Movegistics CRM

4.9 (42)
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Transportation, moving & storage solutions

About Movegistics CRM

Movegistics CRM is a software solution designed for moving companies including independent movers, Van Lines affiliates, and international removal companies. The platform provides advanced workflow capabilities that help streamline sales, moves, groupage, transportation, warehousing, and various back office functions.

Movegistics CRM offers customizable move automation technology and a vertical CRM for national and international removals. The enterprise CRM features automatic lead capture from websites and PPL providers. Leads can be funneled into the system and assigned to sales reps. Users can schedule follow-up reminders, send emails, conduct phone surveys, and schedule pre-moves.

The platform's integrated configure-price-quote (CPQ) functionality enables sales reps to price moves by zone, weight, volume, square feet, storage rates, number of bedrooms, and more. Movegistics CRM can generate personalized estimates that can be sent directly to the prospect’s inbox, with e-signature capability for maximizing closing ratios.

Movegistics CRM’s electronic pre-move surveys help sales teams accurately estimate the size and scope of a move, based on each customer’s unique needs. Customers can execute a pre-move survey via the Movegistics mobile app for Android and iOS, through a quick phone survey, or by accessing the self-service portal using the customer login.

Movegistics CRM supports long distance and international movers by automatically generating documents such as airway bills, bill of ladings, commercial invoices and pre-advise for agents. Dispatch and storage features include a comprehensive dispatch control center with a daily job chart and calendar for manpower and truck availability. The platform also includes sales reports for monitoring a variety of key performance indicators (KPIs).


Key benefits of Movegistics CRM

  • Movegistics CRM is able to provide integration with Van Lines affiliates, carriers of the organization's choice, and various external ERP systems.

  • Users can give estimates to customers electronically with configure-price-quote (CPQ) technology and tariffs for rapid estimates.

  • Movegistics CRM's dedicated self-service customer portal enables clients to complete their own move surveys, upload/download documents, as well as view quotes and status updates.

  • The platform supports workflow-based invoicing with job costing and approvals, and integrates seamlessly with QuickBooks for comprehensive billing features.

  • The solution's move reports allow users to view trends by agents, service type, move type, mode of transport, commodity, and more.

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    Reviews

    Overall rating

    4.9 /5
    (42)
    Value for Money
    4.9/5
    Features
    4.9/5
    Ease of Use
    4.7/5
    Customer Support
    4.9/5

    Already have Movegistics CRM?

    Software buyers need your help! Product reviews help the rest of us make great decisions.

    Showing 5 reviews of 42
    Chad
    Chad
    Overall rating
    • Industry: Logistics & Supply Chain
    • Company size: 2–10 Employees
    • Used Daily for 2+ years
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 10.0 /10

    Best Moving CRM Available

    Reviewed on 2018/11/22

    We were an old school, paper BOL & invoice company for almost a decade before making going with...

    We were an old school, paper BOL & invoice company for almost a decade before making going with Movegistics. After much research and some arm twisting of the owner, we made the switch and couldn't be happier. The efficiencies, cost savings and value added cannot be overstated.

    Pros

    Easy to implement, migrate to and use.
    Multiple features and new updates added regularly.
    This company understands the needs of the moving industry.
    Extremely responsive support.

    Cons

    Nothing, for the price point it is by far the best we had found and with continued improvements, updates and new features added it continues to be the best value for the money. We can't imagine doing business without it anymore.

    Blake
    Overall rating
    • Industry: Transportation/Trucking/Railroad
    • Company size: 2–10 Employees
    • Used Daily for 6-12 months
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 10.0 /10

    Money well spent, best CRM and no regrets.

    Reviewed on 2024/08/02

    So our family's moving company used to use another CRM for Bill of lading creation, scheduling,...

    So our family's moving company used to use another CRM for Bill of lading creation, scheduling, orders for service, invoicing etc. It wasn't a bad CRM but it just wasn't that user friendly. I've noticed other crms are very broad, and are kind of a cookie cutter catch-all format. A CRM is supposed to help reduce the time spent on administrating, not adding to your already full plate.

    Having said that, [sensitive content hidden] had reached out to us and gave us an all inclusive solution. Movegistics 5.0 streamlined, organized, and automated our sales processes, operations processes, and Storage processes. We were even able to integrate Google calendars, quickbooks, and our payment processor into the CRM. It even came with a storage locator software, custom tailored to our warehouse format and layout. No more rifling through paperwork, wondering where the hell customer [sensitive content hidden] is located. The software is literally an all-in-one solution I am absolutely in love with this CRM. It allows us to distribute documentation custom to our business, dispatch and manage jobs to our drivers, and most importantly keep track of crucial accounting and operations related stuff. When I say it's custom tailored, it's no cookie cutter crap. The folks at Movegistics, have been by our side every step of the way, answering all the questions we've had during onboarding, and have continuously followed up to make sure our needs are continually being met by their software. My biggest worry was that once we signed the contract and paid them the money, we were just going to go by the wayside in their minds. And let me tell you it has been the total opposite. They have taken great care of us since day one. They take our recommendations and concerns seriously, are prompt in finding solutions if we have any issues, and they actually actually care. I can't say enough positive things about these people and their product.

