Shifting ka kaam aam "deal" aur "contact" wale software me nahi samaata. Yahan lead ke saath move date hoti hai, route hota hai, GC note hota hai aur packing list hoti hai. MoverMunshi enquiry se lekar aakhri payment tak sab ek jagah rakhta hai — aur har kaagaz aapke apne letterhead par nikalta hai.
Dashboard par sabse pehle wahi dikhta hai jo aaj karna hai: kitni nayi enquiry aayi, kaun garam hai, kitne follow-up overdue ho chuke hain, aur kitni quotation jawab ka intezaar kar rahi hai. Neeche Call next ki chhoti si list hoti hai — paanch naam, upar se neeche.
Aam CRM "contact", "deal" aur "amount" ke hisaab se bana hota hai. Shifting ka kaam un teen khaano me nahi samaata. Custom field bana kar thoda-bahut kaam chal jaata hai, lekin kaagaz phir bhi Word aur Excel me hi banta hai — aur wahi asli dikkat hai.
Goods Consignment note transport ka sabse basic kaagaz hai — consignor, consignee, packages, weight, freight, payable at. Generic CRM me na uska format hai na number series. Har trip par Word file kholni padti hai.
Lead ki asli tareekh move date hoti hai, enquiry date nahi. Aur delivery par jhagda tabhi rukta hai jab packing list se box-by-box milaan ho. Dono cheezein aam CRM me hoti hi nahi.
Pune se Bengaluru aur Pune se Nashik ka rate ek nahi hota. Rate route, distance, shift type aur gaadi ke size par chalta hai. Ek "deal amount" ke box se woh hisaab nahi banta.
Trip ke saath driver ka naam aur vehicle number juda hona chahiye — wahi GC par chhapta hai aur wahi customer ke tracking page par dikhta hai. Generic CRM me ye ek aur "notes" field ban kar reh jaata hai.
Stage ka naam hi bata deta hai ki ab kya karna hai. Staff ko sochna nahi padta, aur aapko poochna nahi padta ki "us Bengaluru wale ka kya hua".
Lead ka safar hamesha ek hi tarah se chalta hai: enquiry aati hai, phone lagta hai, rate banta hai, quotation jaata hai, customer sochta hai, aur phir haan ya na hoti hai. MoverMunshi me wahi safar aath stage me bataya gaya hai — na kam, na zyada. Kisi bhi lead ko kholiye aur ek line me dikh jaata hai ki woh kahan atki hai aur kis wajah se.
| Stage | Kab lagti hai | System kya karta hai |
|---|---|---|
| New Lead | Enquiry abhi-abhi aayi — phone, website, JustDial, referral ya walk-in. | Lead code apne aap banta hai, source darj hota hai aur staff ko assign ho jaati hai. |
| Ringing — No Response | Phone laga, uthaya nahi. Ya switch off aa raha hai. | Lead marti nahi. Agle attempt ki tareekh set ho jaati hai aur woh list me upar aa jaati hai. |
| Generate Quote | Baat ho gayi, requirement pata chal gayi — ab rate banana hai. | Rate card se line items bharte hain, GST juda hota hai, PDF aapke letterhead par banta hai. |
| Quote Shared | Quotation customer ko bhej diya gaya. | Bhejne ki tareekh aur din ki ginti chalti rehti hai — "3 din ho gaye, jawab nahi". |
| Pending Approval | Customer soch raha hai, ya ghar walon se ya HR se pooch raha hai. | Follow-up date pakki karni padti hai. Bina date ke lead is stage me rukti nahi. |
| Closed (Won) | Booking confirm, advance aa gaya. | Wahi lead trip ban jaati hai — GC, invoice, receipt, packing list aur tracking sab isi se jud jaate hain. |
| Not Interested | Customer ne saaf mana kiya — abhi shift nahi kar raha, ya plan badal gaya. | Reason record hota hai. Number aur route database me reh jaate hain, agle season ke liye. |
| Lost | Kaam kisi aur ne le liya. | Kis wajah se — rate, timing, ya jawab dene me der. Yahi reason report me jud kar pattern dikhata hai. |
Do stage sabse zyada kaam ke hain. Ringing — No Response woh jagah hai jahan aam taur par sabse zyada leads marti hain: ek baar phone nahi utha, lead diary me neeche chali gayi, aur khatam. Yahan woh neeche nahi jaati — reminder ke saath wapas upar aati hai. Aur Lost tab tak band nahi hoti jab tak reason na daala jaaye. Mahine ke end me wahi reason batata hai ki aap rate par haar rahe hain ya jawab dene ki speed par.
