Quote fast, book the move.
Moving customers request quotes from several companies at once and book whoever responds fast and follows up. A ZyllSoft coordinator qualifies every enquiry and chases every estimate.
Everyone quotes, few follow up
Estimators prepare quotes, then nothing happens. Customers comparing three or four movers book the company that called back after sending theirs.
Busy hours, waiting leads
New quote requests wait too long during peak hours. In a same-day comparison market, a 38-minute first response is a lost booking.
Incomplete qualification
Missing details, access, stairs, heavy items, dates, produce inaccurate quotes, surprises on move day, and cancellations.
What the agent handles
- New quote enquiries answered inside the 5-minute standard
- Move qualification: locations, dates, property size, access, heavy items, packing and storage
- Estimate scheduling and date-availability checks
- Quote follow-up, same-day, next-day, and before the requested move date
- Lost-reason tracking: price, dates, competitor, postponed, no response
- Booking confirmations, reminders and rescheduling
How we screen for moving
- Mock calls on quoting scenarios, detail capture without losing the customer
- Structured qualification: the full checklist, every call
- Follow-up discipline on unbooked estimates
- Clear spoken English and professional phone presence
- Human review before anyone reaches your shortlist
You train the selected agent on your tariffs, crews, trucks, service area and quoting software.
Raising the quote-to-booking rate and growing sales by 56%
A moving company serving residential and small commercial customers across a major metro, with ≈450 quote requests a month. One remote moving sales coordinator, owning qualification, follow-up and confirmations end to end.
| Performance metric | Before | After | Improvement |
|---|---|---|---|
| Average first response | 38 min | 4m 25s | 88% faster |
| Quote-to-booking rate | 18% | 28% | +10 points |
| Monthly booked moves | 81 | 126 | +56% |
| Average booked move value | $1,500 | $1,500 | No change |
| Monthly sales revenue | $121,500 | $189,000 | +56% |
≈$67,500 in additional monthly booked sales without more lead volume, recovered from slow responses and estimates that were never chased.
"Finding someone who could confidently speak with moving customers and follow up on estimates was becoming difficult. Zyllsoft understood the role and introduced us to an agent with excellent phone skills. The whole process was straightforward and professional."
Moving Company"We needed a sales coordinator who could handle customer calls, scheduling, reminders, and CRM updates. Zyllsoft found someone who matched the role well. The agent communicates professionally and has become a reliable part of our daily operation."
Moving and Storage BusinessCan they use our quoting software?
Yes, the agent works inside your quoting tool, CRM and phone system under your rules. CRM and software literacy is screened before candidates reach your shortlist, and you train them on your specific setup.
What about peak-season volume swings?
Coverage hours and expected volume are set in the role profile. The follow-up cadence keeps every quote worked in order during the summer rush, and a second seat can be added in days if volume outgrows one.
Local, long-distance, or both?
Both. Qualification checklists adapt to the move types you sell, the agent captures the details your estimators need, whether it's a crosstown apartment or an interstate relocation.