All-in-one CRM for movers – what does it include exactly?

So far we’ve often written about how beneficial a CRM system can be. We’ve outlined the benefits it can bring to your sales team. And we’ve explained how modern customer management is practically impossible without one. But, what we often find is that people are unaware of what all-in-one CRM for movers includes. Well, to help make things clear, we will go feature by feature. That way you will fully understand what our CRM system is all about.

All-in-one CRM for movers

While an all-in-one CRM system has many features, you shouldn’t feel pressured into using all of them. While most of these features work in tandem, we do recognize that moving companies have different needs. Nevertheless, we would still advise you to opt for an all-in-one CRM system over individual programs. The main reason for this is that a CRM system provides you with a centralized customer database.

With it, it will be far easier to manage customers and make savvy business decisions. And, who knows? One day you might end up using some CRM features that you first thought were not needed. So, here is what our CRM system has to offer.

Sales Pipeline

The first thing that a comprehensive CRM software for your moving company includes is the sales pipeline feature. As the name suggests, it helps you optimize your sales and ensure that your sales efforts are streamlined. With it, you can easily organize your leads, and schedule when and how to engage them.

Job Management

Once you acquire new clients, you will need a system to help manage them. Well, this is precisely where CRM job management comes to help. With it, you will have easy oversight of ongoing jobs and all the relevant data related to them.

Financials & Card Processing

Financial & Card Processing gives you the ability to keep track of the financial aspect of customer management. You can input and save the financial data of your customers (if needed). And you can process payments with relative ease.

Claims Management

A big part of handling customers is claims management. As such, it only makes sense that a CRM system can serve as a claims management tool. By using it you will have easy insight into who made the claim. What job the claim was related to? And where your workers are in handling the claim. You can enter further claims info that will aid your customer service agents in calming down frustrated clients, and ensuring that their requests are honored.

Emails, Calls, and Text Messages

The best way to establish a long-term relationship with your customers is through emails. If you have their email address, you can look to offer season discounts, ask for reviews and recommendations, and even offer packing supplies. Therefore, it shouldn’t come as much of a surprise that it is necessary to have CRM email integration for moving companies.

We are well aware of this, which is why we dedicated an entire section to emails. By using our system you can compose, schedule, and review any emails that you wish. Furthermore, you can manage calls and text messages. That way you can ensure that you have effective communication with your customers and that you can easily reach them if need be.

Integrated Price Calculator

In certain situations, it is quite useful to be able to calculate how much a job should cost. Plenty of customers will call you simply for informative reasons. And if you can give them this information on the fly, they will be far more likely to do business with you. With this in mind, we’ve provided you with an integrated price calculator for moving jobs. It allows you to outline crew size, crew capacity, crew hourly capacity, and price per crew per hour. By using it, you ought to have a fairly easy time calculating the cost of your services and giving your customers a decent quote.

Detailed Reports

You cannot improve your company if you don’t know what is going on. Yes, if everything is going well, you may not even care to analyze why. But, while certain people do find analytics tiresome, we would still advise you to give it its just due.

To help you out, we will provide you with detailed reports of your previous moving jobs. By going over these reports you can learn what you did right, and what you can improve upon. With the right analytics, you can determine whether your crew needs to improve, or whether there are some areas in marketing or sales that require tuning up. Futhmoore, you will learn what your customers are like. Perhaps you ought to change your business practices to better cater to their needs.

Customization of Fields

Finally, we recognize that businesses do have different needs and customer demands. This is why we provide you will full customization of fields to use at your disposal. You can set field type, field name, and field priority. Therefore, you ought to have a fairly easy time managing different fields and overviewing them if need be.

Final takeaways

While our customer care software for movers is fairly powerful, it cannot substitute customer management. At the end of the day, our system will only be as useful as you make it out to be. If you carefully manage customer data, educate your employees on how to use CRM, and make your business decisions based on analytics, it will do you a world of good. So, before you start using it, we would advise you that you do your research and get the most out of your CRM.