עברית
Русский
EnglishPrice disputes on moving day
The client signed a quote in advance that lists the items, addresses, floors, elevator and crane. Price and scope are agreed before the move.
CRM for moving companies. From a WhatsApp inquiry to a signed quote and a Google review
CRMOnline with the "Moving company" setup runs a home or office move from start to finish. AI builds the item list from chat photos, the client signs the quote on their phone, the crew gets addresses and a map on WhatsApp, and movers' hours go into the timesheet.
Try it free- Homes, offices, single items
- Hebrew and Russian
- WhatsApp in the client record
8
ready-made automations
in the "Moving company" setup
in the "Moving company" setup
In short: CRM for a moving company
What it is
CRMOnline "Moving company" is a cloud CRM for Israeli companies that move homes, offices and single items. It includes a lead pipeline, a quote wizard, e-signature, orders, crew visits, timesheets and tax documents.
Who it is for
Companies that handle home and office moves and single items such as a piano, a safe or a fridge. Freight logistics (routes, fleet, GPS) is not covered.
AI inside
AI builds the item list from the photos the client sent on WhatsApp. An item that appears in several photos becomes one line. Pianos, safes, glass and fridges are flagged as special items.
Automated
Sending the quote and two reminders, converting the lead into a client and creating an order after signing, messages to the client and every mover, timesheet entries, the payment document on WhatsApp and a Google review request.
Languages
The interface is in Hebrew (RTL), Russian and English. Messages to clients and movers go out in Hebrew or Russian, depending on the recipient.
Price
The "Moving company" setup is included in the Standard (₪195) and Premium (₪250) plans. Prices are per user per month, before VAT. Movers do not need a login.
Payments and documents
Cash, bank transfer, Bit, credit card, up to 36 installments. Tax invoice / receipt under Israeli rules, with an allocation number (מספר הקצאה).
Common problems
Where moving companies lose money and clients
Five common reasons clients complain about movers, and what changes with CRMOnline.
The crew doesn't know what sales promised
Movers get the same item list and access details on WhatsApp that the client signed.
Heavy and fragile items
Pianos, safes, glass and fridges are flagged as special items in both the quote and the crew message.
Leads get lost in chats
Inquiries from WhatsApp, Facebook, Google, Midrag and pro.co.il land in one pipeline. Unsigned quotes are not forgotten: reminders go out on a schedule.
Quoting takes too long
The item list is built from chat photos, and crane and boxes come from your price list. You check it and set the price.
The process
How a move runs in CRMOnline, from inquiry to review
Eight steps. The manager prepares the quote, schedules the visit, marks the job as done and takes payment. The system handles the other steps.
- System
Inquiry
A lead is created from WhatsApp, Facebook, Instagram, Google, Midrag, pro.co.il, a call, a referral or the API, and enters the "New inquiry" stage.
- System
Chat
The manager replies on WhatsApp right from the record. When the client sends photos or video, the lead moves to "Clarifying".
- Manager
Quote
A five-step wizard: addresses and access, items from photos with AI, crane and boxes, price with or without VAT, review.
- System
Sending and reminders
The quote link goes to the client on WhatsApp. If it isn't signed, the client gets two reminders, and on day three the manager gets a task to call.
- System
Client signature
The client signs the quote on their phone. The lead becomes a client, an order is created from the quote, and the office is notified.
- Manager
Moving day
The "Visit" button in the order opens the calendar with the client, addresses and items. The manager picks the date, time and crew.
- System
Messages
The client gets a confirmation and a reminder 24 hours ahead. Each mover gets the addresses, a map and the item list in their language.
- System
Timesheet and review
Once the visit is marked done, each mover gets a timesheet entry. The next day the client is asked for a Google review.
Quote wizard
Moving quotes with an AI-built item list
Five steps in one window. The wizard opens from the lead or client record.
Addresses and access
Move type (home, office, single items), number of rooms, preferred date, who packs, whether disassembly and assembly are needed. Up to three pick-up and two drop-off addresses, each with floor, elevator (none, yes, small), distance from parking and a crane flag.
AI builds the item list from photos
The manager selects at least five photos the client sent on WhatsApp, and AI returns a list with quantities. A wardrobe that shows up in two photos becomes one line. Pianos, safes, glass and fridges are marked as special items. The list can be edited and extended by hand.
Crane, boxes and price
Crane and boxes are switched on with a toggle; the price comes from your catalog and can be changed. The total is summed from the lines or entered as one amount, with or without VAT.
One quote for the whole job
The quote has a single "Moving" line with the total price, the item list below it and "Includes: crane, 30 boxes". The PDF adds addresses and access details. You can reopen and recalculate, and a signed quote is view-only.
Automation
Ready-made automations for a moving company
The "Moving company" setup includes eight automations. You import them from a ready file, add the office number and your review link, and switch them on.
Six of the eight automations: event → action
Each automation opens on a visual canvas where you can change texts, delays and recipients. Messages go out in the client's language.
Event
Quote created
Action
The client gets a view-and-sign link on WhatsApp
Event
Quote not signed
Action
A reminder to the client, a second one the next day at 10:00, and a call task for the manager on day three
Event
Client signed
Action
The lead becomes a client without duplicates, an order is created, the office is notified
Event
Visit scheduled
Action
Confirmation to the client and a message to each mover with addresses, a map and the item list
Event
One day before the move
Action
A reminder to the client to arrange building access and truck parking
Event
Visit done
Action
A thank-you note and a Google review link
Crew and payment
The crew gets the same list the client signed
Movers don't need a CRM login: the job arrives on WhatsApp, and hours are counted from the visit.
