NASMM What is NASMM VIP?
Helping Remove the Technology Barrier
Thanks to a generous contribution from the creators of MM360, NASMM is proud to offer these powerful core features to our members completely free of charge.
MM360 was built by Senior Move Managers, for Senior Move Managers — with significant investment to make the system modern, user-friendly, and tailored to the unique needs of our profession.
How much of a difference could this make for your business? One of the most heartfelt responses comes from Nicole Ramer:
"MM360 saved my business, and quite literally, my life."
VIP Tools
The complete suite of MM360 tools provided at no cost for NASMM Members.
Free Video Training Included
Easy to use. Easy to learn.
CRM
Organize & Track Your Contacts.
Projects
Track & Centralize All Details.
Estimates
Create & E-Sign Estimates.
Scheduling
Know availability and budget.
Google Calendar
Integrate with Google Calendar.
Time & Mileage
Time & Mileage Tracked to Budgets.
Expense Tracking
Record Against Their Project Budget.
QuickBooks Online
Invoice Without Giving Staff a QBO Login.
Dashboard
Revenue and Marketing Progress at a Glance.
Automated Reviews
Increase Google & Facebook Reviews.
In Signed Estimates as of Today
Projects Contracted as of Today
SMMs Active as of Today
Helping NASMM Members Since 2018
The VIP system has been integral in helping SMMs scale their business for over 7 years.
Nathan Yesko
CIO, Discover Organizing
MM360 simplified our workflows and reduced the need for multiple apps and software for managing our downsizing and organizing projects!
Brian and his team have been very responsive to our requests to make MM360 more compatible with our existing systems and practices. The customization features and software integrations made it very easy for us to use it for our organizing and photo services as well!
Janine Sarna-Jones
CEO & Founder, Organize Me Inc.
My business used a different CRM for years and I tried to customize it for our needs. But each year, it got more and more expensive and felt like a glorified address book. When we saw MM360, we realized not only does it looks great, but it also had so much of what we were trying to get our old CRM to do.
We love the service they provide and are always amazed that the recommendations we make get incorporated and show up in new releases. We love the direction MM360 is going in and I can't wait to see how it evolves and improves the operations for my business and my team members.
Nicole Ramer
CEO, Organized Haven
MM360 is software that matches art with science, specifically built to better manage Senior Move Management® projects!
Imagine only needing three simple, factual things to quote a downsizing, move management, and estate clearing project:
- Square footage of origin and destination
- Knowledge of the density level of the spaces to address in the move: low/med/high/very high
- Understanding of the touch-level required for the client, who may have dementia or an overly involved family: low/med/high/very high
This ability became essential for the growth and success of my downsizing and move management company!
David Wade
Owner, Senior Move Services LLC
MM360 has been a game changer for our business! Keeping track of multiple projects with detailed notes, tracking referral sources, and sending estimates. MM360 offers more functions we haven't taken advantage of and we are excited to fully capture all the capabilities of MM360 to expand our business. Customer service is the added bonus. Brian has always been there for us when we have any questions no matter how big or small.
I do not know where our business would be at without MM360!
FAQ's
You have some questions...
As a founding member of NASMM, Smooth Transitions — the creator and owner of Move Manager 360 — has always been committed to supporting fellow members, especially those just starting out in their journey as Senior Move Managers.
While this public version isn’t quite as feature-rich as their internal system, it’s still incredibly robust — representing nearly one million dollars in invested development, integrations, and backend services.
Offering VIP Access at no cost is their way of giving back to the NASMM community and helping others find the same success they’ve experienced by bringing everything together in one powerful platform.
While this public version isn’t quite as feature-rich as their internal system, it’s still incredibly robust — representing nearly one million dollars in invested development, integrations, and backend services.
Offering VIP Access at no cost is their way of giving back to the NASMM community and helping others find the same success they’ve experienced by bringing everything together in one powerful platform.
NASMM VIP is available for all NASMM members indefinitely. To request access, you can submit the form here .
VIP Access gives you full access to the complete suite of tools, helping you manage your business with confidence.
To keep the system running smoothly for all users, there are limits on the number of active projects and emails sent through drip campaigns under the VIP plan.