Har stage badalne par ek line history me chip jaati hai: kisne badla, kab badla, aur note me kya likha. Lead management page par pipeline ka poora screen aur filters detail me dekhe jaa sakte hain.
| Lead | Route | Move date | Stage | Assigned |
|---|---|---|---|---|
| Nitin Deshpande SBM-00217 · Website |
Pune → Bengaluru | 6 Aug | Closed (Won) | Sunita |
| Shalini Bakshi SBM-00216 · JustDial |
Pune → Nagpur | 19 Aug | Quote shared | Prakash |
| Ganesh Iyer SBM-00215 · Phone call |
Pune → Chennai | 2 Sep | Ringing | Imran |
| Tabassum Sheikh SBM-00214 · Referral |
Kothrud → Wakad | 11 Aug | New lead | Prakash |
| Ravi Chauhan SBM-00213 · Website |
Pune → Gurugram | 28 Aug | Pending approval | Sunita |
| Neelam Bisht SBM-00212 · Walk-in |
Pune → Dehradun | 14 Sep | Generate quote | Imran |
Is trade me lead rate se nahi, der se haarti hai. Customer ne teen jagah phone kiya hai — jo pehle jawab deta hai woh aage nikal jaata hai. Isliye har lead par ek hi sawal poocha jaata hai: agli baar kab baat karni hai? Bina tareekh ke lead aage nahi badhti.
Rate card ek baar set hota hai — packing material, labour per aadmi, gaadi ka size, per-km ya per-route freight, car carrier, storage, unpacking. Uske baad quotation banane me kuch line chunni hoti hain aur bas. Format har baar wahi rehta hai, chahe quotation Prakash bhej rahe hon ya Sunita.
| Particulars | Qty | Rate | Amount |
|---|---|---|---|
| Packing material — cartons, bubble wrap, stretch film | 1 lot | 12,400 | 12,400 |
| Loading & unloading labour | 5 men | 1,400 | 7,000 |
| Transportation — 22 ft closed body | 1 trip | 38,000 | 38,000 |
| Car carrier — one hatchback | 1 unit | 14,500 | 14,500 |
| Unpacking & rearrangement | 1 lot | 4,100 | 4,100 |
| Subtotal | ₹ 76,000 | ||
| GST @ 18% | ₹ 13,680 | ||
| Grand total | ₹ 89,680 | ||
Quotation ke baad jo bhi banta hai, wahi data aage chalta rehta hai. Naam dobara type nahi karna padta, number series apne aap chalti hai, aur har kaagaz par aapki company ka naam hota hai. Tab badal kar dekhiye.
