Quoting with a calculator, crews leaving with paper and profit you only see at the end of the month: that is how most movers in West Palm Beach still work. Moving CRM puts the whole business in one system, with your brand.
In West Palm Beach many customers and crew members prefer Spanish. Moving CRM was built in Spanish and English, so nobody waits for a translation.
Other needs nearby: Moving quote software in Miami · Moving company CRM with texting in Fort Lauderdale · Service orders and crew scheduling in Orlando
West Palm Beach and the Palm Beaches have large homes, high-value furniture and many part-year residents. People who move here are mostly owners of large homes, part-year residents, retirees and offices.
Many customers here and their crews prefer Spanish or English. Quotes and orders in both languages avoid mistakes on high-value jobs.
It works on the phone, so the driver and the crew lead see the order on site, with no paper.
At the end of the month the owner opens the dashboard and sees how many moves were done, how much packing was sold and the profit of each job, without building a spreadsheet.
Estimates for a 2 to 5 truck company.
Two jobs on the same truck or crew.
Past customers and referrals who could come back, and nobody contacts them.
Calculator, long text message and asking for the details again.
Customers who go quiet because nobody texts them again.
The same flow for every move.
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.
Situations every mover knows.
| Situation | Today | With Moving CRM |
|---|---|---|
| Past customers | Nobody contacts them | Text and WhatsApp campaigns |
| Customer asks for a price | Calculator and long text | PDF in 2 minutes |
| Customer goes quiet | Forgotten | Follow-up list |
| Move confirmed | Paper for the crew | Service order on the phone |
| Peak season | Double-booked trucks | Daily schedule by truck |
| Moves with high-value furniture and art | Quoted by hand | Quoted and scheduled in one record |
| Moves with large homes with several crews | 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. You quote local and long-distance moves with your own rates per route, combining trucks when needed.
We built it for a real moving company and its daily operation, then opened it to other movers.
Yes. Quotes, messages and orders work in English or Spanish.
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 West Palm Beach company.