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Average Ratings 6 Ratings

Total
ease
features
design
support

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

Encircle simplifies the process of field documentation for property insurance claims professionals and restoration contractors. Our mobile app can be used in any situation, at the site of a loss. It is easy to use and requires minimal clicks. Every claim is subject to interpretation and debate, which is frustrating for all parties involved. Encircle is the solution. Take photos, videos, notes and floor plans. You can also record moisture readings and drying logs. You can also create contents inventories and e-signatures. Total transparency about a loss of property can only be achieved by capturing the facts at the source - the loss itself. Encircle's platform for field documentation sits at front-end of the restorer's business.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Albi
AnswerForce
Job Dox
Matterport
PSA
RealWork
VCA Software
Xactimate
Xcelerate
Zapier
iRestore

Integrations

Albi
AnswerForce
Job Dox
Matterport
PSA
RealWork
VCA Software
Xactimate
Xcelerate
Zapier
iRestore

Pricing Details

$60 per user per month
Free Trial
Free Version

Pricing Details

$250/month, unlimited users
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

Cotality

Founded

2010

Country

United States

Website

www.cotality.com/products/restoration-crm

Vendor Details

Company Name

Encircle

Founded

2012

Country

Canada

Website

www.getencircle.com

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

Product Features

Business Process Management

Access Controls / Permissions
Alerts / Notifications
Business Process Automation
Business Rules Management
Collaboration
Process Change Tracking
Process Mapping
Process Modeling & Design
Visual Workflow Management

Floor Plan

2D Floor Plans
3D Floor Plans
Annotation
Diagram Templates
Document Management
Drafting
Drag & Drop
Lighting Control
Object Library
Rendering

Restoration Management

Bid Management
CRM
Document Management
Fire Restoration
Job Tracking
Mold Remediation
Project Management
Scheduling
Task Management
Water Restoration

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