CRM for moving companies to keep track of enquiries and deals
Customer Connect is a simple CRM that helps moving companies collect customer enquiries, follow up quotes and keep customer conversations in one place.
From the first moving enquiry to a won deal.
Turn emails into organized moving enquiries
Customer Connect interprets incoming emails and creates sales opportunities from enquiries. The customer’s message stays with the opportunity, including the details they have provided about the move.
You can also paste text from an enquiry and let the same AI interpret it. This reduces the work of transferring information from email into your customer records.
See how Customer Connect brings customer enquiries together.
See which moving deals are waiting for a reply
Customer Connect gives you a visual overview of your opportunities and where they stand in the sales process. Follow an enquiry from first contact, through the quote discussion, to a won or lost deal.
The customer’s message and your notes stay together in the deal. When the customer comes back with questions about the move, the earlier information is close at hand.
Clear ownership of the next customer contact
Customer Connect lets you assign an owner and set a follow-up for each opportunity. You can see who is handling the conversation and when to get back in touch after a call or a quote.
When several colleagues handle moving enquiries, shared information gives everyone an overview of the customer conversation. The next contact does not have to start with a search through someone else’s inbox.
Questions about Customer Connect for moving companies
Can we manage both home and business moves?
Yes. In Customer Connect, you can manage enquiries as separate opportunities, with customer details, messages and notes linked to each deal. This keeps the conversation about each move together.
How does Customer Connect help us follow up moving quotes?
You can assign an owner, set a follow-up and track the deal’s status in the sales process. This makes it easier to see which customer conversations need attention after a quote has been sent.
How do we get started?
Try for free takes you to the pricing page with current options and terms. After you sign up, we contact you to ask whether you need help getting started. You can also book a demo to see Customer Connect before trying it.
Bring your next moving enquiry into Customer Connect
Keep customer details, deal status and follow-ups in one place, so you and your colleagues know what comes next.