Moving CRM

    The CRM Built for Moving Companies

    DriveSales is a CRM designed exclusively for moving companies. It replaces spreadsheets and generic CRMs with a purpose-built system that tracks every lead, manages every estimate, and automates every follow-up — so you close more jobs and lose fewer leads. Unlike generic tools, DriveSales understands how movers sell.

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    Spreadsheets vs. a Real Moving CRM

    Without DriveSales

    • Leads get lost in spreadsheets and sticky notes
    • No way to know which follow-ups are overdue
    • Manual data entry eats hours every week
    • No visibility into pipeline — guessing at revenue
    • Different tools for estimates, scheduling, and follow-ups
    • Team can’t access customer data in the field

    With DriveSales

    • Every lead auto-captured from website, Google, Yelp, and phone
    • Automated follow-up sequences — no lead falls through the cracks
    • Smart forms auto-fill customer and move details
    • Real-time pipeline dashboard shows revenue forecast
    • One platform for the entire customer lifecycle
    • Native mobile app works anywhere, even offline

    CRM Features Built for Movers

    Lead Pipeline

    Visual pipeline tracks every lead from first call to booked job using a drag-and-drop board where you move leads through custom stages. Built-in lead scoring ranks each inquiry by move size, timeline, and engagement so your team prioritizes the highest-value opportunities first and closes more revenue per rep.

    Customer Database

    Complete customer profiles store every touchpoint — move history, communication log, estimates, invoices, and documents — in a single searchable record. Filter by move date, service area, or job status to pull up any customer in seconds, giving your office team the context they need to handle calls without asking the customer to repeat themselves.

    Automated Follow-Ups

    Email and SMS sequences trigger automatically when leads enter your pipeline, go cold, or hit key milestones like opening an estimate. You configure the timing, message content, and conditions once, and the system sends the right follow-up at the right moment — so no lead slips through the cracks even during your busiest moving season.

    Moving Estimates

    Create in-home, virtual, and phone estimates directly from the CRM using built-in pricing logic that applies your rate tables, stair carries, and surcharges automatically. Cube sheet calculations and professionally branded templates are included, so your team generates accurate, consistent quotes in minutes instead of manually crunching numbers in a spreadsheet.

    Job Scheduling

    Assign crews, set dates, and dispatch jobs without leaving the CRM using a drag-and-drop calendar that syncs with Google Calendar and displays real-time crew availability. Conflict detection prevents double-booking, and instant push notifications ensure crews receive job details, addresses, and special instructions the moment a job is assigned.

    GPS Crew Tracking

    Track crew locations in real-time on a live map through the mobile app installed on each crew member's phone. Dispatchers see exactly where every truck is, provide customers with accurate arrival windows, and verify actual time on-site for payroll. Location history is stored so you can review routes and identify efficiency improvements across your fleet.

    Revenue Reporting

    Real-time dashboards display close rates, average job value, revenue by lead source, and individual team performance with filters for date range, crew, and move type. Export any report to CSV or PDF, or schedule recurring reports delivered to your inbox — so you make data-driven decisions on marketing spend, pricing, and staffing instead of relying on gut feelings.

    Mobile App

    Full CRM access from any iPhone or Android device through a native app that works even when signal drops. Update leads, send quotes, check schedules, capture photos, and collect signatures from the field. Offline mode caches job details locally and syncs automatically when connectivity returns, so your crew never loses data mid-move.

    How DriveSales CRM Works

    Step 1

    Capture

    Leads from your website, Google Ads, Yelp, Angi, referrals, and phone calls flow into one pipeline automatically. No manual entry, no missed leads.

    Step 2

    Manage

    Track every lead through custom pipeline stages. Send estimates, schedule follow-ups, assign jobs, and communicate with customers — all from one screen.

    Step 3

    Close

    Automated reminders, AI-powered insights, and one-click booking turn more leads into paying customers. Close 30% more jobs with less effort.

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    Trusted by Moving Companies Nationwide

    “We tried a generic CRM for a year. It took forever to customize and still couldn’t do cube sheets or moving inventory. DriveSales worked out of the box — we were running in two days.”
    Sarah Mitchell
    Owner, Eagle Moving & Storage
    2-day setup
    “Our close rate went from 22% to 31% in the first three months. The automated follow-ups alone are worth the subscription — leads that used to go cold now book.”
    Dave Ramirez
    Sales Manager, All-Star Relocations
    22% → 31% close rate
    “We had five different tools stitched together with Zapier. DriveSales replaced all of them. One login, one system, one bill. And it actually understands moving.”
    Mike Chen
    VP Operations, Golden State Movers
    5 tools → 1

    CRM is included in the Core plan

    Starting at $99/month per office. Unlimited users, flat fee.

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    Frequently Asked Questions

    See Your Business in DriveSales

    Book a 15-minute demo. We'll load your actual data and show you what your pipeline looks like in DriveSales.