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Movegistics CRM

Name: Movegistics CRM
Rating: 4.5 (2 reviews)

By Netensity Corporation

969 Interested

Highlights : About Movegistics CRM

Dispatch management

Configure-Price-Quote (CPQ) technology

Google Maps integration

Worldwide database of ports and airports

About Movegistics CRM

Movegistics CRM is a software solution designed for moving companies including independent movers, Van Lines affiliates, and international removal companies. The platform provides advanced workflow capabilities that help streamline sales, moves, groupage, transportation, warehousing, and various back office functions. Movegistics CRM offers customizable move automation technology and a vertical CRM for national and international removals. The enterprise CRM features automatic lead capture from websites and PPL providers. Leads can be funneled into the system and assigned to sales reps. Users can schedule follow-up reminders, send emails, conduct phone surveys, and schedule pre-moves. The platform's integrated configure-price-quote (CPQ) functionality enables sales reps to price moves by zone, weight, volume, square feet, storage rates, number of bedrooms, and more. Movegistics CRM can generate personalized estimates that can be sent directly to the prospect’s inbox, with e-signature capability for maximizing closing ratios.

Specifications

Business Size

Startup

Customization

Yes

Deployments

Premise, Cloud

Language Support

English

Platforms

Product Details

Features

Lead management

Dispatch management

Fleet management

Configure-Price-Quote (CPQ) technology

Integration with Adobe Echosign

Google Maps integration

Multiple currency support

Metric and imperial systems

Electronic pre-move surveys

Worldwide database of ports and airports

Move, sales, and operations reports

Export data to CSV, Excel and PDF formats

Custom contracts and proof of deliveries

Built-in receivables and payables

Custom invoices and approval

Profit margins and thresholds

Benefits

Movegistics CRM is able to provide integration with Van Lines affiliates, carriers of the organization's choice, and various external ERP systems.

Users can give estimates to customers electronically with configure-price-quote (CPQ) technology and tariffs for rapid estimates.

Movegistics CRM's dedicated self-service customer portal enables clients to complete their own move surveys, upload/download documents, as well as view quotes and status updates.

The platform supports workflow-based invoicing with job costing and approvals, and integrates seamlessly with QuickBooks for comprehensive billing features.

The solution's move reports allow users to view trends by agents, service type, move type, mode of transport, commodity, and more.

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