Need more flexibility? Upgrading to Unlimited removes all limits — giving you the freedom to scale without restriction.
To keep the system running smoothly for all users, there are limits on the number of active projects and emails sent through drip campaigns under the VIP plan.
Need more flexibility? Upgrading to Unlimited removes all limits — giving you the freedom to scale without restriction.
VIP Access includes up to 15 active projects and allows for 300 campaign emails per day.
At this time, VIP Access is available only to companies registered in the United States.
Other than those limits, you’ll have full access to all features and tools included in the platform.
At this time, VIP Access is available only to companies registered in the United States.
Other than those limits, you’ll have full access to all features and tools included in the platform.
Your VIP access is just for you and is intended to be used only by your company, staff, and clients.
If you’ve misplaced your access details, no worries — we’re here to help! Simply click the "Need Help" link in the Request Access section to submit a quick support request.
We’ll make sure your information is safely and promptly resent to you.
If you’ve misplaced your access details, no worries — we’re here to help! Simply click the "Need Help" link in the Request Access section to submit a quick support request.
We’ll make sure your information is safely and promptly resent to you.
We’re so glad to have interest from our Canadian neighbors!
Unfortunately, we’re not able to support members in Canada at this time. The regulatory and technical complexities of offering the platform there create costs that —at our current pricing— would exceed what even full participation could cover.
We hope to find a sustainable solution in the future and we will reach out if that becomes possible!
Unfortunately, we’re not able to support members in Canada at this time. The regulatory and technical complexities of offering the platform there create costs that —at our current pricing— would exceed what even full participation could cover.
We hope to find a sustainable solution in the future and we will reach out if that becomes possible!
No worries — we’ve got you!
If you’ve lost your VIP access information, just click the "Need help?" link in the Request Access section and submit a quick support request.
We’ll verify your details and send your access information right over.
If you’ve lost your VIP access information, just click the "Need help?" link in the Request Access section and submit a quick support request.
We’ll verify your details and send your access information right over.
We offer a personalized setup service to help you hit the ground running—starting at **$150 for a one-hour session** to tailor your basic settings just the way you need them.
You can schedule that setup session here.
For those looking to go deeper, we also offer a comprehensive setup and training service. This includes customizing all the system settings, aligning your estimator to your services and estimating method, importing your CRM data and project history, connecting and configuring your Google and Quickbooks accounts, and configuring system automations to match your workflow.
Schedule a free 30-minute consultation to explore your needs and receive a tailored estimate to get your company up and running smoothly.
For those looking to go deeper, we also offer a comprehensive setup and training service. This includes customizing all the system settings, aligning your estimator to your services and estimating method, importing your CRM data and project history, connecting and configuring your Google and Quickbooks accounts, and configuring system automations to match your workflow.
Schedule a free 30-minute consultation to explore your needs and receive a tailored estimate to get your company up and running smoothly.
Yes! Everything — including logos, colors, and more — can be fully customized to match your company’s unique style and branding.
We’re happy to help you get it just right. Simply schedule your basic setup meeting here and we’ll get you all set.
We’re happy to help you get it just right. Simply schedule your basic setup meeting here and we’ll get you all set.
All of our online training modules are available on the MM360 YouTube channel.
You’ll find dedicated playlists for both Owner Training and Employee Training. These videos are designed to be broadly helpful, so they may include more detail than you need — or may not match every learning style.
If you’re looking for something more personalized, we recommend our Tailored Setup Service, which includes custom training sessions just for you and your team.
You’ll find dedicated playlists for both Owner Training and Employee Training. These videos are designed to be broadly helpful, so they may include more detail than you need — or may not match every learning style.
If you’re looking for something more personalized, we recommend our Tailored Setup Service, which includes custom training sessions just for you and your team.
Yes! You can easily invite your team members and choose exactly what they can see and do within the system.
It’s a simple way to make sure everyone has access to what they need — and nothing they don’t.
It’s a simple way to make sure everyone has access to what they need — and nothing they don’t.
Yes! We’re happy to help you bring over your contacts and project history from another CRM.
Because every system is a little different, this process is handled manually by our support team to make sure everything transfers correctly.
A one-time service fee applies — just schedule a free review of your current system to get started!
Because every system is a little different, this process is handled manually by our support team to make sure everything transfers correctly.