Shehar Kanpur
State Uttar Pradesh
Floor 2nd · Lift: Yes
Shehar Indore
State Madhya Pradesh
Floor 5th · Lift: Yes
| 1 | Packing material — cartons, bubble wrap, stretch film | 12,400 |
| 2 | Loading & unloading labour — 5 men | 7,000 |
| 3 | Transportation — 22 ft closed body, dedicated vehicle | 38,000 |
| 4 | Car carrier — one hatchback | 14,500 |
| 5 | Unpacking & rearrangement | 4,100 |
| Subtotal | ₹ 76,000 | |
| GST @ 18% | ₹ 13,680 | |
| Grand total | ₹ 89,680 | |
| 1 | Fridge — double door | 1 |
| 2 | Washing machine | 1 |
| 3 | TV — 55 inch, crated | 1 |
| 4 | Split AC — with dismantling | 2 |
| 5 | Dining table — glass top | 1 |
| 6 | Dining chair | 6 |
| 7 | Double bed — dismantling required | 2 |
| 8 | Single bed | 1 |
| 9 | Almirah — 3 door | 3 |
| 10 | Sofa set — L-shape | 1 |
| 11 | Mattress — king size | 2 |
| 12 | Two-wheeler | 1 |
| 13 | Carton boxes | 36 |
| Total item quantity | 58 | |
Naam Kavita Joshi
Shehar Kanpur
Naam Kavita Joshi
Shehar Indore
| # | Description | Packages | Weight | Freight |
|---|---|---|---|---|
| 1 | Household goods — said to contain | 36 | 1,820 kg | 38,000 |
| 2 | Wooden furniture — crated | 7 | 640 kg | — |
| 3 | Two-wheeler — one unit | 1 | 135 kg | 14,500 |
| Total freight · payable at destination | ₹ 52,500 | |||
| 1 | Freight, packing & shifting charges | 62,500 |
| 2 | Car carrier — one hatchback | 14,500 |
| 3 | Loading & unloading | Included |
| Taxable value | ₹ 76,000 | |
| GST @ 18% | ₹ 13,680 | |
| Invoice total | ₹ 89,680 | |
| 1 | Advance against booking — 3 Aug 2026 | 25,000 |
| 2 | Part payment on loading — 4 Aug 2026 | 20,000 |
| Amount received | ₹ 45,000 | |
| Balance outstanding | ₹ 44,680 | |
| Sl. | Type of pkg | Articles | Cond. | Delivery chk |
|---|---|---|---|---|
| 1 | Carton 01–06 | Crockery & glassware | Fragile | ✓ |
| 2 | Carton 07–14 | Kitchen utensils | Good | ✓ |
| 3 | Carton 15–21 | Books & files | Heavy | ✓ |
| 4 | Carton 22–36 | Clothing & linen | Good | ✓ |
| 5 | Crate C-1 | LED TV 55" — screen protector | Good | ✓ |
| 6 | Wrapped | Refrigerator, double door | D — left side | ✓ |
| 7 | Crate C-2, C-3 | Wardrobe — dismantled, hardware in box 37 | Good | ✓ |
| 8 | Wrapped | Two-wheeler — one unit | S — rear panel | ✓ |
| Total packages | 58 | |||
Trip banate hi ek tracking link ban jaata hai. Woh link customer ko ek baar bhej dijiye — poori shift usi par chalti hai. Aap status update karte hain, customer ko apne aap dikh jaata hai. Ye rahi wahi page jo customer ke phone par khulti hai.
Ye page aapke customer ko dikhta hai. Aapka naam upar, MoverMunshi neeche.
Is trade me paisa tukdon me aata hai: booking par advance, loading par kuch, delivery par balance. Har receipt lead ke saath judti hai, isliye customer ka balance hamesha live rehta hai. Mahine ke end me jodne wali sheet ki zaroorat hi nahi padti.
| Customer | Invoice | Balance | Status |
|---|---|---|---|
| Nitin Deshpande | SBM/INV/26-27/0061 | ₹ 34,680 | Part paid |
| Kalpana Shetty | SBM/INV/26-27/0058 | ₹ 62,900 | 11 din |
| Arvind Lakhani | SBM/INV/26-27/0055 | ₹ 48,400 | 9 din |
| Sabina Dsouza | SBM/INV/26-27/0053 | ₹ 27,000 | Part paid |
| Harpreet Sandhu | SBM/INV/26-27/0050 | ₹ 0 | Paid |
Teen report jo har mahine dekhni chahiye: lead kis source se aayi, kaunse route par sabse zyada kaam mila, aur kis staff ne kitna band kiya. Ye teen aankde marketing ka kharcha aur team ka incentive dono decide kar dete hain.
