/CUSTOM CRM

Built for the chaos of moving day.

A white-label CRM platform purpose-built for moving and logistics companies, giving every role in the operation, from sales agents to drivers, exactly what they need to move faster.

/OVERVIEW

A CRM THAT ACTUALLY FITS HOW MOVING COMPANIES WORK.

CUSTOM CRM
WHITE LABEL
LOGISTICS
STRIPE INTEGRATION
ROLE-BASED ACCESS

A US-based client came to Evolt with a clear problem: off-the-shelf CRMs weren't built for the complexity of moving and logistics operations. They needed a platform that could unify multiple companies under one management panel, automate the ordering process, and support every role in the business, from sales agents and managers to drivers and movers. Evolt took the idea from concept to working MVP.

/THE CHALLENGE

WHAT THE CLIENT NEEDED US TO BUILD.

Generic CRMs lack the flexibility that moving and logistics businesses require. Existing tools couldn't accommodate the specific workflows, role structures, and operational complexity of this industry. The client needed a custom-built solution that could handle everything from initial lead capture to route optimisation, storage management, and electronic invoicing, all within a single white-label platform.

GOALS

Unify multiple moving companies under one management panel

Automate the ordering and quoting process end to end

Support distinct roles: sales agents, managers, drivers, and movers

Enable real-time inventory creation via video call

Optimise driver routes to reduce operational costs

Integrate with Stripe for seamless payment collection

Build a fully functional MVP fast enough to support the client's funding timeline

/THE SOLUTION

FOUR MODULES. ONE PLATFORM.

MODULE 01

Communication Center

The central hub for sales agents. Voice, audio, chat, and email are consolidated into one place, giving agents a complete view of every lead and conversation in the pipeline. Automated email campaigns handle upsells, tips, checklists, and moving anniversaries, keeping customer relationships active without manual effort.

MODULE 02

Sales Pipeline

Full visibility across the sales funnel from first contact to booked move. Leads can be pulled in from multiple sources including the company website, third-party providers, and realtors, then moved through awareness, interest, desire, and action stages. Routing, quotations, and invoicing all happen within the same pipeline view.

MODULE 04

Inventory and Dispatching

Clients and sales agents create inventory lists together via video call through the web portal or mobile app. Once confirmed, a full quote is generated automatically. The platform also optimises driver routes, allowing the nearest driver to pick up multiple orders on the same route based on available truck capacity. Sales agents can produce accurate estimates in a fraction of the time compared to manual cube sheets. Future-planned AI integration will automate inventory creation using visual recognition of common objects.

MODULE 04

Storage Operations

Moves can be assigned to vaults or containers, tracked in real time, and automatically invoiced on a monthly cycle. Warehouse capacity and active storage customers are visible at a glance. The platform also calculates required storage volume per inventory list to prevent over-allocation.