CRM for movers
A moving company CRM that turns quote shoppers into booked move dates
Movers get leads weeks ahead and lose them to slow replies. Clientager answers every enquiry, collects move details, sends estimates and locks the date with a deposit.
CRM included in every plan, from $39/month. AI manager included.
New lead
Survey booked
Estimate sent
Deposit paid
Quick answer
What does a moving company CRM do?
A moving company CRM tracks every lead from first enquiry to estimate, deposit and move day, and follows up while customers compare quotes. Clientager adds an AI manager that answers calls, WhatsApp, SMS, chat and email 24/7, collects move date, addresses and home size, books surveys and sends estimates with deposit links. It is included in every plan, from $39/month.
Built for moving companies and removal firms
Your Moving Company CRM comes set up with the stages and fields moving companies and removal firms actually use. Change anything, add your own.
Pipeline stages
- New lead
- Survey booked
- Estimate sent
- Deposit paid
- Won
What each record holds
- Move date and flexibility
- Origin and destination addresses
- Home size and number of rooms
- Floors, stairs, elevator and parking access
- Special items (piano, safe, artwork, antiques)
- Packing service needed
- Storage needed
- Assigned crew lead
Move details on every lead
Move date, both addresses, home size, access notes and special items are captured on the record, so estimates are accurate the first time.
Estimate pipeline
Leads move from new to survey booked, estimate sent, deposit paid and won. Deal values show booked revenue by month.
Surveys and move days on the calendar
In-home or video surveys, move days and tasks sit in one week view, so you can see crew capacity before you confirm a date.
Estimates and deposits
Build estimates from your catalog: crew hours, trucks, packing materials, storage and special items. Send a PDF with a deposit pay-by-link through Stripe, Razorpay or PayPal.
Crew assignment
Assign each move to a crew lead with a job record and tasks, and keep notes on what was moved and any issues.
Customer timeline
Every call transcript, message, estimate, change of date and payment in one history.
Reports
Track leads by source, estimate win rate, deposits collected, moves completed and after-hours enquiries.
Included: Clientager AI manager
A CRM that fills itself in
Most CRMs wait for someone to type. Your AI manager answers calls, WhatsApp, SMS, website chat and email 24/7, then writes every contact, booking and next step into the CRM for you.
Replies first
Moving customers request several quotes. Your AI manager answers instantly, 24/7, and keeps the conversation going while competitors are still checking voicemail.
Collects move details
It asks for the date, both addresses, home size, stairs, elevator and special items, and fills those fields on the record.
Books surveys
It offers in-home or video survey slots and books them on your calendar with a confirmation and reminder.
Sends deposit links
Once an estimate is accepted, it can send the deposit pay link to lock in the date.
Scores leads
Each contact gets a short summary, a hot, warm or cold score and a next best action, like following up on an estimate before the weekend.
How a moving company runs on Clientager
- 01
Lead arrives
A family asks for a quote on a Sunday evening. The AI manager collects the date, addresses, home size and special items.
- 02
Survey and estimate
It books a video survey. Your estimator sends a detailed estimate from the catalog the same day.
- 03
Date locked
The customer pays the deposit by link. The deal moves to Deposit paid and the move is on the calendar.
- 04
Move day
The crew lead sees the record with access notes and special items. The reminder went out three days before.
- 05
Balance and review
After the move, the balance invoice goes out with a pay link, followed by a review request.
Automations ready to switch on
- When An estimate sits in Estimate sent for 2 days→ Send a follow-up SMS and create a call task.
- When A deposit is paid→ Move the deal to Deposit paid and send a move-day prep checklist by email.
- When Move date is 3 days away→ Send a reminder with the arrival window and parking notes.
- When A move job is marked completed→ Send the balance invoice pay link and a review request the next day.
- When A survey is completed→ Create a task to send the estimate the same day.
