Case study · Moving and storage

Replacing a moving company's Excel books with a live portal fed by SmartMoving

Full back-end automation and operations infrastructure for a moving company that was running its books in Excel.

Company: WNY Moving
My role: CTO
Industry: Moving and storage

IBefore

The problem

Before the build, WNY Moving's books lived in Excel and were kept current by hand, even though every job already existed in SmartMoving. Customer emails, follow-ups, and realtor outreach all depended on staff finding time for them.

IIThe build

What was built

01Replaced all Excel-based bookkeeping with a live back-end portal that auto-syncs from SmartMoving over webhooks and API. The books are always current with zero manual entry.
02Automated customer communication: contextual, timed emails at every stage of the move (pre-move prep, day-of confirmation, post-move follow-up) with no staff involvement.
03Built a realtor prospecting engine that pulls new listings from the USA Home Listings API, cross-references existing contacts to avoid duplicate outreach, and sends personalized intro sequences.
04Realtor lifecycle management: once a realtor responds, they move into a managed pipeline with follow-up sequences and partner onboarding.
05Outreach emails include custom video messages from ownership, branded and auto-populated with listing data.

SmartMoving CRMWebhook syncRailwayEmail automation

IIIAfter

The result

manual entry, books always live

Sales and operations no longer touch outreach, follow-up, or customer communication. The realtor pipeline grows on its own in the background, building referral relationships that compound over time.

IVServices

What this build drew on

Spreadsheet replacementReplace the workbook your operation runs on with a system built around how you already work.See the service Business process automationThe repetitive work sitting between your systems, handled end to end. Nobody keys the same data in twice.See the service Custom dashboardsThe numbers that actually matter to your business in one place, updating themselves, so decisions stop waiting on a spreadsheet.See the service Moving and storageSmartMoving integrations, live books, customer emails, and realtor outreach for moving and storage companies.See the industry page

VMore work

Other case studies

Semres

Moving industry software

One integration and automation layer that sits between a moving company's CRM and its entire customer lifecycle, so the growth work runs without a dedicated ops hire.

1 layerany moving CRM, one codebase

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