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. Shipment and Schedule Statuses can be configured to suit the unique structure of your own company’s sales team, from handling a fresh inbound lead and scheduling an estimate or survey, all the way through to generating a booked order that will appear on the schedules for your Operations department.

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 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.