A CRM made for moving companies
Moving jobs start weeks before the truck shows up. There's the estimate, the follow-up, the date that changes twice, and the crew you need to line up for a Saturday at the end of the month.
Review Monster's CRM keeps all of that in one place, from the first call to the review after the last box. It's free with every Review Monster plan and live in about 30 minutes.
The hard parts
Estimates that go quiet
You send a quote and hear nothing. Without a follow-up, that customer books whoever called them back.
Month-end crunch
Everyone moves on the last weekend of the month. Crews, trucks and time windows have to line up without double-booking anyone.
Getting paid at the new house
The crew finishes late, the customer is tired, and someone has to collect the balance before the truck leaves.
How the CRM helps
Build the estimate from your price book and send it by text. The customer approves it online and it turns into a job.
Follow up on an estimate that hasn't been approved, with a text or email after the number of days you set.
Plan who's working each day, publish the shifts, and see at a glance whether you can take one more Saturday move.
The crew lead taps On my way and the customer gets a text with a live map.
Collect the balance on the crew's phone before the truck pulls out.
If you rent moving containers too, track each one and see what's free on the dates the customer wants.
A day with it
Monday a couple calls about a move on the 30th. You send an estimate by text that afternoon, and the CRM follows up two days later when they haven't answered.
They approve it online Wednesday. The job lands on the 30th, and you check the team schedule to make sure you have a full crew that day.
On moving day the crew lead taps On my way, the customer watches the truck on a map, and the crew has the inventory notes on their phones.
Last box in, the balance goes on a card with Tap to Pay, the job is marked Done, and a review request goes out that evening.
Questions people ask
Can customers approve moving estimates online?
Yes. Estimates go out by text or email, and customers approve and sign from a link on their phone.
Can I schedule crews as well as jobs?
Yes. The Team Schedule plans shifts by day, and jobs are assigned to the people doing them.
Does my crew need a separate app?
No. Crew members use the same Review Monster app on iPhone or Android, in a crew view that shows their jobs.
We also build websites for moving businesses, wired straight into the CRM.
See the websitesReady to try it for moving?
You'll be up and running in about 30 minutes, with your own local business number.