Moving Company CRM Dashboard
Streamlining Sales with a Fully Integrated Moving Company CRM Dashboard
CompuMove’s Moving Company CRM Dashboard provides an integrated place to manage all aspects of your sales cycle, for new and pending orders. Status for shipment and schedule can be configured to suit the unique structure of your own company’s sales team. A wide range of status from handling a fresh inbound lead with scheduling an estimate or survey, all the way through to generating a booked order that will appear on the schedules for your Operations department. Individual salesperson and move type management are supported, as well as management of multiple branches or divisions. Administrative oversight functions also allow managers to keep watch on the entire process.
Lead and Order Importing. CompuMove’s automated Lead Import System handles inbound leads from a wide variety of sources, including both new leads and shipment orders. All popular lead service providers are supported including moving.com, movers.com, P4P, and many more. Your own website’s generated leads may also be imported through CompuMove’s Lead Importer regardless of format – including importing itemized shipment inventory information. Booked order importing is also supported, including Relocation Management Companies, and Military DPS orders from all TSPs in both PDF and email formats. Once imported, full order detail is preserved for the life of the shipment, this allows 1-click access to the original lead information at any time. lead source tracking is also fully integrated, allowing seamless analysis of lead source performance.
Job Life-Cycle Management.The CRM Dashboard also provides a convenient and comprehensive place to oversee and manage booked orders as they move through their life cycle on their way to being fully scheduled orders for Operations Overseer. Order survey scheduling and follow-up for Military and National Accounts can also be personalized for your company, providing the control necessary to keep in good standing with critical business partners.