Removals, relocation and self-storage businesses

The CRM for moving and storage companies.

GuardenerAI for moving and storage is a CRM that tracks each enquiry from first call to completed move: leads and surveys, moves as opportunities and custom Moves records, storage customers, signed service agreements and invoices. It is for small and mid-sized removals, relocation and storage businesses serving households and companies.

A move is a short, intense relationship: an enquiry, a survey, a price, a date, a crew, and an invoice, often within two weeks. Then the customer may need storage for months. GuardenerAI keeps the enquiry, the move and the storage customer on one record, so nothing is lost between the sales desk and the depot.

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Sound familiar?

What this usually looks like today.

What changes

One system, doing the work with you.

Answer enquiries first

Enquiries land as leads with their source. Work them from one list, convert a booked move into a person and an opportunity, and see your conversion by source in a saved report.

Surveys booked without phone tag

Send a booking link for home or video surveys that only offers your surveyor’s free times, synced with their Google or Microsoft calendar.

Each move as a real record

Add a Moves custom object with the collection and delivery addresses, move date, volume, crew size and status, linked to the customer.

Terms signed before the van arrives

Send your service agreement from the customer record for e-signature, then invoice the move, and on the Max plan send a Stripe card payment link with the invoice.

The modules this runs on

How you set it up

Shaped around how moving and storage actually work.

There is no one-click template for this industry, so you add these objects and fields yourself in Settings. It takes an afternoon, and nothing about it is fixed.

You create it

Moves

One record per move, from survey to delivery.

  • Customer
  • Collection Address
  • Delivery Address
  • Move Date
  • Volume (cubic ft)
  • Crew Size
  • Storage Required
  • Status
You create it

Storage Units

Which customer is in which unit, and since when.

  • Customer
  • Unit Number
  • Size
  • Start Date
  • Monthly Rate
  • Status
Built in

Leads

Enquiries from your website, comparison sites and referrals.

  • Status
  • Source
  • Campaign source fields

Suggested stages on Opportunities (moves)

  1. Enquiry
  2. Survey booked
  3. Price sent
  4. Date confirmed
  5. Closed Won
  6. Closed Lost
Routines to copy

The repeat work, set up once.

Each of these is built from features in the product today. Set them up once and the whole team runs them the same way.

Action plan

Confirmed move

  1. Day 0: send the service agreement for signature (high priority).
  2. Day 1: confirm access, parking and packing needs.
  3. Day 5: assign the crew and the vehicle.
  4. Day 10: courtesy call two days before the move.
Booking link

Survey booking

  1. A 30-minute Video Call link and a 60-minute In Person link.
  2. Ask for the number of bedrooms and the move date on the form.
  3. The survey syncs to the surveyor’s calendar.
Signature template

Removal service agreement

  1. Write your terms once, with the customer’s name and the date merged in.
  2. Put the price and inventory in the wording or attach them.
  3. The customer signs on a phone; your office countersigns.

Proof of what was agreed.

Every signed agreement is sealed and carries an evidence trail of when it was sent, viewed and signed, filed on the customer’s record, so a dispute starts from the facts.

Read the security details →
FAQ

Questions from teams like yours.

Can GuardenerAI plan routes or schedule crews?
No. It holds the customer, the move record with its date and crew size, and the paperwork. Route planning and crew rotas stay in your scheduling tool.
Does it bill storage customers every month automatically?
No. There are no recurring invoices. You raise each storage invoice, and an action plan can remind your team when each one is due.
Can customers pay by card?
On the Max plan, connect your own Stripe account and send a card payment link with any invoice. On other plans you record payments by hand.
Can we bring our past customers across?
Yes. Export them to CSV and import them with field mapping, then use duplicate rules to keep one record per customer.

See it on your kind of work.

Start free in an afternoon, or have us walk you through it with data that looks like yours.

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Also built for home services, logistics and freight and property management. See every industry.

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