Enquiries from everywhere
Calls, website forms, Google Ads and listing sites, each in a different place, and the slowest reply loses the job.
CRM for packers and movers
CRM for packers and movers
A customer planning a move asks three or four companies for a quote the same day, and books whoever surveys first and quotes clearly. WTS CRM gives every enquiry an owner and a callback time, holds the survey date and the quotation, and tracks the advance and balance against the job.
Sound familiar?
Quotes that change after the survey
The phone estimate becomes a different figure after the visit, and the customer remembers the first one.
The move date passes, the follow-up does not happen
A customer who said “next month” is never called back, and books someone else.
Advance taken, balance unclear
The booking amount is paid by UPI, the rest on delivery, and the balance is worked out on the truck.
How WTS CRM works for packers and movers
Capture the enquiry
Website and ad forms arrive through lead sources with an owner; phone enquiries are added in a few taps.
Book the survey
A follow-up with the date and owner, and the from and to cities, move date and home size in custom fields.
Quote after the survey
Packing, loading, transport, unloading and insurance as GST quotation lines, shared as a link.
Take the advance, collect the balance
Convert the accepted quotation to an invoice, record the advance, then the balance on delivery.
What packers and movers use most
Move details on the lead
Custom fields for the route, move date, home size or vehicle, so whoever calls back has the full picture.
Itemised quotations
Each service as its own line with quantity, rate, discount and GST, and every revision kept as a new version.
Know when the quote is opened
You get an email when the customer opens the quotation, which is the moment to call.
Advance and balance in view
Record the booking amount and the delivery payment by UPI, bank transfer, cash or cheque, with the balance shown at every step.
Everything included
Most packers and movers start on the Solo plan at ₹999 a month, after a free trial. Compare plans.
- Lead management — Every enquiry in one pipeline, with its status, temperature and notes kept together.
- Follow-ups and tasks — The next call or message is scheduled, prioritised, and waiting for you each morning.
- Clients and projects — When a lead is won, the relationship carries on in the same place.
- GST invoices and payments — Bill the work you won and see exactly what is still owed.
- Teams and roles — Share one workspace, and give each person only the access their job needs.
- Reports and your data — See how the pipeline is doing, and keep full control of what is in it.
Guides for packers and movers
CRM with quotations
Create GST quotations right from your CRM
Payment tracking software
Client payment tracking software for small businesses
CRM for Google Ads leads
Manage Google Ads leads in one follow-up CRM
Website lead capture
Send website enquiries straight into your CRM
Guide
How to Ask a Client for Advance Payment: Messages and Email Templates
WTS CRM for other teams
Questions from packers and movers
Does it track trucks, drivers or shipments?
No. There is no fleet, driver or consignment tracking, and it does not generate LR copies or e-way bills. It covers the customer side: enquiry, survey, quotation, invoice and payments.
Can I quote item by item?
Yes. Every line has a description, HSN or SAC code, quantity, unit, rate, discount and GST rate, and the totals update as you type.
Can I record cash collected on delivery?
Yes. Record each payment with its method (UPI, bank transfer, cash or cheque) against the invoice, and the balance updates.
Can my survey staff use it?
On Team (₹2499 a month, 5 seats) each member sees the leads and follow-ups assigned to them. Quotations, projects and invoices come with Solo and above; Starter covers leads and follow-ups only.