What is SmartMoving?
SmartMoving is a comprehensive software platform built exclusively for moving companies to optimize their business operations and maximize profitability. This all-in-one solution combines CRM functionality with specialized tools for sales automation, dispatch and crew management, customer experience enhancement, reporting, estimates and pricing, accounting and payments, and storage management.
The platform helps moving companies overcome common industry challenges such as ineffective sales processes, inaccurate estimates, and inefficient operations by providing integrated tools that work seamlessly together. With features like mobile-friendly estimates with e-sign capabilities, automated lead routing, real-time crew and truck capacity visibility, and integrated payment processing, SmartMoving enables businesses to work smarter and faster while delivering exceptional customer experiences.
Features
- Sales Automation: Automated lead routing, sales task follow-up, and customizable email/text templates
- Dispatch & Crew Management: Real-time crew and truck capacity visibility with drag-and-drop scheduling
- Estimates & Pricing: Mobile-friendly estimates with e-sign and auto-calculated pricing engine
- Accounting & Payments: Integrated payment processing with QuickBooks integration and payroll management
- Storage Management: Multi-warehouse support with automated recurring billing and container tracking
- Reporting: 40+ pre-built reports for real-time insights and job profitability management
- Customer Experience: Self-service customer portal with automated post-move surveys and review requests
Use Cases
- Streamlining sales processes for moving companies to increase conversion rates
- Managing dispatch and crew scheduling for local, intrastate, and interstate moves
- Creating accurate estimates with automated pricing calculations and mobile-friendly formats
- Managing storage operations with multi-warehouse support and automated billing
- Integrating accounting and payment processing with existing financial systems
- Generating real-time business insights through comprehensive reporting tools
- Enhancing customer experience with automated communications and self-service portals
FAQs
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How long does implementation typically take?
SmartMoving offers the fastest onboarding in the industry with dedicated customer success managers. Most customers are fully onboarded in just 3 weeks on average, experiencing benefits in weeks rather than months. -
What types of moves does the software support?
The platform supports all types of moves including local, intrastate, and interstate moves across the US and Canada, plus additional services like storage, junk removal, packing, and load/unload only jobs. -
Does it support multiple locations or franchises?
Yes, SmartMoving supports multiple locations, brands, and franchises with separate pricing, payments, and documents for each entity, plus unique toggling features for easy management. -
What integrations are available?
The platform integrates with over a dozen products including QuickBooks, MailChimp, RingCentral, RIG Moving Insurance, Google Maps, and calendar services, plus offers Open API for custom integrations.