    I've been told that they are working on adding features to accommodate military government contract requirements. I'm excited to see those updates soon. For once, I'm excited to do paperwork for my customers. No more struggling to figure out how to do XY or z, or spending hours just to figure out how to send an invoice. I love it. So far it has been money well spent!

    I highly recommend it for any moving company manager or owner, looking to stop spending all day just on paperwork. If you want to have more time to focus on other important things in your business, the Movegistics 5.0 CRM is the way to do it.

    Pros

    I absolutely adore how it has saved me an incredible amount of time conducting administrative tasks, such as dispatching, estimates, move orders, warehousing, accounting, etc. It streamlines the entire moving company process.

    Cons

    A lot of the software is focused on Apple OS. Though they are working on making all features available on Android os. Regardless I can't really complain about much. It's a damn good CRM.

    Alternatives Considered

    MoversSuite

    Reasons for Choosing Movegistics CRM

    We were just looking for a storage locator app. When [sensitive content hidden] reached out to us, we found that Movegistics 5.0 was so much more than that. We decided to give it a trial run and found it did way more than our previous crm. The best part is it's customizable unlike the latter. Smart moving wasn't a bad program but movegistics gave us more for our money.

    Switched From

    SmartMoving

    Reasons for Switching to Movegistics CRM

    Being a small family company, pricing was a huge factor. We don't have a ginormous Enterprise budget like the major van lines. They worked with us and gave us a custom tailored package with exceptional customer support, like mover suite, without breaking the bank. They had all the features we needed and wanted. It was a no-brainer.
    Verified Reviewer
    Overall rating
    • Industry: Transportation/Trucking/Railroad
    • Company size: 2–10 Employees
    • Used Daily for 2+ years
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 7.0 /10

    Powerful Software

    Reviewed on 2018/11/27

    My overall experience has been pleasant. I definitely see the benefit that Movegistics has brought...

    My overall experience has been pleasant. I definitely see the benefit that Movegistics has brought to our operations.

    Pros

    This software has a lost of integrations, functionalities, and features

    Cons

    Sometimes some important features are critical for smooth operations in sales, marketing, and dispatch do not work at all.

    Verified Reviewer
    Overall rating
    • Industry: Transportation/Trucking/Railroad
    • Company size: 2–10 Employees
    • Used Daily for 2+ years
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 9.0 /10

    8 yrs and running. Not going anywhere

    Reviewed on 2024/08/15

    I've been with logistics probably 7 years now. I've become somewhat friends with the designer and...

    I've been with logistics probably 7 years now. I've become somewhat friends with the designer and [sensitive content hidden].

    While there's not a 24-hour or quick access customer service, the staff does get back to me quickly, and on a personal level.

    I do like that, when I have conversations with their staff and either talk about things that aren't working well, ideas that could improve, those conversations do turn into results and change

    Pros

    The system is continuously being updated and tweaked. Ownership is directly connected to their clients

    Cons

    Some of the design / mapping is opposite of how my mind works

    Wendy
    Overall rating
    • Industry: Transportation/Trucking/Railroad
    • Company size: 2–10 Employees
    • Used Daily for 1-5 months
    • Review Source

    Overall rating

    • Ease of Use
    • Customer Support
    • Likelihood to recommend 9.0 /10

    Young Moving Company working a new CRM as we grow

    Reviewed on 2024/07/27

    Business has become much more effective having it all handled out of one system. The support is...

    Business has become much more effective having it all handled out of one system. The support is responsive and effective.

    Pros

    Compilation of totality of all customers, documents, scheduling, vendors, etc. In one system. A one stop shop, a tool to retain all our historical business.

    Cons

    Lack of training videos. Something to utilize on our own time. I believe there is a lot to this system and it’s powerful when leveraged in its full ability. But it’s tricky when you just don’t know. Also, a gamified version would be a little more intuitive. This has more of a DOS feel.

    Showing 5 reviews of 42 Read all reviews

    Movegistics CRM FAQs

    Below are some frequently asked questions for Movegistics CRM.

    Movegistics CRM offers the following pricing plans:

    • Pricing model: Subscription
    • Free Trial: Not Available

    https://movegistics.com/pricing/

    Movegistics CRM has the following typical customers:

    Self Employed, 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000

    Movegistics CRM supports the following languages:

    English

    Movegistics CRM supports the following devices:

    Android (Mobile), iPhone (Mobile), iPad (Mobile)

    Movegistics CRM integrates with the following applications:

    EDC-MoveStar, Gmail, Google Calendar, Google Maps, Mailchimp, Mover Inventory, Mover Storage, QuickBooks Online, Stripe, Twilio, Yembo, Zillow 3D Home, authorize.net

    Movegistics CRM offers the following support options:

    Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support, 24/7 (Live rep), Chat

    Related categories

    See all software categories found for Movegistics CRM.