Run a smarter moving business: 7 top CRMs for moving companies in 2025

When most people think of movers, they picture a truck pulling up on moving day. But behind that moment is a complex operation filled with scheduling, logistics, estimates, and nonstop communication.

CRMs make it possible for moving companies to handle everything from inquiries, providing estimates, and handling communication for moving jobs. Having the right CRM in your corner can spell the difference between an ok service and maximizing customer satisfaction, so you want to make sure you’re choosing the right solution.

In this guide, we’ll cover 7 different CRM platforms teams can use to maximize efficiency. We’ll also cover the key features you should look for and how solutions like monday CRM allow teams to leverage AI to optimize workflows.

What is a CRM for moving companies?

A CRM for moving companies helps streamline every part of the moving process, from initial lead capture to job scheduling, customer communication, and post-move follow-up.

Designed specifically to handle the fast-paced logistics of moving businesses, customer relationship management software centralizes customer information, estimates, routes, billing, and team communication into one easy-to-manage platform. With the right CRM, moving companies can:

• Track and convert leads efficiently
• Schedule jobs and allocate crews
• Automate emails and follow-ups
• Manage quotes and invoices
• Coordinate dispatchers, movers, and customers in real time

In short, a CRM for movers reduces manual work, eliminates miscommunication, and helps teams deliver a more organized, reliable, and responsive moving experience.

7 ways CRM software can benefit moving companies

Aside from the move itself, moving companies have a lot of other tasks to manage behind the scenes to make moving day as seamless as possible. A CRM makes sure that moving teams can organize all their administrative work so that they can focus on providing the best service. Here’s a look at some of the key ways moving companies can benefit from CRM software.

1. Better scheduling: CRMs allow moving companies to schedule jobs more efficiently, reducing overlaps and ensuring that the workforce and vehicles are being optimized
2. Tailored customer service: With a CRM, moving companies can store customer histories and preferences in one place and apply this data to provide personalized experiences and proactive support.
3. Easy lead management: Help sales teams book more moves by tracking leads from initial inquiry to booking.
4. Streamlined communication: Automate reminders, emails, and communication within a CRM to keep clients and teams informed every step of the way.
5. Centralized data: All customer, quote, job, and billing information gets stored in one platform, so companies can improve organization and reduce the risk of errors or lost details.
6. Real-time updates: Teams can access job statuses, route changes, and customer communications instantly, allowing for faster decision-making and better coordination.
7. Automate manual tasks: Automate routine tasks like follow-up emails, quote management and generation, and invoice creation, saving time on otherwise manual work.

Top features moving companies should look for in a CRM

CRMs come packed with tons of useful features and tools, but not all of them will be top of mind for moving companies. To make sure your team can work as collaboratively and efficiently as possible, here are some core features to look out for when choosing a CRM for moving companies.

• Workflow automations: Automate repetitive tasks like email follow-ups, status updates, and task assignments to keep operations running smoothly without manual intervention.
• AI capabilities: Leverage AI CRMs for smarter lead scoring, predictive scheduling, and customer communication insights to boost efficiency and sales performance.
• Lead tracking: Tackle lead management through every stage of the sales pipeline to increase conversion rates through timely follow-ups, targeted nurturing, and marketing material.
• Marketing features: Built-in email campaigns, SMS marketing, custom forms, customer segmentation tools, and personalization through collected data help moving companies engage potential customers
• Workforce scheduling: Assign and manage movers, trucks, and crews based on availability, location, and job type for optimal resource utilization.
• Mobile access: Give field teams on-the-go access to schedules, customer details, and job updates to improve responsiveness and reduce delays.
• Quoting and invoicing tools: Generate accurate quotes quickly and streamline billing with integrated invoicing, reducing administrative work and improving cash flow.

7 top picks for moving company CRM software

Moving companies have a lot of choices for CRM software, with plenty of solutions targeting movers specifically. While these tailored solutions may seem like a good bet as they’re packed with moving-specific features, they often don’t offer the flexibility and scalability of more well-rounded software.

We’ve gathered our top picks for CRM moving software. Take a look at the need-to-know info in the chart below, or keep reading for a more detailed overview of each one.

1. monday CRM

Best for: Moving companies that want a flexible, AI-powered all-in-one CRM

With monday CRM, moving businesses get a flexible, AI-powered system to manage customer journeys, automate bookings, and coordinate resources. Its intuitive interface makes it easy to create no-code workflows for dispatch, follow-ups, and scheduling. With over 200 integrations and advanced forecasting tools, monday CRM supports operational efficiency and scalable growth for moving companies of all sizes.

Key features

• No‑code AI workflows: Automate task assignments, reminders, status updates, communication summaries, and more in an instant.
• AI forecasting and reporting: Predict resource needs using smart forecasting based on historical data and trends, and generate real-time reports to gather insights.
• Smart support: Built-in AI agents offer suggestions to better engage customers, pull essential documents at the right time, and optimize communications.

