Movegistics CRM Features

Movegistics CRM

Transportation, moving & storage solutions

4.86/5 (37 reviews)

Competitor Feature Comparison

Accounting Integration
Activity Dashboard
Activity Management
Activity Tracking
Alerts/Notifications
Appointment Scheduling
Automated Scheduling
Availability Indicator
Bid Management
Billing & Invoicing
Booking Management
Built-In Database
CRM
Calendar Management
Calendar Sync
Claims Management
Client Management
Client Portal
Communication Management
Contact Database
Contract/License Management
Cost Estimating
Customer Accounts
Customer Database
Customer History
Customer Management
Customizable Branding
Customizable Forms
Customizable Reports
Customizable Templates
Data Import/Export
Delivery Tracking
Digital Signature
Dispatch Management
Drag & Drop
Electronic Payments
Electronic Signature
Email Management
Email Templates
Employee Management
Employee Scheduling
Equipment Tracking
Estimating
File Storage
Fleet Management
For Commercial and/or Industrial Electrical Contractors
GPS
Interaction Tracking
International Moves
Invoice Management
Job Costing
Job Management
Job Scheduling
Job Tracking
LTL / Shared Truckload
Lead Capture
Lead Management
Local Moves
Maintenance Scheduling
Mobile Access
Mobile Alerts
Mobile App
Mobile Payments
Multi-Currency
Online Booking
Online Time Clock
PDF Conversion
Payment Collection in the Field
Payment Processing
Preventive Maintenance
Progress Tracking
Purchase Order Management
Purchasing & Receiving
QuickBooks Integration
Quotes/Estimates
Real Time Data
Real Time Reporting
Real-time Scheduling
Recurring Appointments
Reporting & Statistics
Routing
Rules-Based Workflow
Sales Reports
Scheduling
Search/Filter
Self Service Portal
Service History
Storage Management
Survey/Poll Management
Technician Management
Third Party Integrations
Time Tracking
Visual Analytics
Work Order Creation
Work Order Management
Learn moreCompare App
Accounting Integration
Activity Dashboard
Activity Management
Activity Tracking
Alerts/Notifications
Appointment Scheduling
Automated Scheduling
Availability Indicator
Bid Management
Billing & Invoicing
Booking Management
Built-In Database
CRM
Calendar Management
Calendar Sync
Claims Management
Client Management
Client Portal
Communication Management
Contact Database
Contract/License Management
Cost Estimating
Customer Accounts
Customer Database
Customer History
Customer Management
Customizable Branding
Customizable Forms
Customizable Reports
Customizable Templates
Data Import/Export
Delivery Tracking
Digital Signature
Dispatch Management
Drag & Drop
Electronic Payments
Electronic Signature
Email Management
Email Templates
Employee Management
Employee Scheduling
Equipment Tracking
Estimating
File Storage
Fleet Management
For Commercial and/or Industrial Electrical Contractors
GPS
Interaction Tracking
International Moves
Invoice Management
Job Costing
Job Management
Job Scheduling
Job Tracking
LTL / Shared Truckload
Lead Capture
Lead Management
Local Moves
Maintenance Scheduling
Mobile Access
Mobile Alerts
Mobile App
Mobile Payments
Multi-Currency
Online Booking
Online Time Clock
PDF Conversion
Payment Collection in the Field
Payment Processing
Preventive Maintenance
Progress Tracking
Purchase Order Management
Purchasing & Receiving
QuickBooks Integration
Quotes/Estimates
Real Time Data
Real Time Reporting
Real-time Scheduling
Recurring Appointments
Reporting & Statistics
Routing
Rules-Based Workflow
Sales Reports
Scheduling
Search/Filter
Self Service Portal
Service History
Storage Management
Survey/Poll Management
Technician Management
Third Party Integrations
Time Tracking
Visual Analytics
Work Order Creation
Work Order Management
Visit WebsiteCompare App
Accounting Integration
Activity Dashboard
Activity Management
Activity Tracking
Alerts/Notifications
Appointment Scheduling
Automated Scheduling
Availability Indicator
Bid Management
Billing & Invoicing
Booking Management
Built-In Database
CRM
Calendar Management
Calendar Sync
Claims Management
Client Management
Client Portal
Communication Management
Contact Database
Contract/License Management
Cost Estimating
Customer Accounts
Customer Database
Customer History
Customer Management
Customizable Branding
Customizable Forms
Customizable Reports
Customizable Templates
Data Import/Export
Delivery Tracking
Digital Signature
Dispatch Management
Drag & Drop
Electronic Payments
Electronic Signature
Email Management
Email Templates
Employee Management
Employee Scheduling
Equipment Tracking
Estimating
File Storage
Fleet Management
For Commercial and/or Industrial Electrical Contractors
GPS
Interaction Tracking
International Moves
Invoice Management
Job Costing
Job Management
Job Scheduling
Job Tracking
LTL / Shared Truckload
Lead Capture
Lead Management
Local Moves
Maintenance Scheduling
Mobile Access
Mobile Alerts
Mobile App
Mobile Payments
Multi-Currency
Online Booking
Online Time Clock
PDF Conversion
Payment Collection in the Field
Payment Processing
Preventive Maintenance
Progress Tracking
Purchase Order Management
Purchasing & Receiving
QuickBooks Integration
Quotes/Estimates
Real Time Data
Real Time Reporting
Real-time Scheduling
Recurring Appointments
Reporting & Statistics
Routing
Rules-Based Workflow
Sales Reports
Scheduling
Search/Filter
Self Service Portal
Service History
Storage Management
Survey/Poll Management
Technician Management
Third Party Integrations
Time Tracking
Visual Analytics
Work Order Creation
Work Order Management
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Mobile apps

