Moveware’s built-in Customer Relationship Management (CRM) allows you to efficiently and successfully manage all your company’s relationships and interactions with existing and potential clients. The CRM can let you focus on your organisation’s relationships with individuals, one-off clients, corporations and trading partners. The software tracks the history of customer interactions, calls made, emails, meetings held, documents shared, presentations delivered, and quotes given. It also helps you coordinate and stay on top of the required steps.
Our CRM provides your business and sales team one place to store all details, including every lead and service request, with necessary contact info, preferences, account profiles and contract requirements. You will also be able to report on the pipeline of prospective sales, making better forecasts and being more accurate. Moveware also replaces time-consuming emails and outdated spreadsheets with automated follow-ups and reminders. There is also the possibility to create and execute marketing campaigns through the program’s mass mailing capacities, which allow you to group your contacts based on interests, birthdays, mailing lists, and much more.
A company’s ability to properly manage its sales process is one of the key elements that can sometimes be overlooked. There is no point investing in lead generations if not every effort focuses converting them into booked business. With Moveware, your sales team will benefit from various sales tools. These tools will help them to achieve success in converting sales leads. The software includes time-saving facilities, such as automatic emailing and automatic quoting. These measures enable your sales personnel to focus more on client time and task management tools. The sales team have the ability to create a dedicated sales follow-up module, which helps them stay on top of every single opportunity, with reminders and scheduling of next steps.
Moveware uses unique and innovative tools to help you manage various services from start to end. You will find it easy to set up customized processes that guide your staff to follow specific company procedures, client-specific requirements, and quality standards. The task, contact and appointment diaries help you schedule and coordinate all processes. It also creates the initial survey/inspection booking, all the way to the last post-delivery phone call to the client.
The software also has adaptive logic and formulates a step-by-step guide for every new service. Client types, types of moves, stages of the process and other aspects can be a factor when creating these guides. These guides in the management process creates four key outcomes: No task gets missed + Quick escalation and re-allocation of responsibilities + Efficient workload management + Easy and efficient reporting that includes customized KPIs + creation of an audit trail of every single file. It is no wonder that Moveware represents a massive percentage of FIDI FAIM-approved companies of any software provider.
One of Moveware’s best features is a completely integrated operations management tool. It allows for the meticulous planning of every service executed by your operations crew. The management tool can separate operational planning by each department. (local operations, warehouse, container movements, etc). Other attributes include the allocation of resources, labour, vehicles and materials to each job. It can also automatically quote a job and give you an unprecedented profit and loss view of every service performed by your company.
As an integral part of the system, the operations team benefits from complete visibility of keystone information and detail of every job, enabling them to operate efficiently. The system improves the internal flow of information. It also creates a better inter-department communication flow. Various controls can be put in place for maximum capacity, rostered days off from personnel, vehicle servicing and more. The following features are a brief summary of some of the additional quality functions you can look forward to in Moveware: Load Consolidation planner, Container Movement Tracking, Fleet Management, Materials Management, Resource audit reporting (by an employee, by vehicle and by material), Time Sheets, Label Prints, and detailed analytical operations reporting.
Are you tired of not being able to have consolidated reporting between your financial statements, service operations and multiple data entry points? Then look no further. Moveware is the ONLY moving software with a fully integrated accounting package. No additional licensing is required! Even though Moveware can integrate with external accounting programs, we encourage all our clients to consider our product first. 85% of our clients opt to carry all accounting functions within our system. The seamless data integration allows for efficiency, with no duplicate data entry and simplified accounting processes. The most crucial aspect is live financial results with no delay. Moveware’s financial system can handle any business size, from single-location businesses to multi-company, multi-branch, multi-country, multi-currency enterprises. The accounting system can also create invoices, online payment solutions, accounts receivable, supplier management, banking, general ledger and budgets.
There is a famous saying, “What gets measured, gets managed”. With Moveware, you can measure just about anything, giving an unprecedented view of your business in real time. Our relational and integrated database permits cross-department, cross-system reporting, giving you a detailed analytical understanding of your company’s trading status. Do you want to see which lead sources are most profitable, who is the most accurate at estimating moves, or what is the utilization percentage of each vehicle? No problem. We offer more than 200 reports already built into the system. Every user can customize how the data is organized, filtered and presented.
