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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

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.

Description

Trestle is an advanced data distribution management solution offered by Cotality, designed to simplify the handling of complex property data. This platform facilitates seamless integration, enabling real-time data sharing and ensuring consistency across various systems. Trestle helps businesses automate data processes, manage access permissions, and maintain compliance while enhancing collaboration. With easy-to-use tools for managing large volumes of property data, Trestle allows companies to streamline operations and improve data-driven decision-making.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

InsulationScope No 

Integrations

InsulationScope Yes 

Pricing Details

$60 per user per month
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

Cotality

Founded

2010

Country

United States

Website

www.cotality.com/products/restoration-crm

Vendor Details

Company Name

Cotality

Founded

2010

Country

United States

Website

www.cotality.com/products/trestle

Product Features

CRM

Calendar/Reminder System Yes 
Call Logging No 
Document Storage Yes 
Email Marketing Yes 
Internal Chat Integration Yes 
Lead Scoring No 
Marketing Automation Integration Yes 
Mobile Access Yes 
Quotes / Proposals Yes 
Segmentation Yes 
Social Media Integration Yes 
Task Management Yes 
Territory Management Yes 

Restoration Management

Bid Management No 
CRM No 
Document Management No 
Fire Restoration No 
Job Tracking No 
Mold Remediation No 
Project Management No 
Scheduling No 
Task Management No 
Water Restoration No 

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