Proposal · prepared for Arch Moving
Speed-to-Lead & Phone System
Proposal · not a contract

Answer every lead first.
Log every call automatically.

Two proven systems, already built and running for moving companies on SmartMoving. Start now on CallRail - carry everything over free if you move to Dialpad.

Prepared for Hayden Mattingly & team · Arch Moving · SmartMoving + CallRail

Five minutes or less is the window where a moving lead is most likely to book. After that, the odds fall off fast.
<60s
Target first-dial time once the AutoDialer is live - it fires the moment a lead lands in SmartMoving.
Recommended · start here

The phone bundle

Speed-to-lead and clean call data work best together - the AutoDialer connects reps fast, the integration makes sure every one of those calls lands back in SmartMoving with a summary, and it powers the live speed-to-lead dashboard.

● AUTODIALER + PHONE SYSTEM INTEGRATION
$1,500 one-time setup · monthly per product below

AutoDialer

$250 / mousage-based · 300 transfers included

The second a new lead hits SmartMoving, the system calls your sales queue, the first available rep picks up, hears the lead details, and is connected straight to the customer - feels like they dialed it themselves, no robotic delay. If no rep picks up, you get a notification with the lead details to call back manually.

  • Triggers on any new SmartMoving lead
  • Rep-initiated - no awkward auto-call gap
  • Phone number validation before dialing
  • Handles simultaneous leads at once
  • Personal voicemails, not recordings
  • Business-hours & duplicate-lead rules
You only pay per successful transfer - counted when a rep picks up and is connected to the lead. Never for attempts, missed connections, or system dials. 300 included each month; $0.89 per transfer beyond that.

Phone System Integration · CallRail ↔ SmartMoving

$150 / moflat rate

Every inbound and outbound call logs itself into the right SmartMoving opportunity - with an AI summary and action items - so nobody hunts through call logs or relistens to calls.

  • Zero-touch call logging to the right record
  • AI call summary + action items
  • Inbound & outbound, every outcome
  • Recording link in the opportunity
+ Dashboard
This connection powers your live speed-to-lead dashboard - real-time response times by rep, lead source, and time window, with your business hours factored in. Set up as part of your fee. (It needs this integration to run.)
What's in scope

Now on CallRail, more on Dialpad

CallRail was built for tracking, not as a full phone system. If you move to Dialpad later, we carry your whole setup over free - and its modern API opens up deeper call automation we can scope together when you're ready.

Included now

On CallRail, from day one
  • Automatic call logging into SmartMoving
  • AI call summaries + action items
  • Recording links in each opportunity
  • AutoDialer speed-to-lead connect
  • Live speed-to-lead dashboard

Later, on Dialpad

Optional - scoped when you're ready

Switching carries your current setup over at no extra cost. Dialpad's modern API also unlocks deeper integration options beyond this package - we'll walk through those and price them separately if and when you want them.

One-time setup

$1,500 - and it covers what's next

$1,500one-time

What the setup fee buys you

  • Build + launch of the CallRail ↔ SmartMoving integration and the AutoDialer
  • Your speed-to-lead dashboard, set up and connected
  • Free migration to Dialpad or RingCentral later - we carry the whole setup over, no rebuild fee
  • No setup fee for Voice AI if you add it down the road (the Voice AI service itself is billed separately - monthly + per-minute usage - only when you turn it on)
The fine print, briefly

Terms

Delivery - managed service. We build, run, and maintain it; you don't touch code.
Requires - SmartMoving with Premium API access (you have this).
Billing - monthly, auto-charged. Setup due at kickoff.
Cancel anytime - 30-day written notice, no lock-in.