The Ultimate Moving CRM for Sales & Revenue Growth
Boost local & long-distance sales with intelligent automation in Movegistics 5.0.
Equip your team with powerful sales tools that drive revenue and close deals faster.
Supercharge Revenue Growth with Intelligent Tools
Discover how Movegistics 5.0 accelerates your sales growth and streamlines your workflow.
Grow Your Funnel & Convert More Leads
Automate sales & track real-time performance to expand your funnel, strengthen partnerships, & close more deals.
- Track top lead sources with real-time closing ratios, ROI, and cost per lead.
- Empower affiliates & partners with automated workflows & live dashboards.
- Prioritize high-value referrals with drill-down conversion insights.
- Streamline lead nurturing with automated workflows & Smart Tags.
- Boost repeat business with built-in referral automation.
Want to book more jobs and close deals faster?

NEW — AI VIRTUAL SURVEYS
Go from Lead to Estimate in Minutes — Without Leaving the Office
Text your customer a link. They walk the home with their phone camera. The AI builds a room-by-room inventory with cubic footage, carton counts, and special handling flags — delivered straight to your CRM.
- No App. No Video Call. No Scheduling. – 100% browser-based. The customer taps a link, records, and you get results in minutes — not days.
- Forensic-Level Detection – The AI identifies individual items, estimates packing materials, and flags pianos, pool tables, and fragile pieces automatically.
- Quote While the Lead Is Hot – Receive a finalized inventory before the customer has time to call your competitor. Push it to the CRM and generate the estimate in one click.
- Works for Your Reps Too – Same workflow works whether the customer self-records or your sales rep walks the home with their phone on-site.
The speed of a text message. The detail of an on-site estimate. That’s the edge.
Create Fast, Accurate Estimates
Streamline estimates with flexible tools for quick approvals.
- Complete inventories faster with our Offline-Ready Survey App, virtual video surveys (LiveSwitch), or built-in CRM capture.
- Automate pricing for labor, packing, valuation, and fees—applied automatically based on service type.
- Generate multi-day estimates with a clear, itemized breakdown.
- Duplicate & adjust estimates instantly for pricing variations.
- Send mobile-friendly estimates with service-type templates and instant notifications.
Book more moves with fast, professional estimates—wherever you are.
Drive Customer Engagement Effectively
Engage customers with real-time, transparent communication that builds trust and loyalty.
- Consolidate email and SMS into one seamless communication hub.
- Enable real-time, two-way email and SMS conversations with instant access to client details.
- Automate trigger-based email & text follow-ups to drive engagement effortlessly.
- Build trust with transparent, consistent customer interactions.
Engage customers like never before with seamless communication.
Boost Productivity with Smart Tools
Streamline workflows and maximize efficiency with automation.
- Automate follow-ups with the Virtual Follow-Up Assistant for structured, timely outreach.
- Sync your team with a shared sales calendar for surveys, events, and time-offs.
- Use Smart Tags to assign leads, set reminders, and trigger automations instantly.
- Track performance with key metrics like Time to Convert, Time to 1st Action, Time to Estimate, and Time to Book.
- Build custom reports effortlessly with quick filters, saved views, and one-click sharing.
Work smarter—turn follow-ups into booked moves effortlessly.
Simplify Operations with Seamless Handoffs
Ensure team alignment and smooth transitions for exceptional customer experiences.
- Keep teams aligned with shared notes, documents, and photos.
- Automate dispatch work orders, ensuring crews receive all essential job details.
- Maintain a time-stamped record of all updates for full transparency and accountability.
- Stay organized with a centralized activity log and a central library for tagged internal notes, documents, and photos—keeping every move detail easily accessible.
Eliminate handoff friction—keep every detail on track effortlessly.
Offer Value-Added Services
Increase revenue with tailored solutions and intelligent upselling.
- Offer white-glove services for high-value clients.
- Recommend intelligent upsells, like valuation coverage, directly in estimates.
- Provide QR-code digital inventories and real-time tracking to elevate your interstate and storage services with our digital warehouse and QR mobile inventory add-ons.
Delight your clients while increasing your bottom line.
Supercharge Your Growth with Movegistics 5.0
Close more deals, optimize your funnel, and streamline sales with smart lead tracking, real-time dashboards, automated pricing, and seamless collaboration—everything you need to scale with confidence.
Ready to accelerate your sales and maximize efficiency?
How to Choose the
Right Moving Software
A Practical Guide to Transforming Your Moving Company.
Starting fresh or switching software? This free guide helps you choose the right solution for digital success.
“We took our time with due diligence, and we couldn’t be happier with our choice in moving software.”