Visit in the calendar
The "Visit" button in the order opens the calendar with the client, the "Moving" service, addresses, items and access details already filled in. The manager chooses the date, time, person in charge and movers, and the system checks that each worker is free and works that day. The visit card has a "from / to" block with map links.
A message to each mover in their language
Date and time, client, pick-up and drop-off addresses, a map to both, the item list and access details. The mover gets all of it on WhatsApp, in Hebrew or Russian.
Timesheets and crew pay
When the visit is marked done, a timesheet entry is created for each mover. Crew pay is hours × rate + travel, with a separate rate for each mover. The hours and pay report exports to Excel.
Client payment from the order
Invoice or receipt under Israeli tax rules, with an allocation number. Cash, transfer, Bit, credit card, up to 36 installments, several methods in one receipt, from a computer or the mobile app. The document is sent to the client on WhatsApp. More about the invoicing and bookkeeping module.
What else CRMOnline gives a moving company
Industry setup
The "Moving company" setup is chosen when the system is installed. Pipeline, services, message templates, automations, dashboard, report and roles are set up for moving.
Dashboard and report for the owner
Lead pipeline, quotes sent and signed by month, revenue and this week's moves. The "Quote conversion" report shows each manager's results.
Hebrew, Russian, English
The interface is available in three languages. The client and every mover get messages in their own language.
Israeli payments and documents
Bit, credit cards, up to 36 installments. Tax invoices and receipts with an allocation number, Israeli work calendar and holidays.
Mobile app
iOS and Android app: records, calendar, tasks, push notifications and payments.
Roles and access
Separate roles for the owner, managers and movers. Movers never log in: they get WhatsApp messages, and their hours go into the timesheet.
Comparison
WhatsApp and a spreadsheet, a generic CRM, or CRMOnline for movers
Which parts of a move you have to handle by hand in each option.
| Feature | WhatsApp + spreadsheet | Generic CRM | CRMOnline |
|---|---|---|---|
| All leads in one pipeline, including Midrag and pro.co.il | no | partly | yes |
| Item list from chat photos (AI) | no | no | yes |
| Quote with addresses, floors, elevator and crane | manual | needs setup | yes |
| Client e-signature on the phone | no | partly | yes |
| Reminders for unsigned quotes | manual | needs setup | automatic |
| After signing: client and order | manual | manual | automatic |
| Addresses, map and items to the crew on WhatsApp | manual | no | automatic |
| Timesheets and crew pay | in a spreadsheet | no | automatic |
| Israeli tax invoice / receipt, Bit, installments | separately | separately | yes |
| Interface and messages in Hebrew and Russian | no | partly | yes |
Getting started
Start working within a day
The pipeline, automations, message templates and reports are already in the setup. You only add your company details.
-
"Moving company" setup
Choose "Moving company" when the system is installed. Modules, pipeline, services and templates are configured right away.
-
WhatsApp
Connect your business number with a QR code or through the Facebook API.
-
Prices and crew
Set crane and box prices, and add movers with an hourly rate and travel pay.
-
Automations
Enter the office number for notifications and your Google review link, then switch the automations on.
Pricing
How much moving company software costs
No hidden fees and no long-term contract. Free trial, no credit card needed.
Frequently asked questions
How much does moving company software cost?
The "Moving company" setup is included in the Standard (₪195) and Premium (₪250) plans. Prices are per user per month, before VAT. Movers don't need a login, so you don't pay for them. Yearly billing costs less, and the trial is free.
Is CRMOnline suitable for freight and logistics?
No. The "Moving company" setup is built for moving homes, offices and single items: one vehicle per job, a crew of movers and a quote based on an item list. Routes, fleet management and GPS tracking are not part of the system.
How does AI build the item list?
In the quote wizard, the manager selects at least five photos the client sent on WhatsApp. AI recognizes furniture and appliances, merges an item seen in several photos into one line and flags special items: pianos, safes, glass, fridges. The list can be edited and extended by hand.
Can I receive leads from Midrag and pro.co.il?
Yes. Leads from Midrag and pro.co.il, as well as from WhatsApp, Facebook, Instagram, Google, phone calls and the API, land in one CRM pipeline at the "New inquiry" stage.
What does the client's signature on the quote give me?
The client signs the quote on their phone. It lists the items, addresses, floors, elevator, crane and total price, so the scope of work is agreed before the move and there are fewer price disputes on moving day. A signed quote cannot be changed, only viewed.
Do movers need a CRM login?
No. Each mover gets the date, time, addresses, map and item list on WhatsApp in their language. Their hours go into the timesheet when the manager marks the visit as done.
Can I take payment with Bit and in installments?
Yes. Payment is taken from the order: cash, bank transfer, Bit, credit card, up to 36 installments, several methods in one receipt. The document follows Israeli tax rules and is sent to the client on WhatsApp.
Which languages does the system support?
The interface is in Hebrew, Russian and English. Message templates for clients and crews exist in Hebrew and Russian, and the system picks the recipient's language.
Who builds CRMOnline
CRMOnline is developed by Gazit A.M., which has been implementing CRM systems for small and mid-sized businesses in Israel for more than 20 years. More about the company, all CRMOnline solutions, for example client and lead management or CRM for beauty salons.
Try a CRM built for your moving company
In a free Zoom demo we'll show how your move goes through CRMOnline: inquiry, quote, signature, crew, payment and review.