Movegistics CRM Features

Movegistics CRM

Transportation, moving & storage solutions

4.86/5 (35 reviews)

Movegistics CRM Feature Summary

  • Local moves
  • International moves
  • Interstate moves
  • Lead management
  • Customer management
  • Dispatch management
  • Fleet management
  • Quotes / estimates
  • Storage management
  • Automatic lead capture
  • Book and track moves
  • Configure-Price-Quote (CPQ) technology
  • Generate estimates
  • Integration with Adobe Echosign
  • Visual field surveys
  • Self-service customer portal
  • Google Maps integration
  • Custom email templates
  • Send rate requests
  • Sales reports
  • Multiple currency support
  • Metric and imperial systems
  • Worldwide database of agents
  • Electronic pre-move surveys
  • PDF summary
  • Digital signature
  • Phone surveys
  • ‘Groupage’ capability
  • Track insurance claims
  • Worldwide database of ports and airports
  • Purchase orders
  • Move, sales, and operations reports
  • Export data to CSV, Excel and PDF formats
  • Daily job chart
  • Calendar
  • Custom contracts and proof of deliveries
  • QuickBooks integration
  • Built-in receivables and payables
  • Workflow based invoicing
  • Job costing
  • Custom invoices and approval
  • Profit margins and thresholds
  • Reporting and analytics

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Mobile Integration (128 other apps)
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Reporting & Statistics (226 other apps)
Social Media Integration (163 other apps)
Third Party Integration (211 other apps)

Competitor Feature Comparison

Mobile apps

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Movegistics CRM Feature Reviews

25 reviewers had the following to say about Movegistics CRM's features:

Ben Smith

Movegistics helped us double our sales!

2017-04-02

I love that Movegistics helps us quickly complete on site surveys with their offline capable mobile app and then generate estimates using our tariffs.

Pros

Their visual estimator, lead grabber, offline mobile apps for surveys, custom BOLs, e-signatures and QuickBooks integration.

Cons

There is a slight learning curve but it's not too hard. Once you learn the software it will save you hours and hours.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10

Recommendations to others considering Movegistics CRM

The software is very comprehensive and and customizable. Take advantage of the free training and tutorials offered.

Source: Capterra
Helpful?   Yes   No
Read more
Scott Peters

Easy to use and robust CRM platform with very responsive support

2018-01-04

Pros

Esign functionality, email & payment integration, extremely fast and knowledgeable support staff ...

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
(Transportation/Trucking/Railroad company, 1-10 employees)

Powerful Software

2018-11-27

My overall experience has been pleasant. I definitely see the benefit that Movegistics has brought to our operations.

Pros

This software has a lost of integrations, functionalities, and features

Cons

Sometimes some important features are critical for smooth operations in sales, marketing, and dispatch do not work at all.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

7/10
Source: Capterra
Helpful?   Yes   No
Read more
Ali Amin

I need everything in one place in order to function more reliably. Movegistics makes it all happen.

2017-12-15

I reach out to more people via email, and keeps my client based more organized and accessible.

Pros

E-Signature, multiple email templates, Easy quotation, Easy data access, call logs, when multiple people working on the same lead.

Cons

So i just type in the inventory in customer notes.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Daniel Moshutz

Excellent CRM for the moving industry

2016-03-01

Personalised to client core moving activity. Excellent customer service for more than a year of utilisation.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Laurie Koehler

Movegistics is a great value

2018-09-13

To have software that has a CRM, dispatching, invoicing and job costing capabilities is a real plus.

Pros

I love the forward thinking by management to make constant improvements and customizations.

Cons

Not all functions work at 100% before moving onto new releases.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Betsy Adams

Brilliant program, long-overdue for moving companies

2017-08-15

Being able to review an individual move/job was extremely beneficial!

Pros

Customization of data fields - item descriptions correlating volume/weight resulted in detailed job analysis.

Cons

There was nothing to not like about Movegistics. Absolutely no complaints. The company was always immediately responsive, understands the moving industry, was professional and excellent to deal with, our training sessions were recorded for users to reference - exceptionally well done.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Dwyght Mack

Amazing Software

2019-06-13

Pros

It has everything and now with the Marketing Roi reports it save me so much time seeing what is performing and what is not.

Cons

When there are minor issues due to Time zone difference they cant be address right away but the issues is usually handle immediately once they open shop.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Austin Barnett

Great

2017-09-13

A CRM organized process!

Pros

This system is designed for moving companies and all the sales items we deal with on a daily basis.

Cons

Takes some time to learn, but once you learn it, it works great!

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Greg Sheppard

A Super Company To Work With.

2019-06-21

Having an all-in-one system for producing quotes, to sending automated emails, to creating bill of ladings and order for services - All with tracking - helps operations and marketing create a better and more sustainable growth pattern for the future.

Pros

I like the fact that the CRM is flexible when wanting to add new elements to the system.

