We know CRM and we know moving. We have built a robust vertical CRM platform from the ground up to empower your sales team with cutting edge tools for sales automation such as move pricing, surveys, alerts, electronic signatures and much more. Below is a bullet point list of just a few features that will truly and quickly propel your sales.
CRM for Movers
- Enterprise CRM for Movers with automatic lead capture from your website and Pay Per Lead (PPL) providers.
- Book and track individual moves, corporate moves, agent moves and government agency moves discretely.
- Configure-Price-Quote (CPQ) technology and tariffs for rapid estimates. Get estimates to your customers electronically within seconds and close deals quickly.
- Direct integration with Adobe Echosign for increased lead conversions using electronic contract management and e-signatures.
- Moving Software Movegistics CRM can dynamically generate estimates in your existing format with your logo and terms.
- Conduct visual field surveys using Apple IOS and Android devices. Surprise your customers and agents with a professional, instant, and automatic email containing a PDF summary of the visual survey.
- Now your sales team can breeze through phone Surveys within seconds with the lead or customer on the phone using our innovative phone survey screen.
- Dedicated self-service customer portal that will enable your leads and customers to complete Self Surveys, upload/download move documents, view quotes and view move status. Receive instant notifications of customer updates.
- View and Manage all events including visual appointments, scheduled jobs, sales follow ups and reminders using a powerful and familiar Google calendar interface.
- Automatically assign new leads across your sales team by territory or on a round-robin basis.
- Built-in Google maps integration.
- Custom email templates for single click emailing. A great tool and simple way to educate your clients and to keep them engaged during the sales cycle.
- International movers can send rate requests for destination and origin services to any agent in the world using our automatic rate request generation screens. Movegistics CRM comes pre-loaded with a worldwide database of agents.
- Take advantage of powerful sales reports to monitor sales Key Performance Indicators (KPIs) for closed sales, neglected leads, conversion ratios, top origins and destinations, track sales by referral source to evaluate ROI from your marketing campaigns.
- Ability to export all system data to CSV, Excel and PDF formats.
- All metric and imperial systems supported.
- Multiple currency support.