Documentation & Guides

Learn Reelow CRM

Step-by-step guides for every feature. From first lead to final invoice — get up and running fast.

24 guides available · Free — no login needed · Updated regularly

Video Walkthroughs

Watch the CRM in action — 15 short narrated videos, from first lead to final payment.

• Exploring the Dashboard — A narrated video tour of the dashboard — your daily command center for revenue, leads, and upcoming moves.
• Navigating the CRM — A quick guided lap around every main section of the CRM so you always know where to find things.
• Setting Up Pricing and Staff — Watch how to configure crew-size hourly rates and add your team members with the right roles.
• Connecting Your Lead Sources — See how leads flow into the CRM automatically from your website, lead providers, and referral sources.
• Adding a New Lead — Watch a new lead get created from a phone call — addresses, move date, and size captured in under a minute.
• Managing Your Calendar — A tour of the calendar — see every booked move, follow-up, and crew assignment in one view.
• Building a Customer Inventory — See how room presets and item counts build an accurate cubic-footage inventory in minutes.
• Building an Estimate — Watch a complete estimate get generated — crew, hours, travel, and price calculated from the inventory.
• Customizing an Estimate — See how to adjust crew size, hours, and line items on a quote before it goes out.
• Sending an Estimate — Watch an estimate get delivered to the customer with a secure link for review and signing.
• How Customers Sign and Book — The customer's view: reviewing the quote, signing electronically, and booking the move.
• From Booking to Job — See how a signed estimate automatically becomes a scheduled job with its own JOB number.
• Dispatching Your Crews — Watch a crew get assigned to a booked move from the dispatch board.
• Completing a Move — Moving day from start to finish — job timer, breaks, finishing the job, and opening the final bill.
• Collecting Payments — A tour of Payment Management and how to send a secure payment request to any customer.

Quick Start Path

New to Reelow? Follow these 4 guides in order.

1. Quick Start Guide: Complete Setup Checklist — Complete onboarding checklist to get your moving company CRM up and running in 30 minutes
2. Creating Your First Lead — Learn how to create and manage leads in your sales pipeline
3. Building an Estimate: Complete Guide — Step-by-step guide to creating accurate estimates with room-by-room inventory and pricing
4. Converting Estimates to Jobs — Learn how estimates become jobs and how to manage jobs from booking through completion

Estimates, Inventory & Pricing

Build accurate quotes with room-by-room inventory

• Building an Estimate: Complete Guide — Step-by-step guide to creating accurate estimates with room-by-room inventory and pricing
• Inventory Management for Accurate Estimates — Master room-by-room inventory building for precise estimates and successful moves
• Building a Customer Inventory — See how room presets and item counts build an accurate cubic-footage inventory in minutes.
• Sending an Estimate — Watch an estimate get delivered to the customer with a secure link for review and signing.
• How Customers Sign and Book — The customer's view: reviewing the quote, signing electronically, and booking the move.
• Customizing an Estimate — See how to adjust crew size, hours, and line items on a quote before it goes out.
• Building an Estimate — Watch a complete estimate get generated — crew, hours, travel, and price calculated from the inventory.

Leads & Pipeline Management

Track, nurture, and convert your moving leads

• Creating Your First Lead — Learn how to create and manage leads in your sales pipeline
• Lead Pipeline Management — Master your sales pipeline with effective lead tracking, status management, and conversion optimization
• Adding a New Lead — Watch a new lead get created from a phone call — addresses, move date, and size captured in under a minute.
• Connecting Your Lead Sources — See how leads flow into the CRM automatically from your website, lead providers, and referral sources.

Getting Started & Company Setup

Get your CRM configured and ready in minutes

• Quick Start Guide: Complete Setup Checklist — Complete onboarding checklist to get your moving company CRM up and running in 30 minutes
• Understanding User Roles & Permissions — Complete guide to user roles, permissions, and access control in your CRM
• Exploring the Dashboard — A narrated video tour of the dashboard — your daily command center for revenue, leads, and upcoming moves.
• Navigating the CRM — A quick guided lap around every main section of the CRM so you always know where to find things.
• Setting Up Pricing and Staff — Watch how to configure crew-size hourly rates and add your team members with the right roles.

Payments & Invoicing

Collect deposits and final payments seamlessly

• Setting Up Payment Processing — Complete guide to connecting payment processors and managing payments for your moving company
• Collecting Payments — A tour of Payment Management and how to send a secure payment request to any customer.

Jobs & Scheduling

Schedule moves and manage your crew calendar

• Converting Estimates to Jobs — Learn how estimates become jobs and how to manage jobs from booking through completion
• From Booking to Job — See how a signed estimate automatically becomes a scheduled job with its own JOB number.
• Completing a Move — Moving day from start to finish — job timer, breaks, finishing the job, and opening the final bill.
• Managing Your Calendar — A tour of the calendar — see every booked move, follow-up, and crew assignment in one view.
• Dispatching Your Crews — Watch a crew get assigned to a booked move from the dispatch board.

Communications

Keep customers informed with automated messaging

• SMS Communication Setup & Management — How to configure VoIP.ms SMS, send messages to customers, and automate SMS notifications

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