01
Diary me naam, dimaag me tareekh
Register me sirf naam aur number likha jaata hai. "Kab wapas call karna hai" kisi ke dimaag me rehta hai — aur dimaag Sunday ko chhutti par chala jaata hai.
Lead management · 8 stages
Har enquiry ka record, har follow-up ka reminder.
Packers and movers ke liye bana lead management software. Enquiry andar aate hi lead code ban jaata hai, stage set hoti hai, agli tareekh lag jaati hai aur lead kisi ek staff ke naam par chadh jaati hai. Kaun se source se aayi, kis din shift hai, kis stage par atki hai — sab ek table me. Register palatna band.
8 lead stages · 6 saved views · Follow-up overdue / aaj / kal / aage · Staff-wise assignment ·
Source-wise report · Excel import — bina automatic message ke · Plans ₹699 / mahina se, GST alag
Lead company ke account me
Har lead par agli tareekh
Staff-wise ownership
Source-wise ginti
Excel se import
Register ki sachchai
Lead marti nahi. Bhulaayi jaati hai.
Enquiry aati hai, diary me naam aur number likha jaata hai, aur wahin ruk jaati hai. Do din baad customer kisi aur ke truck me shift ho chuka hota hai — aur aapko pata bhi nahi chalta ki woh lead kahan gayi.
02
Do staff, ek hi customer ko call
Prakash ne subah call kiya, Imran ne shaam ko dobara. Customer ko lagta hai company me tal-mel nahi hai — aur do alag rate bhi chale jaate hain.
03
Quotation bheji, phir chup
Quote WhatsApp par gayi aur wahin dab gayi. Kisi ne ginti nahi rakhi ki jawab aaye bina chhe din nikal gaye. Woh chhe din me customer ne teen aur rate le liye.
04
Mahine ke aakhir me koi aankda nahi
Kitni enquiry aayi, kitni band hui, kis source se aayi — kuch pata nahi. Ad ka paisa andhere me chalta rehta hai, saal-dar-saal.
Aath stage
Enquiry se closing tak — aath khaane, aur kuch nahi.
Har lead in aath me se kisi ek khaane me khadi hoti hai. Stage badalte hi list apne aap chhant jaati hai, aur aapko yaad rakhne ke liye kuch nahi bachta. Ye wahi aath stage hain jo poore CRM me chalte hain.
01 · New Lead
Staff ne enquiry daali: naam, mobile, kahan se kahan, kis type ka shift aur move date. Lead code apne aap ban jaata hai — SBM-00042 jaisa — taaki phone par baat karte waqt reference rahe.
02 · Ringing — No Response
Phone nahi utha. Register me lead yahin dam tod deti hai. Yahan woh sirf iss khaane me chali jaati hai, agli tareekh lag jaati hai, aur us din list me upar aa jaati hai.
03 · Generate Quote
Aapke rate card se quotation ban jaata hai — aapka letterhead, aapka format, GST ke saath. Poora document set quotation, GC aur GST invoice wale page par hai.
04 · Quote Shared
Quote customer tak pahunch gayi. System tareekh yaad rakhta hai — "bheje hue 2 din" list me hi dikhta hai. Isliye koi quotation chup-chaap purani nahi hoti.
05 · Pending Approval
Customer soch raha hai — ghar walon se poochna hai, ya doosri company ka rate dekh raha hai. Follow-up ki tareekh set kar dijiye; us din lead khud saamne aa jaati hai.
06 · Closed (Won)
Booking pakki. Yahi lead ab trip ban jaati hai — GC note, invoice, receipt aur live tracking link sab isi lead se jude rehte hain.
07 · Not Interested
Customer ne mana kar diya. Wajah likh dijiye — rate zyada laga, date badal gayi, khud shift kar rahe hain. Yehi wajahein agle mahine rate card sudhaarne ke kaam aati hain.
08 · Lost
Kaam kisi aur ko chala gaya. Number, route aur baat-cheet record me reh jaate hain. Agle season me wahi customer wapas aata hai — aur uski poori history aapke paas hoti hai.
Stage badalna ek click ka kaam hai, aur har badlaav ke saath kisne kab badla ye bhi likha jaata hai. Owner ko poori company ki pipeline dikhti hai, staff ko sirf apni leads — kaun kya dekh sakta hai, ye aap Settings me har user ke liye khud set karte hain. Har plan ek user ka hai; staff ko login dena ho toh extra user ₹399 per user per month.
My Leads
Poori list ek table me — kaun, kahan se kahan, kis din.
Har row me lead code, customer ka naam, source, route, move date, stage aur assign kis staff ko hai. Upar search box me naam ya mobile ka aakhri hissa daaliye — lead ek second me saamne. Owner ko poori company dikhti hai, staff ko sirf apni leads.