We also provide custom reporting solutions, with the belief that if the information is in the system, it should be reportable. Each report can generate in various file formats, such as quick previews, excel data exports, PDFs, etc. They are also available to you via an online graphic dashboard, allowing you to stay on top of the business wherever you are. In addition, you can generate or schedule reports and have them sent to you on your determined timelines. Do you want to see profit and loss results for the week each Monday at 9:00 am? Moveware will have it on your desk, guaranteed.
In Moveware, you can plan and manage your warehouse, each client or account with goods in store. You can mimic your warehouse organization in Moveware with areas, locations, pallets (vaults), inventory, etc. Management of these aspects in the system will provide you with important information such as empty vault listings, efficiency usage of different sections, costs of inventory, and more. In addition, you will be able to closely manage each client’s storage items, keep an account profile, a detailed inventory list, billing history and out-of-storage delivery controls.
Possibly the most important tool we offer when it comes to storage management is our automatic billing function. Using any desired calculation method and period, you can generate all storage revenue and automatically send an individual email to each client with their PDF invoice. We have companies that can develop their entire monthly storage billing cycle in less than 30 minutes.
Quality control is a crucial part of every company’s operation, and as such, Moveware is proud to offer both controls integrated within the system. Users can open up a new claim file right from within an existing file in our system. This process will allow the user to track progress of it, follow an auditable claim process and record the costs of compensations paid. In addition, the claim record is fully reportable, meaning you will be able to see a history of claims by employee, by type of service, by client, etc. Any actions taken to correct the error, and even recurring employee training can be recorded. Within Moveware controls, you can create customized quality control questionnaires, internal or external. These questionnaires can be automatically sent to a client at the end of a service, and the client can record their responses online. Their response feeds back into the main database for detailed data analysis and reporting.
The Moveware system can generate all documents your service team may need along the life cycle of a job, from quotes and follow-up emails to orders for service, invoices, shipping manifests and statements. You can format the documents to appear exactly as you want them to, matching the company’s look and feel. Each document gets populated automatically with selected data from the desired file or records your team is working on. The automation process saves incredible amounts of time, prevents manual input errors and guarantees a consistent company image across the entire organization. Create the documents in Word or Crystal report writer, and once generated, you can use as PDFs, Word, Excel or print on paper. With Moveware, you will not have to write another document manually.
Paper surveys are a thing of the past. With our surveying app (MobiSurvey), you can improve estimating accuracy and speed, and create quicker and more efficient communication between sales reps on the field and in the office. MobiSurvey comes with automatic web (remote) syncing to keep you updated. When a survey is complete, your entire estimated list, all the pictures taken, and notes written can be shared to the office wirelessly from your device.
More and more organizations, such as certain customs offices and freight carriers, are demanding today the need for a typed-out packing list to accompany household shipments. This probably means wasted time by move coordinators trying to make out someone’s handwriting to then hand type the results, which creates inefficiencies and causes errors. With our mobile app MobiCrew, your crews can quickly and easily create a packing list right on site, with real time wireless syncing back to the office. MobiCrew meets the proposed USTRANSCOM/DOD digital inventory requirements and is compliant with ISO 17451-1 standards.
With our online portals, you can truly differentiate yourself from the competition by giving your clients 24/7 online access. Your clients can see the status of their move, view online tracking, communicate with their team, share documents, complete quality reviews, check their inventory, and more. Through the portals, you can also grant your customers the possibility of requesting a new quote from your website, which generates a lead into your Moveware system. It can also be programmed to return automatic quotes for you. You can give access to your corporate accounts and trading partners to see their own online dashboard reports, check the status of their account and manage their own users in the portal.
Moveware lets you share move and shipment information electronically around the world. You can also share the information with other Moveware users and third-party software users. This electronic data transfer has a clear advantage of reduced coordination costs through reduced data entry time. It also eliminates costly data entry errors.
Our software has a dedicated manifest/bill of lading management tool, which allows you to keep track, coordinate and act on all your shipments, be it a domestic long-distance transport or a sea shipment in any part of the world. Moveware can automatically distribute associated shipping costs across multiple shippers in a shared bill of lading, and create all documents required for a manifest. It can also record key information such as container numbers, House Bill of Lading numbers and more. In addition, these tools allow international moving companies, in conjunction with our customs and container registers, to keep the entire freight flow management under the same database.