Pricing

• Plans starting from $12/seat/month
• Plan tiers: Basic, Standard, Pro, and Enterprise
• 14-day free trial
• Find out more about monday CRM plans and pricing here

2. HubSpot Smart CRM

Best for: Moving businesses wanting a CRM with strong marketing tools

HubSpot Smart CRM offers a platform that excels at tracking customer interactions from inquiry through follow-up, supported by AI. Its integrated email marketing tools help moving companies nurture prospects and automate post-move communications. For teams focused on building relationships and leveraging data, HubSpot Smart CRM provides intuitive dashboards, advanced AI reporting, and scalable features.

Key features

• Feature-rich lead management: Track leads through every stage with AI-assisted routing and prioritization based on customizable parameters.
• AI marketing tools: Generate personalized content for email campaigns and track analytics to grow business.
• Support portal integration: Streamline handoff between marketing and service teams for smoother moving experiences.

Pricing

• Plans starting from $15/user/month
• Free forever plan for limited users with basic features
• 14-day free trial
• Multiple tiered plans and add-ons

3. MoveitPro

Best for: Mid‑size moving companies that need call‑center booking services

MoveitPro excels at consolidating job scheduling, dispatch, and customer inquiries in one system. The platform offers built‑in call‑center functionality to help handle bookings and route requests. With its scheduling and mapping tools, MoveItPro also supports efficient multi-stop moves and route planning, while helping teams cut down on paperwork and manual tasks with automated workflows.

Key features

• Integrated call‑center support: Centralize booking and inquiry management with integrated tools to handle inbound and outbound calls.
• Live tracking: Know where your employees and vehicles are at all times for more accurate time estimates.
• In-home surveys: Allow estimators to complete surveys through a mobile device and add important images and data.

Pricing

• Plans starting from $150/month
• Free demo available

4. SmartMoving

Best for: Moving companies needing an all-in-one platform

SmartMoving is tailored specifically to the moving industry, combining CRM, dispatch, estimating, accounting, and storage management features in one unified system. SmartMoving claims to help users increase profits and save manpower through insights and automated workflows. The platform supports virtual surveys, integrates seamlessly with third-party accounting and payment apps, and offers rapid onboarding with expert support.

Key features

• Dispatch management: Scheduling, dispatch services, and customer communications are instantly automated to reduce manual work.
• Sales automation: Follow up on leads, track client communications, and use templates to engage clients further.
• Accounting features: Built-in payroll, accounting, and estimation tools make it easy to close jobs sooner and keep everything in one place.

Pricing

• Plans starting from $299/month
• Plans: Essential and Growth
• 30-day free trial

5. Movegistics

Best for: Moving companies that want a complete booking-to-billing CRM

Movegistics offers real‑time job tracking, notifications, and a customer portal, ensuring both moving agents and clients stay informed. It includes bulk email and SMS campaigns for promotions or follow-ups, and integrated quoting and invoicing for a seamless client journey. The platform’s automation capabilities help reduce errors and improve client satisfaction, making it ideal for companies focused on scaling.

Key features

• Unified conversations: Keep client messages, such as emails and text interactions, in one unified view for smooth communication.
• Drag-and-drop dispatch: Quickly schedule moves with an intuitive drag-and-drop interface.
• Tools for estimates and quoting: Generate intelligent estimates on the spot for quick quotes to close more jobs.

Pricing

• Starting from $199/month
• Plans: Growth and Enterprise
• Add-ons for mobile QR code inventories and interactive 2D warehouses
• Free demo available

6. Moverbase

Best for: Small moving companies looking for an easy-to-use platform

Moverbase is designed for simple quoting, crew management, and job dispatch. The straightforward platform doesn’t rely on any bells and whistles, making it ideal for small teams that need fast setup without complex configurations. Field staff can update job statuses and communicate with customers in real time, while administrators generate quotes and track acceptances on the go.

Key features

• Truck management: Manage your fleet of trucks, create schedules, plan routes, and estimate prices all in one place.
• Lead management and engagement: Track and sort leads based on custom parameters, convert leads to jobs, and set follow-up reminders.
• Simple quote creation: Generate and send personalized and trackable proposals quickly by email.

Pricing

• Free forever plan with limited features
• Starting from $29/month
• Plans: Free, Movers Pro, Fleet, and Unlimited

7. Supermove

Best for: Moving operations that need to automate scheduling and fleet coordination

Supermove’s strength lies in its interface that automates key moving and revenue growth activities. Backed by AI tools, teams can rely on Supermove to automate task workflows like payment and invoicing, vehicle and crew allocation, inventory management, and resource planning. Thanks to full desktop and mobile compatibility, both office and field teams can adjust schedules and job details on the fly.

Key features

• Lead capture automation: Capture leads 24/7, engage leads with instant replies and follow-ups, and get summaries with suggestions for next steps.
• Pricing and capacity planning: Combine scheduling and smart pricing in one view to streamline operations and increase profitability.
• Accounting and reporting: Real-time job costing and revenue insights help track profits for smarter financial decisions.

