Skip to content
Free CRM for movers

Moving CRM that follows up on every lead

Move dates are fixed. A slow reply sends them to the next mover.

Moving CRM for a moving company holds quotes, follow-up and missed-call text back. Movers use it for the jobs that already fill the week. People request quotes from several movers at once. The first clear answer usually gets the conversation. The CRM is free to start. Text-back comes with Ascended, $449 a month.

Updated

Every customer has a date they can't miss. Puffly helps you answer quickly, hold the right date and stay on top of every estimate until it books.

Start free See pricing

Where moving company leads come from

  • Google searches and moving comparison sites

    People request quotes from several movers at once. The first clear answer usually gets the conversation.

  • Realtors and apartment leasing offices

    Agents know when their clients are closing. A mover they trust gets the call as soon as a contract is signed.

  • Corporate relocations and HR teams

    Employers help staff move across town or across the country. One good contact can send several moves a year.

  • Past customers and their friends

    People remember the crew that didn't scratch the piano. They pass your name along when a coworker or cousin is moving.

What slow follow up costs a moving company

A move date doesn't wait. A customer who asked for an estimate and heard nothing for a day has probably booked another crew. Even after a quote goes out, a quiet week can turn into a lost date, because movers fill up fast at the end of the month.

Moving CRM features: quotes, follow-up and missed-call text back

Puffly's pipeline is yours to name. Here is one way a moving company could lay it out.

  1. Quote requestMove date, addresses, size of the home and whether it's local or long-distance.
  2. Estimate doneYou've done a video call or a walkthrough and know about stairs, elevators and heavy items.
  3. Quote sentA written price by hourly rate or flat fee, with packing and materials noted.
  4. Date held, deposit inThe date is locked, the crew is assigned and the customer has a contact for move day.
  5. Moved, review askedThe truck is empty, any damage questions are handled and a review is requested.

Follow up moments worth a reminder

  • Video walkthrough finished this morning and the move is in two weeks

    "Hi Hannah, thanks for showing me the apartment. I sent your quote. I still have the 14th open. Want me to hold it for you until tomorrow?"

  • A customer booked three weeks ago and the move is next Saturday

    "Hi Omar, just confirming we're set for Saturday at 8. The crew will bring blankets and boxes. Is there a parking spot or elevator reservation we should know about?"

  • The move was last week and one lamp arrived cracked

    "Hi Beth, I'm sorry about the lamp. Send me a photo and the details and I'll make it right. Thank you for trusting us with the move."

Puff, your AI teammate, drafts these messages and lines up who to call next. You approve or edit each draft, even from a phone notification, and you get 10 seconds to cancel before it sends.

The shape of the year

Summer and the turn of each month are usually the busiest, with school breaks and lease dates driving calls. Winter is slower, so use it to reach out to realtors, leasing offices and past customers before spring fills up.

Missed calls and after-hours calls

Moving work misses calls because the person who would answer is already with a customer. People request quotes from several movers at once. The first clear answer. The next caller rarely leaves a voicemail they trust. They phone another moving company and book whoever picks up.

Missed-call text back covers that gap. The call still rings your phone first. If you do not pick up, the caller gets one text in your words, with your business name and a reply STOP line, and the missed call is saved as a lead. Consent and quiet hours still apply. If no text goes out, the call says why. It comes with the Ascended plan at $449 a month.

Summer and the turn of each month are usually the busiest, with school breaks. That is when an unanswered phone costs the most jobs. An AI receptionist can pick up, take the details and book a time when you allow it. Each call ends as Booked, Message, Transferred or Failed. Text back is the written reply. Many movers use both.

Moving lead follow-up, step by step

Moving lead follow-up is a short sequence, not a pile of reminders. Work the deal in this order, and write the date on it before you leave.

  1. Quote requestCapture it the day it arrives. Move date, addresses, size of the home and whether it's local or long-distance. A moving lead that stays in a private text is the one that goes cold by Thursday.
  2. Estimate doneSend the number with the day you will check back. You've done a video call or a walkthrough and know about stairs, elevators and. Put that check on the moving deal so it does not depend on memory.
  3. Quote sentWhen they say yes, book the date and write what you promised. A written price by hourly rate or flat fee, with packing and materials noted. The customer should see the same facts you do.
  4. Date held, deposit inDo the work, then say what happens next in one message. The date is locked, the crew is assigned and the customer has a contact. A short update prevents the call that asks if you forgot them.
  5. Moved, review askedAfter the job, ask for the review or the next visit while it is fresh. The truck is empty, any damage questions are handled and a review is requested. Then close the loop on the record.

If a moving company step sits still, Puff can draft the next message and send it to your phone to approve or edit. Nothing Puff drafts goes out until you say so. The list itself is free to start.

Jobs, seasons and objections for a moving company

Treat each source as its own next step. A moving week usually mixes Google searches and moving comparison sites, Realtors and apartment leasing offices, Corporate relocations and HR teams, Past customers and their friends. Write the source on the deal when you create it, along with the customer's words, so Monday's list shows a new ask apart from a repeat customer. People request quotes from several movers at once. The first clear answer usually gets the conversation. Agents know when their clients are closing. A mover they trust gets the call as soon as a. The point of the list is that those two do not get the same follow-up.

The deals that stall sound ordinary. Video walkthrough finished this morning and the move is in two weeks A useful reply names the job: "Hi Hannah, thanks for showing me the apartment. I sent your quote. I still have the 14th open. A customer booked three weeks ago and the move is next Saturday "Hi Omar, just confirming we're set for Saturday at 8. The crew will bring blankets and. Save those as tasks on the record. A busy afternoon should not be what erases them.

Moving CRM FAQ

Customers ask several movers at once. How do I stay ahead?

Reply fast, and let Puff show you who has a quote out with no answer. It drafts the follow up and you approve it.

Can I answer calls while the crew is on a job?

Missed-call text back is an opt-in automation, and Puff Voice is a paid AI receptionist for calls you can't take.

Can I send a written price?

Puffly has quotes you can send, so the customer gets a clear number in writing.

Guides

Start with the free CRM.

Leads, contacts, deals, tasks and your own branded lead form cost nothing. No card to start. Bring your leads in from a Google Sheet or add them by hand.

Start free