Spreadsheets vs. Clientager
Spreadsheets and generic CRMs
- Quote requests answered a day late
- Move details scattered across emails and texts
- Estimates sent with no follow-up
- Deposits chased by phone
- Crews show up without knowing about the piano
Clientager Moving Company CRM
- Every lead answered 24/7
- Move date, addresses and access notes on the record
- Estimates followed up automatically
- Deposit pay links lock in the date
- Special items and notes visible to the crew lead
Why speed and detail matter in a moving company CRM
People planning a move collect several quotes and pick the company that responds quickly and seems organized. A moving company CRM has to help you do both. Clientager's AI manager answers every call and message 24/7, including evenings and weekends when most people plan their move. It collects the move date, both addresses, home size, stairs, elevator, parking and special items, and writes them onto the record.
Accurate details mean accurate estimates. Your estimator does not need to call back to ask how many floors or whether there is a piano. If a survey is needed, the AI manager books an in-home or video survey on your calendar. The lead sits in the pipeline with a score, so your team knows which customers are ready to book and which are only browsing.
Estimates and deposits that lock the date
Build each estimate from your catalog of crew hours, trucks, packing materials, storage and special item handling. Add tax or a discount and send a PDF. Then attach a deposit request with a secure pay-by-link through Stripe, Razorpay or PayPal on your own account. When the customer pays, the deposit is recorded and the deal moves forward, which turns a soft yes into a confirmed date.
Unanswered estimates are where movers lose the most work. Clientager follows up automatically after a couple of days and creates a call task for your team. The AI insights on each contact summarize the conversation and suggest the next step. Reports show estimate win rate and deposits collected, so you can see how many quotes actually become booked moves each month.
Move day and after
On move day, the crew lead opens the record in any phone browser and sees the addresses, access notes, special items and what was promised in the estimate. A reminder went to the customer three days earlier with the arrival window and parking notes, so fewer moves start late because the truck cannot park. If plans change, the new date is updated on the record and the crew sees it right away.
After the move, the balance invoice goes out with a pay link and is marked paid when the customer pays. A review request follows the next day, while the experience is still fresh. Moves are seasonal and often booked weeks ahead, so the calendar view and pipeline values help you see busy weekends early and plan crews, trucks and storage space before you run out.
Questions about the CRM
What is the difference between a moving company CRM and an AI manager?
The CRM stores your leads, move details, estimates, deposits, crews and invoices. The AI manager answers calls and messages 24/7, collects move details, books surveys and sends deposit links, writing everything into the CRM. Clientager includes both, so evening and weekend quote requests become organized, scored leads by the next morning.
Can I import past customers and open leads?
Yes. Import from any spreadsheet or CRM export via CSV, mapping columns to fields like move date, addresses and home size. Duplicate detection flags people already in the system, and you can merge duplicates afterwards. Imported leads can go straight into the right pipeline stage.
Can crew leads log in without seeing revenue?
Yes. Crew leads and movers get the staff role. They see assigned moves, customer details, access notes and tasks, but not payments, billing or revenue. Owners and managers see everything. Starter includes 2 team logins, Growth 5 and Scale unlimited, with an activity log of changes.
Can I take deposits through the CRM?
Yes. Send a deposit invoice with a secure pay-by-link through Stripe, Razorpay or PayPal, using your own account. When the customer pays, the invoice is marked paid automatically and an automation can move the deal to Deposit paid and send a move-day prep email.
Does it handle both local and long distance moves?
Yes. Use a move type field or tags to separate local, long distance and storage jobs, and price each from your catalog. Smart lists and reports can filter by type, so you can see which kind of move brings the best margins and win rate.
How much is a moving company CRM with Clientager?
The CRM is included in every Clientager plan, and plans start at $39/month. That includes the AI manager that answers your leads 24/7. You can see it in a live demo, and you can get a refund before your agent goes live if it is not a fit for your company.
CRMs for similar businesses
Get your Moving Company CRM with an AI manager built in
We set it up for your business, connect your number and import your contacts. Try the live demo first.