Innovating the Moving Industry
Allows moving management teams to track leads, manage customers and book moves more efficiently.
Client
Keystone Move Management
Date
November 2017
Technologies
Innovating the Moving Industry
Our web application allows for Move Managers to quickly contact leads, schedule moves, track revenue and more. The platform revolutionizes how moving companies handle their entire customer lifecycle from initial contact to move completion.
Lead Engagement
Contacting leads quickly and efficiently is the key to any business, especially in today’s high-tech society. People want answers yesterday. The platform integrates with external websites that push data into the lead tracking portions. Email and text messages go out to quickly engage the potential customer.
Features:
- View email delivery status, opens, clicks
- Send and Receive Text Messages
- Automated Follow-ups
- Real-time lead tracking
- Website integration for automatic lead capture
- Multi-channel communication (email, text, phone)
Agent Integrations
Within the moving industry, many agents will service a move. Our platform allows for external agents to securely update portions of a client file. This allows for timely data entry and a smooth operation.
Features:
- Agent Logins
- Encrypted data transmission
- Secure file access controls
- Real-time collaboration
- Audit trail for all changes
- Role-based permissions
Robust Reporting
Over the course of any given year, the web application houses over 3,500 lead and client records. Without robust reporting features such as Line-Haul tracking and Lead Source data, the portal would be all for not.
Features:
- Tracking by Lead Source
- Year-over-year Line-Haul Tracking
- Sales Goals and Performance Metrics
- Revenue analytics
- Customer acquisition costs
- Conversion rate optimization
- Seasonal trend analysis
- Agent performance tracking
Key Benefits
- Streamlined Operations: Centralized platform for all moving-related activities
- Improved Response Times: Automated lead engagement reduces response time from hours to minutes
- Data-Driven Decisions: Comprehensive reporting enables strategic business decisions
- Scalable Solution: Handles thousands of leads and moves annually
- Agent Collaboration: Secure multi-agent access for complex moves
- Customer Satisfaction: Better communication and tracking improves customer experience
Project Details
Client Feedback
"The team at ReLow Group knows how to get the job done. I approach them with, what I seem to think is an extremely complex problem, but every time, they solve our problem quickly."
Keystone Move Management
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