An Automation Suite That Runs a Moving Company's Back Office

The problem

A US moving company ran its operations across MoveBoard and Elromco (two CRMs) plus RingCentral for calls. The back office was full of repetitive, high-volume manual work: triaging hundreds of unconfirmed requests, chasing unassigned leads, turning phone calls into follow-up tasks, and pulling historical data out of systems that don’t export it. No single tool fixed this — it needed a coordinated set of them.

The build

Over an ongoing engagement we built and iterated a suite of focused bots, each owning one workflow:

• CRM queue hygiene — audits the MoveBoard “Not Confirmed” queue, finds stale requests by an age threshold, and bulk-updates them to Pending, with a per-run CSV recording every request examined and every change made.
• Lead reassignment — scrapes unassigned orders out of Elromco, snapshots them and their full order-log history, then reassigns leads to the right salesperson and fixes missing case statuses, with schedulers for unattended runs.
• Lead tier assignment — reads the complete Elromco orders table across all branches to drive tier assignment, with emailed reports.
• Call-to-task creation — watches RingCentral AI-handled calls and turns each into an assignable task in the team chat.
• Missed-call alerts — posts every missed call into the right team chat with templated caller details, deduplicated across restarts.
• CRM data extraction — a multi-stage SmartMoving scraper that pulls years of jobs, client info, and storage records (with invoices) into CSV.

Everything is built for production: same-origin logins, audit trails, persistent deduplication, daily logs, and supervised-rollout modes so the team could trust each bot before letting it run on its own.

The result

The recurring back-office grind — queue cleanup, lead triage, call follow-up, data pulls — now runs as scheduled, auditable automation across all three platforms. The engagement is ongoing, with new workflows added as the operation grows.