A one-time service fee applies — just schedule a free review of your current system to get started!
Yes! And even better — everything is connected to a single contact, so you can quickly see all the projects for a client in one place.
You’ll also have easy access to their invoices, notes, important dates, and more — all neatly organized and ready when you need it.
You’ll also have easy access to their invoices, notes, important dates, and more — all neatly organized and ready when you need it.
Yes! You can easily switch to the Archived View to search and view archived projects and contacts.
Please note that archived projects are read-only — they cannot be edited or have any further actions taken on them.
Please note that archived projects are read-only — they cannot be edited or have any further actions taken on them.
Yes! Archived projects can be restored to active status, as long as doing so doesn’t exceed your current active project limit.
Yes! We recommend creating a dedicated Google account just for your project calendar — something like mycompany.scheduler@gmail.com.
This helps keep things organized and makes sure all calendar invites come from the same place, including ones you send to yourself.
This helps keep things organized and makes sure all calendar invites come from the same place, including ones you send to yourself.
Yes! You can connect MM360 to your QuickBooks Online account.
Once connected, you’ll be able to import your contacts — and even choose to bring in only those added after a certain date.
You can also match your services in MM360 to the ones you’ve already set up in QuickBooks, making invoicing and syncing smoother.
Once connected, you’ll be able to import your contacts — and even choose to bring in only those added after a certain date.
You can also match your services in MM360 to the ones you’ve already set up in QuickBooks, making invoicing and syncing smoother.
Not at this time. MM360 doesn’t integrate with the desktop version of QuickBooks due to its limited support for online connections.
We recommend upgrading to QuickBooks Online to take full advantage of the integration features and keep everything running smoothly.
We recommend upgrading to QuickBooks Online to take full advantage of the integration features and keep everything running smoothly.
The automatic estimator is designed to make quoting easier and more accurate — no matter how you bill (by the project, hour, package, or a mix).
Instead of counting boxes, it looks at the overall size of the home and how full it is. This helps create a more consistent way to estimate how much time and effort a job will take.
The system comes ready to use with common services that Senior Move Managers typically provide, along with average time estimates based on a standard 2,000 sq ft home.
Just enter the home's size, and the estimator will suggest how long each service might take and what it will cost. You can fine-tune the estimate by noting whether the home is more or less full than average.
As you use the system, you can adjust the average times to better match your team’s pace — making future estimates even more accurate.
You always have full control: you can override the estimate with your own numbers and include clear service descriptions ready for QuickBooks.
Many companies find that, over time, this tool becomes so accurate that they confidently shift from hourly billing to project-based pricing — with estimates regularly landing within 1% of actual costs.
Instead of counting boxes, it looks at the overall size of the home and how full it is. This helps create a more consistent way to estimate how much time and effort a job will take.
The system comes ready to use with common services that Senior Move Managers typically provide, along with average time estimates based on a standard 2,000 sq ft home.
Just enter the home's size, and the estimator will suggest how long each service might take and what it will cost. You can fine-tune the estimate by noting whether the home is more or less full than average.
As you use the system, you can adjust the average times to better match your team’s pace — making future estimates even more accurate.
You always have full control: you can override the estimate with your own numbers and include clear service descriptions ready for QuickBooks.
Many companies find that, over time, this tool becomes so accurate that they confidently shift from hourly billing to project-based pricing — with estimates regularly landing within 1% of actual costs.
Every client is different — and we know that this can be an emotional and challenging time for them and their families. Some clients may be easygoing and need very little guidance, while others may require more time, reassurance, and hands-on support.
The estimator takes this into account through what we call a "touch level" — a simple way to describe how much personal attention a client may need. You can choose from low, medium (average), high, or very high touch levels based on your experience with the client.
The system will then adjust the estimated time and effort needed for your services accordingly, helping you plan more accurately and ensure your client receives the care and attention they deserve.
The estimator takes this into account through what we call a "touch level" — a simple way to describe how much personal attention a client may need. You can choose from low, medium (average), high, or very high touch levels based on your experience with the client.
The system will then adjust the estimated time and effort needed for your services accordingly, helping you plan more accurately and ensure your client receives the care and attention they deserve.
This was a very intentional decision by the creators of MM360.
