Lead Follow-Up
Website and phone enquiries in one list, with reminders so no estimate is forgotten.
Industry CRM · Built in Calgary
CRM and Scheduling System for Moving Companies
From the first quote request to the final invoice, every move has its inventory, crew, truck and paperwork in one place, with no double-booked trucks.
New this week38
Estimates sent26
Booked14
New enquiries
3 bedroom houseWebsite · June 12Call todaynew
Office movePhone · June 20Site visitvisit
2 bedroom condoWebsite · June 8Quote sentfollow up
Surveys done19
Items listed842
Waiting on customer5
Move inventories
3 bedroom house64 items · pianoVideo surveyready
Office move112 itemsOn sitein progress
2 bedroom condo38 itemsCustomer formreview
Open estimates17
Approved21
Avg. move, $1,480
Open estimates
3 bedroom house6 hours · 3 movers$1,260approved
Office moveFlat rate$4,800sent
2 bedroom condo4 hours · 2 movers$640waiting
Moves today7
Trucks out5
Crew members18
Today’s moves
8:00 · NW to SETruck 2Crew Aloading
9:30 · DowntownTruck 4Crew Cen route
1:00 · SW condoTruck 1Crew Bscheduled
Paid this week, $28,640
Deposits held22
Unpaid3
Recent invoices
House moveAlex M.$1,540paid
Condo moveJordan K.$690paid
DepositSam R.$200deposit
Moves this month164
Lead win rate, %42
Reviews asked151
Moves by month
JanFebMarAprMayJun
Overview
Made for the way moving company businesses work
Moving companies live and die on follow-up. Customers ask several movers for a price, often within a few hours, and the fastest clear answer tends to win. After booking, the office still has to match the right crew and truck to each date while handling changes that arrive right up to moving day.
We build a CRM that follows a move from enquiry to payment. Leads from your website land in one list, and the inventory can be collected by phone, on site, on a video call or by the customer. Your own pricing rules help produce the estimate, then crews see their jobs and details on a phone. Documents, deposits and final invoices stay with the job.
Who it is for: Local and long-distance movers, office movers and moving and storage companies.
Features
What the moving company CRM can include
Room-by-Room Inventory
Collect items by phone, on site, by video or from a customer form.
Estimates From Your Rules
Hourly or flat rates, minimum hours and travel fees built into each estimate.
Crew and Truck Calendar
See crews and trucks by date, with warnings before anything is double-booked.
Crew Job Sheets
Addresses, inventory, stairs and elevator notes, photos and signatures on a phone.
Deposits and Invoices
Take deposits, send final invoices and export the numbers to your bookkeeper.
FAQ
Moving Company CRM: questions
What owners ask before switching to a custom CRM. Tap a question to see our answer.
Have a different question?Write to us and the answer comes from the people who would build your site.
Can customers send their own inventory?
TTTwo Trees Studio
Yes. A guided form lets customers list items by room and add photos. Your team reviews it, adjusts anything that looks off and uses it to prepare the estimate.
Will it stop us from double-booking trucks?
TTTwo Trees Studio
The calendar shows which crews and trucks are assigned on each date and warns the office about conflicts, so problems appear before moving day rather than on it.
Can it handle damage claims?
TTTwo Trees Studio
It can. We can add a claim record to the job with photos, notes, the signed paperwork and its status, so all the details stay together while the claim is resolved.
Other industries
More CRM systems from Two Trees Studio
Gym & Sports Club CRM
Members book and pay, coaches see their classes, and the front desk sees who is in the building, all from one system with your club's name on it.
See this CRMLocksmith Company CRM
Every call becomes a customer record and a job with an address, a technician, photos, a price and a paid invoice, so nothing depends on memory or a whiteboard.
See this CRMAppliance Repair CRM
Every repair keeps its model and serial number, fault notes, parts and warranty status, so the technician arrives ready and the office never has to chase details.
See this CRMGarage Door Company CRM
Urgent spring repairs, booked installs and yearly tune-ups all sit on one board, with each customer's door details ready before the technician arrives.
See this CRMMedical Clinic CRM
Appointments, reminders, intake forms and clinic billing in one screen, so your front desk spends less time on the phone and more time with the people in front of them.
See this CRMPlumbing & HVAC CRM
Emergency calls, tune-ups and installs on one board, with every furnace and water heater on file and your maintenance agreements renewing on time.
See this CRMCleaning Company CRM
Recurring cleans schedule themselves, cleaners see their checklists and access notes on a phone, and each finished visit can create the invoice.
See this CRMRenovation Contractor CRM
Follow each renovation from first lead to final payment, with estimates, signed change orders, client selections, daily logs and progress invoices in one place.
See this CRMSee the Moving Company CRM in action
Book a short walkthrough by video or at our Calgary office, and get a written price for setting it up for your company.