Managing Leads in Movegistics 5.0 – Part 2

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Why This Matters to Your Business 📲🤖

Once a lead enters your CRM, how you communicate next makes all the difference. Prompt, professional interactions—combined with automated follow-ups—can drastically increase your conversion rate. Movegistics 5.0 allows your team to email, text, log calls, and even qualify leads into Work Requests—all within one unified screen.

You no longer need third-party tools like Mailchimp or Constant Contact to automate follow-up campaigns. With built-in messaging automation, you can deliver fast, personalized service at scale—from the very first click.

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Talking to the Customer 📞📩

In Movegistics, think of your lead workflow through the 4 T’s: Talk, Type, Tag, Track.

1. Talk

• Talking is the first point of contact—typically via phone call or email.

• You can manually create the lead at this point and qualify them on the spot if the customer is ready to move forward.

• If the lead isn’t ready yet, keep the conversation going through automated tools.

2. Type

• Use automated emails and texts to stay in touch—built directly into Movegistics.

• No external services needed like Mailchimp.

• Use templates or custom messages to send appointment confirmations, follow-ups, or special offers.

3. Tag

• Tag your leads to organize them quickly and accurately.

• Common examples include: Warm Lead, Storage, VIP, Commercial, Customer Referral.

• Tags enable advanced filters, saved views, and automation triggers.

4. Track

• Use custom views to track follow-up priority, source, or campaign.

• Reference the Pipeline to see which stage each lead is in—Lead Received, Contacted, In Discussion, Qualified, etc.

In the lead detail screen, you'll also find quick communication tools:

• ✉️ Email – Compose and send with merge fields.

• 💬 Text Message – Send SMS messages directly.

• 📞 Log a Call – Record call outcome and notes.

• 📝 Note – Add internal notes to document insights or next steps.

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Qualifying a Lead into a Work Request ✅

Once a lead is ready to move forward:

1. Click the Qualify button on the top toolbar.

2. The lead will be converted into a Work Request.

3. All communication history and contact details follow into the new record.

This is a key transition in your pipeline—where a potential becomes a planned job.

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Automated Emails & Text Messages ✨📤

Deliver that "wow" experience with zero extra effort:

• Click the gear icon in the top-right corner of your screen to open Settings.

• In the left-hand menu, select Automations.

• From the Automations screen, you can:

  • Create Lead Nurturing email and text automation rules

  • Choose templates like “Welcome New Lead,” “Packing Tips,” or “Moving Day Mistakes”

  • Set conditions and triggers based on lead status, tags, or time delay

💡 These automations are built directly into Movegistics—no Mailchimp or Zapier required.

Examples include:

• Welcome messages

• Estimate reminders

• Post-booking confirmations

• Nurturing campaigns that offer tips or re-engagement messages
  
  For more information on how to setup Automations in 5.0, refer to the article on Automations in the Settings section. 

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Editing Lead Info ✏️

Need to correct or update a lead’s details? Just click the pencil icon in the Lead Info section:

• Update name, phone number, or email address

• Edit move details such as type, date, or bedrooms

• Assign tags or change lead owner

• Add notes about conversations or challenges

Everything is editable in place—no need to dig through menus.

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Using Field History 🕒

Want to see what’s changed on a lead?

1. Click Field History on the far-right side of the lead screen.

2. View a full audit trail of all changes, including:

   • Who made the change

   • When it was made

   • What field was updated

This is crucial for accountability, especially in team environments.

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Final Tip: Be Proactive, Not Reactive ⚡

Use built-in automations, structured communication, and clear transitions to Work Requests to provide an elite experience to every prospect.

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For help setting up automations or templates, email us at [e-mail].