Why Wirks Moving & Storage Chose SmartMoving to Power their $8M Business

When it comes to technology, Allison Endicott has always been an early adopter. As CEO of Wirks Moving & Storage, she’s been using a CRM for the better part of a decade.

But her last system felt like it was constantly in beta mode — things would change all the time, estimates were inaccurate, and the team wouldn’t use it for dispatching and scheduling because they simply couldn’t trust it.

The company was growing fast. As they started expanding to new areas, Allison needed to be able to efficiently dispatch a crew from 100 miles away to keep scaling the business.

Today, the Atlanta-based moving and storage company has 30 trucks and is on track to $8M in annual revenue, and they credit much of their success to being a tech-savvy business.

Switching to a scalable system

Switching CRMs is never easy, but the leadership team was hitting a wall with their current system. Estimates weren’t always accurate. Team members were defaulting to manual, paper-based processes instead of relying on their software. “We needed a system that wouldn’t break as we grew,” says Allison.

As a natural born tech lover, she rolled up her sleeves and began researching options. Allison compared the functionalities of multiple moving company software systems and narrowed it down to two options: Supermove and SmartMoving. 

“SmartMoving is a streamlined, easy-to-use CRM specific to the moving and storage industry. It's flexible enough for a small business to behave like a small business and a big business to behave like a big business."

She had finally found the end-to-end solution she’d been looking for in SmartMoving.

Allison and Wirks’ founder, Eric Wirks are big believers in small, incremental changes that deliver major results over time. With the ability to integrate with the tools they already know and love, they’re free to build the systems they need, while taking advantage of the tried-and-tested workflows in SmartMoving. 

With SmartMoving’s purpose-built moving and storage features, Allison and the team broke free from the paper-based processes of the past and gained more bandwidth to focus on the right things as the business grows.

Speed of implementation

Wirks doesn’t operate like other moving companies. It has a very structured lead intake process, complex commission structures, and highly customized scripts and tools.

If Allison and her staff need a specific tool to do a specific job, they’re not afraid to build it themselves. With a bar this high, she wasn’t going to settle for just any CRM.

“I trusted SmartMoving because it's more established and has a range of customers. I knew it would meet our needs better than the other system we were looking into," Allison explains.

Supermove promised a high degree of automation and customization, which Allison liked. But when she learned SmartMoving was aligned with companies like Service Titan (through Mainsail Partners) she knew they’d see awesome innovations in the future. 

“I was more confident in SmartMoving's team and developers. I knew I was jumping onto a winning team," says Allison.

She knew many successful movers running their business on SmartMoving.  "I knew only one who was planning to use to Supermove, and he was having a difficult time with implementation,” explains Allison.

She wasn't willing to wait months to be up and running with Supermove.  “When a reputable third-party vendor who didn't have a horse in the race recommended SmartMoving, I made my choice.”

Using integrations to power data-driven decisions

With an open API, Allison can easily integrate with a range of other tools to build their own custom workflows. 

“A Swiss Army knife is awesome — it’s got it all. But if you're going to build a table, you're not going to do it with a Swiss Army knife. You're going to use a variety of specialized tools. The best that you can hope for as you grow is to find a way to bring all those tools together into a single system,” she says. 

One major benefit of a fully streamlined and digitized process is that you also get much more accurate data.

“Anytime you can eliminate a manual data entry process, you're going to increase your accuracy, so I'm all about a single system that does it all," Allison explains. 

She and Eric are both believers that what gets measured gets managed. “Your data is what your leadership's going to use to improve the things that are going to affect the bottom line,” says Eric. “I want data. I want it fast and I want it accurate.”

Allison can easily pull data from SmartMoving to create profitability reports whenever she needs them.

“By using APIs to bring all the data together from our CRM, tools like CallRail, metrics from Meta, and even the internal systems we've built, I can get data instantly and make decisions immediately," explains Allison.

As CEO, Allison lives in the reporting tabs. The Lead Source Report is one of her favorites, but she also uses the Marketing ROI Report and Win/Loss Report on a regular basis to keep the team on track towards their revenue and profitability goals.

Solving and streamlining key processes

With the data they need to make decisions in near real-time, Eric and Allison can act fast to solve issues in their workflows.

For example, with the ability to easily launch virtual surveys through SmartMoving’s integration with LiveSwitch, sales reps no longer have to ask potential customers to jump into Google Meet or FaceTime depending on whether they’re an Android or iPhone user.

The result is an experience that’s not only better for everyone, but also much more trackable and scalable. 

And the efficiency gains don’t stop there. Allison is using SmartMoving’s open API to execute projects like getting an automated email notification anytime a job is over 35% labor and creating a structured lead intake form with branching and scripts that auto-populate with customer and job details. 

For her, it’s all about having the ability to continue making small compounding changes that lead to major wins over time.

To $8M and beyond

The things that got you from $1M to $5M aren’t the same things that will take you to $8M and beyond. To reach the next level, the team at Wirks Moving & Storage needed a software partner who could deliver on expertise, flexibility, and speed of implementation.

“SmartMoving was super fast with great support. They could have had us fully rolled out in two weeks!” says Allison. The process took a little longer, but it was important for Allison to get real buy-in from the team.

With a unified system for the entire business, plus powerful data insights to help reach the next level, we can’t wait to see what’s next for her and the team at Wirks.