The platform
Your CRM remains the source of truth. Semres handles the follow-through.
SmartMoving and Chariot events become scheduled work: customer preparation, partner follow-up, referral asks, surveys, and reviews. You can see what is queued, what was sent, and what needs a person to step in.
The Semres platform
One layer between your CRM and everything it should be doing
Semres translates every CRM into one canonical model, then runs your automations on top, written once, run for your business.
Your CRM stays in place
A better experience, automatically
What's inside
The pieces that make it run
CRM translation layer
SmartMoving and Chariot each map into one canonical model, so every automation is written once and runs the same on either CRM.
Workflows tied to real events
A booking can start customer prep. A completed job can start a survey or referral ask. Your team can preview what is due.
Drafting assistance
Ask Semres answers questions from your own portal data. Drafting tools help your team prepare outreach before it goes out.
Email and text delivery
SendGrid handles branded email. Telnyx handles texts and replies. Delivery states and failures stay visible in the portal.
One operating view
Your team can review the schedule, referral attribution, survey scores, message history, and the controls for each workflow.
Secure tenant isolation
Row-level security on every record means your data is never visible to another company.
The automation engine
Workflows tied to the moves you actually book
CRM events start the right sequence. Your team can review the schedule and delivery history in the portal. Available fields and workflows depend on the CRM connection.
Customer 7-Day Drip
Automatically prepares every customer before move day.
Sample drip schedule: emails and texts spaced across the week before the move, ending with the move-day morning crew card.
- Packing, utilities & appliance prep
- Timeline & crew expectations
- 3-day, day-before & move-day morning texts
- Move-day crew card with your real roster
Partner Growth Engine
Tracks every referral and nurtures realtors, property managers, senior-living coordinators, and attorneys for you.
Sample partner leaderboard: three ranked realtors with their brokerage, referral revenue, and booked moves.
- Estimate, booking & completion touches
- Day 30/60/90 & annual check-ins
- Closing-gift vouchers & QR codes
- Referral attribution & status pages
- Birthday & spotlight touches
- Leaderboards & brokerage scorecards
Lead Prospecting & Outreach
Source realtor prospects through connected listing providers, with region targeting and configurable messages.
Sample morning prospecting queue: two new local listings with AI outreach drafts ready, waiting on your one-click approval.
- Region-based targeting
- Connected sourcing providers
- Configurable messages
- Tenant sending controls
Referral & Reputation Engine
Turns completed moves into referrals, reviews, and recovered customers automatically.
Sample survey routing: a 9 out of 10 score triggers a review request; a 4 out of 10 is kept private for recovery.
- Customer referral codes
- NPS/CSAT surveys
- Neutral review asks
- Detractor recovery routing
Inside the portal
The portal your team actually uses
A drag-and-drop email builder wired to your live CRM data, a visual automation builder, and an AI assistant that reads your real numbers. No spreadsheets, no dev work.
An email builder wired to your CRM
Drag blocks into place and drop in live fields straight from your CRM, so every send is personal to the customer and their move. Recolor to your brand with a real desktop and mobile preview.
- Live fields from your CRM
- Your brand colors, everywhere
- Desktop + mobile preview
Move confirmed
Customer drip · You’re all set for [Move date]
Anchor Moving Co.
Your move is confirmed, Dana
We’ve got you down for Saturday, July 18. Your crew lead Marcus and his team will arrive between 8-9 AM. Here’s what to expect.
View your move detailsQuestions? Just reply to this email.
Desktop · 100% · sample data
A visual automation builder
Chain triggers, conditions, waits, and emails on a flowchart canvas. It fires on real events from your CRM, or just describe what you want and let AI build the flow for you.
- Fires on real CRM events
- Branch on any condition
- Describe it, AI builds it
7-day welcome drip
Triggered when a move is booked
Move booked
TriggerSmartMoving · job.created
Only if residential move
ConditionSkips commercial jobs
Welcome & what to expect
Sends nowMove confirmed email
Wait 2 days
DelayYour moving checklist
ScheduledPrep tips + packing guide
Meet your crew
ScheduledCrew card · sends move-day morning
An AI that knows your business
Ask Semres reads your live partners, referrals, revenue, and pipeline, then answers in plain English and links back to the exact numbers. The same AI drafts your outreach and emails.
- Answers from your live numbers
- Links back to the source
- Drafts outreach and emails for you
Ask Semres
Answers from your own live numbers
Growth tools in your portal
Your published content, in one place.
Existing articles and lead reports remain available. Automated publishing is coming soon.
SEO Blog & Lead Capture
Read existing articles and see how they performed. Automated content generation and publishing are coming soon.
- Published article library
- Historical views and leads
- SmartMoving quote capture
- Chariot site click tracking
Safe by design
Nothing reaches a customer until you flip it
Every company starts in a sandbox: the automations run for real, but every email and text is captured to a simulated inbox you can read. Flip to Testing and real sends go only to your own inbox. Production is authorized by us and turned on by you.
The three delivery modes: Sandbox captures every send, Testing delivers only to your own inbox, and Production stays locked until you flip it.
A simulated inbox showing three captured messages — proof the automations ran without anything being delivered.
The exact ladder every company walks through during onboarding — sample data shown.
See where Semres fits.
Walk through the CRM connection, customer messages, and partner workflows with our team.