Sales and operations

Manage the move from lead to closeout.

Moverai keeps the customer, route, services, inventory, estimate, survey, payments, documents, notes, claims, and dispatch legs on one order.

Guided Moverai interview
HOW IT WORKS

Sales and operations work from the same order.

One order for every team

1connected order
5workflow stages
Sharedteam data
Connected to the rest of the order.Customer, service, inventory, financial, document, and activity details remain available across Moverai.

Moving CRM

Keep the lead, estimate, and booked order together.

Sales works from the same record operations will eventually dispatch. Status, source, salesperson, survey, customer history, communication, and pricing stay continuous.

  • Search and server-side grouping for large move lists
  • Customer history, notes, SMS, tasks, and notifications
  • Local, long-distance, international, commercial, storage, and additional services
WORKFLOW
LeadEstimateOrderDispatchCloseout
Populated Moverai move order 1901048 connecting the customer, route, inventory, services, estimate, letters, attachments, and payments
Try this workflow with guided demo data.

Multiple services

Track the main move and additional services on one order.

Packing, moving, warehouse transfers, delivery, storage, and special services each get their own dates, stops, charges, requirements, and operational details without splitting the customer record.

  • Service-scoped inventory and estimate charges
  • Route stops with access, contact, and warehouse details
  • A consistent Customer → Services → Operations → Closeout workflow
WORKFLOW
LeadEstimateOrderDispatchCloseout
Populated Moverai move order 1901048 with customer, route, inventory, services, estimate, letters, attachments, and payments
Try this workflow with guided demo data.

Across the operation

Keep the work connected from one team to the next.

When inventory changes, estimating gets the new quantities. When a service is booked, dispatch gets the route legs. When a customer changes an address, the office gets an alert. When storage inventory moves out, Moverai creates a move request.

Teams spend less time copying information between systems or checking which version is current.

See it in action

Explore Moverai in a live working environment.

No booking or sales call required. Choose a workflow and explore it immediately.

Guided Moverai interview