Sales & pipeline
Every lead opens with an estimate already started.
No blank screen, no "create quote" step. The moment a lead lands, Moveezi drafts the estimate against your own tariffs and rate tables. Your team prices the job instead of building the paperwork to price it.
This pipeline is a working demo. Select a lead and watch its activity and estimate follow it.
The quote went out Thursday. They booked someone else on Tuesday.
Moving is a speed business. The enquiry arrives, and then it waits: for the rep who owns the inbox, for the tariff spreadsheet, for someone to rebuild the same estimate for the hundredth time. By the time the quote is ready, the customer has three others and a decision. The job was never lost on price. It was lost on the four days before the price.
The pipeline
Every enquiry on one board. Nothing waiting in an inbox.
New, contacted, survey scheduled, estimated, proposed, won, lost. Seven stages the whole sales team can see, so a lead cannot quietly rot in someone's personal inbox for a week.
Seven stages, one truth
Every lead sits in a stage with an owner and a next step. Board, list or calendar, whichever way your team thinks.
Saved views per rep
My open leads, corporate accounts, everything going international next month. Save the view once and it is there every morning.
The week ahead, scheduled
Surveys and target move dates on a calendar next to the board, so sales and operations are planning against the same week.
Qualification that carries
Budget, decision maker, competitors quoting, insurance, who pays. Captured on the lead and still there when it becomes a job.
Quoting
Priced on your tariffs. Not on a spreadsheet someone forked in 2019.
The estimate is not a document your team builds. It is a live record on the lead from the first minute, priced by the same rating engines every time, whoever is at the keyboard.
The draft is already there
Open a lead and the estimate exists, started and ready to price. There is no blank quote to create and no rep who forgets to create it.
Four rating engines
Rate tables, domestic tariffs, international tariffs and special programs. Import your existing tariff spreadsheets and price against them directly.
Full version history
Every change snapshotted with who changed it and why. Duplicate a quote, restore an earlier version, and answer "what did we send them in March" in one click.
Give them options, not an ultimatum
Send several priced options on one proposal with one marked as recommended. The customer picks the shape of their move rather than accepting or rejecting a single number, and the option they choose becomes the job. Corporate accounts price against their own negotiated programs automatically, with the authorisation matrix applied per service code.
Proposals and intake
They accept it online. The deal moves itself.
The proposal goes out as a branded link, not a PDF attachment that dies in a spam folder. When the customer signs it, the pipeline updates without anyone in the office touching a thing.
Accepted and signed online
The customer opens the proposal, picks an option, signs it in the browser and the lead flips to won, timestamped. Decline captures the reason instead of silence.
Your website form, wired in
Hosted intake forms for consumer, private and corporate enquiries. The lead lands in the pipeline with its source attached, already assigned.
API, webhook or forwarded email
Push leads in from a portal, a lead broker or a partner site. Forwarded enquiry emails are parsed into leads automatically.
Survey it before you price it
Book a video survey straight from the lead, run the call, and the inventory you capture lands on this estimate while you are still talking to the customer. The reason the estimate is right is that somebody actually looked at the house, and the reason it is fast is that nobody re-typed what they saw.
Why it matters
The fastest accurate quote wins the job.
Not the cheapest, and not the prettiest. The one that arrives while the customer is still deciding, and is still right when the truck turns up.
