In Fort Myers, customers compare movers by text message. Moving CRM lets you answer first, with a professional quote, and keep track of every job until it is paid.
Most moves in Fort Myers start with a text message. Moving CRM keeps every customer, quote and message together and reminds you who to follow up with.
Other needs nearby: Profit per move in Tampa · Software for small moving companies in Jacksonville · Bilingual moving software in West Palm Beach
Fort Myers and Lee County grew fast after Hurricane Ian, with new homes, seasonal residents and many relocations. Most moves here come from new homeowners, seasonal residents, retirees and builders.
Customers here often go quiet after asking for a price. A follow-up list for open quotes turns more of them into booked moves.
Your team sees today's jobs, which truck and which crew, and the owner sees what was sold and what was left.
At 9 AM a customer, one of the many new homeowners, texts asking for a price. Two minutes later they have a PDF with the move, packing included. They accept at noon, the service order builds itself and the truck leaves on Saturday with everything the crew needs.
What we saw running a moving company.
Calculator, long text message and asking for the details again.
Customers who go quiet because nobody texts them again.
The crew leaves without the full job details.
Busy months, but no idea what each move left after crew, truck and materials.
Your team learns it in a day.
By home size, packing, storage and extras; branded PDF sent by text or WhatsApp in 2 minutes.
The service order fills itself and lands on the crew schedule for the day.
PDF invoice, payment tracking and profit per move on the dashboard.
The same moves, handled differently.
| Situation | Today | With Moving CRM |
|---|---|---|
| Peak season | Double-booked trucks | Daily schedule by truck |
| Job done | Invoice days later | PDF invoice at the end of the job |
| End of month | Profit unknown | Profit per move on the dashboard |
| Past customers | Nobody contacts them | Text and WhatsApp campaigns |
| Customer asks for a price | Calculator and long text | PDF in 2 minutes |
| Moves with moves into new construction | Quoted by hand | Quoted and scheduled in one record |
| Moves with seasonal residents | Quoted by hand | Quoted and scheduled in one record |
Adjust the numbers to your company. Assumes 80% less time per quote and 1 in 5 quiet quotes recovered.
Four systems in production, delivered in two months.
Real-time load posting and carrier matching, bilingual, active in Florida, Texas and Georgia.
Automated quoting that replaced a manual phone process, order tracking and a CEO dashboard.
Full ERP with 7 modules: policies, commissions, billing, renewals and claims.
ERP with quoting, invoicing and commissions, plus real-time lead alerts.
One flat monthly price with every module. No per-user fees, no contract.
15 days with your real rates and your brand. No credit card.
Quotes, service orders, invoices, KPIs and campaigns, with your logo, rates and service area.
Answers customers by voice from your website, quotes with your rates and saves the quote. Quoted per company.
Most moving software for small movers starts at $250–500 per month or charges per user.
Your accounts, your data. We set it up in accounts you own and maintain it without access to your confidential information.
Yes. We set up your rates, move sizes, trucks, service area and currency. The demo uses sample values.
$199 per month with every module, no contract and no per-user fees. You start with 15 days free, no credit card.
Yes. Each company has its own account and records; nobody else sees them.
Yes. The service order includes date, truck, crew and special notes for that type of job.
Yes. You set up that type of job with its rates, packing and extras, and it appears on the PDF like the rest.
The same system, for moving companies in neighboring cities.
Quote, build the order and see the profit in the demo. Then try it free for 15 days at your Fort Myers company.