How to Switch from SmartMoving to Elromco: A Complete Migration Guide

If you are considering switching from SmartMoving to Elromco, you are not alone. Many of our 400+ customers made the same transition and found it smoother than expected. This guide walks you through every step of the migration — what data transfers, how long it takes, and what your team needs to know.

Why Moving Companies Switch from SmartMoving

SmartMoving is a well-established platform with strong CRM and pipeline management. However, many moving companies outgrow it because of limitations in customer-facing features. The most common reasons companies switch to Elromco include:

No instant online quotes. SmartMoving captures leads through web forms, but customers cannot see a price on your website. With Elromco, customers get a real, binding price in seconds — no callbacks, no waiting.

No interactive client portal. SmartMoving does not offer a branded portal where customers can view, modify, and recalculate their quote in real time. Elromco's portal is white-labeled on your own domain and reduces back-and-forth phone calls significantly.

No truly online booking. With SmartMoving, a salesperson must finalize every booking by phone. Elromco enables customers to e-sign their agreement, pay a deposit, and confirm their move date entirely online.

Per-user pricing. SmartMoving charges per user, which gets expensive as your team grows. Elromco's Enterprise plan includes unlimited users at a flat $399/month — the same price whether you have 5 users or 50.

What Data Migrates

Our onboarding team handles the full migration. Here is what transfers from SmartMoving to Elromco:

• Customer database — all contact information, addresses, and communication history
• Lead records — active leads with status, source, and assigned rep
• Job history — completed jobs with dates, pricing, and notes
• Pricing tables — your rate structures, hourly rates, and surcharges
• Documents — contracts, agreements, and uploaded files
• Inventory lists — item databases and packing material catalogs

We work directly with your SmartMoving data exports to ensure nothing is lost in the transition.

Timeline: What to Expect

Most SmartMoving-to-Elromco migrations follow this timeline:

Week 1: Setup and Configuration. Our team configures your Elromco account, imports your data, installs quote forms on your website, sets up your branded client portal, and customizes your email and SMS templates. You continue running your business on SmartMoving during this phase.

Week 1-2: Team Training. We schedule live training sessions for your office staff, sales team, dispatchers, and crew members. Training covers every feature your team will use daily. Sessions are recorded so new employees can watch them later.

Week 2: Go Live. Once your team is trained and your data is verified, you switch to Elromco for new jobs. Some companies run both systems in parallel for a few days to build confidence. Others switch completely on day one.

Ongoing: Free Support. After go-live, our support team is available for any questions. Unlike SmartMoving, Elromco includes free unlimited support via phone, email, and live chat — no support tiers, no extra fees.

What You Gain After Switching

Companies that switch from SmartMoving to Elromco typically report these improvements within the first 90 days:

• Higher booking rates from instant online quotes (customers see prices immediately instead of waiting for a callback)
• Fewer phone calls because customers use the self-service client portal to modify their quotes and book moves online
• Lower per-user costs on the Enterprise plan with unlimited users
• Faster job completion with the Crew Portal, electronic BOL, and auto-payroll features
• Better customer experience through the 9-stage real-time job tracker

Frequently Asked Questions

How much does the migration cost? Nothing. Data migration, setup, training, and onboarding are all free with every Elromco plan.

Will there be any downtime? No. Your SmartMoving account stays active throughout the migration. You switch to Elromco when you are ready.

Can I bring my phone numbers and email templates? Yes. We configure your existing business phone numbers and recreate your email and SMS templates in Elromco.

What if I have active jobs in SmartMoving during the switch? You can manage in-progress jobs in SmartMoving until they are complete, while starting new jobs in Elromco. Or we can import active jobs directly.

Ready to Switch?

Book a free demo to see how Elromco compares to SmartMoving, and our team will walk you through a migration plan specific to your business. Call us at (617) 313-0200 or book a demo online.