- Move date se sort — jiski shift pehle hai, woh upar
- Call aur WhatsApp seedha list se, number type kiye bina
- Lead kholte hi poori history — note, quote, payment
My Leads
41 leads foundP
AllTo quote · 8Hot
WarmFollow-up TodayCold
| Lead | Route | Move date | Status | Assigned |
|---|---|---|---|---|
| Kavita Joshi SBM-00042 · JustDial |
Kanpur → Indore | 12 Aug | Quote shared | Prakash |
| Suresh Nair SBM-00041 · Phone call |
Pune → Kochi | 26 Sep | Closed (Won) | Imran |
| Meenal Rao SBM-00040 · Website |
Nagpur → Lonavala | 27 Aug | Ringing | Prakash |
| Farhan Qureshi SBM-00039 · Referral |
Mathura → Jaipur | 14 Oct | Closed (Won) | Sunita |
| Deepak Rathod SBM-00038 · Phone call |
Mysore → Thane | 20 Aug | Pending approval | Sunita |
| Anita Verma SBM-00037 · JustDial |
Bhopal → Raipur | 2 Sep | New lead | Imran |
| Rekha Menon SBM-00036 · IndiaMART |
Nagpur → Bengaluru | 9 Sep | Generate quote | Prakash |
| Harish Bhatt SBM-00035 · Walk-in |
Pune → New Delhi | 18 Aug | Ringing | Sunita |
| Pooja Chandran SBM-00034 · IndiaMART |
Lucknow → Kashipur | 30 Aug | Quote shared | Imran |
| Vikram Sethi SBM-00033 · Referral |
Jabalpur → Kashipur | 6 Sep | Not interested | Prakash |
Filters aur saved views
Chhe list, ek click. Roz naye sire se chhaantna nahi padta.
Table ke upar chhe tab lage rehte hain. Har tab ek saved view hai — filter aap set karte hain, system yaad rakhta hai. Staff ko bas ye batana hota hai ki subah kaunsa tab kholna hai.
All
Har chalu lead. Nayi enquiry sabse upar, purani neeche. Owner isi list se poori company ka haal ek nazar me dekh leta hai — kitna kaam pipeline me pada hai.
To quote
Jinse baat ho chuki hai lekin quotation abhi tak nahi gayi. Ye list roz shaam tak khaali honi chahiye. Poore pipeline me sabse mehnga khaana yahi hai.
Hot
Move date paas hai aur customer ne rate maang liya hai. In par aaj call karna hai, kal nahi. Do din ki der matlab kaam kisi aur ka.
Warm
Quote ja chuki hai, jawab ka intezaar hai. Inke liye tareekh set kariye aur us din baat kariye — roz phone karke customer ko pareshan mat kijiye.
Follow-up Today
Jinki agli tareekh aaj ki hai. Subah nau baje yahi tab kholiye — poore din ka kaam isi list me likha hua hai. Isse aage sochne ki zaroorat nahi.
Cold
Purani leads jo abhi nahi chal rahin. Season shuru hone se pehle isi list par ek round lagta hai — "Sir, is baar shift ka plan hai kya?" Sabse sasti list yahi hai.
In tabs ke alawa source, staff, city aur date range ka filter bhi lagta hai. Jo combination baar-baar chahiye, use save kar lijiye — agli baar ek click me khul jaata hai.
Follow-up board
Chaar tab: overdue, aaj, kal, aage.
Har lead par agli tareekh aur samay set hota hai. Us din woh lead khud Today me aa jaati hai. Jo tareekh nikal gayi, woh Overdue me lal ho kar upar khadi rehti hai — jab tak koi use nipta nahi deta. Ignore karna jaan-boojh kar mushkil rakha gaya hai.
- Har card par note likhiye — "rate final karna hai", "beti ka exam ke baad"
- Call ya WhatsApp wahin se, aur agli tareekh turant set
- Kisne kya kiya, kab kiya — sab staff ke naam ke saath record me
Chaahein toh AI Munshi se apni bhasha me pooch lijiye — "aaj kin leads par kaam karna hai" — aur woh poori history padh kar top paanch naam bata deta hai.
Follow-ups
P
4Overdue
2Today
1Tomorrow
6This week
Overdue 4Today 2
Tomorrow 1Upcoming 6
P
Pooja ChandranLucknow → Kashipur · 98•••••432
Overdue · 17:23
V
Vikram SethiJabalpur → Kashipur · 97•••••118
Overdue · 09:28
H
Harish BhattPune → New Delhi · 90•••••776
Overdue · 10:07
R
Rekha Menon"rate final karna hai" · Nagpur → Bengaluru
Overdue · 11:09
Assignment
Har lead ka ek malik — naam ke saath.
