Movegistics CRM Review

Movegistics CRM is a CRM solution that offers advanced workflow management features to help optimize sales, moving operations, groupage, transportation, warehousing, and various back-office functions. It provides customizable automation technology and a vertical CRM tailored for both domestic and international moving companies. It also includes automatic lead capture from websites and Pay-Per-Lead (PPL) providers. Leads can be routed into the system and assigned to sales representatives. Users can schedule follow-up reminders, send emails, conduct phone surveys, and arrange preliminary site visits.
The integrated Configure, Price, Quote (CPQ) functionality allows sales teams to calculate moving costs based on zone, weight, volume, square footage, storage rates, number of bedrooms, and more. Additionally, Movegistics CRM includes sales reports for tracking various key performance indicators (KPIs).

MOVEGISTICS CRM – TUTORIAL

MOVEGISTICS CRM – FEATURES

• All-in-one CRM for moving companies: manage every lead, closure, and team assignment with Movegistics CRM 5.0
• Team app: streamline daily operations with surveys, invoicing, payroll calculations, and compliance tools
• Virtual survey: maximize warehouse revenue with real-time visibility into storage, occupancy, and tracking tools
• QR code inventories: track every item during interstate and storage shipments quickly and accurately
• On-site survey app: complete accurate surveys for homes of any size, even without internet access
• Digital warehouse: maximize storage revenue with real-time visibility and tracking tools
• Automatic lead capture and assignment: seamlessly import leads from your website and third-party sources
• Smart nurturing and automated follow-ups: engage leads with email and SMS sequences based on smart tags
• Affiliate partner tools and ROI tracking: strengthen partnerships and monitor their impact with an intuitive dashboard featuring drill-down capabilities
• QuickBooks Online sync: seamless accounting integration
• Interactive dashboards: get a complete overview with sales, marketing, and leaderboard visualizations
• Custom reports on demand: generate reports with one click, no need for Excel
• Pre-built profitability reports: compare actual vs. estimated sales, margin reports, and more
• Automated workflow messaging: automate follow-ups, confirmations, and reminders
• Custom email and SMS templates: personalize messages with dynamic fields
• Schedule messages for optimal timing: send immediately, after X days, or before moving day