Traditional task lists are often used to track whether certain steps have been completed within a project. However, in practice, we found that most task lists ended up functioning more like checklists — or worse, they became overwhelming and unmanageable.
During early testing with systems that supported traditional task lists, we noticed a common pattern: tasks were often not marked complete, even though the work had been done. Over time, these unchecked items piled up, leading to confusion and ignored assignments simply because the task list became too cluttered to manage effectively.
MM360 takes a different approach. Instead of static task lists:
This approach keeps things simple, clear, and easy to follow while giving project managers valuable time back.
Traditional task lists are often used to track whether certain steps have been completed within a project. However, in practice, we found that most task lists ended up functioning more like checklists — or worse, they became overwhelming and unmanageable.
During early testing with systems that supported traditional task lists, we noticed a common pattern: tasks were often not marked complete, even though the work had been done. Over time, these unchecked items piled up, leading to confusion and ignored assignments simply because the task list became too cluttered to manage effectively.
MM360 takes a different approach. Instead of static task lists:
- Shifts include built-in checklists that guide staff through what’s expected when they work a shift.
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Follow-up events are designed for one-time or special actions linked to a contact. They include all the necessary details — like phone numbers, emails, or addresses — and appear directly on the assigned team member’s calendar so they stay visible and actionable.
If needed, they can also be shared with the connected contact to support collaboration and keep everyone on the same page.
This approach keeps things simple, clear, and easy to follow while giving project managers valuable time back.
Your information, data, and documents are entirely yours—you remain the owner at all times.
Our independent development team may access your data only when necessary to provide support or improve the system, always with care to ensure updates are beneficial and do not disrupt your experience.
Occasionally, we may use anonymous, aggregated data to help us better understand system performance and improve the platform for everyone—but never in a way that reveals individual users or organizations.
Our independent development team may access your data only when necessary to provide support or improve the system, always with care to ensure updates are beneficial and do not disrupt your experience.
Occasionally, we may use anonymous, aggregated data to help us better understand system performance and improve the platform for everyone—but never in a way that reveals individual users or organizations.
Move Manager 360 (MM360) was created by Smooth Transitions®, one of the pioneering Senior Move Management companies and a proud founding member of NASMM. In 2023, they generously opened up a public version of their custom-built internal software to fellow NASMM members, offering a powerful tool to help others grow and succeed.
Since then, the MM360 team has continued to work hand-in-hand with NASMM members to refine and enhance the platform specifically for their needs.
Rest assured—MM360’s data and servers are completely separate from those of Smooth Transitions Franchising. The system is managed independently by the developer of the public platform, and no Smooth Transitions employees or owners have access to user data. Your information remains private, secure, and fully protected.
Since then, the MM360 team has continued to work hand-in-hand with NASMM members to refine and enhance the platform specifically for their needs.
Rest assured—MM360’s data and servers are completely separate from those of Smooth Transitions Franchising. The system is managed independently by the developer of the public platform, and no Smooth Transitions employees or owners have access to user data. Your information remains private, secure, and fully protected.
Absolutely! MM360 isn’t the only solution available — there are several other tools that Senior Move Managers use with varying levels of success, depending on their needs and budget.
Here are some popular options worth exploring:
Here are some popular options worth exploring:
-
SMMWare by Brian Jacobs
A long-time supporter of NASMM members, SMMWare offers a system tailored to the Senior Move Management industry. -
17 Hats
A user-friendly platform for small businesses with tools for estimating, contracts, invoicing, lead management, bookkeeping, and more. -
Teamwork
A powerful project management tool with excellent collaboration features and integrations. -
Trello
A simple, flexible project management app that’s great for visual organization and task tracking. -
Asana
A popular project management system known for its ease of use and broad appeal among teams. -
FreshBooks
A streamlined accounting and invoicing solution that may integrate with your other tools. -
Mailchimp
A trusted email and SMS marketing platform with helpful automation and audience tools. -
MileIQ for Business
A smart mileage tracker built for teams — perfect for managing staff travel. -
truereview
A reputation management tool that helps you collect and respond to customer reviews. -
HighLevel
A powerful CRM platform built for marketing professionals who want advanced control over lead pipelines, automation, and communications.