01
Keep your CRM
Quote2Cash supports pre-sales and speed-to-lead / speed-to-book and sends the booking to your CRM.
Your booking journey
Your booking journey. Your existing CRM.
Lead captured
Every inbound inquiry is captured the moment it arrives.
Lead qualified
Quote2Cash qualifies the lead and schedules the survey.
Estimate sent
The estimate goes out once the survey is complete.
Move booked
Automatic follow-ups drive the lead to a booking.
CRM handoff
Booked lead information moves into your CRM.
The above includes survey scheduling and estimating after the survey.
The CRM handoff
A booked lead moves into the system you use.
Quote2Cash
Lead captured → booking confirmed
Your moving company CRM
Booked lead information
Keep your current CRM. Book more moves.
02
Connect the journey
Drive a captured lead through qualification, survey, estimate and booking with Quote2Cash.
03
Connect to any CRM
After booking, transfer the lead information into your company's existing CRM system. If you have no CRM, use our lead management tool.
See how the estimate fits the journey
Before the CRM handoff, Quote2Cash captures the lead, schedules the survey and sends an instant estimate after the survey.
Explore moving company softwareMoving company CRM FAQ
Before you get started
Is Quote2Cash a moving company CRM?
Not your traditional moving CRM. Quote2Cash drives the lead to a booking and integrates with your CRM.
Do we need to switch CRM systems?
No. Quote2Cash can connect to pretty much all CRM systems a moving company may use.
When is the lead information transferred?
Once the lead is booked, the booked lead information can move into your CRM.