Lead kisi ek staff ke naam par hoti hai: Prakash, Imran ya Sunita. Usne kab call kiya, kya note likha, kaunsi tareekh set ki, kaunsi quotation bheji — sab uske naam ke saath record me chadhta hai. Isliye "maine toh call kiya tha" wali behes khatam ho jaati hai.
- Ek lead, ek malik — do log ek hi customer ko call nahi karte
- Owner ek click me lead doosre staff ko de sakta hai, history saath
- Staff-wise ginti: kitni leads, kitni quote, kitni booking
Login ka hisaab seedha hai: har plan — Shuruaat, Munshi ya Malik — ek user ka hota hai. Staff ko bhi apna login dena ho toh extra user ₹399 per user per month me jod dijiye, jitne chahiye utne aur jab chahe. Har extra user ko usi plan ke poore feature milte hain, isliye do bande hon ya das — aap utna hi bharte hain jitne log asal me baithe hain. Poora hisaab pricing page par hai.
Team & Access
Owner viewP
Staff-wise leads
Shree Balaji Movers · August 2026
41Open leads
13Follow-ups due
18Quotes sent
9Closed (Won)
Team3 logins
| Staff | Role | Leads | Due | Won |
|---|---|---|---|---|
| Prakash | Owner | 16 | 5 | 4 |
| Imran | Sales | 14 | 6 | 3 |
| Sunita | Sales | 11 | 2 | 2 |
Access
Staff sirf apni leads dekhta hai
OnPayments sirf owner ko
OnLead sources
JustDial, IndiaMART, website, phone, referral, walk-in — alag-alag ginti.
Har lead ke saath source likha jaata hai. Mahine ke aakhir me report batati hai ki kis source se kitni enquiry aayi, kitni quotation bani, kitni booking hui aur kitne ka kaam mila. Tab pehli baar saaf dikhta hai ki paisa kahan kaam kar raha hai aur kahan sirf beh raha hai.
- Sirf leads ki ginti nahi — booking aur value bhi source ke saath
- Referral aur website chhoti list hoti hai, par sabse zyada bantee hai
- Route aur city ke hisaab se bhi wahi report nikal aati hai
Yahi ek aankda Excel me banane ke liye poora din lagta hai, aur mahine ke aakhir tak purana ho chuka hota hai — farak wala hisaab register aur Excel se kya farak page par likha hai. Booking ban jaane ke baad ka paisa payments aur outstanding me chala jaata hai.
Reports
Aug 2026P
Leads by source
Enquiry se booking tak, source ke hisaab se.
| Source | Leads | Quotes | Won | Value |
|---|---|---|---|---|
| JustDial | 34 | 21 | 6 | ₹ 2,14,000 |
| IndiaMART | 22 | 12 | 3 | ₹ 1,08,500 |
| Phone call | 19 | 14 | 6 | ₹ 2,42,000 |
| Website form | 15 | 11 | 5 | ₹ 1,96,000 |
| Referral | 9 | 8 | 5 | ₹ 2,05,500 |
| Walk-in | 6 | 5 | 2 | ₹ 78,000 |
Is mahine ka nichodAug 2026
Referral9 leads me se 5 booking
BestIndiaMART22 leads me se 3 booking
WeakExcel import
Purani list andar. Bina kisi ko message bheje.
Aapki purani leads Excel ya CSV file me hain — naam, mobile, route, move date, source. File upload kijiye, column milaiye, preview dekhiye, import kar dijiye. Kuch minute ka kaam hai, aur pehle mahine ye hum khud kar dete hain.
File taiyaar
Jo Excel abhi chal rahi hai wahi chalegi. Column ka naam kuch bhi ho, koi dikkat nahi.
Aapke paas pehle seColumn milaiye
Aapka "Mobile No." hamare mobile se, "From-To" route se. Ek baar set kiya, aage yaad rehta hai.
2 minutePreview dekhiye
Pehli 20 rows dikhti hain — jaisi andar jaayengi waisi. Galti dikhi toh file sudhaar kar dobara.
Import se pehleImport
Leads andar. Har ek ko lead code mil jaata hai aur woh Cold view me baith jaati hai.
TurantImport ki hui lead par koi automatic message nahi jaataYe rule jaan-boojh kar rakha gaya hai. Do saal purani list andar daalte hi agar system sabko "aapki shifting ka kya hua?" bhej de, toh aapka number spam me chala jaata hai aur purana customer naraz hota hai. Import se sirf record banta hai — message aap khud, lead dekh kar bhejte hain.
Ek hi number do baar nahi bantataAgar wahi mobile number pehle se andar hai, import uski nayi alag lead nahi banata — purani lead ke saath jod deta hai. Customer ki history ek hi jagah rehti hai, do adhoori files me nahi.
