Mo-ref
Built a CRM-connected referral intelligence platform that transforms completed moving jobs into automated referral campaigns, tracked conversions, and payout-ready growth — eliminating spreadsheets, manual follow-ups, and disconnected workflows.
85%
Reduction in manual post-move referral outreach
25–40%
Increase in tracked referral-attributed bookings
Under 48 Hours
Automated payout fulfillment after conversion approval
Client Overview
Industry
Moving & Logistics / Home Services
Company type
Mid-market regional moving operator
Core business
Residential and commercial moving across multiple branches integrated with SmartMoving, HubSpot, Sirva, and other industry CRMs
Business challenge
Heavy reliance on repeat customers and referrals without a centralized system to automate outreach, track attribution, and manage payouts across locations
Referral Management Platform Overview
Challenges
As the company expanded across locations, its referral operations became increasingly difficult to manage.
Referrals scattered across disconnected systems
Referral tracking lived inside spreadsheets, CRM notes, email threads, and manual records. There was no single system connecting completed jobs, referral activity, and payouts end-to-end.
Manual post-move follow-ups
Staff manually texted or emailed customers after completed moves asking for reviews and referrals. Under busy dispatch schedules, outreach was often delayed or skipped entirely.
Inconsistent referral attribution
Customer referrals, partner referrals, and organization-owned campaigns were all tracked differently. Finance teams had to manually reconcile referral codes, booked jobs, and reward payouts.
Multi-location scalability challenges
Each branch operated its own referral process with different workflows and inconsistent execution. Leadership had no standardized referral playbook across locations.
Limited visibility into referral performance
There was no real-time visibility into referral conversion rates, payout status, campaign performance, or ROI. Reporting depended heavily on manual spreadsheet reconciliation.
Solution
Advant AI Labs built Mo-ref — a centralized referral intelligence platform designed specifically for moving companies operating across multiple branches and CRM systems.
CRM-first referral automation
The platform integrates directly with SmartMoving, HubSpot, Sirva, MoveRight, SuperMove, and other CRMs using APIs and webhooks. Completed jobs automatically flow into the referral system without changing operational workflows.
Automated post-move campaigns
Built configurable SMS and email automation workflows triggered immediately after job completion. Campaigns include referral requests, review collection, follow-ups, and sentiment-based communication paths.
Unified referral attribution and payout workflow
Introduced unique referral links, quote tracking, conversion approval pipelines, and automated payouts powered by Tremendous integration — creating a complete referral lifecycle inside one platform.
Multi-location architecture with role-based access
Designed a multi-tenant platform supporting organizations with multiple branches, location-level branding, referral settings, and granular user permissions for owners, admins, and team members.
Cloud-native scalable infrastructure
Built using a modern cloud-native stack with Next.js, PostgreSQL, AWS infrastructure, Stripe billing, and Dockerized deployment pipelines to ensure scalability and operational reliability.
Platform Architecture
Built using a modern cloud-native stack with Next.js, PostgreSQL, AWS infrastructure, Stripe billing, and Dockerized deployment pipelines to ensure scalability and operational reliability.
Frontend
- Next.js 14 (App Router), React, TypeScript
- Tailwind CSS, Radix UI, Framer Motion
- Responsive dashboards and marketing pages
- PWA-ready mobile experience
- TanStack Table for referrals, jobs, campaigns, partners, and payouts
Backend
- Next.js API routes (REST APIs)
- Prisma ORM with PostgreSQL
- Repository and service-layer architecture
- JWT authentication, Google OAuth, email OTP verification
- Structured validation and error handling with Zod
Integrations & Automation
- CRM integrations: SmartMoving, HubSpot, Sirva, MoveRight, SuperMove
- Messaging automation via SMS and email workflows
- Tremendous API for automated rewards and payouts
- Stripe subscription billing and customer portal
- AWS S3 and SES for secure storage and email delivery
Infrastructure & Operations
- Docker and Docker Compose deployment setup
- Supabase-compatible PostgreSQL environment
- Sentry monitoring and production observability
- Timezone-aware campaign scheduling
- SEO-ready marketing site with sitemap and optimized metadata
Business Impact
Mo-ref transformed referrals from a loosely managed process into a measurable growth engine.
Automated referral activation at scale
Referral campaigns now trigger automatically after completed jobs, eliminating dependency on manual staff follow-ups and reducing outreach workload by approximately 85%.
Increased referral-attributed bookings
Standardized campaigns, referral links, and attribution tracking helped increase referral-driven conversions by 25–40% within the first two quarters after rollout.
Faster payout processing
Finance teams no longer reconcile spreadsheets manually. Automated conversion approval and Tremendous integration reduced payout timelines from days or weeks to under 48 hours.
Improved partner engagement
Tiered referral programs with standardized rewards increased active partner participation by over 30%, helping branches scale local referral networks more effectively.
Real-time operational visibility
Leadership gained live dashboards for referral clicks, quote submissions, campaign performance, conversion status, and payout tracking across all locations.
Lower customer acquisition costs
Referral-driven bookings consistently delivered lower acquisition costs compared to paid advertising channels, helping branches improve marketing efficiency while increasing trust-driven lead generation.
“"Before Mo-ref, our referral program was something we talked about in meetings but couldn't measure. Now every completed job can enter a campaign, every referral is attributed to a code, and payouts happen without finance chasing spreadsheets. Our branches finally run the same playbook." — Operations Director, Regional Moving Company
FAQ
Frequently Asked Questions