CRM & follow-ups
The jobs you lose are the ones nobody followed up on.
Zip keeps every lead in one list, chases the quotes that go quiet while you're on a truck, and keeps every message, job, and payment for a customer on one record you can pull up in a second.
20 minutes · No sales pressure
What a small mover's CRM has to do
Nothing goes quiet unnoticed
A quote that sits unanswered for three days is a job somebody else booked. Zip follows up on its own, so the chasing still happens on the days you were under a piano.
One record per customer, not five places
Quotes, jobs, paperwork, and payments all live on the customer. When they call back in eight months for the next move, the whole history is already there.
You can see what's actually in the pipe
Leads in, quotes out, jobs booked — the funnel is on one screen, so you know whether a slow week is a lead problem or a follow-up problem.
How Zip handles a lead
From the first form fill to the repeat move two years later, on one record.
Every lead arrives in the same place
Website enquiries, phone calls, and texts all become leads in one list rather than a mix of inbox, notebook, and voicemail. Nothing depends on someone remembering to write it down.
- Website form submissions land as leads
- Calls and texts logged against the customer
- One list, sorted by what needs you next
Follow-up that happens without you
Automatic follow-ups keep working on quotes that have gone quiet. This is the single highest-value thing a small mover's software does, because it is the thing an owner on a truck cannot do reliably by hand.
- Quiet quotes get chased on a schedule
- Stops the moment the customer replies or books
- Works while you're on a job, at dinner, or asleep
The history that makes the next job easy
The record keeps the estimate, the signed paperwork, the crew who ran it, and what was paid. Repeat customers and referrals stop being a memory exercise.
- Signed Bill of Lading stored on the job
- Past moves visible on the customer
- Lifetime read-only access to it all, even if you leave Zip
The rest of Zip works the same way
Nothing here is an add-on or a higher tier. Every feature below is included on every plan, and they all read from the same job — so nothing gets re-typed between them.
- Quotes & Estimates
Price the job and send it before you leave the driveway.
- Scheduling & Dispatch
Build the day on one board and the trucks see it instantly.
- Crew App
The job, the checklists, and the Bill of Lading on the truck.
- Owner App
Run or oversee the whole business from your phone.
- Bill of Lading
The BOL, signed on a phone at the job and stored against it.
- Payments & Invoicing
Deposits up front, the balance collected on the doorstep.
- Websites for Movers
A fast, professional website, built and hosted for you.
Questions about the CRM
Is Zip a CRM or is it dispatch software?
Both, and that is the point. Moving companies run the whole business on one system — the quote, the booking, the schedule, the crew, and the payment. Zip is that spine for a 1 to 10 truck mover rather than a CRM you have to bolt a dispatch tool onto.
Do the follow-ups sound automated?
They are short, plain messages of the kind an owner would send themselves, not marketing blasts. They stop as soon as the customer replies or books, so nobody gets chased after they have already said yes.
Can I bring my existing customers and jobs over?
Yes. Zip's team brings over your customers, upcoming jobs, and history at no charge, and there is no onboarding fee. Because Zip is month to month, the main thing to check is where you stand on your current provider's contract.
What happens to my data if I stop using Zip?
You keep lifetime read-only access to your leads, customers, and job history. There is no contract to escape and no hostage-taking of your own records.
Try it on your next move.
Request a demo and a real person walks you through Zip — most movers are quoting, booking, and getting paid within the hour of switching.
20 minutes · No sales pressure