CRM for Movers: Estimates, Routes, Crews, and Closing the Loop on Every Job

Lead capture from every channel into one pipeline

Most moving company leads come from a mix of sources: the website's quote form, Google Ads landing pages, Facebook Ads, Yelp inquiries, referral calls. If those leads live in different places — your inbox, the marketing platform, a notes app, the dispatcher's spreadsheet — you're guaranteed to lose some.

The OCS CRM includes lead form integrations for your website, Google Ads, and Facebook Ads. Every new lead lands in the same centralized pipeline, with the source automatically tagged. You can see at a glance which channels are producing the highest-value moves and which are wasting your ad spend.

Estimate creation and follow-up automation

The Basic CRM ($750) includes estimate creation — build clean estimates with line items for labor, mileage, packing materials, and any custom fees, then send them out via email with contract terms attached.

The Upgraded CRM ($1,500) adds email automation for follow-up. The most expensive feature in any moving company's operation isn't the trucks or the labor — it's the closed-won rate. A follow-up sequence (estimate sent → check-in at day 2 → value reminder at day 5 → soft close at day 10 → 'still interested?' at day 21) running automatically captures the 30%+ of jobs that would otherwise go cold.

Viewed notifications tell you the moment a customer opens an estimate. That's the right moment to call — when the quote is on their screen, not three days later.

Routes, dispatch, and crew assignments

Moving operations get complicated fast when you're running two or three trucks on the same Saturday with different crews, different pickup addresses, and different delivery zones. The Upgraded CRM's Google Maps integration creates routes for each truck and lets dispatch see all crews on a map at once.

Worker logins mean each crew lead opens their phone and sees only their move for the day — pickup address, delivery address, customer notes, any special instructions (piano, large appliances, narrow stairs). They check off completed milestones and the office sees real-time job status without picking up the phone.

Closing the loop after the job

Once the move is done, the CRM handles the back-end work that retains customers and generates reviews. An invoice is generated automatically from the job details — no rebuilding it from a Google Doc. Email automation requests a Google review the day after move-day. The customer record is updated with notes that make next year's repeat business easier to win.