from your website, third-party lead gen providers, and referring realtors
● Accurately estimate and book moves of any size
● Dispatch wirelessly and track moves in real time
● Complete moves electronically, allowing you to save over $10,000 per truck annually

SmartMoving

smartmoving screen

SmartMoving is a powerful CRM that’s trusted by today’s fastest-growing moving companies, such as MoveCentral, Rightsize Moving Solutions, and Tri-Star Moving Company. This CRM includes templated emails and proven sales scripts to help you close more jobs and boost your revenue.

With SmartMoving, you can:

● Easily take inventory from your tablet
● Get accurate estimates in seconds with the Auto Price Engine
● Create schedules and assign trucks using an intuitive drag-and-drop system
● Identify your most valuable lead sources
● Seamlessly connect your drivers, customer service agents, dispatch center, and sales reps

Key Features of SmartMoving:

  1. Lead Management: Track and manage leads from various sources, ensuring no opportunities are missed.
  2. Automated Marketing: Automated email and SMS marketing tools are designed to nurture leads and keep customers engaged.
  3. Estimating and Quoting: Allows businesses to generate and send accurate estimates and quotes to potential customers digitally.
  4. Job Scheduling and Dispatching: Easily schedule moves, allocate crews, and dispatch teams efficiently.
  5. Customer Relationship Management (CRM): Manage customer interactions and information, keeping all customer-related data in one accessible place.
  6. Billing and Invoicing: Create, send, and manage invoices and payments within the platform.
  7. Inventory Management: Track and manage moving inventory to ensure resources are utilized efficiently.
  8. Employee Management: Manage employee schedules, assign tasks, and keep track of work hours and pay.
  9. Reporting and Analytics: Analyze business metrics and generate reports to make data-driven decisions for the company.

Salesforce for Moving Companies

salesforce screenshot

Salesforce’s CRM, called Salesforce Customer 360, bills itself as the world’s number-one CRM. It features best-in-class AI-powered apps for sales, commerce, marketing, and service, allowing moving companies to successfully support every customer touchpoint.

Salesforce Customer 360 is a great pick for moving companies thanks to its on-demand training, powerful productivity tools, and analytics capabilities that allow you to drill deep into customer data.

A few perks of Salesforce include:

● Highly scalable and carbon-neutral
● Boasts an ecosystem of 8,700+ apps
● Increases cross-team coordination to reduce delays and errors
● Allows you to proactively predict maintenance needs for moving trucks

Key Features:

  1. Lead Management: Track and manage leads from various sources, ensuring no opportunities are missed.
  2. Automated Marketing: Automated email and SMS marketing tools are designed to nurture leads and keep customers engaged.
  3. Estimating and Quoting: Allows businesses to generate and send accurate estimates and quotes to potential customers digitally.
  4. Job Scheduling and Dispatching: Easily schedule moves, allocate crews, and dispatch teams efficiently.
  5. Customer Relationship Management (CRM): Manage customer interactions and information, keeping all customer-related data in one accessible place.
  6. Billing and Invoicing: Create, send, and manage invoices and payments within the platform.
  7. Inventory Management: Track and manage moving inventory to ensure resources are utilized efficiently.
  8. Employee Management: Manage employee schedules, assign tasks, and keep track of work hours and pay.
  9. Reporting and Analytics: Analyze business metrics and generate reports to make data-driven decisions for the company.

Choosing the Right CRM for Your Moving Company

Still not sure which CRM is right for you? No single CRM is going to be a perfect fit for every moving company out there. Here’s how to decide on the best CRM for your business.

Which Features Do You Need?

The last thing you want to do is introduce a piece of confusing, bloated software to your moving team. That’s why it’s so important to pick a CRM that features must-have, easy-to-use tools that every member of your team can understand.

A few features to look for include:

● Integrations with your favorite apps
● Easy inventorying for accurate estimates
● Sales automation
● Customer portals with live chat
● Route planning and trip management
● Real-time scheduling
● Analytics and reporting
Text and email campaign automation

What’s Your Budget?

It’s smart to nail down your budget before picking a CRM. Many companies offer a low-priced “light” plan, but if you want the most features, you might have to pay a bit more. It’s a good idea to shop around and learn what you’ll get for your money.

How Big Is Your Team?

If you have a small team of less than 15 people, you can probably get by with a lower-priced CRM plan. Generally, the bigger your team is, the more you’ll pay.

If you have a large team, it’s important to choose a CRM that lets all members easily communicate with one another.

Do You Need Training?

Even the most user-friendly CRM can feel a bit overwhelming to use at first, especially if some members of your team aren’t technically inclined. Thankfully, all of the best moving company CRM software includes help with setup and training. Some software providers will charge for training, while others offer it for free.

Implementing CRM: Steps Towards a Smooth Transition

So you’ve purchased a CRM. Now what? Here’s how to make the transition for your company:

● Train your staff on how to use the CRM. The software provider may offer to do this for you.
● Migrate data from your current software to the CRM.
● Set up your processes and customize the CRM to your liking.
● Measure your ROI after you’ve used the CRM for a while.

Need Help Implementing Your CRM? Contact Us!

Moving company CRM software could be just what you need to take your business to the next level. If you need help choosing or implementing your CRM, reach out to Moving Marketing Results today.

Christina Hawkins is a seasoned digital marketing expert with over 25 years of experience in the field. Throughout her career, she has honed her skills in various digital marketing strategies and has worked with clients nationwide, including home-based service contractors and moving companies.

In addition to her marketing expertise, Christina also has a unique background in logistics, having spent 10 years as a Department of Defense logistician. As the wife of a US Marine Corps veteran and daughter of a US Air Force serviceman, Christina has a deep understanding of the military lifestyle and the challenges it can bring when moving from base to base.

In her current role as a fractional CMO and strategist, Christina continues to help businesses grow and succeed in the digital space. She is also gearing up to release her upcoming book, "The Complete Guide to Internet Marketing for Movers," which promises to be an invaluable resource for moving companies looking to expand their online presence.

Moving Marketing Results