| Source | Leads | Won | Value |
|---|---|---|---|
| Website | 18 | 7 | ₹ 4,26,500 |
| JustDial | 21 | 5 | ₹ 2,14,000 |
| Referral | 9 | 6 | ₹ 3,08,900 |
| Phone call | 12 | 4 | ₹ 1,52,400 |
| Walk-in | 4 | 2 | ₹ 71,000 |
| Route | Trips | Value |
|---|---|---|
| Pune → Bengaluru | 9 | ₹ 4,12,000 |
| Pune → Mumbai | 11 | ₹ 1,98,000 |
| Pune → Hyderabad | 6 | ₹ 2,34,000 |
| Pune → Delhi NCR | 4 | ₹ 2,86,000 |
| Pune local | 14 | ₹ 1,42,800 |
| Agent | Leads | Quotation bheji | Won | Overdue | Value |
|---|---|---|---|---|---|
| Prakash | 24 | 19 | 8 | 3 | ₹ 3,84,200 |
| Sunita | 19 | 17 | 9 | 1 | ₹ 4,11,600 |
| Imran | 21 | 13 | 7 | 5 | ₹ 2,68,800 |
Report se sawal apne aap khade ho jaate hain. JustDial se 21 lead aayi lekin sirf 5 band hui — kya rate galat hai ya jawab dene me der hoti hai? Referral se sirf 9 lead aayi lekin 6 band hui — matlab purane customer se maang lena sabse sasta marketing hai. Imran ke paas 5 overdue pade hain, isliye uski closing kam hai. Ye teen line har mahine dekh lijiye, baaki khud samajh aa jaata hai.
Har report Excel me export ho jaati hai, taaki CA ko ya partner ko file bhejni ho toh copy-paste ki mehnat na ho. Aur agar aap naya marketing kharcha soch rahe hain, pehle source report dekhiye — website aur ads par paisa lagane se pehle pata hona chahiye ki abhi kaunsa channel kaam kar raha hai.
Munshi sirf aapse baat karta hai, customer se kabhi nahi. Apni bhasha me pooch lijiye — "aaj kis par kaam karna hai?" — aur woh lead ki poori history, pichle note aur quotation ki tareekh dekh kar agla kadam batata hai. Aath bhasha me: Hindi, Gujarati, Marathi, Tamil, Telugu, Bangla, Punjabi aur English.
Sabse badi chinta yahi hoti hai: "poori customer list staff ko dikh gayi toh?" Isliye access role se chalta hai, aur branch alag-alag rehti hain.
Owner ko sab kuch. Manager ko apni branch. Sales staff ko sirf apni assign ki hui leads. Accounts wale ko payments aur invoice, lekin rate card nahi. Kaun kya dekh sakta hai, ye aap Settings me tay karte hain — aur kabhi bhi badal sakte hain.
Har staff ka apna login hota hai aur aap tay karte hain kaun kya dekh sakta hai — kis ke paas paisa dikhega, kis ke paas sirf apni leads. Har plan ek user ka hai; team badhani ho toh ₹399 per user per mahina jodte jaiye, jitne chahiye utne.
Lead kisne banayi, stage kisne badla, quotation kisne bheja, receipt kisne kaati — har line ke saath naam aur time chipak jaata hai. Kuch galat ho toh dhoondhna nahi padta, dikh jaata hai.
Packers and movers ke business me sabse keemti cheez gaadi nahi hoti, na godown. Sabse keemti cheez woh list hoti hai jo aapne dus saal me banayi hai — kaun kab shift hua, kis route par, kitne me. Us list ka aapke haath me rehna zaroori hai.
Purani leads Excel ya CSV file me hain toh ek baar me import ho jaati hain — naam, mobile, route, move date, source. Import karte waqt column apne aap match karne ki koshish hoti hai, aur jo na mile use aap khud jod dete hain. Import ki hui leads par koi automatic message nahi jaata: sirf record banta hai, taaki do saal purane customer ko galti se "aapki booking confirm hui" jaisa message na chala jaaye.
