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GE2 MOVE PRO · CUSTOMER RELATIONSHIPS
Moving company CRM: keep every job connected.
From the first conversation to operational preparation, connect the customer, the job and the information your team needs.
France + Switzerland Software for moving companies
Demos on request: examine the handover from enquiry to operational job record, including the sales-to-operations handover.
Concept illustration · fictional interfaces and data.
JOB PIPELINE
Sales qualifies the enquiry. Operations takes over without losing context.
A moving-company CRM is more than a contact record: it prepares the handover from enquiry to operations.
Qualified
Access and requirements clarified
Quote
Proposal prepared
Confirmed
Customer decision recorded
Operations
Job ready to schedule
Every stage stays connected to the same customer job record.
The information behind a well-prepared moving job
Customer record
Information that
follows the job.
From the first enquiry to operational preparation.
Lead and enquiry
Contact details, collection and delivery addresses, a proposed date and initial constraints give the enquiry a practical context.
Property and access
Floors, access conditions and details still to be checked belong with the job rather than in separate message threads.
Inventory and photographs
Preparing the inventory gives the sales team concrete information to review before producing a quote.
Quotes and services
Moving quotes draw on the record already prepared, with the professional retaining control of the commercial decision.
Scheduling and resources
The sales record connects with crew and vehicle scheduling as the move is organised.
Documents and history
Job information, documents and history help preserve the context of the enquiry as it develops.
DEVELOPMENT SCREEN · ENGLISH LABEL ADAPTATION
The handover to preparation, on screen.
This development screenshot shows preparation tasks and assigned responsibilities. It does not show a complete CRM.
- Tasks connected to preparation
- Responsibilities visible in the job record
- A screenshot you can enlarge to inspect the fields
What still needs checking
Verify during a demo: prospect qualification, conversation tracking and the sales-to-operations handover.
Check this workflow in a demo →Verify during a demo: prospect qualification, conversation tracking and the sales-to-operations handover.
English-labelled adaptation of a GE2 Move development screenshot · demonstration data · interface subject to change.
From the first conversation to operational preparation
Qualify
Understand the enquiry and identify missing information before progressing.
Complete
Bring access details, the inventory, photographs and services into a usable job record.
Quote
Prepare the commercial proposal using information that has been reviewed.
Hand over
Connect the job with scheduling and the information needed by operations.
RELATED STAGES
Continue through the moving workflow
Open the related stages or the complete GE2 Move Pro workflow.ILLUSTRATIVE WORKFLOW · NO CUSTOMER DATA
A customer update.
Context worth keeping.
Illustrative use case: a customer updates the inventory, then flags an access constraint. Sales and operations need the same information.
Discuss your organisation →A WORKFLOW TO EXAMINE
An update arrives
An access detail changes the planned preparation.
The job is reviewed
Inventory, services and constraints are considered together.
The handover is prepared
The person preparing the operation has the context to check.
Illustrative workflow, not a real event log. Handover functions and traceability must be examined during a demo.
A CRM approach that fits your organisation
For an independent mover, the priority may be keeping essential information easy to find. For a growing team, sales-to-operations handovers also matter. A multi-branch organisation will need a more specific discussion about visibility, information sharing and integration.
Day-to-day job management stands on its own. Assisted inventory, network, France–Switzerland and integrations can extend the workflow; they are not required for a domestic job.
Frequently asked questions
Is GE2 Move only a CRM?
No. GE2 Move Pro connects customer management with inventories, quotes, scheduling and operational preparation.
Do we need to replace every existing tool at once?
No. Start with your priority workflows. Connections to existing software and multi-branch requirements can be assessed separately with the team.
Is the CRM available as a self-service product today?
Request a demonstration to explore the presented version with your business cases and discuss what is still being prepared.
What should we bring to a demo?
Describe your team and a typical moving job. Handover points, repeated data entry and difficulties keeping track of enquiries are useful starting points.
PRE-LAUNCH · INDEPENDENTS, SMES, NETWORKS
Explore the handover from sales to moving operations.
Explore a typical job with the team, with functions and access conditions explained during the discussion.