Leads are the lifeblood of your moving company. MoveRight captures them from every source, tracks where they came from, and responds automatically so nothing falls through the cracks.
What this covers
This guide explains every way a lead can enter MoveRight and what happens when one does.
Who uses this
This is for sales agents, sales managers, and owners. Understanding your lead sources is the foundation for everything else — follow-ups, reporting, and marketing decisions.
Lead sources
Web forms
When a customer fills out a form on your website, the submission creates a new opportunity in MoveRight automatically. This includes:
- Your MoveRight website — lead forms are built in and connected
- Embedded lead forms — the “Best Moving Form Ever” widget on any website
- Third-party forms — via the MoveRight lead API
Each web form lead includes the customer’s name, phone, email, move details, and the source attribution (Google Ads, Facebook, organic, referral link).
Phone calls
When a customer calls, MoveRight creates a lead from the call:
- Connected phone system — RingCentral, Dialpad, Talkdesk, Twilio, or Quo sync the call record, recording, and AI transcript directly into the opportunity timeline
- Datadip — for any phone system, the Datadip endpoint does a real-time caller lookup and creates the lead with customer info pre-filled
If you answer the call live, you can create the opportunity while the customer is on the phone. If it goes to voicemail after hours, the AI handles the initial response.
Ads and paid channels
Leads from Google Ads, Facebook, and other paid channels include UTM parameters and gclid values that MoveRight captures automatically. This means you can trace every booked job back to the specific ad, campaign, and keyword that generated it.
Referrals
MoveRight tracks repeat customers and referrals. When a past customer sends you a new lead, the new opportunity is linked to the original customer’s record. This shows you which customers generate the most word-of-mouth business.
Manual entry
You can always create a lead manually — for walk-ins, text messages, email inquiries, or any situation where the lead doesn’t come through a connected channel.
Click + New Opportunity and fill in the customer’s details.
What happens when a lead arrives
Within 2 minutes of a new lead entering MoveRight:
- An AI acknowledgment is sent to the customer — SMS and/or email acknowledging their inquiry and setting expectations for a follow-up
- The lead appears in the callback queue for the assigned rep
- The source attribution is recorded (Google, Facebook, referral, call-in, etc.)
- If it’s after business hours, the AI sends a personalized after-hours response
This is the speed-to-lead advantage. Leads contacted within 5 minutes are 21x more likely to convert. MoveRight’s AI ensures every lead gets a response within 2 minutes — even at 11 PM on a Sunday.
Lead pipeline stages
Every lead moves through a defined pipeline:
| Stage | What it means |
|---|---|
| New Lead | Fresh inquiry, needs initial contact |
| In Contact | You’ve reached them, gathering info |
| Quote / Estimate | Building or sending an estimate |
| Estimate Signed | Customer accepted the quote |
| Deposit Paid | Deposit collected, booking confirmed |
| Scheduled | Move is booked and on the calendar |
| Completed | Move is done |
| Reviewed | Customer left a review (or was asked) |
| Lost / Closed | Lead didn’t convert, or was auto-closed after dormancy |
You can view and manage this pipeline from the Opportunities dashboard. Drag opportunities between stages, filter by rep or source, and see your conversion funnel at a glance.
What happens next
- Learn how to create and manage opportunities: How to Create a New Opportunity
- Learn about AI follow-up sequences: AI Lead Follow-Up
- Understand the morning callback routine: The Morning Callback Queue