Key takeaways
- Send every vendor the same scenario before the demo
- Ask the presenter to complete the workflow live instead of relying on slides
- Label each answer native, configured, integrated, manual, unavailable, or roadmap
- Test exports, permissions, exceptions, and support—not only the happy path
A moving-company CRM demo should answer one question: can this system run the work your team actually performs? Slides and feature menus cannot prove that. Give each vendor the same anonymized move, ask it to show the complete record, and write down every handoff, workaround, cost, and unanswered question.
The live scenario to send before the call
Questions 1–5: lead and customer workflow
- 1. How does a web, phone, referral, or lead-provider inquiry enter the system with its original source?
- 2. How are duplicate people, phone numbers, properties, and repeat customers handled?
- 3. Can every open lead show an owner, next action, due date, and complete contact history?
- 4. Which acknowledgments and follow-ups are automatic, and how can staff review, stop, or escalate them?
- 5. Can the vendor show conversion using defined inquiry, qualified, estimated, booked, lost, and canceled stages?
Questions 6–10: estimate, approval, and booking
- 6. How are inventory, services, access, travel, rates, valuation, discounts, and assumptions represented?
- 7. Can an estimator revise scope while preserving the exact version the customer previously received?
- 8. What makes an estimate sent, viewed, approved, expired, declined, or superseded?
- 9. How do signatures, deposits, required documents, and booking status stay attached to the same version?
- 10. Can a booked job reach the schedule without staff retyping customer, scope, address, or payment details?
Questions 11–15: dispatch and field execution
- 11. Can dispatch see crew and truck availability, travel, operating buffers, skills, and conflicts together?
- 12. What does a crew member see on a phone, and which customer or financial data stays restricted?
- 13. How are check-in, time, notes, photos, signatures, inventory changes, and completion recorded?
- 14. Show a late crew, truck reassignment, changed access, or expanded scope. Who owns the exception?
- 15. What works with poor connectivity, and how does the product prevent two conflicting versions?
Questions 16–20: payments, reporting, and integrations
- 16. How are deposits, saved payment methods, balances, refunds, disputes, payouts, and failed payments represented?
- 17. Can a user trace a dashboard number to the underlying lead, estimate, job, invoice, or payment?
- 18. Which reports distinguish quoted, booked, billed, collected, refunded, and realized amounts?
- 19. Which integrations are native, partner-built, custom, or export-only, and who supports failures?
- 20. Can we export customers, leads, estimates, jobs, payments, audit history, and attachments in usable formats?
Questions 21–25: risk, implementation, and support
- 21. How are company separation, roles, former users, audit history, backups, and security incidents handled?
- 22. Who owns our data, where are export and deletion terms documented, and what happens when we leave?
- 23. What must our team configure, clean, import, test, and train before the first live job?
- 24. What support channels, hours, response expectations, escalation paths, and paid tiers apply?
- 25. Which demonstrated items are unavailable, beta, roadmap, custom, usage-priced, or dependent on another vendor?
Use a simple demo scorecard
| Requirement | Evidence | Delivery | Cost | Owner / follow-up |
|---|---|---|---|---|
| Lead-to-booking workflow | Completed test record and current status | Native / configured / integrated / manual | Included or additional | Name and due date |
| Dispatch exception | Changed assignment, timeline, customer update | Same scale | Included or additional | Name and due date |
| Payment closeout | Test status, refund path, report | Same scale | Processor and fees | Name and due date |
| Data export | Actual sample files and attachments | Self-service / support / unavailable | Any exit fee | Name and due date |
How to test Reelow
Ask Reelow to demonstrate the same script—not a special version of it. The most relevant paths are estimating, dispatch, mobile field work, payments, and reporting and CRM evaluation. Put any unproven requirement into a written follow-up rather than assuming it exists.
After the demo, use the buying guideand cost comparisonto make the decision.
Sources and limitations
This scorecard is a buyer tool, not a certification or exhaustive security review. Use anonymized demo data and confirm legal, regulatory, insurance, payment, and security requirements with qualified reviewers. The FTC business data-security resourcesand PCI Security Standards Councilare useful starting points for vendor questions.