Moving companies · CRM
Every enquiry, survey and quote belongs in one record the whole office can see.
A CRM for a moving company is the shared record of each customer from first form to final invoice, including the survey date, the estimate sent and the move date. GullySales sets it up so that nothing depends on the dispatcher remembering.
Scope, fee, reporting and term are agreed in writing after we have read your brief and spoken to you.
What CRM means
A CRM is the record where every enquiry, call and quote is kept against a customer, replacing separate notebooks, spreadsheets and memory. GullySales sets up or cleans an existing CRM and reports from it by enquiry outcome rather than by activity logged.
Last updated 5 Oct 2026.
For moving companies
Where it usually goes wrong, and what we would do.
“The quote lives in a notebook and the survey in someone's phone”
The estimator holds the inventory, the dispatcher holds the truck diary and the owner holds the unpaid deposit chase. When one of them is off sick, the customer calls and nobody can say what was promised.
“A move has a date, so the record must be built around the date”
A lead for the last weekend of next month needs a different handling from one for next season. A record that sorts only by when the enquiry arrived hides the jobs that must be answered before a truck is lost.
“Repeat sources are invisible in a plain list of names”
The same leasing office, Realtor or senior move manager appears under twenty customer names. Without a field for who sent the job, nobody can see which relationship is paying and which has quietly dried up.
“The December question needs last summer's data”
Which source brought the winter office jobs, and which customers asked about storage and were never called back? An owner can only plan the quiet months from a record kept all through the busy ones.
What we do
What we deliver for moving companies.
Every deliverable, what it covers for you, and the result it is there to produce. Nothing here is an extra.
A pipeline built on the stages of a move
Enquiry, survey booked, survey done, estimate sent, deposit paid, move done, review asked, laid out so each job is in exactly one place.
Result: Anyone in the office can say where a job stands.
Fields for the facts an estimator needs
Stairs, elevator booking, parking distance, special items, storage and the move date, filled once and visible to the crew lead.
Result: The person on loading day reads what the person on the phone heard.
Source tracked down to the building or agent
A required field for where each job came from, from a marketplace to a named property manager or Realtor.
Result: You can see which relationships and ads produce booked work.
Reminders tied to dates, not to memory
Tasks that fall due before the survey, before the estimate expires and before the move, assigned to a named person.
Result: A job stops slipping because someone was away.
Existing records moved in and cleaned
Past customers, unfinished quotes and referral contacts imported from spreadsheets and email, with duplicates merged.
Result: The winter list is made of people who have moved with you before.
How the result is measured
- Enquiries logged in the CRM
- Data completeness
- Reports generated from CRM data
Recorded as a baseline before work starts, so every later report has an honest comparison.
Who it is for
This is written for these moving companies.
- Local household movers billing by the hour
- Long-distance carriers running their own authority
- Van line agents
- Office and commercial relocation specialists
- Senior move and downsizing specialists
- Labour-only loading and unloading crews
- Packing, crating and specialty item movers
- Storage and containerised storage operators
- Junk removal and clear-out services
- New companies running one or two trucks
How it works
From your first message to the first report.
No open-ended retainer. Every step gives you something in writing.
First
Your brief
You tell us what you need in a few short steps: your business, what you want, where enquiries come from and how they are handled.
After the brief
A conversation and a written scope
We read it, then talk with whoever handles your enquiries. If you want our help, the scope, the fee and the reporting come in writing, and nothing starts before you have read them.
Before work starts
Baseline recorded
The numbers this work is meant to move, such as enquiries, quotations, orders, visits or renewals, written down so every later report has an honest comparison.
After the baseline
The first fix goes live
The fix we agreed to start with is put in place and measured against the baseline, whether that is a reply, a follow-up, a page, a listing or the handover between marketing and sales.
As agreed
Report against the baseline
What moved, what did not, and what changes next, in plain words. How often you get it is set in writing before work starts.
At renewal
Renew on the numbers
The term ends and you decide whether to continue from the results. The length is agreed in writing before anything starts.
How the CRM work runs
- 1
Map the sales process
We record how a deal actually moves from enquiry to close in your business today.
- 2
Configure stages and fields
The CRM's pipeline and fields are built to match that process exactly, not a generic template.
- 3
Set up automations
Reminders, assignment rules and follow-up triggers are configured so routine steps happen without manual effort.
- 4
Test with real deals
We run the configuration against actual current deals to catch gaps before the whole team relies on it.
Why us
Why owners pick GullySales over an agency.
Marketing and sales, as one job
Most agencies stop at the enquiry. We also fix what happens after it: the reply, the follow-up, the quote and the CRM.
The person on the first call does the work
No account managers in between. You are never handed to someone you have not met.
A baseline before anything starts
Your numbers are written down on day one, so every later report compares against something honest.
The fee in writing, split three ways
Our time, your media spend and production on separate lines. You always see what goes to us.
No guarantees we cannot keep
The term is agreed in writing and never a default twelve months. We never promise a ranking or a lead count, because nobody controls those.
Hours that fit your day, agreed up front
Which hours we overlap with yours is settled before any work starts, so you know when a reply is coming and when it is not.
#257, 3rd floor, Sri Nanjundeshwara Complex, Nagarbhavi 8th Block, Outer Ring Road. How we work.
Your brief
Tell us what you need, and we will read it before we call.
Eight short steps about your business, what you want and who decides. Most questions are a tap, and you can skip any you would rather answer on the call.
FAQ
Questions owners ask before they call.
Not here? More answers, or ask on WhatsApp.
Which CRM should a small moving company use?
Can the CRM connect to the website form and marketplace leads?
Our crews are not office people. Will they use it?
How much does it cost?
How long is the contract?
How soon will we see results?
Who will actually do the work?
What do you need from us?
What if we are not happy with the work?
More for moving companies
Everything else we would do for you.
Closest to this: leads and follow-up
Also for moving companies
Or start from the overview: sales and marketing for moving companies.
Your next practical step
Tell us what you are trying to grow, and we will read it before we call.
Eight short steps, mostly taps. Skip anything you would rather answer on the call.