Comprehensive Moving Company CRM

combines five important functions:

Moving Company CRM Dashboard

Lead and Order Importing. CompuMove’s automated Lead Import System handles inbound leads and booked order importing 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, allowing 1-click access to the original lead information at any time. Additionally, lead source tracking is fully integrated, allowing seamless analysis of lead source performance.

Sales Process Management. CompuMove’s CRM Dashboard provides an integrated place to manage all aspects of the sales cycle of 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. Salesperson and move type management are supported, along with management of multiple branches or divisions. Finally, administrative oversight functions allow managers to keep watch on the entire process.

Job Life-Cycle Management. The CRM Dashboard also allows management of booked orders in a convenient and comprehensive place to oversee booked orders as they move through their life cycle. Military and National Account order survey scheduling and follow-up can be personalized for your company.

Branch and Division Management. Like all aspects of CompuMove, fully supports management of multiple divisions, branches, and lines of work, with matching control over user accounts and permissions, allowing workers and managers to control who sees what, and when.

Task & Notification Management

One-Time Tasks. CompuMove’s Task Management system is a huge and critical part of on many levels. At its simplest level, Task Manager allows a user to create a task for an order, and send it to another user for action.

Triggered Text Notifications. Triggered Tasks and Task Notifications take that to another level, creating targeted tasks for specific users based on events in the life cycle of an order. Inbound leads, salesperson appointments, job bookings, work events schedules, status changes, revenue and billing activity, and much more can all drive automated task activity. Text-Message Notifications for shippers flow from salesperson appointments, including both confirmations and reminders, and notification texts for workers are triggered by scheduled crew assignments.

Calendar Event Notifications. Task Manager also generates automated calendar events for Outlook, Google, or iPhone, for both salesperson and worker events. Work calendar events include embedded address and phone number integration, allowing 1-click access to smartphone mapping and phone calls. Further, your entire work event calendar can be exported to a shared Google calendar if you wish.

Task Supervision.Finally, Task Manager Supervision allows high-level management of all aspects of company work flow, including handling task reassignment and worker turnover without loss of control. As with all CompuMove management functions, custom user levels allow you complete control of who can supervise, or be supervised, both by user and also by branch or division.

Customer Account Management

Business Partner Account Management. In addition to handling moves for individuals, CompuMove’s manages your relationships with your recurring business account partners. Shipment tracking and reporting, account credit limits (including supervisory permissions), and account-specific website links, billing URLs, and account email setups aid in managing your crucial business relationships.

Customer-Specific Task Events. The integration of Customer Accounts and Task Manager allows the creation of account-specific task events for business partners (like Cartus) that drive your performance scores based on date-sensitive criteria, assuring implementation and management of these critical deadlines.

Claims Management

Integrated Claims Management. Claims are an unavoidable part of moving, and Claims Management integrates all of the functions needed to manage this important part of Customer Care into a single place. Claim’s sequential workflow management, item damage detail, and financial responsibility and General Ledger allocation are all seamlessly integrated into a single Claims Manager.

Claims Workflow. The claims workflow manager logs customer contacts, and can create automated time-sensitive reminders for each step of the claim process. Claim damage management allows detailed descriptions of individual claim items, linking with a particular work event (like storage), and can be configured with customized damage codes for management use.

Claim Cost Allocation and Management. Cost allocation for damage can be allocated to company expense, contractor accounts, or a combination of the two. Allocated costs are automatically included in the job costing system, and driver/contractor reports track claims history by worker. Individual claim responsibility can be assigned to a dedicated claim worker, and managers can supervise claim status and pending events for selected workers, or for all.

Receivables Collections

CompuMove’s Collections Dashboard. Collections is the final stage of customer account management, and the  Collections Manager provides an integrated screen to manage receivables follow-up. Search and filter by job type or account, log contact events, set reminders, and supervise account ageing and credit limits. Resubmit invoices with a few clicks, explore detailed storage account payment history, and seamlessly take and apply credit card payments, all from the same place.

Customer Account Statements and Consolidated Invoicing. CompuMove’s Customer Account receivable management function allows generation of account statements on a job-by-job or line-item-level. Show full activity history, or focus on open items for customer statements. Consolidated Invoicing functions allow management of multi-phase project moves, combining individual daily job records into a consolidated invoice for commercial office-move, hotel-refit, or other project-based invoicing needs.