Bahar nikalna bhi utna hi seedha hai. Leads, payments, invoice register aur reports — sab Excel me export ho jaate hain. Koi lock-in nahi, koi "data dene ka charge" nahi. Agar kal aapko lagta hai ki ye software aapke kaam ka nahi, apna data le kar jaa sakte hain.
Staff nikal gaya toh? Lead, note, quotation, receipt — sab company ke account me rehte hain, kisi ke personal phone me nahi. Uska login band kar dijiye aur uski leads doosre staff ko assign kar dijiye. History poori ki poori saath jaati hai: pichli baat kya hui thi, kaunsi rate quote hui thi, kab follow-up karna tha. Naya banda pehle din se wahin se shuru karta hai jahan pichla chhod kar gaya.
Har company ka data apne account me alag rehta hai — koi doosri company use nahi dekh sakti. Support ya technical dikkat ke waqt hamari team access kar sakti hai; wahi baat Terms of Service aur Privacy Policy me saaf likhi hui hai. Backup roz hota hai, aur account band karne par bhi aapko export ka mauka milta hai.
Ek aur cheez jo aksar poochi jaati hai: customer ka mobile number staff ko dikhega ya nahi. Aap chaahein toh sales staff ke liye number aadha chhupa sakte hain — call aur WhatsApp phir bhi CRM se hi lag jaate hain, lekin poora number copy nahi hota. Ye choti si setting bahut si companies ke liye faisla badal deti hai.
Aapka asli muqabla kisi doosre software se nahi — register aur Excel se hai. Isliye teeno ko saath rakh kar dekhna theek rehta hai.
| Kaam | Register / Excel | Generic CRM | MoverMunshi |
|---|---|---|---|
| Lead kahan rehti hai | Diary, WhatsApp chat, staff ka phone | Contact aur deal ke khaano me | Lead ke saath route, move date aur shift type |
| Follow-up reminder | Yaad rakhna padta hai | Task ban jaata hai | Overdue, aaj, kal — chaar tab, lal me overdue |
| Rate card | Har staff ka apna Excel | Sirf ek deal amount | Route, shift type aur gaadi ke hisaab se |
| Quotation | Word file, har baar naye sire se | PDF template, GST ka hisaab haath se | Rate card se, letterhead par, GST jud kar |
| GC note | Alag se chhapa hua book | Hota hi nahi | Trip se juda, apni number series me |
| Packing list | Haath se likhi parchi | Hota hi nahi | Box number, remarks aur photo ke saath |
| Customer ko tracking | Driver ko phone, phir customer ko phone | Hota hi nahi | White-label link — customer khud dekhta hai |
| Outstanding ka hisaab | Mahine ke end me jodna padta hai | Deal me amount, receipt alag | Hamesha live, part payment ke saath |
| Report — source, route, agent | Andaze se | Source aur agent milta hai, route nahi | Teeno, har mahine, Excel export ke saath |
| Staff nikal gaya | Numbers uske saath chale gaye | Data account me rehta hai | Login band, leads dobara assign, history saath |
| Mahine ka kharcha | Dikhta nahi, lekin chhooti leads me jaata hai | Per user, aur setup consultant alag | ₹699 se, GST alag — har plan 1 user, extra user ₹399 |
Poora hisaab-kitaab do alag page par likha hua hai: register aur Excel se kya farak padta hai aur generic CRM se kya farak padta hai. Agar aap doosre options bhi dekh rahe hain toh alternatives par hum saaf-saaf likhte hain ki kaunsa option kis tarah ki company ke liye theek baithta hai — hamara naam sabse upar likhna aasaan hota, lekin usse aapko fayda nahi hota.
