Movegistics CRM

Movegistics CRM

Transportation, moving & storage solutions

4.9/5 (35 reviews)

Movegistics CRM Overview

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).

Pricing

Starting from
US$79,00/month
Pricing options
Free Trial
Subscription
Value for money

Devices

Business size

S
M
L

Markets

Canada, United States

Supported Languages

English

Movegistics CRM Reviews

Overall rating
4.9/5
100% positive reviews
30
Excellent
5
Very good
0
Average
0
Poor
0
Terrible
Ben S.

Movegistics helped us double our sales!

Used Daily for 2+ years
Reviewed on 2017/04/02
Review Source: Capterra

We selected Movegistics for our moving company after looking at several software programs. We wanted to manage all our local, intercity and interstate moves inside one user-friendly program. I love that Movegistics helps us quickly complete on site surveys with their offline capable mobile app and then generate estimates using our tariffs. Their visual estimator tool is great. We are now able to receive qualified leads from our website with inventory and access info. Their email marketing campaigns help us automate follow ups. Their integration with Adobe Echosign helps our customers e-sign their estimates and we even receive alerts when the customer views their estimates or signs it. I can now seamlessly hand over our booked moves to our operations and billing teams. They also integrate with QuickBooks which is a big time saving for us. Their customer service is awesome, the best I have seen. We are now booking many more moves and we are seeing huge cost savings in operations and billing. I don't know how we were running our business in the past without Movegistics!

Pros

Their visual estimator, lead grabber, offline mobile apps for surveys, custom BOLs, e-signatures and QuickBooks integration.

Cons

There is a slight learning curve but it's not too hard. Once you learn the software it will save you hours and hours.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

10.0/10
Jeremy A.

Movegistics has changed the way we do business and we couldn't be more pleased with the product.

Used Daily for 1+ year
Reviewed on 2017/05/08
Review Source: Capterra

Pros

As an "old school" mover with over 25 years in the industry, I was resistant to any changes in our business practices. If it worked in the past, why change now? However, changing technology and the 21st century business climate made me realize I needed a better way to handle the customer management portion of our business. After researching a rather large number of software providers we went with Movegistics for both the value in terms of price but also due to the ease of use, the wide array of available features, and the scalability to grow as we grow. The team with Netensity has been outstanding to work with and we look forward to becoming an almost paperless operation in the very near future with Movegistics.

Cons

While the learning curve has been longer for me, I have found that most "software glitches" have come from my own input mistakes, rather than due to software issues. In the very rare case that there have been software related problems, Netensity has stepped up quickly and efficiently solve the problem to our satisfaction.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Kris C.

Newbie - After searching and sampling many softwares, we chose Movegistics. SOOO Happy we did!

Used Daily for 1-5 months
Reviewed on 2017/02/27
Review Source: Capterra

Having been in online marketing, I was pretty good with softwares. I searched and sampled many mover softwares and chose MoveGistics as my fave. Once I spoke with Customer support representative, my salesperson, I knew this was the right company for me.

He invested at least 90 minutes or so answering questions. Once I made the jump and purchased things have been smooth. The set up team has been great, the trainings with representative have been thorough and incredible.

This software is so flexible and robust. The learning curve is a little bit higher than with a simpler product, but your company is worth it.

I had immediate questions about things the software didn't do, and representative showed me the planned releases of those updates!

Our conversations have been: "This is what I do, how do we make that work inside of Move...?"

Every time we have figured out how to tune the system's parameters to fit my needs. This thing is super flexible and I am super happy with my investment with Movegistics.

Pros

robust and flexible

Cons

I would like to edit all items cubes at once - Like ALL king beds for all rooms in 1 click

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

10.0/10
Andrew L.

One Of The Best Business Decision You Will Ever Make!

Used Daily for 2+ years
Reviewed on 2016/08/23
Review Source: Capterra

I have been a Movegistics customer for about 2 years now and I can honestly say that it has been one of the best business decisions I have made for my moving company. I use to print and send out estimates via word doc., and had no way of really keeping up with who is calling or details about upcoming moves, or a professional way to send estimates. Movegistics has done that and so much more. From the high tech estimating tools, to the custom estimate temples, every function we use has improved operations which is an improvement to our bottom line! I have looked at lots of CRM softwares and this one is hands down the best one I have seen. Adarish and the team are great! I would highly recommend!

Pros

All of the features and functionality of the sales tools! Great customer service!

Cons

It has taken a while to teach to my employees.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

10.0/10
Chad A.

