Elevate Every Step with Automation — Lead to Payment
Use automation to enhance every touchpoint—from lead capture to final payment—so nothing slips through the cracks
Automate Customer Sequences with Ease
Turn leads into loyal customers with powerful automation.
With Movegistics 5.0, trigger dynamic email and text sequences based on real-time actions—like submitting a lead form, signing an estimate, booking a move, or sending an invoice.
Nurture leads at every stage—automatically.
Especially post-estimate, where follow-ups often fall through.Use smart templates, delays, and filters to ensure the right message reaches the right customer—at the right time, effortlessly.
- Automate follow-ups based on estimate status or lead stage
- Use filters like job type, value, or lead source for tailored messaging
- Personalize communication with custom fields and dynamic content
- Combine delays and triggers to nurture leads over time
Want to personalize follow-ups at scale?
Keep Your Team Aligned with Internal Automations
Stay ahead of every task with automated internal notifications and smart reminders—so your team always knows what to do next.
Movegistics 5.0 keeps your entire operation in sync. From sales to dispatch to billing, everyone stays on the same page with zero manual follow-up.
- Notify reps when a customer replies to a text or email
- Trigger alerts when estimates are viewed or signed
- Notify team members when a smart tag is added to a customer file
- Auto-alert operations when a move is booked
- Remind billing when a job is marked complete
- Automate sending payment receipts
Tired of things slipping through the cracks?
Visualize Every Journey—Across Sales, Ops, Storage & Beyond
Go beyond sales and track the full lifecycle of every customer.
With Movegistics 5.0, pipelines aren’t just for closing deals—they’re a powerful tool for managing operations, billing, storage, claims, and more. Stay on top of every touchpoint from lead to final invoice.
- Create dedicated pipelines for complex commercial moves, claims, storage, and more
- Use smart tags and statuses to reflect key milestones
- Track each customer’s progress without relying on spreadsheets or manual updates
- Get full visibility across departments to prevent bottlenecks
Want to manage your entire operation with total visibility?
Automate Smarter. Elevate Every Journey.
Whether it’s lead nurturing, internal coordination, or post-move follow-ups—Movegistics 5.0 helps you build trust, reduce friction, and deliver an experience your customers remember.