Export bhi utna hi seedhaJo list screen par dikh rahi hai wahi Excel me nikal aati hai — filter ke saath. CA ko dena ho ya khud dekhna ho, data kabhi andar phansta nahi. Ye baat Terms me bhi likhi hai.
Jab staff chala jaata hai
Aadmi jaata hai. Leads nahi jaatin.
Is trade ka sabse mehnga nuksaan yahi hai — staff nikalta hai aur do saal ke numbers apne phone me le jaata hai. Business aapka, record uska. MoverMunshi me lead company ke account me rehti hai, kisi ke phone me nahi.
| Staff nikalne ke baad | Register aur phone ke saath | MoverMunshi ke saath |
|---|---|---|
| Customer ke numbers | Uske phone me the, uske saath gaye | Company ke account me, jahan the wahin hain |
| Kis se kya baat hui | Kisi ko yaad nahi. Naya banda zero se shuru karta hai | Har note tareekh ke saath lead ke andar |
| Chalu quotations | Uske WhatsApp me. Customer poochta hai, jawab nahi | Lead ke saath judi, number aur amount samet |
| Uske jaane ke baad | Register ka aadha hissa gaayab | Login band, leads doosre staff ko assign — do minute |
| Naye staff ki training | "Purani diary padh lo" — hafton lagta hai | Lead kholi, poori history saamne. Pehle din se kaam |
Login band karna Settings me ek switch hai. Uski leads select kijiye aur kisi aur ke naam par daal dijiye — note, quotation aur payment ka record poora ka poora saath chala jaata hai. Kya-kya kis ke paas rehta hai, iski likhit baat Terms aur Privacy Policy me hai.
0
lead stages, New Lead se Lost tak
0
saved views, ek click me chhant jaate hain
0
follow-up tabs — overdue, aaj, kal, aage
₹0
se plans, har mahine · GST alag
Sawal jawab
Lead management par jo aksar poocha jaata hai.
Aur kuch poochna hai? Seedha likh dijiye — hello@movermunshi.com. Naye topic aur guides blog par aate rehte hain.
Ek lead me kya-kya bharna padta hai?
Kam se kam naam aur mobile number. Uske saath route, move date, shift type aur source bhar dete hain toh list chhaantna aur report nikalna dono aasan ho jaata hai. Lead code apne aap ban jaata hai, woh aapko nahi banana padta. Baaki cheezein — note, quotation, payment — baad me usi lead ke andar judti rehti hain.
Staff apni lead doosre staff ko de sakta hai kya?
Lead badalne ka haq aap decide karte hain. Aam taur par owner aur manager kisi bhi lead ko dobara assign kar sakte hain, aur staff sirf apni leads dekhta hai. Assign badalne par poori history — note, call ka record, bheji hui quotation — nayi wale staff ke saath chali jaati hai, kuch mitta nahi.
Excel se import karne par purane customer ko message chala jaayega?
Nahi. Import ki hui leads par koi automatic message nahi jaata — sirf record banta hai. Ye jaan-boojh kar rakha gaya hai, taaki do saal purani list andar daalte hi sabko message na chala jaaye. Message aap khud, lead dekh kar bhejte hain.
JustDial aur IndiaMART ki leads apne aap andar aa jaati hain?
Abhi nahi. JustDial, IndiaMART aur walk-in enquiry haath se ya Excel file se daali jaati hai, aur source ka khaana select kar diya jaata hai. Aapki apni website ka enquiry form seedha CRM me lead bana sakta hai — woh hum website banate waqt jod dete hain.
Follow-up ka reminder kaise aata hai?
Har lead par agli tareekh aur samay set hota hai. Us din woh lead Follow-ups screen ke Today tab me aa jaati hai, aur dashboard par Follow-ups Due ka number badh jaata hai. Jo tareekh nikal gayi woh Overdue tab me lal me dikhti hai — jab tak koi use nipta nahi deta, woh upar hi khadi rehti hai.
Aage kya
Ek lead daaliye.
Baaki khud dikh jayega.
Padhne se zyada dekhne me samajh aata hai. Form bhariye — hum aapki company ka naam, rate card aur staff daal kar account taiyaar karte hain, aur usi par pipeline chala kar dikhate hain. Card ki zaroorat nahi, koi commitment nahi.
Aap jo bhi likhenge woh sirf demo set karne ke liye use hota hai. Privacy Policy
Demo maangiye
Do minute. Baaki hum kar lete hain.
Ho gaya — email khul raha hai
Agar khud se na khule toh seedha hello@movermunshi.com par bhej dijiye. Hum aam taur par usi din jawab dete hain.