Teen plan hain, aur farak sirf users aur features ka hai — chhupa hua koi charge nahi. Setup fee nahi lagti, aur pehle mahine me rate card, letterhead aur staff ke logins hum khud set karwate hain.
| Plan | Users | Har mahine | Saal bhar (2 mahine free) | Ek din ka |
|---|---|---|---|---|
| Shuruaat Akela ya do logon ki team | 2 | ₹699 | ₹6,990 | ₹23 |
| Munshi Team badh gayi, leads haath se nikal rahi hain | 5 | ₹1,499 | ₹14,990 | ₹50 |
| Malik Tracking included, add-on ki zaroorat nahi | 1 user | ₹2,499 | ₹24,990 | ₹83 |
Sab plans par GST alag lagta hai. Saal bhar ka billing lene par do mahine free milte hain — Shuruaat har mahine liya jaaye toh saal bhar ka ₹8,388 banta hai, aur saal bhar ka ek saath lein toh ₹6,990. Yahi baat baaki dono plans par bhi lagti hai.
Faisla aam taur par users se hota hai, feature se nahi. Do log kaam kar rahe hain aur pipeline theek karni hai toh Shuruaat kaafi hai. Trip tracking, poora document set aur AI Munshi chahiye toh Munshi plan lena padta hai — sabse zyada wahi liya jaata hai. Ek se zyada branch ya paanch se zyada log hain toh Malik plan me users ki ginti ki chinta khatam ho jaati hai.
Ek line me soch kar dekhiye: Munshi plan din ke ₹50 ka padta hai. Saal me ek bhi shift extra nikal aayi jo warna chhoot jaati, toh kharcha nikal aaya. Poora breakdown aur sawal-jawab pricing page par hain, aur website, ads aur UGC jaise kaam services me alag se milte hain — woh CRM plan me shaamil nahi hain.
Aur bhi kuch poochna hai? Seedha likh dijiye — hello@movermunshi.com. Naye topic aur guides blog par milte rehte hain.
Ha. Isme lead ke saath move date, shift type, route aur packing list jude hote hain, aur usi lead se GC note, GST invoice, money receipt aur packing list ban jaate hain. Ye khaane sirf shifting ke kaam me lagte hain, isliye hum aur kisi trade ke liye ise nahi bechte.
Field bana lenge, lekin document nahi banega. GC note ki apni series, GST invoice par SAC 996511 ke saath 18% ka hisaab, packing list ka box number aur delivery par milaan — ye sab template aur logic maangte hain, sirf ek khaali khaana nahi. Aur har naye staff ko woh custom setup dobara samjhana padta hai.
Har plan ek user ka hota hai — Shuruaat ₹699 per month, Munshi ₹1,499 per month aur Malik ₹2,499 per month. User badhana ho toh ₹399 per user per month, jitne chaahe, jab chaahe. Saal bhar ka billing lein toh 2 mahine free — ₹6,990, ₹14,990 aur ₹24,990. Sab plans par 18% GST alag lagta hai.
Ha. Excel ya CSV file se leads import ho jaati hain — naam, mobile, route, move date aur source ke saath. Import ki hui leads par koi automatic message nahi jaata, sirf record banta hai, taaki purane customer ko galti se message na chala jaaye.
Lead, note, quotation aur payment sab company ke account me rehte hain, staff ke phone me nahi. Uska login band kar dijiye aur uski leads doosre staff ko assign kar dijiye — history poori ki poori saath jaati hai, kuch mitta nahi.
Nahi. Link browser me hi khul jaata hai, Android aur iPhone dono par. Us page par aapki company ka naam aur logo dikhta hai, aur ek hi link poori trip chalta rehta hai — roz naya message bhejne ki zaroorat nahi.
Padhne se zyada dekhne me samajh aata hai. Form bhariye — hum aapki company ka naam, rate card aur letterhead daal kar account taiyaar karte hain, aur usi par aapko 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
Do minute. Baaki hum kar lete hain.
Agar khud se na khule toh seedha hello@movermunshi.com par bhej dijiye. Hum aam taur par usi din jawab dete hain.