SmartMoving
“Can an all-in-one vertical CRM become the profit engine (payments + financing + accounting sync) that moving companies actually run their business on?”
Founded2018
HQDallas, TX, USA
Total raised$41.5M
Latest roundGrowth equity (Mainsail Partners), 2022
IndustryVertical SaaS / Moving & Storage
The story
SmartMoving is a vertical SaaS CRM/operations platform purpose-built for residential moving and storage companies. Since taking Mainsail Partners growth capital in 2022, the company has layered embedded finance capabilities on top of the core CRM — starting with integrated credit card and ACH processing through Remedy Payment Solutions, and adding Wisetack consumer financing to help movers close larger jobs. Accounting is deliberately handed off to QuickBooks Online via native sync rather than built in-house.
Product timeline
2018
SmartMoving founded in Dallas as an all-in-one CRM and operations platform for moving companies.· launch
2022
Received $41.5M growth investment from Mainsail Partners.· funding
2024
Named to Inc. 5000 as the only moving software on the list.· milestone
2024
Launched Wisetack embedded consumer financing offer within estimates.· lending
2026
Expanded Remedy Payments partnership as native, integrated payment processor with next-day deposits, ACH, and consumer financing links.· payments
The stack
4 layers disclosed in SmartMoving’s embedded-finance stack
Payments / PSP
Remedy Payment Solutions
Lending
in the full report
Insurance
in the full report
Accounting
in the full report
Accounting gap: minor
5 more providers across 3 layers, with confidence-scored evidence and source URLs, are in the Embedded Finance Index report.