Solution · Built for movers
Moving CRM That Connects Sales and Operations
Turn an inquiry into a booked, dispatched, and completed move without rebuilding the customer record in separate systems. Moverai gives sales and operations a shared view of every opportunity and order.
Inside Moverai
See the workflow in the real product.
Sales and operations work from the same live move pipeline.
Business outcomes
What changes for your team.
Keep leads, surveys, estimates, follow-ups, and booked moves together
See customer communication and activity in context
Give operations clean information when a sale is handed off
From the first inquiry to a usable moving order
Capture customer contacts, requested dates, route stops, service requirements, lead source and the next action. Sales can continue with surveys and estimates before booked work reaches dispatch.
Use the CRM overview for the shared customer-to-order workflow. The Sales CRM guide focuses on salesperson ownership and follow-up; the Lead Management guide focuses on intake details.
Feature overview
What the feature supports.
A continuous customer record
Keep customer contacts, addresses, move requirements and activity together when an inquiry becomes an estimate and then a booked order.
The operational handoff
Dispatch can work from the sold services, inventory and route without asking sales to rebuild the job.
How it works
Follow the workflow.
- 1. Capture the inquiry
- 2. Review the customer and route
- 3. Prepare and approve the estimate
- 4. Book services and hand off to operations
Frequently asked questions
Questions about this workflow.
See the workflow
Explore the applicable Moverai demo.
See it in action
Explore Moverai in a live working environment.
No booking or sales call required. Choose a workflow and explore it immediately.