Cons

None that I can think of. Been a joy to work with.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Danette Wolf

Start Up

2018-11-27

Movegistics has been helpful in trying to understand our concerns and to add certain features for us that are not standardized in the industry. The Central Valley of California and New York are about as extreme as you can get in the moving business and Movegistics is quick to listen to your individual needs and wants so they can attempt to solve your problems.

Pros

The other feature on the software is the shared calendar and being able to assign trucks and crew to the jobs.

Cons

The start up has not been as easy as it should be - there are a lot of steps to get certain things done.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

7/10
Source: Capterra
Helpful?   Yes   No
Read more
Mathieu Hochleutner

Movegistics has helped organize and streamline my business. Also has increased my profits.

2017-10-24

I don't have a pile of notes and scribbles, and multiple calendars for jobs and schedules.

Pros

Major pro would be the professional look you can achieve, that reassures your customers. Also the organization is another major pro.

Cons

The only con i would say is there are minor issues i run into that a simple page refresh fixes, other then that no major problems.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Joshua McKee

Very well pleased with my experience. Bang for your buck is certainly there!

2018-01-19

Since, I've joined the CRM and sales/quote stage functionalities have simplified my life extremely.

Pros

Affordable option. The features and capabilities that this software has is not available with many other different types of moving softwares, and if they are they will charge you /month

Cons

Overall, the customer support is very high quality.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Andrew Lambert

One Of The Best Business Decision You Will Ever Make!

2016-08-23

I have looked at lots of CRM softwares and this one is hands down the best one I have seen.

Pros

Great customer service!

Cons

It has taken a while to teach to my employees.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Natalie Br

Movegistics is an intuitive software application and extremely user friendly!

2018-07-09

Pros

I love the easiness of converting leads to opportunities.

Cons

I just found at today that this will be a new feature, however.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Source: Capterra
Helpful?   Yes   No
Read more
Johanna Hoyt

Worthwhile for anyone who is looking to increase volume and efficiency.

2016-02-11

Pros - Lead grabber allows you to contact your customers quickly, and track the progress of their entire move. Electronic pre-move survey is efficient and saves money when you don't have to print your piece count.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Eric Wirks

One of the best CRM's out there for the moving & storage industry.

2018-11-26

Pros

There is nothing about this CRM that our company does not like.

Cons

Their customer service is fantastic!

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Chad Augeson

Meets Our Needs

2016-02-09

The software does everything we require at a price point that works well within our budget and allows us to fully maximize our office and field staff by creating efficiencies that we did not have prior to implementing Movegistics.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Brandon Miller

Best Moving CRM around

2019-07-25

This product makes the entire process smoother. It has helped me to be able to step away more and work on my business, not for my business.

Pros

Hands down amazing customer service.

Cons

Take the time to learn the product and you'll love everything about it, I have nothing bad to say.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Susan Anderson

One of the best decisions we have made for our business!

2017-09-06

Pros

They have been supportive in training and always willing to customize for our specific needs.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Source: Capterra
Helpful?   Yes   No
Read more
Kapil Lahoti

Great Software to grow your business

2018-01-15

Pros

This software is very easy to use and customer service team is very responsive.

Cons

Too many pop ups before you can actually send the quote. This could be delveloped into a one page and would like to see this happening in the near future.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from Netensity


Hello Kapil,

Thank you for your comments. We are glad to have you as a customer all these years.

We do have a newer release without any popups when estimating. We will have you upgraded to the new release soon.

- Movegistics CRM

Read more
Mike Weisenburger

Install CRM that readily works with to utilize my present process & support enhancements to sales

2018-01-30

Pros

Scalable application, ease of installation and customization, affordability...... all in one easily installed package

Cons

Better user documentation would be beneficial as an implementation tool and reference guide for future users.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Source: Capterra
Helpful?   Yes   No
Read more
Brent Baldree

We love it

2019-05-22

I was a fool to think I could do it without CRM. I tried several CRM's and realized more and more how if it worked properly it would be great for us.

Pros

It fits me and does not require me to fit it.

Cons

What I like least about this software is when I have a problem and get frustrated I end up taking a short break and then come back to realize that the software has a built in solution to any problem I guess it just irritates me that it has already solved all of my problems before I can even complain about it to the tech team.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Andrew Foulsham

Great customer service. Needed additional training and Adarsh walk me through the program step-by-s

2018-01-25

Pros

Accessibility. layout and ease of use. I can loggin remotely from any here to look at the daily job sheet and future jobs.

Cons

I have customized our account to make it more in-line with commercial relocations.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Source: Capterra
Helpful?   Yes   No
Read more
April McKee

Very pleased with service and software.

2018-01-19

Many benefits

Pros

What we like about movegistics...we like that the software keeps our company's customer's information and our jobs in order. We are able to add personal notes for each shippers page. They keep improving on the software.

Cons

Any trouble we have, customer service addresses these issues.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more