Average Ratings 0 Ratings
Average Ratings 0 Ratings
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
DigitalTax Connect is a powerful suite of APIs that delivers quick and precise access to property tax payment information and customer service updates. This system integrates effortlessly with various platforms including websites, mobile applications, and IVR phone systems, which enhances customer support and minimizes the need for manual intervention. By automating tax-related workflows, service providers can significantly reduce errors, decrease expenses, and enhance customer satisfaction. It utilizes Cotality's well-established property data and partnerships with 22,000 U.S. taxing authorities to guarantee the accuracy and reliability of tax information. Users benefit from real-time insights into information from taxing agencies, details on tax years, installment options, dates of economic loss, payment histories, tax amounts, and current payment statuses. This API suite equips call centers and online support teams with improved visibility and the ability to offer proactive service, allowing them to monitor progress, address disputes, and deliver timely updates. Additionally, DigitalTax Connect enables immediate access to extensive public portfolio data through multiple APIs, further streamlining the tax management process and enhancing operational efficiency.
API Access
Has API
No
API Access
Has API
Yes
Integrations
The Mortgage Office
No
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)
Yes
In Person
Yes
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/digitaltax-connect
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