As a salesperson, keeping customers informed and projects on track is essential for closing deals and ensuring smooth operations. Supermove provides built-in tools to streamline communication, centralize messaging, and automate routine outreach.

Tools You’ll Use

• Phone Calls: Log and track calls directly within each project, ensuring a record of all outreach.

  ⚠️ Important: Calling customers through Supermove is only available if your company is subscribed to Copilot. Without it, you’ll need to use an external phone line and log the call manually.

• SMS Messages: Send updates, reminders, and confirmations using either your own templates or the system-provided Supermove templates. You can also send SMS to internal staff or assigned movers.

• Email: Compose emails directly from Supermove using templates, attach files, and make edits inline without switching apps.

Tip for Sales Users: Logging every call, SMS, or email in Supermove keeps a complete record of interactions, reducing missed follow-ups and keeping your team aligned.

Conversations Module

The Conversations Inbox combines SMS, email, and call activity into one centralized hub:

• Access: Use the Inbox to view all recent messages, or the Widget to see project-specific communications.

• Visibility: Each conversation shows client info, move dates, volume, and notes for context.

• Actions: Send SMS, compose emails, or place calls (with Copilot) directly from the module.

• Organization: Use filters, flags, and tags to prioritize messages, track follow-ups, and avoid missed steps.

Tip: You can create custom SMS templates or use pre-built system templates for quick replies, confirmations, or appointment reminders. Automated SMS through Supermove Automations can also be triggered based on events, such as a Confirmation Sent or a new Lead created.

🎥 Training Video:

📌 Learn more: Conversations Module

Automations for Communication

Supermove Automations help you reduce repetitive manual tasks and maintain consistent customer communication:

• Send automated SMS reminders for confirmations or follow-ups.

• Trigger emails when a new lead is created or when a project status changes.

• Assign tasks or notifications to your team based on events.

Tip: Start simple—set up a single automation for a confirmation reminder or appointment follow-up to see how it saves time and keeps clients engaged.

📌 Learn more: To explore all the communication automations available, check out Top Automations to Have. This section provides a comprehensive guide to every automation option you can use to streamline customer communication and team coordination.

Next Step

Practice using Supermove’s communication tools to ensure you’re comfortable tracking all client interactions:

Practice Challenge

Open a test project and:

1. Add a Sales Note or Dispatch Note.

2. Create a task for the project.

3. Send a test SMS or log a call using the Conversations Module.

4. Experiment with sending a message from a template and consider which simple automation could save time in the future.