Best Moving CRM Available

Used Daily for 2+ years
Reviewed on 2018/11/22
Review Source: Capterra

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.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

10.0/10

Movegistics CRM Pricing

Starting from
US$79,00/month
Pricing options
Free Trial
Subscription
Value for money

Smart mover edition: $79 per month

Pro mover edition: $199 per month

Enterprise mover edition: $299 per month

International Mover Add-On: $50* per month

Movegistics CRM Features

  • Activity Tracking
  • Calendar Management
  • Customizable Reporting
  • Reporting & Statistics

  • API
  • Activity Dashboard
  • Automatic Notifications
  • Automatic Reminders
  • CRM Integration
  • Custom Fields
  • Customer Database
  • Customizable Branding
  • Customizable Templates
  • Data Import/Export
  • Electronic Payments
  • Email Integration
  • Mobile Integration
  • Real Time Data
  • Social Media Integration
  • Third Party Integration

Additional information for Movegistics CRM

Key features of Movegistics CRM

  • Automatic lead capture
  • Book and track moves
  • Built-in receivables and payables
  • Calendar
  • Configure-Price-Quote (CPQ) technology
  • Custom contracts and proof of deliveries
  • Custom email templates
  • Custom invoices and approval
  • Customer management
  • Daily job chart
  • Digital signature
  • Dispatch management
  • Electronic pre-move surveys
  • Export data to CSV, Excel and PDF formats
  • Fleet management
  • Generate estimates
  • Google Maps integration
  • Integration with Adobe Echosign
  • International moves
  • Interstate moves
  • Job costing
  • Lead management
  • Local moves
  • Metric and imperial systems
  • Move, sales, and operations reports
  • Multiple currency support
  • PDF summary
  • Phone surveys
  • Profit margins and thresholds
  • Purchase orders
  • QuickBooks integration
  • Quotes / estimates
  • Reporting and analytics
  • Sales reports
  • Self-service customer portal
  • Send rate requests
  • Storage management
  • Track insurance claims
  • Visual field surveys
  • Workflow based invoicing
  • Worldwide database of agents
  • Worldwide database of ports and airports
  • ‘Groupage’ capability

Benefits

  • 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.

  • Movegistics CRM FAQs

    Below are some frequently asked questions for Movegistics CRM.

    Q. What type of pricing plans does Movegistics CRM offer?

    Movegistics CRM offers the following pricing plans:

    Starting from: US$79,00/month

    Pricing model: Subscription

    Free Trial: Available

    Smart mover edition: $79 per month

    Pro mover edition: $199 per month

    Enterprise mover edition: $299 per month

    International Mover Add-On: $50* per month

    Q. What are the main features of Movegistics CRM?

    Movegistics CRM offers the following features:

    • Automatic lead capture
    • Book and track moves
    • Built-in receivables and payables
    • Calendar
    • Configure-Price-Quote (CPQ) technology
    • Custom contracts and proof of deliveries
    • Custom email templates
    • Custom invoices and approval
    • Customer management
    • Daily job chart
    • Digital signature
    • Dispatch management
    • Electronic pre-move surveys
    • Export data to CSV, Excel and PDF formats
    • Fleet management
    • Generate estimates
    • Google Maps integration
    • Integration with Adobe Echosign
    • International moves
    • Interstate moves
    • Job costing
    • Lead management
    • Local moves
    • Metric and imperial systems
    • Move, sales, and operations reports
    • Multiple currency support
    • PDF summary
    • Phone surveys
    • Profit margins and thresholds
    • Purchase orders
    • QuickBooks integration
    • Quotes / estimates
    • Reporting and analytics
    • Sales reports
    • Self-service customer portal
    • Send rate requests
    • Storage management
    • Track insurance claims
    • Visual field surveys
    • Workflow based invoicing
    • Worldwide database of agents
    • Worldwide database of ports and airports
    • ‘Groupage’ capability

    Q. Who are the typical users of Movegistics CRM?

    Movegistics CRM has the following typical customers:

    Small Business

    Q. What languages does Movegistics CRM support?

    Movegistics CRM supports the following languages:

    English

    Q. What type of pricing plans does Movegistics CRM offer?

    Movegistics CRM has the following pricing plans:

    Subscription

    Q. Does Movegistics CRM support mobile devices?

    Movegistics CRM supports the following devices:

    Android, iPhone, iPad

    Q. What other apps does Movegistics CRM integrate with?

    Movegistics CRM integrates with the following applications:

    Adobe Sign, Authorize.net, Google Calendar, Google Maps, QuickBooks

    Q. What level of support does Movegistics CRM offer?

    Movegistics CRM offers the following support options:

    Online Support, Phone Support