iOS App


1 review

Requires iOS 6.0 or later. Compatible with iPhone, iPad, and iPod touch.

Android App


0 reviews

Movegistics CRM Feature Reviews

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

Ali A.

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

Not a big fan of on site survey app, very hard to find each item to put it as an inventory item.

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
Ben S.

Movegistics helped us double our sales!

2017-04-02

Their integration with Adobe Echosign helps our customers e-sign their estimates and we even receive alerts when the customer views their estimates or signs it.

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
Laurie K.

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
Scott P.

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
Greg S.

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
Ruby A.

Cannot live without my CRM

2021-04-10

I cannot live without my CRM and I cannot wait for her to keep improving.

Pros

I can use it mobile or desktop.

Cons

But I love how we have access to keep going back-and-forth whenever we need it.

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
Dwyght M.

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
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
Danette W.

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
Daniel M.

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
Austin B.

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! It seems at first to be confusing in some aspects, but that is because the system is so smart, you just have to set some times aside to learn the system. Once you learn it you will not regret it!

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 A.

Meets Our Needs

2016-02-09

As a small company we researched a number of management software systems before deciding on Movegistics.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Betsy A.

Brilliant program, long-overdue for moving companies

2017-08-15

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

Pros

Customized lead source input revealed the marketing investments that realized revenue.

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
Mathieu H.

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 M.

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
Natalie B.

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
Jeremy A.

Movegistics has changed the way we do business and we couldn't be more pleased with the product.

2017-05-08

Pros

However, changing technology and the 21st century business climate made me realize I needed a better way to handle the customer management portion of our business.

Cons

While the learning curve has been longer for me, I have found that most "software glitches" have come from my own input mistakes, rather than due to software issues. In the very rare case that there have been software related problems, Netensity has stepped up quickly and efficiently solve the problem to our satisfaction.

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
Johanna H.

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

2016-02-11

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 W.

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
Andrew L.

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
Kris C.

Newbie - After searching and sampling many softwares, we chose Movegistics. SOOO Happy we did!

2017-02-27

Having been in online marketing, I was pretty good with softwares. I searched and sampled many mover softwares and chose MoveGistics as my fave.

Pros

robust and flexible

Cons

I would like to edit all items cubes at once - Like ALL king beds for all rooms in 1 click

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

Recommendations to others considering Movegistics CRM

It could use an email server to do marketing blasts to groupings. Look at Office Auto Pilot. I have used them in the past and they have what seems to be a fantastic platform that would really help to integrate I would like to be able to remove completed jobs or lost jobs from the "view opportunities" listing... allow me to put on that "home screen" if you will what job types or statuses I want to see I would also like to be able to adjust the coloring, or branding inside the move estimator that goes out in emails. I am using that link to put as a page on my website and I would like to adjust the colors to BRAND to my company colors.

Source: Capterra
Helpful?   Yes   No
Read more
Brent B.

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
Kapil L.

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
Colt C.

Outstanding and innovative!

2016-02-09

The team is always taking feedback from there customers and always there at a moments notice to fix any concerns or listen to my changes and needs.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
April M.

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