Most packers and movers still manage enquiries in a diary, an Excel sheet or a WhatsApp chat. It works on a slow day. On a busy day, leads get missed, surveys are forgotten and nobody knows which customer is waiting for a call back.
What goes wrong without a CRM
- Website enquiries sit in an inbox and are called late, or never.
- Follow-ups depend on someone’s memory.
- Quotations, bilty and bills are made by hand, again and again.
- The owner cannot see which staff member worked on which lead.
Why a general CRM is not enough
General CRMs are built for any business. They don’t know what a survey, an item list, a bilty or a shifting date is. You end up bending your work to fit the software. A CRM built only for packers & movers works the way your business already works.
What our Packers & Movers CRM does
- Every website enquiry comes in automatically, so no lead is missed.
- Smart follow-up alerts tell you which customer is waiting for a call, with separate lists for untouched and not-picked leads.
- Survey Schedule shows today’s, tomorrow’s and upcoming surveys on one page.
- Quotation, Item List, Bilty, Bill and Money Receipt as PDF in one click, in your company’s design.
- Customer portal and automatic emails for quotation, booking confirmation, shifting reminder and thank-you.
- Payment lock: once a payment is confirmed, only the Admin can change it.
- Separate Admin, Manager and Staff access with full change history.
Simple monthly plans
Plans start at ₹1,499/month for up to 3 logins, with setup, training and support included. Pay yearly and get 2 months free.
See all features and plans, or message us on WhatsApp at 90566 59764 for a free demo.