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CRM & Lead Management

The CRM Built to Help You Book More Moves

Capture every lead, track every follow-up, and convert more estimates into booked moves. Elromco is the moving company CRM purpose-built for the industry — not a generic tool with a moving sticker on it.

NEW MESSAGES 0
NEW LEAD 4
FOLLOW UP 17
CAN BOOK 127
BOOKED 47
WorkflowList
Lead Score
ORDERSTATUSCUSTOMERLSMOVE TYPEDATESIZEEST. QUOTE
210301NEW
Sarah Mitchell
(555) 301-4827
25
Residential Local04/04/20263 bed$1,198.75
210298NEW
James Cooper
(555) 482-9163
5
Residential Local06/11/20263 bed$1,167.75
210297NEW
Emily Chen
(555) 739-2058
0
Residential Local04/29/20262 bed$854.50
210268NEW
New Inquiry
(555) 100-0000
0
Residential Local03/20/2026Room$586.00
Rows per page: 251-4 of 4
68%
Lead Conversion
New Lead!
Online Quote · 3 Bed
Key Benefits

Everything You Need to Win More Leads

Stop losing leads to slow follow-ups and scattered data. Our moving company CRM keeps everything in one place.

Capture Leads from Every Source

Website forms, phone calls, emails, Yelp, Angi, Google — every lead funnels into one pipeline automatically. No more spreadsheets or missed inquiries.

14 Color-Coded Lead Statuses

See your entire pipeline at a glance. Every lead is color-coded by status so you know exactly who needs attention, who's booked, and who's slipping away.

Automated Follow-Ups

Set rules for automatic email and SMS follow-ups. Never lose a lead because someone forgot to call back. The system does it for you.

Full Pipeline Visibility

Track conversion rates, lead sources, rep performance, and revenue by stage. Know exactly where your bookings come from and where they drop off.

How It Works

From Lead to Booked Move

See how our moving company CRM turns inquiries into revenue with a streamlined four-step pipeline.

01

Capture Leads

Leads flow in from your website, phone calls, third-party sites, and manual entry — all into one centralized dashboard.

02

Track & Nurture

Assign leads to reps, set follow-up reminders, trigger automated messages, and move leads through your custom pipeline stages.

03

Convert to Bookings

When a customer is ready, convert their lead to a booked job with one click. All data carries over — no re-entry needed.

04

Measure Results

See which lead sources, reps, and campaigns drive the most revenue. Optimize your spend and double down on what works.

Why Elromco CRM

Built for Movers, Not for Everyone

Generic CRMs weren't designed for the moving industry. A dedicated moving company CRM like Elromco was.

Feature
Elromco
Generic CRM
Built specifically for moving companies
Tracks move-specific data (rooms, inventory, distance)
Integrates with dispatch & scheduling
14 color-coded lead statuses for movers
Auto-converts leads to booked jobs
Moving-specific follow-up templates
Pipeline Statuses

What Does a Moving Company CRM Actually Track?

Every order carries a status, a lead score, and color-coded flags.

Lead Stage: New, Follow Up, Alerts

A quote request lands as New. Change the move size or dates in the portal and it flips to New Lead Info so a rep re-checks the quote. Another booking on the same truck flags it New Lead Truck.

Booking Stage: Can Book, Reserved, Booked

Set Can Book Online and the customer pays a deposit and e-signs from their portal. A phone deposit moves the order to Reserved automatically; a signed confirmation makes it Booked.

Closed: Completed, Expired, Dead Lead

Completed is set when the foreman submits the electronic bill of lading. Past-date leads expire on their own; Not Interested is recorded when a customer clicks it in their portal.

Who It's For

What Changes for Sales Reps, Owners, and Customers

One order record, three audiences, zero re-typing.

For the Sales Rep

Sort by lead score and work the hottest leads first. Every email, SMS, call, and note sits on the order timeline.

For the Owner or Manager

Filter the pipeline by status, salesperson, date, lead source, or branch. Sales and referral-source reports show which reps and channels book moves.

For the Customer

Every lead gets a white-labeled portal on your domain — a unique link, no password — to adjust inventory, watch the quote recalculate, message you, and book.

Mistakes It Prevents

Which Sales Mistakes Does the CRM Catch?

Most bookings are lost to a follow-up that never happened.

The lead nobody called back

A new lead triggers a welcome email and SMS on arrival, and a no-activity reminder keeps nudging. It stays in New until someone touches it.

The deposit that never became a booking

A phone deposit parks the order in Reserved. Unsigned after 48 hours, Elromco sends the signing link again.

Quoting from stale details

When a customer adds rooms or changes dates, the order is flagged New Lead Info and the estimate recalculates.

Re-typing the job into dispatch

Addresses, inventory, crew size, and rates live on one record from inquiry to truck to invoice. Nothing is copied wrong.

FAQ

Moving Company CRM Questions

Leads
PipelineListCalendar
All sourcesThis month Lead
New7
Priya Sharma
Cambridge → Austin, TX
Web Oct 3
$4,8502 min ago
Marcus Bell
Quincy → Waltham
Google Sep 26
$1,120SMS sent
Elena Vasquez
Medford → Salem
Yelp Sep 30
$98018 min ago
+4 more · $9.2k
Follow-up5
Scott Greenberg
Quincy → Waltham
Phone Sep 18
$1,640Call 2 pm
Dana Whitfield
Cambridge → Newton
Referral Sep 18
$1,310SMS #2 today
+3 more · $7.6k
Quoted4
Hub Logistics
Boston · office move
Web Sep 18
$2,760Viewed 3×
Tom Okafor
Malden → Lowell
Google Sep 18
$1,450Sent 1h ago
+2 more · $6.1k
Booked9
Lorraine Fischer
Somerville → Brookline
Phone Sep 18
$1,284Deposit paid
Hannah Lindqvist
Brighton → Portland, ME
Referral Sep 22
$3,120Deposit paid
+7 more · $14.3k
25 open leads · $37.2k pipeline Auto follow-ups: SMS at 10 min, email day 1, call task day 2

Product preview

Elromco moving company CRM pipeline with color-coded lead statuses from new lead to booked move

See How Elromco CRM Compares

Explore detailed comparisons and learn why moving companies choose Elromco as their moving company CRM over the alternatives.

Quick answer

Elromco's Sales CRM is a lead-tracking and pipeline-management tool built specifically for moving companies. It captures leads from your website, phone, email, Yelp, Angi, and Google into one dashboard, applies 14 color-coded lead statuses, and runs automated email and SMS follow-ups so no estimate goes cold.

14 color-coded lead statuses for sales pipeline visibility
Captures leads from web forms, phone, email, Yelp, Angi, Google
Automated SMS and email follow-up sequences
Per-rep performance metrics: conversion rate, response time, revenue

Available on: Both plans

Ready to See It?

Ready to See the CRM in Action?

Book a personalized demo and see why hundreds of movers trust Elromco as their moving company CRM to capture more leads and book more moves.

View pricing — plans from $289/mo →

Free demo · No credit card required · Setup in under 2 weeks