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Description
Establish your online presence and expand your business with user-friendly software designed for contractors in a variety of trades. Additionally, benefit from receiving $50 in credits each time we provide funding for a loan. Capture leads through various channels including social media, search engines, and landing pages, or input them manually as needed. Utilize free email and SMS marketing, along with drip marketing techniques, to accelerate your sales processes. Monitor your Casa Website traffic and referral sources to refine your customer acquisition tactics effectively. Pre-screen clients with various credit profiles at any financial level without impacting their credit ratings. Enhance your brand image by showcasing reviews from platforms like BBB, Yelp, Google, and Facebook. Analyze your conversion metrics from quotes to payments, along with financing behaviors and other valuable insights. Create an engaging website that not only gathers leads but also provides financing options. You can easily tailor this site in just a few minutes using content sourced from Facebook, Instagram, Google, and Yelp. Ultimately, attract new clientele by generating leads directly from your search results, ensuring a steady influx of potential customers. This comprehensive approach allows for efficient customer engagement and business growth in a competitive market.
Description
The Restoration CRM by Cotality is a powerful tool designed specifically for property restoration companies to enhance their customer management processes. It allows users to track client interactions, manage leads, and handle project details seamlessly from one platform. With built-in automation, the CRM streamlines workflows and improves communication between team members and customers, ensuring quicker response times and better customer service. Customizable features and robust reporting tools make it easy for businesses to monitor progress and stay on top of their projects and client relationships.
API Access
Has API
API Access
Has API
Integrations
Better Business Bureau (BBB)
Facebook
Google
Instagram
Yelp
Zapier
Integrations
Better Business Bureau (BBB)
Facebook
Google
Instagram
Yelp
Zapier
Pricing Details
$99 per month
Free Trial
Free Version
Pricing Details
$60 per user per month
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Casa
Website
pros.casa/
Vendor Details
Company Name
Cotality
Founded
2010
Country
United States
Website
www.cotality.com/products/restoration-crm
Product Features
Business Management
Billing & Invoicing
CRM
Employee Management
Financial Management
Inventory Management
Marketing Management
Order Management
Point of Sale (POS)
Project Management
Purchasing
Scheduling
Time & Expense Tracking
Training Management
Vendor Management
Restoration Management
Bid Management
CRM
Document Management
Fire Restoration
Job Tracking
Mold Remediation
Project Management
Scheduling
Task Management
Water Restoration
Product Features
CRM
Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management
Restoration Management
Bid Management
CRM
Document Management
Fire Restoration
Job Tracking
Mold Remediation
Project Management
Scheduling
Task Management
Water Restoration