1. Not setting up workflows
Your CRM shouldn’t be just a storage locker — it should do the heavy lifting for you.
🚫 Mistake: Just using it to record jobs manually.
✅ Fix: Automate your lead-to-booking workflow.
- 🔁 Set up automatic status changes
- 📧 Trigger follow-up emails after quotes
- 📋 Assign tasks based on job stages
2. Forgetting to follow up with leads
60% of movers lose leads simply because they forget to follow up.
🚫 Mistake: Assuming a quote sent = job won.
✅ Fix:
- ⏰ Schedule automated follow-ups
- 🔔 Set reminders in the CRM
- 📊 Track response rates
3. Using it only at the office
Your crews and sales reps aren’t tied to a desk — your CRM shouldn’t be either.
🚫 Mistake: Only using the CRM from a desktop.
✅ Fix: Make sure your team is using the mobile-friendly version of your CRM for:
- 📓 Checking job notes
- 💳 Collecting payments
- 📲 Logging job updates on-site
4. Overcomplicating data entry
If your team has to fill out 15 fields just to log a lead, they’ll skip it.
🚫 Mistake: Too many required fields, messy layout.
✅ Fix:
- ✂️ Keep forms short
- ✅ Use dropdowns and checkboxes
- 🔁 Pre-fill common info where possible
Simplicity = consistency = better data.
5. Not training the team properly
Buying a CRM isn’t enough — your team has to know how to use it confidently.
🚫 Mistake: Only showing the team a demo once.
✅ Fix:
- 👥 Provide role-based training
- 🎥 Use video walkthroughs and cheat sheets
- 🔁 Reinforce usage with in-app reminders
6. Final thoughts
A CRM is your moving company’s most powerful tool — but only if it’s used the right way. Avoiding these common mistakes will save you time, win you more jobs, and help you grow faster.
With Best Movers CRM, we built the tools AND the training to help you do it right from day one.