Pricing

• Pricing available upon request
• Plans: SuperMove Core, Supermove Pro, and Supermove AI Sales Copilot
• Free demo available

How to choose the right CRM for your moving business

With so many CRM solutions available, choosing the right one for your moving company comes down to identifying your team’s specific needs and priorities. Here are a few key decision-making criteria to guide your selection:

• Company size and complexity: A small local moving company might prioritize ease of use and basic quoting tools, while larger operations with multiple crews will benefit from workforce management, fleet coordination, and robust reporting features.
• Email capabilities and automation: Look for a CRM with strong email integration—this can make or break how well you engage leads and communicate with customers. Features like quote follow-ups, status updates, and marketing campaigns should be automated where possible to save time and improve consistency.
• Mobile accessibility: Your teams aren’t always at a desk. A CRM with mobile-friendly access allows field staff to view schedules, update job statuses, and communicate with clients on the go, which keeps operations moving smoothly.
• Scalability and customization: As your business grows, your CRM should grow with you. Choose a flexible solution that allows you to add automations, integrations, and additional seats or features without switching platforms.
• Integration with tools you already use: A great CRM shouldn’t operate in a silo. Look for options that integrate with tools like Google Workspace, QuickBooks, Mailchimp, and others that support your workflow.

For moving companies that want a flexible, scalable, and automation-friendly CRM that checks all these boxes, monday CRM stands out as a powerful all-in-one solution. Let’s look at why.

Why monday CRM is the top CRM solution for moving companies

When selecting a CRM, you want to make sure it can not only handle but also optimize all of your moving company’s workflows. Whether that’s sorting leads, scheduling crews, or managing post-move surveys, the idea is to rely on one solution like monday CRM to automate and streamline everything from start to finish.

Boosted by AI and packed full of customizable automations, monday CRM is a one-stop shop solution for moving companies. With monday CRM, teams can implement powerful automations to manage different workflows so that agents can focus on nurturing leads and providing more careful and personalized attention to each customer. Thanks to built-in AI functionality, monday CRM helps teams accomplish more without expanding resources, making it easier to scale moving businesses and grow profits.

Here’s a closer look at some of monday CRM’s core features for moving companies.

Automate and personalize email communication with monday CRM

One of the biggest advantages of monday CRM for moving companies is how seamlessly it handles email communication—from lead capture through post-move follow-up. With built-in AI, automation tools, and deep integrations, teams can streamline outreach, follow-ups, and ongoing conversations to boost conversions and improve the customer experience.

• Automate quote follow-ups: Automatically send follow-up emails when a customer requests a quote but hasn’t responded. These messages can be personalized based on move type, timing, or location to help close more deals.
• Build custom email sequences: Create drip campaigns to nurture leads over time, send move-day reminders, or follow up after jobs are completed. Sequences can be triggered by time delays, status changes, or customer actions.
• Personalize emails with AI: monday CRM uses AI to generate tailored marketing messages and responses based on past interactions, such as call summaries or previous emails—so your team can engage leads with relevant, timely communication.
• Centralize communications: Manage all customer emails from one unified inbox. This helps teams respond faster, avoid dropped messages, and stay aligned across departments, whether in the office or in the field.
• Integrate with the tools you already use: Connect to Gmail, Outlook, Mailchimp, and more, allowing you to sync contacts, automate campaigns, and track performance without manual effort.

With these capabilities, monday CRM helps moving companies stay responsive, organized, and focused on the conversations that drive business forward.

Focus on high-value tasks thanks to AI automation

AI workflow automation makes it quick and easy to focus on the tasks that really matter. Automate workflows like follow-ups, lead routing, notifications, and even approvals thanks to AI so that your moving company can spend more time talking to clients, closing new jobs, and in the field.

Handle workforce and resources with advanced insights

With a workforce view to see what your crew has on their plate and scheduling tools to manage fleets and resources, you can ensure you’re optimizing your workforce without overexertion. Additionally, monday CRM offers advanced AI analytics and forecasting so you can predict what additional resources you might need during peak moving periods.

Streamline your tech stack with monday CRM integrations

There are over 200 app integrations available with monday CRM so that you can automate and sync data between the work tools you’re already using. Integrate platforms like QuickBooks for easier accounting, Microsoft Teams for meetings on the go, Excel and other Google apps, or Mailchimp to keep customers engaged with regular campaigns.

On G2, users give monday a 4.6/5 rating and note its ease of use and efficiency. Desiree M. likes how customizable the platform is:

I love how Monday CRM adapts to my sales process, letting me customize workflows rather than follow a rigid structure.

Users like Roy appreciate how monday CRM’s automation helps them work more efficiently:

The automation capabilities are a significant advantage, as they save time and minimize manual tasks.

For moving companies, choosing the right CRM is going to make all the difference when it comes to offering the best customer experience possible. With the right software, moving teams can work smarter with monday CRM’s automations take care of the behind-the-scenes administrative work. With more streamlined workflows thanks to monday CRM, moving companies can dedicate more resources to offering better service and growing their businesses.