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
You can manage your jobs in real-time, schedules, costs, and communicate with trade partners and technicians. With informative Dashboards, you can gain complete visibility into your restoration contractor business. In a glance, you can see all your work in production, outstanding projects, and top referrals. Track each job easily. You can easily track the date and progress of each job so your team can see what happened and where it is at. All of your photos and documents related to restoration can be stored in one place, making it easier for you to find all the information. Upload your documents to have them automatically filled out with customer information. You want your team to be on top of everything. Your team will be reminded of the tasks they need to complete and when they should be done. You can schedule tasks to be emailed to clients, which will save you time and effort.
API Access
Has API
No
API Access
Has API
No
Integrations
No details available.
Integrations
No details available.
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
Yes
iPad App
Yes
Android App
Yes
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
Service Software
Website
www.restorationmanager.net
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
Product Features
Construction Management
Accounting Integration
No
Budget Tracking/Job Costing
No
CRM
No
Change Orders
No
Commercial
No
Contract Management
No
Contractors
No
Equipment Tracking
No
Estimating
No
Incident Reporting
No
Mobile Access
No
Offline Access
No
RFI & Submittals
No
Residential
No
Subcontractor Management
No
Timesheets
No
Contractor Management
Contractor Database
No
Insurance Tracking
No
License Tracking
No
Permit Tracking
No
Skills & Competencies
No
Task Management
No
Work Hour Tracking
No
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